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Set up Advantage Program on POSitouch

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Description: The Advantage Program is a series of patron-facing and POS configuration options designed to help merchants offset operational costs. There are three pricing and POS configuration options under the Advantage Program for POSitouch.

WARNING: Advantage Program and Debit/EBT transactions are incompatible!

Important: The Advantage Program is NOT a surcharge program. Shift4 does not support or endorse any type of credit card surcharging. It is the merchant's responsibility to be familiar with the patron-facing pricing and POS configuration options available under Shift4's Advantage Program and choose the option that works best for their business. 

Need help? Call Shift4 Support

To get help from Shift4 Support setting up the POSitouch Advantage Program, please call 888.276.2108 extension 6257.

Minimum Software Requirements

Files found on the FTP:

  • For 6.41:
  • For 6.42

Suggested Setting

Navigate to Setup > Payment > Payment system options and place a check in the checkbox for “Edit Tips on Payment?” This flag is suggested to be used with the Advantage Program (especially when using SkyTab Online Ordering and SkyTab Mobile) as payments flow through more smoothly with this flag on.

Dual Pricing

Dual Pricing for Positouch automatically computes the check total or balance due for both cash and non-cash amounts. These amounts will be presented to the customer via the guest check or through SkyTab Mobile applications.

The server will also have these amounts on hand when viewing the check from the order entry or the settlement screens.

Also, POSitouch provides a way, by merchant discretion, to “Apply Cash Price” even for payments made with a credit card.

Set up POSitouch for Dual Pricing

Merchants who already signed up with the Shift4 Advantage Program also need to set up POSitouch. Here are the steps:

  1. Enable Dual Pricing in the Backoffice
    1. In the Backoffice, open the “Gratuity/Service Charge'' section via Setup > Payment > Gratuity Service Chg. > Next Page > Next Page.

      If you use Navigator, open the “Gratuity/Service Charge'' section via Payment > Gratuity/ Service Charge > Next Page > Next Page.
    2. Enable:
      1. "Dual Pricing" under S4 Advantage Program.
      2. "Use Service Charge 1 for Cashe Discount feature" - ON.
      3. Leave four label entries empty. POSitouch will use the default names for these labels.
      4. If a merchant wants to use credit adjustment for Dual Pricing based on the check post-tax total, use the flag “Compute Service Charge on check total including tax” - ON.
      5. Enable “Add Gratuity at Payment” for the CASH payment type along with all other payment types that accept gratuity.
    3. Create the new menu item with the name “Dual Pricing” in either Quick Menu or Menuw.
      Quick Menu:

      Menuw:
    4. In the Backoffice, open the “Gratuity/Service Charge'' section via Setup > Payment > Gratuity Service Chg.
      1. Change the Description of the Service Charge 1 to "Dual Pricing."
        Note: If the configuration already included a general Service Charge # (1) configured on this page and assigned on the next page, you need to reassign it to the Service Charge # (2) and then reconfigure the Service Charge # (1) as the “Dual Pricing."
      2. Set Type 2-PCT.
      3. Set the Amount field equal to the Dual Pricing percentage.
      4. Tax code is 1-Taxable and the Tax 1 checkbox is checked. Taxes 2-4 are optional based on the site tax configuration
      5. Enter Inv# of the main item number from step 3.
    5. Select Next Page.
    6. On the "Apply Automatic Service Charges" screen:
      1. Configure the SERVICE CHARGE # (1) column with Dual Pricing selection for all required cost centers.
    7. Select Immed System Change from the Backoffice.

      If you use the Navigator
  2. POSitouch Workflow for Dual Pricing Advantage Program
    With POSitouch set to use Dual Pricing Advantage program in the previous steps, the POSitouch general workflow would be as follows:
    1. Waiter will open a table, tab, or quick service order for the customer.
    2. Waiter will add the items ordered by the customer.
    3. The order screen will display both the NON-CASH and CASH check balances.
    4. Customer will request the guest check when finishing the meal.
    5. Waiter will print the check containing the cash and non-cash check total amounts.
    6. The customer hands in their payment either in cash, credit card, etc.
    7. If a customer wants to pay by a credit card but using the cash price, the merchant (or server) needs to remove the Dual Pricing from the View Edit > GRATUITY/SERV CHRG screen by selecting the NONE button and selecting the ENTER button prior adding any payment.

      Important: Applying the cash price would result in the estimated bank deposit being lower than is shown in the Sales Journal and other POSitouch Backoffice reports as these report figures are POS side only and would not affect the Shift4 Gateway backend computation.
    8. If a customer wants to pay with CASH, the merchant (or server) should select the CASH payment type on the Payment screen and the payment amount will default to the CASH check balance.
    9. If a customer wants to pay with a credit card payment, the merchant (or server) should select the CC REMOTE or CC AUTH button on the Payment screen and proceed with the credit authorization for the amount, which will default to the NON-CASH check balance.
    10. If a customer paid with a credit card, the credit card receipt will be handed to the customer for signing.
    11. Waiter adds the payment and finalizes the check.
  3. SkyTab Mobile Workflow for Dual Pricing Advantage Program when check paid to CASH




    The emailed SkyTab Mobile receipt:
  4. SkyTab Mobile Workflow for Dual Pricing Advantage Program when check paid to CREDIT CARD





Supplemental Fee With Discount

Supplemental Fee with Discount for POSitouch automatically adds a defined credit adjustment amount as a fee that a merchant charges and is due regardless of the method of payment used to settle the check. This applies to both the POS and SkyTab Mobile applications.

 

Also, POSitouch provides a way, by merchant discretion, to Remove Fee prior to receiving the payment.

 

Note: Shift4 also offers customers the ability to add “Service Charges” to their check totals. A Service Charge can be added as a standalone charge for customers who are not enrolled in the Advantage Program. In this sense, a Supplemental Fee and a Service Charge are the same and can be added the same way.

Set up POSitouch for Supplemental Fee With Discount

Merchants who already signed up with the Shift4 Advantage Program also need to set up POSitouch.  Here are the steps:

  1. Enable Supplemental Fee with Discount in the Backoffice
    1. In the Backoffice, open the “Gratuity/Service Charge'' section via Setup > Payment > Gratuity Service Chg. > Next Page > Next Page.
      If you use Navigator, open the “Gratuity/Service Charge'' section via Payment > Gratuity/ Service Charge > Next Page > Next Page.
    2. Enable:
      1. “Supplemental Fee” under S4 Advantage Program”.
      2. “Use Service Charge 1 for Cash Discount feature - OFF”.
      3. If a merchant wants to use credit adjustment for Supplemental Fee based on the check post-tax total, use the flag “Compute Service Charge on check total including tax” - ON.
      4. Enable “Add Gratuity at Payment” for the CASH payment type along with all other payment types that accept gratuity.
    3. Create the new menu item with the name “Supplemental Fee” in either Quick Menu or Menuw (or use the name “Service Charge” if not enrolled in the Advantage Program).
      Quick Menu:

      Menuw:
    4. In the Backoffice, open the “Gratuity/Service Charge'' section via Setup > Payment > Gratuity Service Chg.
      1. Change the Description of the Service Charge 1 to "Supplemental Fee”(or “Service Charge” if not enrolled in the Advantage Program).
        Note: If the configuration already included a general Service Charge # (1) configured on this page and assigned on the next page, you need to reassign it to the Service Charge # (2) and then reconfigure the Service Charge # (1) as the “Supplemental fee” (or Service Charge if not enrolled in the Advantage program).
      2. Set Type 2-PCT.
      3. Set the Amount field equal to the Supplemental Fee percentage.
      4. Tax code is 1-Taxable and the Tax 1 checkbox is checked. Taxes 2-4 are optional based on the site tax configuration
      5. Enter Inv# of the main item number from step 3.
    5. Select Next Page.
    6. On the “Apply Automatic Service Charges” screen:
      1. Configure the SERVICE CHARGE # (1) column with Supplemental fee selection for all required cost centers.
    7. Select Immed System Change from the Backoffice.

      If you use the Navigator
  2. POSitouch Workflow for Supplemental Fee Advantage Program
    With POSitouch set to use the Supplemental Fee Advantage Program in the previous steps, the POSitouch general workflow would be as follows:
    1. Waiter will open a table, tab, or quick service order for the customer.
    2. Waiter will add the items ordered by the customer.
    3. The order screen will NOT display the NON-CASH and CASH check balances but the Supplemental Fee will be included the check Total.
    4. Customer will request the guest check when finishing the meal.
    5. Waiter will print the check containing the Supplemental Fee amount.
    6. The customer hands in their payment either in cash, credit card, etc.
    7. If a customer wants to pay without the Supplemental fee, the merchant (or server) needs to remove the Supplemental Fee from the View Edit > GRATUITY/SERV CHRG screen by selecting the NONE button and selecting the ENTER button prior to adding any payment.

      Important: Removing the Supplemental fee would result in the estimated bank deposit to be lower than is shown in the Sales Journal and other POSitouch Backoffice reports as these report figures are POS side only and would not affect the Shift4 Gateway backend computation.
    8. If a customer wants to pay with CASH, the merchant (or server) should select the CASH payment type on the Payment screen and the payment amount will default to the check balance that will include the Supplemental Fee.
    9. If a customer wants to pay with a credit card payment, the merchant (or server) should select the CC REMOTE or CC AUTH button on the Payment screen and proceed with the credit authorization for the amount, which will default to the check balance that will include the Supplemental Fee.
    10. If a customer paid with a credit card, the credit card receipt will be handed to the customer for signing.
    11. Waiter adds the payment and finalizes the check.

Cash Discount

Cash Discount for POSitouch automatically computes the check total or balance due for both cash and non-cash amounts.  These amounts will be presented to the customer via the guest check or through SkyTab Mobile applications.  

The server will also have these amounts on hand when viewing the check from the order entry or the settlement screens.

Also, POSitouch provides a way, by merchant discretion, to “Apply Cash Price” even for payments made with a credit card.

Cash Discount for POSitouch automatically applies a discount to the posted check total when a cash payment is made.  This applies to both the POS and SkyTab Mobile applications.

Important: The Cash Discount program will discount the current item's price. You may want to consider increasing menu prices to offset the discount.

Set up POSitouch for Cash Discount

Merchants who already signed up with the Shift4 Advantage Program also need to set up Positouch.  Here are the steps:

  1. Cash Discount in the Backoffice
    1. In the Backoffice, open “Gratuity/Service Charge'' section via Setup > Payment > Gratuity Service Chg. > Next Page > Next Page.

      If you use Navigator, open the “Gratuity/Service Charge'' section via Payment > Gratuity/ Service Charge > Next Page > Next Page.
    2. Enable:
      1.  “Cash Discount” under S4 Advantage Program.
      2. “Use Service Charge 1 for Cash Discount feature” - ON.
      3. Leave four label entries empty. POSitouch will use the default names for these labels.
      4. If a merchant wants to use credit adjustment for Cash Discount based on the check post-tax total, use the flag “Compute Service Charge on check total including tax” - ON.
      5. Enable “Add Gratuity at Payment” for the CASH payment type along with all other payment types that accept gratuity.
    3. Create the new menu item with the name “Cash Discount” in either Quick Menu or Menuw.
      Quick Menu:

      Menuw:
    4. In the Backoffice open the “Gratuity/Service Charge'' section via Setup > Payment > Gratuity Service Chg.
      1. Change the Description of the Service Charge 1 to “Cash discount.”
        Note: If the configuration already included a general Service Charge # (1) configured on this page and assigned on the next page, you need to reassign it to the Service Charge # (2) and then reconfigure the Service Charge # (1) as the “Cash discount.”
      2. Set Type 2-PCT.
      3. Set the Amount field equal to the cash discount percentage with the minus sign.
      4. Tax code is 1-Taxable and the Tax 1 checkbox is checked. Taxes 2-4 are optional based on the site tax configuration.
      5. Enter Inv# of the main item number from step 3.
    5. Select Next Page.
    6. On the “Apply Automatic Service Charges” screen: 
      1. Configure the SERVICE CHARGE # (1) column with Cash discount selection for all required cost centers.
    7. Select Immed System Change from the Backoffice.

      If you use Navigator
  2. POSitouch Workflow for Cash Discount Advantage Program

    With POSitouch set to use the Cash Discount Advantage Program in the previous steps, the POSitouch general workflow would be as follows:

    1. Waiter will open a table, tab, or quick service order for the customer.
    2. Waiter will add the items ordered by the customer.
    3. The order screen will display both the NON-CASH and CASH check balances.
    4. Customer will request the guest check when finishing the meal.
    5. Waiter will print the check containing the cash and non-cash check total amounts.
    6. The customer hands in their payment either in cash, credit card, etc.
    7. If a customer wants to pay by a credit card but using the cash price, the merchant (or server) needs to apply the Cash Discount from the View Edit > GRATUITY/SERV CHRG screen by selecting the CASH DISCOUNT button and selecting the ENTER button prior adding any payment.
    8. If a customer wants to pay with CASH, the merchant (or server) should select the CASH payment type on the Payment screen and the payment amount will default to the CASH check balance.
    9. If a customer wants to pay with a credit card payment, the merchant (or server) should select the CC REMOTE or CC AUTH button on the Payment screen and proceed with the credit authorization for the amount, which will default to the NON-CASH check balance.
    10. If a customer paid with a credit card, the credit card receipt will be handed to the customer for signing.
    11. Waiter adds the payment and finalizes the check.

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