SecureTable Full Transaction Workflow
Last updated
Last updated
This section will cover the general workflow that users and customers will see when using the SecureTable module. The workflow will vary slightly based on the Secure Payment application's SecureTable module configuration. The workflow steps that are user-configurable are also optional and can be skipped during the transaction process. Those will be indicated as such below.
Before starting a transaction using a payment terminal with the SecureTable module, at least one check must be printed from the POS system. The SecureTable module can also work with split checks as well a tables with multiple checks. Open tables without printed checks cannot be accessed by the SecureTable module.
The workflow will vary based on the SecureTable module's application settings. This section covers all possible configurations. Here are quick links to each step of the workflow:
Home Screen (Start)
Tip Calculation (with tip presets)
Payment (Card processing)
The transaction workflow always starts from the SecureTable home screen. To start, simply press the ENTER button.
Enter the Server, Clerk or employee number and press the OK button in the lower-right corner of the screen. The server number is mandatory to start a transaction. It will be used to filter the tables and checks, and only the tables or checks that are related to the server number entered will be available.
NOTE: On devices equipped with a physical keypad, the on-screen keypad will not be displayed. The physical keypad buttons will be used instead.
This screen will only be displayed if the Enable Search by Table Number option is enabled in the SecureTable application's settings.
The table number is used to further filter the checks that will be displayed. This is useful to display the full list of checks associated with a specific table.
To use it, enter the table number and press the OK button in the lower-right corner of the screen. To skip this step, simply press OK without entering a table number.
NOTE: On devices equipped with a physical keypad, the on-screen keypad will not be displayed. The physical keypad buttons will be used instead.
This screen will only be displayed if the Enable Search by Check Number option is enabled in the SecureTable application's settings.
The check number is used to search for a specific check. This is useful when you have the check in hand and you just want to bring it up immediately on the SecureTable application.
To use it, enter the check number and press the OK button in the lower-right corner of the screen. To skip this step, simply press OK without entering a check number.
NOTE: On devices equipped with a physical keypad, the on-screen keypad will not be displayed. The physical keypad buttons will be used instead.
This screen may look different or may not be displayed altogether, based on settings and previous choices made:
A list of all tables containing printed checks will be displayed if both the Table Number and Check Number screens were skipped.
A single table will be displayed if a valid table number was entered at the Table Number screen and the check number was skipped.
This screen will be skipped altogether if a check number was entered at the Check Number screen. In this case, SecureTable will skip directly to the Split Calculator screen, further below.
The table number is indicated to the left of each white box. Each box displays the total amount due for the entire table, and the green Multiple Checks text indicates that this table has more than one printed checks.
To select a table, simply touch the desired box.
When a table containing multiple printed checks is selected, the list of available checks is displayed. On a typical payment terminal screen, up to 5 checks can be displayed at once. If there are more than 5 checks, the list can be scrolled by swiping up and down the screen.
This screen will not be displayed if a table with a single check was selected, or if a check number was entered at the Check Number screen.
To select a check to be paid, simply touch the corresponding box on the screen.
The split calculator is the step where the server discusses with the customer about how the check will be paid. The following needs to be determined:
Will the check be paid by cash or by card?
Will the check be paid in full in one payment, or in multiple payments (split)?
If the payment is to be split, will it be in equal or unequal amounts?
Paid by Cash
Enable this checkbox if the customer pays with cash. If the customer pays by card, leave this box unchecked.
PAY FULL
Touch this button to pay the check in full.
EQUAL SPLIT
Touch this button to split the check amount in up to 10 equal parts.
UNEQUAL SPLIT
Touch this button to split the check in unequal parts.
Equal split is used to divide the total check amount equally up to 10 equal parts. This is useful when there is a single printed check for 2 or more customers, and they want to split the expense among themselves.
After touching the EQUAL SPLIT button, the Number of Splits appears with the amount per split appearing below each split option.
Touch the CONFIRM button to proceed with each payment.
NOTE: If the amount is not equally divisible by the number of splits selected, there will be a difference of $0.01 between split amounts. In the screenshot above, dividing $53.24 by 5 creates 4 splits at $10.65 and the final split (5th) at $10.64.
The UNEQUAL SPLIT function is used to divide the check amount in unequal parts. This is useful if the in a single printed check which multiple customers wish to pay with various amounts.
After touching the UNEQUAL SPLIT button, touch the Amount field and enter the amount that the customer wishes to pay. Touch the CONFIRM button to proceed with the first payment. The remaining balance appears after the payment is complete.
If the Tip option is enabled in the SecureTable application settings, the tip calculation screen will appear.
When the Tip calculation screen appears, the payment terminal needs to be handed to the customer. The customer has the following options:
Select one of the pre-configured percentages
Enter a custom dollar amount
Enter a custom percentage
Leave no tip at all
Total sale
This section shows the total amount to be paid.
Add a Tip
In this section, the tip presets configured in the Tip Preset Percentages in SecureTable's settings appear. Each percentage box also indicates the corresponding dollar amount.
Touching a preset automatically adds the selected tip amount to the transaction.
Custom $
Touch the Custom $ button to enter a custom dollar amount as tip instead of using a preset.
Custom %
Touch the Custom % button to enter a custom percentage of tip instead of using a preset.
No tip
Touch this button to skip the tip entry process altogether and leave no tip.
The screen below only appears if the customer touches the $ button to enter a custom tip amount.
The customer uses the provided keypad to enter a tip amount, which will make the green CONFIRM button available.
The customer can use the backspace key to correct typing mistakes.
When ready, the customer presses the green CONFIRM button.
NOTE: On devices equipped with a physical keypad, the on-screen keypad will not be displayed. The physical keypad buttons will be used instead.
The screen below only appears if the customer touches the % button to enter a custom tip percentage.
The customer uses the provided keypad to enter a tip percentage, which will make the green CONFIRM button available.
Also note the Tip Amount value is updated in real-time as the customer types the percentage. This is provided so that the customer will immediately know exactly how much will be added to the check as tips, based on the percentage entered.
The customer can use the backspace key to correct typing mistakes.
When ready, the customer presses the green CONFIRM button.
NOTE: On devices equipped with a physical keypad, the on-screen keypad will not be displayed. The physical keypad buttons will be used instead.
At this point, SecureTable will call the payment application installed on the payment terminal. The prompts that the customer will see will depend on the payment application used and the card type used. For more information on this specific part of the workflow, please consult your payment application's documentation.
After the payment has been authorized by the payment application, the payment data will be sent to the POS system. Note that only non-sensitive data is exchanged between SecureTable and the POS system.
The message Payment applied successfully! will be briefly displayed on the screen.
Then, one of two things can happen:
Splits
If this was a payment resulting from a split, SecureTable will return to the Split Calculator to process the next payment.
Full payment / Last payment
If this was a full payment or the last payment of a series of splits, SecureTable will return to the home screen.
The payment workflow with SecureTable is now complete, and the application is ready to process the next payment.
