1. Introduction

This guide provides detailed steps to apply discounts and comps when finalizing ticket payments for customers. Only authorized personnel, typically managers, can perform these actions as they require access to specific authorization credentials.

2. Step-by-Step Process

Step 1: Access the Ticket Payment Screen:
• Navigate to the active ticket for which a discount or comp is needed.
• Verify the ticket details, including the vehicle, date, and any specific customer information attached to the ticket.

Step 2: Initiate Comp or Discount Process
• Click on the payment option to bring up payment methods. Select “Comp Ticket” if providing a complimentary service or “Discount” to apply a percentage or fixed amount reduction.

Step 3: Manager Authorization
• When you select “Comp Ticket” or enter a discount, the system will prompt for manager credentials.
• Input the manager credentials and proceed. The system will request a reason for the comp or discount; choose an appropriate reason from the available options (e.g., VIP, service recovery).

Step 4: Confirm Details
• After entering the reason, confirm the comp or discount amount.
• The system will adjust the ticket total to reflect the comped or discounted amount, showing a $0.00 balance for fully comped tickets or the reduced amount if discounted.

Step 5: Finalize the Payment
• Select the preferred receipt method (e.g., SMS or email).
• Confirm the customer’s contact information if using SMS or email and proceed. A receipt will be sent with the updated ticket amount and transaction summary.

Step 6: Complete Checkout
• Once the payment is finalized, return to the main screen and select “Complete Delivery” to close out the ticket.
• If a comp was applied, the ticket will automatically reflect a zero balance. For discounts, the ticket will display the reduced amount paid.

3. Conclusion

The complimentary and discount features are essential tools for customer service but must be used judiciously, with proper authorization. Follow these steps closely to ensure that all adjustments are recorded correctly and that customers receive appropriate receipts.