Business Source in POS

A Business Source refers to a third-party partner or platform that sends business to the restaurant on a commission basis (for example: corporate partners, aggregators, or referral partners).

In POS, business sources can be defined and mapped to outlets so that orders coming from these sources can be tracked and the commission can be calculated automatically.

Steps to Define Business Source in POS

Step 1: Create a Commission Plan

First, create a Commission Plan that defines the commission percentage or rules for the business source.

1. Go to Master.

2. Select Commission Plan.

3. Click the Plus (+) icon to create a new commission plan.

4. Enter the required details:

• Name
  

• Type (Percentage)
  

• Max Order Value
  

• Commission Percentage
  
  

5. Click Save.

Step 2: Define Business Source

Create a new Business Source and assign the required details along with the commission plan.

1. Go to Master.

2. Select Business Source.

3. Click the Plus (+) icon to create a new business source.

4. Enter the required details:

• Business Source Name
  

• Registration Number
  

• Commission Plan (select the commission plan created earlier)
  
  

5. Click Save.

Step 3: Map Business Source with Outlet

Map the created business source to the outlet where it will be used.

1. Go to Business Source.

2. Click Outlet Mapping.

3. Select the required Outlet.

4. Click Add to save the mapping.

Step 4: Enable Business Source in Order Types

Enable the business source for the required Order Types, such as:

• Dine-In
  

• Takeaway
  

• Delivery
  

1. Go to Master.

2. Select Outlet.

3. Click Edit for the required outlet.

4. Go to Order Type Settings.

5. Select Dine-In.

6. Scroll down and enable Business Source.
7. Click on Edit to save the changes.

Note:
 Repeat the same process for other order types if required.

Step 5: Select Business Source While Taking Orders

While creating an order in POS, the user can select the business source.

1. Go to Menu.

2. Select Dine-In.

3. Click New Table.

4. In Order Information, click Business Source.

5. Select the required Business Source.

6. Save the order information.

Once a Business Source is selected while creating an order, the order will be recorded under that specific source. allowing accurate commission tracking and reporting.