Process Bottle Deposits

Creating a category is the recommended method for processing Bottle Deposits. This procedure ensures more precise Bottle Deposit reporting.

1. From Home, navigate to Items > Categories.
2. Tap New Category.
3. In the Description field, enter Bottle Deposit or another similarly descriptive phrase.
4. Tap Save.

Bottle Deposit settings are configured in the New DRV work area under Item Details. DRV (or CRV) fees are typically used for bottle deposit collection in retail.

1. From Home, navigate to Items > Item Details.
2. Under the Inventory tab, tap New DRV.
3. Configure the following in the pop-up that displays:
1. Description: Enter a description for the Bottle Deposit. Descriptions should be as detailed as possible. For example, enter 0.10 BTL DEP for a 10-cent Bottle Deposit.
• Note: We recommend incorporating asterisks or other symbols into the Description field when creating Bottle Deposits for EBT purposes. This helps to differentiate standard and EBT-based Bottle Deposits of the same value.
2. Category: Select the Bottle Deposit category (or another category name you created) from the drop-down menu.
3. Price $: Enter the deposit amount (e.g., 0.10).
4. Refundable: Enable the slider.
5. EBT Cash and EBT Food: Enable the slider(s) if the item is EBT eligible.
6. Tax: Enable one or more tax settings by toggling the desired slider(s).
7. Tap Save to save your work and close the pop-up.
4. On the Item Details screen, tap Save.

Once you’ve defined Bottle Deposit settings, assign a Bottle Deposit “tag along” to the root item.

1. From Home, navigate to Items > Item List.
2. Select an item that will have a Tag Along assigned to it.
3. On the Item Details screen, under the Inventory tab, tap the Tag Along magnifying glass.
4. Select a specific Bottle Deposit item or enter keywords in the Search field.
5. Bottle Deposit details populate in the Tag Along fields.
6. Tap Save.

When items with bottle deposits are entered into the Register, the deposit value is automatically added to the customer’s order. For example, after selecting a single Budweiser Bottle ($4.00), a $0.10 bottle deposit fee is automatically added to the order.

Merchants and customers can view the added Bottle Deposit as a line item on the receipt, which is reflected in the Item Total and Total lines.

Merchants can generate reports to view Bottle Deposit transaction data by using one of the following methods:

Business Overview Method

1. From Home, navigate to Reports > Sales.
2. Select a range of dates and times for this report to cover (pre-defined or custom).
3. Tap Business Overview.
4. Bottle Deposit figures display in the DRV, Gross Sales by Category, and Total Sales by Category sections of the report.

Advanced Method

1. From Home, navigate to Reports > Sales.
2. Tap Advanced Report.
3. Select a range of dates and times for this report to cover (pre-defined or custom).
4. Select Bottle Deposit from the Category drop-down menu.
5. Tap Run Report.
6. View Bottle Deposit data in the Sales by Item report.