Setting Up Types of Open Line Items

Overview: What are we talking about?

In Gingr, you set up types of open line items which can be used to add miscellaneous things to a reservation that you do not normally track in Gingr or that have a variable cost.

This article includes: 

• Setting Up Open Line Items
• Settings

Helpful Hints: Before you begin.

• Before you get started, take a moment to list out any items that you commonly charge customers for that have variable pricing, or not a service, reservation type, or retail item. Determine if open line items are something you will need to set up in Gingr.
  
  
• For example: “Kennel Damage Fee” is not a reservation, service, or retail item, and the cost will vary. This is a good example of something we want to create an open line item for so that we can charge our customers appropriately. Another example may be “Vet Fee”.

Set it Up: Let's get started.  

We will only be covering the settings that you should configure for this topic. If you see a setting that is not listed, please leave it set to its default setting.

1. Navigate to Left-hand Navigation: Admin » Open Line Item Types.
   
   
2. Add a line item type and configure the following fields:
   
   
   • Location: Choose the location that this line item type should be used at.
     
     
   • Type: Name the open line item type.
     
     
   • Is taxed: Select whether this type of charge should be taxed.
     
     
   • Allow Negative: Select whether this line item should be allowed to serve as a discount as well as an upcharge. If so, select yes.
     
     
   • Is Tip: Select whether this line item should be designated as a tip when added to a transaction.
     
     
     • This can be useful if you need to record a tip that was not processed via a credit card transaction or if you need to record a tip in its own transaction. You can create an open line item “tip” type for anyone who might receive a tip and needs it recorded separately. This will depend on how you split tips.
       
       
   • Specialist: If this line item should be assigned to a specific person or should generate a commission, then select a specialist from the list.
     
     
   • Account Code: Leave this blank for now. Account codes will be assigned later in your onboarding process.
     
     
3. Save and go back a page.
   
   
4. Repeat for any other open line items you need.
   

System-Wide Settings

1. Navigate to Left-hand Navigation: Admin » Open Line Item Types.