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Vocelli's: Prism Paperwork Regarding LOKE Integration

Updated

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Daily Paperwork

LOKE Sales will be included with Total Sales. However these sales with generate a new entry in the Deposits section in the bottom right corner. Breakdowns for LOKE Delivery vs LOKE Pickup sales are located on the left hand side in the order types section.  LOKE Tips will generate a CPO automatically, and are classified as Other Tips in the Cash Paid Out column.

 

NOTE: If a store is processing orders from other third party platforms (Grubhub, DoorDash, UberEats, etc.), tips for these orders will also contribute to the Other Pay Type tips as well. For a breakdown of each settlement type and the corresponding tip amount, please refer to the Settlement Report in Prism.

 

Vocelli's: Daily Paperwork.png

 

Pre Payments & Post Payments 

If an incoming Loke order is timed for a future date, Prism will generate a Pre Payment for the amount of the order(s) on the day the order is received. Additionally, Prism will then generate a Post Payment for the amount of the order(s) on the day they are due.

 

If LOKE Tips are paid out in payroll instead of cash

This will need to be communicated with Prism Support. Adjustments can be made to the POS that will not generate a Cash Paid Out for LOKE Tips, and instead create a separate line item on the Payroll Report for tips.

 

Vocelli's: Payroll Report.png

 

Weekly sales Recap 

Like the Daily Paperwork Report, the LOKE Sales will be included in the Total Sales. These sales will be broken down by order type in the middle column with the other order types. The LOKE Tips will be included in the left hand column with the Weekly Indicators.

Vocellis: Weekly Sales Report.png

 

Driver Checkout

LOKE Sales will be included with the Other Sales column, whereas LOKE Tips will be included with the Other Tips column. These tips will be included with the overall cash short/over calculation for the driver. 

Please note: LOKE tips are set to pay out daily in cash (as well as show on the payroll report as a separate line item).

 

Vocellis: Driver Checkout.png

 

Operational Changes

CC Slips

Prism no longer gets any credit card information and will not produce a slip for customers to sign. All payments are processed securely through Stripe payments. The Loke team will handle any required proof when dealing with charge-back situations for Loke online orders.

 

Tips

Tips must be placed through the Loke app. Customers may not tip on the same credit card transaction when their order is delivered or picked up. If they wish to tip at that point, the store will handle this as a separate tender.

 

Adjusting Orders

When adjusting Loke orders in Prism, there will be two steps:

  • Adding Items to a Loke Order:

    1. Opening the order and add necessary items, then 

    2. request a form of payment from the customer for the additional items. You cannot add these items to the existing Loke tender - that CC transaction has been closed.

  • Removing Items from a LOKE Order: 

    1. Open the order in Prism and the necessary items, then 

    2. request a refund for the difference via the LOKE Manager app

  • Canceling Orders: 

    1. Open the order in Prism and cancel it, then 

    2. cancel the order and request a refund via the LOKE Manager

     

Timed Orders 

These orders will present in your system as closed orders since payment has been received. To find timed orders, you will navigate to your Orders - select DAY - and then toggle the CLOSED/OPEN button to view the closed orders.

 

 

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