Split checks - move items between checks

Summary

An adjustment may be applied to either an item or a check:

  • Item-level adjustment
    • An item can be adjusted (comp, discount, etc.) as an item-level adjustment.
      • When moving an item from a discounted check to a non-discounted check, the item keeps any discounts it received from the discounted check.
      • When moving an item from a non-discounted check to a discounted check, the item does not change.
      • When moving an adjusted item to an adjusted check, the item does not change. 

  • Check-level adjustment
    • An entire check can be adjusted as a check-level adjustment. 
      • When moving an item from a discounted check to a non-discounted check, the item keeps any discounts it received from the discounted check.

Purpose 

Adjustments allow the business to reduce the individual price of an item or to reduce the price of an entire check (effectively reducing all the items on the check). Items can be moved between checks; the item does not change its discounted or non-discounted state when moved. 

Scenarios

Item-level Adjustment

When an adjustment is applied to an item, the item can be moved to another check that is not adjusted. The item-level-adjusted item will retain the adjustment when it is moved to a new check that is not adjusted. 

  • Four items are ordered and split evenly into two checks


  • An item on check #1 is discounted $1- Select item, tap Discount, enter amount of discount, tap Apply 
       

  • The item is moved to check #2 - Tap Check #1 to display items in left panel, tap discounted item, tap Check #2 to move item 
  • Result: The item retains the item-level discount.
Check adjustment

When an adjustment is applied to a check, an item can be moved to the check from another check. The item will not change from its original state . 

  • Four items are ordered and split evenly into two checks
  • Check #1 is comp'd (at check level, not individual item level) 
  • An item from Check #2 is moved to the comp'd Check #1 
  • Result: The item doesn't change.
       

When two checks are adjusted differently, an item moved from one check to another will not change.

  • Four items are ordered and split evenly into two checks 
  • Check #1 is comp'd 
  • Check #2 is discounted 
  • An item moved from check #1 (comp'd) to check #2 (discounted) will not change and will remain comp'd. 
  • An item moved from check #2 (discounted) to check #1 (comp'd) will not change and will remain discounted. 

 

Related articles: 

Split Check - Archive

Split a check

Split items and separate check

Adjustments Screen

Reference: OE-5158