Tables, Tares & Taxes

Tables

Tables define the properties of physical tables in the restaurant, which are represented by the Table control.

Edit Table dialog showing Name, Capacity, Shape, and Section fields
  • Name: Name of the table.
  • Capacity: The number of seats to display on the Table control, and the default guest count when the table is opened.
  • Shape: Shape of the Table control.
  • Section: Section assigned to new orders on parties assigned to the table.

Tares

Tares are weight allowances for the packaging of weighed order items, such as a plate or cup.

Edit Tare dialog showing Name and Weight fields
  • Name: Name of the tare.
  • Weight: Weight of the tare, measurement type is determined by the Price Per setting on the measured item.

Taxes

Taxes are defined for calculating and collection of sales taxes.

Edit Tax dialog, Applies To tab showing Name, Tax Type, Amount, Minimum Amount, Display As, Tax is Inclusive, Use location specific rules, and an item list with Add Item button
  • Name: Name of the tax.

  • Tax Type:

    • Percent: Percent of the qualifying order item's price.
    • Flat Fee: Fixed dollar amount per order.
  • Amount: Percent or dollar amount to be applied, depending on the Tax Type.

  • Minimum Amount: Minimum amount to be applied per qualifying order.

  • Display As: An alternative name that prints on the receipt.
    NOTE: If multiple taxes are given the same Display As name, they will be combined on receipts.

  • Tax is Inclusive: When checked, tax is included in price of item.

  • Use location specific rules: Which checked, PAR POS uses embedded, location-specific tax tables.
    NOTE: This feature is currently only for use in Florida locations.

  • Applies To tab: Items in the Selected Items list will have this tax applied to them.

  • Destinations tab: When Limit Destinations is checked, the tax only applies to the selected destinations.
    Edit Tax dialog, Destination tab showing Limit Destinations checkbox with Drive Thru, For Here, Order Ahead, and To Go checkboxes

  • Triggers tab: Modifiers in the Selected Items list will result in the tax being applied to the root item.
    Edit Tax dialog, Triggers tab showing a filterable item list with an Add Item button

  • Options Tab:
    Edit Tax dialog, Options tab showing Rounding dropdown and "Do not apply this tax" amount-based and quantity-based exclusion settings

    • Rounding: Select how taxes will be rounded when a calculation results in fractional cents.
      • Up: Rounds up to the next higher cent.
      • Down: Rounds down to the next lower cent.
      • Nearest: Rounds to the nearest cent.
      • Bracket: Selecting Bracket displays two lists: Non-Repeating and Repeating.
    • Do not apply this tax: Check the check box if you want to exclude the tax based on an Order Total or Order Subtotal amount or by the quantity of a certain item or item type.
      • For tax exclusion based on order total/subtotal amount:

        • when: Choose Order Total or Order Subtotal.
        • is less than: Choose the [$ amount] value.
        • and only contains any items in: Choose certain items up to a given price from having the tax applied.
      • For tax exclusion based on item/item type quantity:

        • When Quantity of: select the item or item type from the dropdown to be excluded from tax.
        • Is Greater than: select the quantity of the item or item type that triggers the tax exclusion.
          Edit Tax dialog, Options tab, Rounding method Bracket, showing the Non-Repeating and Repeating tax bracket grids with TaxAmount, From, To, and Breakpoint columns
      • Non-Repeating: For rows where the intervals are not repeated, such as for the first dollar, where the taxation rate often includes a point below which no tax is charged.
        NOTE: No matter how many rows are entered on the Non-Repeating sub-tab, the system does not use those values to extrapolate any additional taxable order totals. Therefore, if rows are only entered on the Non-Repeating sub-tab, then the maximum tax calculated will be the value in the lowest row.

      • Repeating: For establishing a pattern of tax brackets. When you enter a number of rows in the Repeating sub-tab to establish the pattern, the system extrapolates based on the established pattern for values above what is entered. NOTE: It is recommended that ten or more rows be added on the Repeating sub-tab so that the system can accurately repeat the pattern for all order totals.

      • 'Add' button: Inserts a row in either the Non-Repeating or Repeating list.

        • Tax Amount: The amount of tax charged.
        • From: The lowest order total for which the Tax Amount is charged.
        • To: The highest order total for which the Tax Amount is charged.
        • Breakpoint: The number of cents between From and To, inclusive.
    • Do not apply this tax: Check the check box if you want to exclude the tax based on an Order Total amount.
      • is less than: Choose the [$ amount] value.
      • and only contains any items in: Choose certain items up to a given price from having the tax applied.
  • Compound Tab:
    Edit Tax dialog, Compound tab, showing the Tax is Compound check box and Sort Priority field

    • Tax is Compound: When this box is checked, the tax is considered to be compound.
    • Sort Priority: The order in which compound taxes are applied. The lowest priority is applied first.
      NOTE: For compound taxes to work, two or more taxes must be created with the Tax is Compound check box selected and a Sort Priority set for each.