Dining | Comps & Voids

Within the Dining Cube on the iOS Staff App on your iPad, you have the ability to comp or void items while you are in service. Please reach out to your Project Manager or Customer Success Manager to see if you would like these options enabled for your dining operations.

Comps

The ability to comp meals is restricted to Admin and Staff user roles.

• Items can be comped whenever they’re saved, even if they haven’t been sent to the kitchen
• Staff can choose between a percentage and a fixed amount and will have to select a reason
• Reasons can be configured per community
  • Other reason with extra textfield also available
• Currently not available for bundle prices

How to Comp

Process 1 - Save Route

• If you choose to save the meal or item by selecting 'Save without sending anything' or 'Save and send draft to kitchen,' the next step is to click on the item or meal in the resident or guest order. This will open a new pop-up window. In this window, locate the 'Update' button and click on 'Actions' next to it. From the available options, select 'Comp.'You will be directed to the Comp screen where you can apply a discount.
• Choose either a percentage or a dollar amount for the discount. Below that, you’ll need to provide a reason for the discount. After entering the necessary details, click 'Save.'

• Once saved, you’ll return to the previous screen. You should now see a yellow text below the resident or guest's order that reads 'Comp: Your Reason.'

• If needed, you can click on that item again to either edit the comp or remove it entirely. Simply click on the item that you applied the comp to, navigate to the 'Actions' button and select what you would like to do next. 

Process 2 - Sent Route

• After firing the order or part of the order, navigate back to the resident's or guest's order within the table. Click the three vertical dots next to the right of their name. From the dropdown menu, select 'Show already sent items.' A new window will appear, displaying all items that have been sent to the kitchen.
• For each item you wish to comp, click the three vertical dots next to it. You will then have the option to either comp the item or void it (if this option is available in your community's setup). Follow the same procedure as outlined in Process 1 to apply the comp to the selected items.

Voids

The ability to comp meals is restricted to Admin and Staff user roles.

• Voiding can only happen between sending it to the kitchen and serving an item
• Staff will have to select a reason
• Reasons can be configured per community
  • Other reason with extra text field is also available
• Once voided, it will not show in that resident's order or in the already sent items
  • It will only show in the request details 

Currently, there is no option of sending a ticket to the kitchen when the item is voided/removed. The dining staff will need to let the back of the house know when an item has been voided.

How to Void

Once you have sent part or all of an order to the kitchen, you will have the option to void one or more items.

To do this, navigate back to the table and select the resident or guest you were working with. Click the three vertical dots to the right of their name. From the dropdown menu, select 'Show Already Sent Items.'

A new window will appear, displaying all items that have been sent to the kitchen. From this screen, select the item you wish to void. Please note that once an item has been voided, it will no longer appear in the resident's order or in the list of sent items.

To void an item, click the three vertical dots next to it and then select 'Void.' A new screen will appear, showing the item you've selected along with a reason field. The reason can be configured based on your community's needs by your Project Manager or Customer Success Manager. If you're certain you want to void the item, click the 'Void' button in the bottom right corner.