Process Bottle Deposits

A “Deposit” category/subcategory is created first to host the “Bottle Deposit” modifier.

1. From Home, tap Items.
2. Select Categories.
3. Tap New Category.  
   
   • Note: If you already have a “MODS” (aka Modifier) category in place, select the “MODS” category. Then follow the instructions below on creating a new “Deposit” subcategory.
4. In the Description field, type “Deposit”.
5. Disable Visible On Register by unchecking the field.
6. To add a “Bottle Deposit” Subcategory, tap the “None” Subcategory entry.  
7. Select New subcat.
8. In the Description field, type “Bottle Deposit”.
9. Choose Save.
   

A modifier is an item which further describes or amends a customer’s order. To create a “Bottle Deposit” modifier, first create an item:

1. From Home, tap Items.
2. Select Items Details.
3. Tap New.
   
4. Fill in the following details:
   
   • SKU: Generate a SKU number by clicking on the  barcode icon.
   • Short desc: Fill in the short description which will show up on the register. For example, type: “BTL Deposit”.
   • Description: This field is optional; fill in a description.
   • Category: Select Deposit.
   • SubCategory: Select Bottle Deposit.
   • Price: Enter the bottle deposit value. For example, enter $.10 for a single bottle deposit.
   • Tax: If your state does not require tax on bottle deposits, uncheck the Tax settings checkbox. Check your state tax rules and adjust your tax settings accordingly.
5. Press Save.
   

Items are designated as modifiers in the Modifiers section of Item Details.

1. Select the Modifiers tab.
   
2. Enable Make this item a modifier.
   
3. Enter a value in the Modifier Price field. For example, enter $.10 as a single bottle deposit value.
   
4. Tap Save.
   
5. Uncheck Make this item a modifier. Modifiers are not searchable on a “stock” items list. Unchecking Make this item a modifier will allow you to search for this item later when you add it as a required adder to a stock item.
   
6. Tap Save.

A required adder is a modifier which is automatically added to an item when it is rung up. For example, a bottle of Coke ($1.25) with a “Bottle Return” modifier ($.10) associated with it will automatically ring up the value of the Coke plus the bottle return value ($1.25 + $.10). Required adders are added to each item which requires a bottle deposit.

1. From the “Btl Deposit” record (as described in the previous step), choose List.
   
   
   • Note: Required adders can be applied to an item at any time! Simply navigate to an item’s Modifier page to apply a required adder.
2. Select an item from Items List. Scroll or use search options to find a specific item.
   
3. View Item’s Detail to confirm that the correct item was selected.
   
4. Click the [searchbutton] magnifying glass icon next to the Required adder field.
   
5. Select a required adder from the pop-up box. Scroll or type into the search field. For example, locate and select “BTL Deposit”.
   
6. View to confirm that the correct required adder is displayed. Then choose Save.
   

Additional “Bottle Return” modifiers can be created implemented to accommodate different types of bottle return values. Various “Bottle Return” values can be added as required modifiers to describe different types of bottle returns. For example:

• A “6-pack BTL Deposit” (value=$.60) modifier is created and applied as a required adder to the item “6-pack Coke”.
• “Case Deposit” (value=$1.20) modifier is created and applied as a required adder to the item “12-pack Bud Light”.

When items with required adders are rung up at the register, the value of the item ($1.25 – single Coke bottle) and the value of the modifier ($.10 – bottle deposit) is automatically added to the customer’s order.