Set up Advantage Program on Future POS

Description: The Advantage Program is a series of patron-facing and POS configuration options designed to help you offset operational costs. There are three pricing and POS configuration options under the Advantage Program for Future POS. This document will explain how to enable each pricing option on the Future POS software. 

• Dual Pricing
• Supplemental Fee with Discount
• Cash Discount
• Service Charge with Discount

WARNING: Advantage Program and Debit/EBT transactions are incompatible! Also, please note that if the site is using STOLO and is using a version of Future below 6.0.7.33, the site will need to be updated to the latest version of FPOS before proceeding with setup.

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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.

Important: All previous Advantage Program settings need to be removed first. 

Dual Pricing Mode Setup

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

In Future POS, Non cash value is calculated using a special tax setup. 

To begin, a new entry in Tax Maintenance needs to be set up:

1. Open Tax Maintenance.
2. Select a new Tax.
3. Use “Supplemental Fee” for the Description. 
4. Under the Tax Calculation Method, select Flat Percentage and the Edit Percent button.
5. Enter the approved Advantage Program percentage in the Tax Percent input field.
6. Select Any Remainder Rounds Down, then select OK.
   
7. Check “Exclude From Displayed Total” and “Include in Alternate Total.”
8. Check “Hide Tax on Receipts.”
9. Save the Tax.
   
   Next, this tax needs to be applied to items through Item Maintenance. 
10. Open Item Maintenance.
11. Select on Edit > Mass Attribute. 
12. Select the General tab. 
13. Under Tax Flags, check the Tax to use it.
    
14. Select Ok.
15. The Mass Attribute dialog will appear. 
16. Select Select By Mask.  
17. It will be defaulted to * 
18. Select Ok. 
19. This will select all items. 
20. Select Ok and select yes to the prompt.
    
    This will update all items.
    In order for Cash and Non Cash values to display on receipts, System Settings will need to be updated.
21. Open System Settings. 
22. Go to Settings > Settings 3.
23. Set the following fields:
    • Total Description = “Total (Cash):”
    • Alt Total Description = “Total (Non-Cash)”
    • Cash Amount = “Cash Amount” or “Cash Total”
      
      Note: Cash Total field is for displaying on Settle Check - if this is not desired, don't set it. 
      

      Receipts will now print Showing a Cash and Non Cash total and not show the Supplemental fee. 

      

24. Go to Settings 4.
25. Check for any Online Order Types, then configure each one to forgive the Supplemental Fee. If no Online Order Types exist, skip this step.
    
    
    
26. Select OK.
27. Save.
    
    

To show the Cash Amount on Settle Check, Button Maintenance will need to be updated. 

1. Open Button Maintenance.
2. Each button instance that uses the Settle Check Function will need to be updated. 
3. To update for showing the cash amount, do the following after going to the specific button. 
4. Select Edit Function Data. 
5. On this screen, check “Show Cash Amount.”
6. Save.
   

This is Settle Check displaying the cash amount: 

The Cash Amount and Non Cash Amount can be shown on the Front End. 

1. Open Terminal Screen Maintenance. 
2. Select Edit > Add New Control. 
3. In the new dialog, add a Control Type of Informational and Alternate Total for Resources.
   
   This will be for Non Cash Total.
   
   A static text can also be added to the side to state what is being displayed. 

4. For Cash Total, add a Grand Total Resource.
5. Select Edit > Add New Control. 
6. In the new dialog, add a Control Type of Informational and Grand Total for Resources.
   
   A static text can also be added to the side to state what is being displayed. 
7. Save

To automatically discount the cash amount, the Cash Media needs to be updated. 

1. Open Media Maintenance. 
2. Go to the Cash Media. 
3. Under Media Forgives Tax check the “Supplemental Fee Tax.”
4. Save.
   

If using SkyTab Mobile, the following needs to be set up in System Settings. 

1. Open System Settings. 
2. Go to Interfaces > Mozart. 
3. Check the box for “Use Dual Mode Pricing.”
4. Save.

OPTIONAL: If the Non Cash amount is to be calculated after tax, then the Tax on Tax program will need to be used. 

1. Open Tax Maintenance. 
2. Go to your Supplemental Fee tax. 
3. Check “Is Surcharge Tax.”
4. Then check any taxes you would like to be included in the calculation. 
5. Save.
   

Create a button to Apply the Cash Price. 

1. Open Button Maintenance. 
2. Select the Function “Forgive Tax.”
3. Select the Menu you want it to display in. 
4. Add a button image and text. 
   1. We suggest calling it "Apply the Cash Price."
5. Add a security level to the button as desired. 
6. You can also check “Ask for Supervisor Id” if desired. 
7. Select Edit Function Data. 
8. Select “Toggle Forgiving Taxes Specified Below.”
9. Check the Tax called Supplemental Fee.
   
10. Select Ok. 
11. Save. 
12. The Button will now be available on the front end to remove the Supplemental fee.
    Note: This may be a button that is used frequently. It is suggested that it be placed by Settle check or somewhere on the Front end that makes it easy to see. 
    

Create an Apply Cash Price button on Settle Check. 

Note: This is tied to a Media Button and creating a button function as shown above is preferred. That means by pressing the button, it will also apply the media to the sale. 

1. Open Media Maintenance. 
   1. Set up the Media desired. 
   2. Set Media forgives tax for the charge. 
   3. Set Minimum security level.
   4. Name the Media something like “Apply Cash Discount.”

Important: Applying cash price would result in the estimated bank deposit being lower than is shown in the Sales by Range and other reports. See also: 

• What report can show me the estimated batch deposit?

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 offers 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. In FuturePOS Non cash value is calculated using a special tax setup. 

To begin, a new entry in Tax Maintenance needs to be set up:

1. Open Tax Maintenance.
2. Select a new Tax. 
3. Use “Supplemental Fee” for the Description. 
4. Under the Tax Calculation Method, select Flat Percentage and the Edit Percent button.
5. Enter the approved Advantage Program percentage in the Tax Percent input field.
6. Select Any Remainder Rounds Down, then select OK.
   
7. Select Ok, then Save.
   
   Next, this tax needs to be applied to items through Item Maintenance. 
8. Open Item Maintenance. 
9. Select on Edit > Mass Attribute. 
10. Select on the General tab.
11. Under Tax Flags, check the Tax to use it. 
    
12. Select Ok. 
13. The Mass Attribute dialog will appear. Select Select By Mask.  
14. It will be defaulted to * 
15. Select Ok. 
16. This will select all items.
17. Select Ok and select yes to the prompt.
    
    This will update all items.

Create a button to remove the Supplemental fee. 

1. Open Button Maintenance. 
2. Select the Function “Forgive Tax.”
3. Select the Menu you want it to display in. 
4. Add a button image and text.
   1. We suggest calling it "Remove Supplemental Fee."
5. Add a security level to the button as desired. 
6. You can also check “Ask for Supervisor Id” if desired. 
7. Select Edit Function Data. 
8. Select “Toggle Forgiving Taxes Specified Below.”
9. Check the tax called Supplemental Fee.
   
10. Select Ok. 
11. Save. 
12. The button will now be available on the front end to remove the Supplemental Fee.

Important: Removing the supplemental fee would result in the estimated bank deposit being lower than is shown in the Sales by Range and other reports. See also:

• What report can show me the estimated batch deposit?

Cash Discount Setup

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

In Future POS for cash discounting, a button will need to be created to apply the cash discount. This can be added to macros to apply automatically. 

Create a cash Discount:

1. Open Discount Maintenance.
2. Set the following:
   • Discount Description = “Cash Discount”
   • Discount Type: 
     • Percentage Off Each Item (The value should match the percentage on the Merchant’s Advantage Program Agreement. Titan > Search for Merchant > Programs Tab) .
   • Uncheck User can Edit Discount amount.
   • Check Discount subtracts from Taxable Total.
   • Uncheck Discount can only be applied Exclusively.
   • Check Discount has own section on the Sales Report.
   • Discount Reason should be set to “Promotional”.
   • Set Max Discount to $9999.99.
   • Set Security Level to 0.
   • Discount Availability:
     • All 7 days should be checked, Sun - Sat.
     • Start Date should be before today and End Date should be far in the future, ex 01/01/2200.
     • Start Time should be 12:00:00 AM and End Time should be set to 11:59:59 PM.
3. For more information on Discount Maintenance, go here.
4. File > Save.

Create a button to apply the discount:

1. Open Button Maintenance.
2. Create a new button. 
3. Select the Function “Discount Items.”
4. Select the Menu to display it. 
5. Select the position.
6. Select the Button image and text. 
   • We suggest “Cash Discount” for the text. 
7. Select Security Level.
8. Select if you want the “Ask for Supervisor ID” Checked. 
9. Select Edit Function Data. 
10. Select the option “Apply Specific Discount to Entire Sale.”
11. Under Discount to Apply, select the cash discount. 
12. Select OK. 
13. Select Save.
14. A prompt will appear to name the button. 
    • We suggest calling it "Cash Discount."
15. This will allow a Cash Discount to appear and be used on the front end. 
16. For more information on the Button Maintenance options, go here.

Buttons can be part of a Macro. This allows for the Cash Discount to be automatically applied if desired. This could be a good idea, for example, if using Settle With Exact Change and it is set to cash. For information on how to set up a button macro go here.  

Service Charges With Discount Setup

Customers are 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: 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. In Future POS Non cash value is calculated using a special tax setup. 

To begin, a new entry in Tax Maintenance needs to be set up: 

1. Open Tax Maintenance.
2. Select a new Tax. 
3. Use “Service Charge” or a different name for the Description. 
4. Under the Tax Calculation Method, select Flat Percentage and the Edit Percent button.
5. Enter the approved Advantage Program percentage in the Tax Percent input field.
6. Select Any Remainder Rounds Down, then select OK.
   
7. Select Ok, then Save.
   
   Next, this tax needs to be applied to items through Item Maintenance. 
8. Open Item Maintenance. 
9. Select on Edit > Mass Attribute. 
10. Select on the General tab. 
11. Under Tax Flags, check the Tax to use it.
    
12. Select Ok.
13. The Mass Attribute dialog will appear. Select Select By Mask.  
14. It will be defaulted to * 
15. Select Ok. This will select all items.
16. Select Ok and select yes to the prompt.
    
    This will update all items.
    
    Create a button to remove the service charge. 
17. Open Button Maintenance. 
18. Select the Function “Forgive Tax.”
19. Select the Menu you want it to display in. 
20. Add a button image and text. 
    1. We suggest calling it "Remove Service Charge."
21. Add a security level to the button as desired. 
22. You can also check “Ask for Supervisor Id” if desired.
23. Select Edit Function Data. 
24. Select “Toggle Forgiving Taxes Specified Below.”
25. Check the tax called Service Charge.
    
26. Select Ok.
27. Save. 

The Button will now be available on the front end to remove the Service Charge.

FAQ

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 would cause the batch deposit to be lower than will be shown in the reports 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 after signing the credit card receipt, 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)