Set up Advantage Program on Focus POS

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 Focus POS.

• Dual Pricing
• Supplemental Fee With Discount
• Cash Discount

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

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Important: The Advantage Program is NOT a surcharge program. Shift4 does not support or endorse any type of credit card surcharging. It is your 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 your business.

Dual Pricing Mode Setup

Customers are presented with two pricing options. One for non-cash payment and one for a discounted cash payment.

Access Setup (Backoffice)

1. Navigate to Miscellaneous > Credit/Gift/Customer/Loyalty.
2. On the Credit Card/PMS tab:
   • Advantage Program Setup
     • Method = Dual Pricing
     • Name = Name for Reporting
     • Rate % = percentage of Advantage Program rate
     • Compute Credit Adjustment
       • Pre-Tax Total (does not include tax in calc)
       • Post-Tax Total (Includes tax in calc)
         

Create an ‘Apply Cash Price’ Package 

1. Access Setup (Backoffice).
   1. Navigate to Order Entry > Packages.
   2. Choose an unused Package.
      • Name ‘Apply Cash Price’
      • Command 1 
        • Payment - Cash Discount Remove
          • Sub Option ‘Require Approval’ Recommended to prevent use by none management
            • Use is restricted by job right ‘Payments-Approve’
   3. Place on various Canvases - specifically the Payments canvas.

Optional controls by Order Type

Under Order Types, you can set that Order Type (Dine In, Takeout, UberEats, DoorDash, etc.) to not apply the Advantage Program. 

1. Access Setup (Backoffice).
2. Go to Order Entry > Order Types.
3. Navigate to the Order Type you wish to not have Advantage Program applicable. 
   • Check the ‘Disable Advantage Program’ option on Order Type Options as we default all Order Types to apply the Advantage Program. 
     

Important: Applying cash price may result in the bank deposit to be lower than Credit Card Total less the Advantage Program fee collected from the Daily Sales Report.  Also if your restaurant allows for Credit Tips and you are not using the Credit Tip Fees to recoup the processing fee on the tip that may also result in the bank deposit variance.

Supplemental Fee With Discount Setup

Customer is charged an additional fee on top of posted prices - regardless of the payment method they are using. This fee can be discounted at your discretion.

NOTE: Shift4 also allows customers to add “Service Charges” to their check totals. A Service Charge can be added on top of a Supplemental Fee or 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 in the same way. 

Access Setup (Backoffice)

1. Navigate to Miscellaneous > Credit/Gift/Customer/Loyalty.
2. On the Credit Card/PMS tab:
   • Advantage Program Setup
     • Method = Supplemental Fee
     • Name = ‘Supplemental Fee’ (or type “Service Charge” if not enrolled in the Advantage Program)
     • Rate % = percentage of Advantage Program rate
     • Compute Credit Adjustment
       • Pre-Tax Total (does not include tax in calc)
       • Post-Tax Total (Includes tax in calc)
         

Create an ‘Remove Supplemental Fee’ Package 

1. Access Setup (Backoffice)
   1. Navigate to Order Entry > Packages.
   2. Choose an unused Package.
      • Name ‘Remove Supplemental Fee'
      • Command 1 
        • Payment - Cash Discount Remove
          • Sub Option ‘Require Approval’ Recommended to prevent use by none management
            • Use is restricted by job right ‘Payments-Approve’
   3. Place on various Canvases - specifically the Payments canvas.

Optional controls by Order Type

Under Order Types, you can set that Order Type (Dine In, Takeout, UberEats, DoorDash, etc.) to not apply the Advantage Program. 

1. Access Setup (Backoffice).
2. Go to Order Entry > Order Types.
3. Navigate to the Order Type you wish to not have Advantage Program applicable. 
   • Check the ‘Disable Advantage Program’ option on Order Type Options as we default all Order Types to apply the Advantage Program.
     

Important: If your restaurant allows for Credit Tips and you are not using the Credit Tip Fees to recoup the processing fee on the tip that may also result in the bank deposit variance.

Cash Discount Setup

Customer gets a discount on posted prices when specifically paying in cash.

Access Setup (Backoffice)

1. Navigate to Miscellaneous > Credit/Gift/Customer/Loyalty.
2. On the Credit Card/PMS tab:
   • Advantage Program Setup
     • Method = Cash Discount (Apply Manually)
     • Name = Name for Reporting
     • Rate % = percentage of Advantage Program rate
       

How to Display Cash Price on Order Entry Screen

1. Access Setup (Backoffice).
2. Navigate to Menu > Canvas Designer.
   • Choose Canvas to add Cash Price. 
   • Add new canvas element of Label.
     • Label Caption would use macro %CD
       • Example ‘Cash Price $%CD’
   • If using Embedded Canvas, mark this element as Embedded = True
   • If not, you will need to COPY and then PASTE on all canvases that would need this item visible
     

Optional controls by Order Type

Under Order Types, you can set that Order Type (Dine In, Takeout, UberEats, DoorDash, etc.) to not apply the Advantage Program. 

1. Access Setup (Backoffice).
2. Go to Order Entry > Order Types.
3. Navigate to the Order Type you wish to not have Advantage Program applicable. 
   • Check the ‘Disable Advantage Program’ option on Order Type Options as we default all Order Types to apply the Advantage Program.
     

Important: If your restaurant allows for Credit Tips and you are not using the Credit Tip Fees to recoup the processing fee on the tip that may also result in the bank deposit variance.

What would cause the bank deposit to be lower than as shown in the reports?

There are a couple of reasons why this could happen, but the most common reasons are as follows:

1. When cash price is applied for Dual Pricing or the fee is removed for Supplemental Fee, it may cause the batch deposit to be lower than expected as these operations are POS side only and would not affect the Shift4 Gateway backend computation.
   
   For example, if the check total is $104 and either the Cash Price of $100 is applied or the Supplemental Fee of $4 dollar is removed, the result would be:
   
   
   1. POS reports will show a non-cash payment (i.e., Bank Batch Subtotal) of $100
   2. Shift4 Gateway actual deposit would be $96.15 (computed from $100 / 1.04)
      
      
2. When a customer adds a tip to the transaction, the POS report will show the original $4 computed non-cash adjustment but Shift4 Gateway backend will use the full amount charged to the card when computing the amount for the bank deposit.
   
   For example, if the check total is $104 and the customer adds a $6 tip, based on the 4% daily discount, the result would be:
   
   
   1. POS reports will show non-cash payment (i.e., Bank Batch Subtotal) of $110 
   2. Shift4 Gateway actual deposit would be $105.77 (computed from $110 / 1.04)

Note: You can set ‘CC Tip Fee’ for each credit type type to recoup potential merchant losses for added tips. This would deduct the calculated CC Tip Fee from the cash due to the employee for their shift at check out.

Example: 
Server has $100 in credit card tips, they would only net (100 x 4.0%) $96 in tips for the shift.