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Set up Advantage Program on POSitouch

  • Updated

Description: Learn how to configure the Advantage Program (Cash Discount, Dual Pricing, or Supplemental Fee) in POSitouch, including the required Edit Tips on Payment setting.

Prerequisites

POSitouch version 6.41: Spcwin.exe dated January 20, 2026, or later.

POSitouch version 6.42: Spcwin.exe dated August 26, 2025, or later.

BOSET.zip with BOSETUPW dated July 28, 2025, or later.

Enable Edit Tips on Payment

It is recommended to enable the "Edit Tips on Payment" setting with the Advantage Program, particularly when using Online Ordering and Shift4 Duo, as this helps ensure smoother payment processing. If the setting is not enabled, the customer will need to be trained on how to close out a payment type that allows tips. 

  1. In POSitouch Backoffice, navigate to Setup > Payment > Payment system options 1
  2. Select Tips.
  3. Enable Edit Tips on Payment.
  4. Select Ok. 

If You Skip Enable Edit Tips on Payment

As previously noted, enabling this setting will require training the customer on how to close out a payment type that allows tips. If necessary, the steps to do this are provided below. If the setting is already enabled, proceed to the Advantage Program steps.

Close Out a Payment Type That Allows Tips

  1. After entering all gift cards and credit cards on the cc-auth screen, return to the payment screen.
  2. All of the authorized cards will be present.
  3. Touch the payment type, then touch Enter Tip.
  4. After pressing the enter tip button, the tip area turns red, allowing the keypad to be used to enter a tip for that payment type.

Advantage Program Options

There are three distinct Cash Advantage Programs available for sign-up. Below is a summary detailing the functionality of each within the Positouch System. 

Cash Discount

Cash Discount for Positouch automatically computes the check total or balance due for both cash and non-cash amounts. Cash Discount for Positouch automatically applies a discount to the posted check total when a cash payment is used. It is important to note that this feature will apply a discount to the check when a cash payment is made. The customer may want to consider raising their menu prices to offset this. 

Dual Pricing

Dual Pricing for Positouch automatically computes the check total and balance total for both cash and non-cash amounts. The non-cash amount will have a preset percentage added to the check's subtotal or total. This percentage is set up when the merchant initially signs up for the Cash Advantage Program. 

Supplemental Fee

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.

Jump to a section by selecting a link below:

Set Up Cash Discount

Quick Menu

  1. In POSitouch Backoffice, open Quick Menu.
  2. Select the Maj/Min tab on the right.
  3. Select an empty slot on the left.
  4. Type ADV PROGRAM in the Major and Minors fields; if there is not an open Major slot on the left, then ADV PROGRAM will need to be added to another Major’s Minor field.
  5. Select Close.
  6. Select the Items tab on the right.
  7. Select New. 

    Note: Notate the item number. 
  8. Type ADV PROGRAM item name field. 
  9. Change the Major Category and Minor Category to ADV PROGRAM. 
  10. Select Close and exit out of Quick Menu. 

Backoffice Setup

  1. In POSitouch Backoffice, navigate Back Office Setup Reports Sales and Category Trend.
  2. Select Setup Categories.
  3. Select Add.
  4. Type ADV PROGRM in the Category Name field.
  5. Select Speed Define - if greyed out, toggle the Search Field Number back & forth.
  6. Select ADV PROGRAM, then select Save.
  7. Select Save again.
  8. In POSitouch Backoffice, navigate to Back Office Setup Payment Sales Journal Sales Journal Options Sales Categories.
  9. Ensure the Number of Sales Categories field matches the number of categories.
    Note: The Number of sales categories field should match the total listed, as seen in the example below, 10 categories are shown, therefore, the number 10 should be input within the field at the bottom.
  10. Select Ok. 
  11. In POSitouch Back Office, navigate to Back Office Setup> Payment> Sales Journal> Sales Journal Options> Cost Centers.
  12. Ensure the Number of Cost Centers field has the same value as the number categories above.
  13. Select Ok.
  14. In POSitouch Backoffice, navigate to Back Office Setup Payment Sales Journal > Sales Categories.
  15. Select ENTIRE HOUSE.
  16. Type ADV PROGRAM in the JOURNAL NAME field next to where it is listed in the ENTIRE HOUSE column.
  17. Select Continue and then Ok.
  18. In POSitouch Backoffice, navigate Back Office Setup Payment Gratuity/Service Charge.
  19. Under the SERVICE CHARGES section enter the following:
    1.  DESCRIPTION: Type ADV PROGRAM
    2. Change the TYPE to 2-PCT. 
    3. Enter the Advantage Program % rate found in Titan and it is negative. 
    4. Disable all of the TAX fields that the location uses. 
    5. Change the TAX CODE to 1-Taxable.
    6. Enter the previously created item's inventory number from Quick Menu in the INV # field.
      Note: The Advantage Program is required to be the first service charge. If another surcharge is currently in the first slot, move it down.
  20. Select Next Page.
  21. Select 1-ADV PROGRAM in the SERVICE CHARGE # 1 field for all cost centers.
  22. Select Next Page.
  23. Enable Cash Discount in the S4 Advantage Program.
  24. Enable Use Service Charge 1 for Cash Discount feature? 
  25. Enable Compute Service Charge on Check total including tax?
  26. Enable Add Gratuity at Payment for the CASH payment type along with all other payment types that accept gratuity. 
  27. Leave the four label entries empty. POSitouch will use the default names for these labels.
  28. Select Ok.
  29. Do an Immediate System Change.

Jump to a section by selecting a link below:

Set Up Dual Pricing

Quick Menu

  1. In POSitouch Backoffice, open Quick Menu.
  2. Select the Maj/Min tab on the right.
  3. Select an empty slot on the left.
     
  4. Type ADV PROGRAM in the Major and Minors fields; if there is not an open Major slot on the left, then ADV PROGRAM will need to be added to another Major’s Minor field.
  5. Select Close.
  6. Select the Items tab on the right.
  7. Select New.
     
    Note: Notate the item number.
  8. Type ADV PROGRAM item name field.
  9. Change the Major Category and Minor Category to ADV PROGRAM. 
  10. Select Close and exit out of Quick Menu.
     

Backoffice Setup

  1. In POSitouch Backoffice, navigate Back Office Setup > Reports > Sales and Category Trend. 
     
  2. Select Setup Categories.
  3. Select Add. 
  4. Type ADV PROGRM in the Category Name field.
  5. Select Speed Define - if greyed out, toggle the ‘Search Field Number’ back & forth.
  6. Select ADV PROGRAM, then select Save.
  7. Select Save again.
  8. In POSitouch Backoffice, navigate to Back Office Setup > Payment > Sales Journal > Sales Journal Options > Sales Categories.
  9. Ensure the Number of Sales Categories field matches the number of categories.
    Note: The Number of sales categories field should match the total listed, as seen in the example below. 10 categories are shown; therefore, enter 10 in the field at the bottom.
  10. Select Ok. 
  11. In POSitouch Backoffice, navigate to Back Office Setup > Payment > Sales Journal > Sales Journal Options > Cost Centers.
  12. Ensure the Number of Cost Centers field has the same value as the number categories above.
  13. Select Ok.
  14. In POSitouch Backoffice, navigate to Back Office Setup > Payment > Sales Journal > Sales Categories.
  15. Select ENTIRE HOUSE.
  16. Type ADV PROGRAM in the JOURNAL NAME field next where it is listed in the ENTIRE HOUSE column.
  17. Select Continue and then Ok.
  18. In POSitouch Backoffice, navigate Back Office Setup > Payment > Gratuity/Service Charge.
  19. Under the SERVICE CHARGES section, enter the following: 
    1. DESCRIPTION: Type ADV PROGRAM.
    2. Change the TYPE to 2-PCT. 
    3. Enter the Advantage Program % rate found in Titan.
    4. Disable all of the TAX fields that the location uses.
    5. Change the TAX CODE to 1-Taxable. 
    6. Enter the previously created item's inventory number from the Quick Menu in the INV # field. 

      Note: The Advantage Program is required to be the first service charge. If another surcharge is currently located on the first slot, then move it down.
  20. Select Next Page. 
  21. Select 1-ADV PROGRAM in the SERVICE CHARGE # 1 field for all cost centers.
  22. Select Next Page. 
  23. Enable Dual Pricing in the S4 Advantage Program.
  24. Enable Use Service Charge 1 for Cash Discount feature? 
  25. Enable Compute Service Charge on Check total including tax?
  26. Enable Add Gratuity at Payment for the CASH payment type along with all other payment types that accept gratuity. 
  27. Leave the four label entries empty. POSitouch will use the default names for these labels.
  28. Select Ok.
  29. Do an Immediate System Change.

Jump to a section by selecting a link below:

Set Up Supplemental Fee

Quick Menu

  1. In POSitouch Backoffice, open Quick Menu.
  2. Select the Maj/Min tab on the right.
  3. Select an empty slot on the left.
     
  4. Type ADV PROGRAM in the Major and Minors fields; if there is not an open Major slot on the left, then ADV PROGRAM will need to be added to another Major’s Minor field.
  5. Select Close.
  6. Select the Items tab on the right.
  7. Select New. 
     
    Note: Notate the item number.
  8. Type ADV PROGRAM item name field. 
  9. Change the Major Category and Minor Category to ADV PROGRAM.
  10. Select Close and exit out of Quick Menu. 

Backoffice Setup

  1.  In POSitouch Backoffice, navigate Back Office Setup > Reports > Sales and Category Trend.
  2. Select Setup Categories.
  3. Select Add.
  4. Type ADV PROGRM in the Category Name field.
  5. Select Speed Define - if greyed out, toggle the ‘Search Field Number’ back & forth.
  6. Select ADV PROGRAM, then select Save.
  7. Select Save again.
  8. In POSitouch Backoffice, navigate to Back Office Setup > Payment > Sales Journal > Sales Journal Options > Sales Categories.
  9. Ensure the Number of Sales Categories field matches the number of categories.
    Note: The Number of sales categories field should match the total listed, as seen in the example below, 10 categories are shown therefore the number 10 should be input within the field at the bottom.
  10. Select Ok.
  11. In POSitouch Backoffice, navigate to Back Office Setup > Payment > Sales Journal > Sales Journal Options > Cost Centers.
  12. Ensure the Number of Cost Centers field has the same value as the number categories above.
     
  13. Select Ok.
  14.  In POSitouch Backoffice, navigate to Back Office Setup > Payment > Sales Journal > Sales Categories.
  15. Select ENTIRE HOUSE.
  16. Type ADV PROGRAM in the JOURNAL NAME field next where it is listed in the ENTIRE HOUSE column.
  17. Select Continue and then Ok.
  18. In POSitouch Backoffice, navigate Back Office Setup > Payment > Gratuity/Service Charge.
  19. Under the SERVICE CHARGES section, enter the following:
    1. DESCRIPTION: Type ADV PROGRAM.
    2. Change the TYPE to 2-PCT.
    3. Enter the Advantage Program % rate found in Titan.
    4. Disable all of the TAX fields that the location uses.
    5. Change the TAX CODE to 1-Taxable. 
    6. Enter the previously created item's inventory number from Quick Menu in the INV # field.
      Note: The Advantage Program is required to be the first service charge. If another surcharge is currently located on the first slot, then move it down.
  20. Select Next Page. 
  21. Select 1-ADV PROGRAM in the SERVICE CHARGE # 1 field for all cost centers.
  22. Select Next Page.
  23. Enable Supplemental Fee in the S4 Advantage Program.
  24. DO NOT enable Use Service Charge 1 for Cash Discount feature?
  25. Enable Compute Service Charge on Check total including tax?
  26. Enable Add Gratuity at Payment for the CASH payment type along with all other payment types that accept gratuity. 
  27. Leave the four label entries empty. POSitouch will use the default names for these labels.
  28. Select Ok.
  29. Do an Immediate System Change.

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