e7 Cash Advantage Supplemental Fee Installation

Description: The Advantage Program is a series of patron-facing and POS configuration options designed to help merchants offset operational costs. Refer to the instructions below for the e7 Cash Advantage Supplemental Fee installation.

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

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All Advantage Program participants should be aware of the following disclosure: Advantage Program Disclosure Agreement.

Prerequisites

• Merchant has a Shift4 processing account and has been assigned to a Merchant ID Number (MID).
• The merchant’s Oracle Hospitality e7 system has been configured to be used with Shift4.

Overview

The supplemental cash advantage program allows merchants to apply an across the board service charge.

Limitations

• The Supplemental Fee cannot be applied to Non-Revenue Service Charges.
• If a you are already using auto service charge functionality built into the Oracle e7 product, you will need to make operational changes to accommodate this Supplemental Fee.

Installation

Use Configurator to configure the e7 system as appropriate.

Configure e7

1. Sign in to e7 with a manager ID.
2. Press the Configurator button.
3. Enter the manager's username and password when prompted.

Configure the Supplemental Fee Service Charge

1. Select Service Charges from the dropdown list in the upper left corner of the toolbar.
   
   
2. Select Add Record from the dropdown list in the upper middle section of the toolbar.
3. Set the record fields as listed below: Note any fields not listed can be set as desired.
   • Main Tab - Name: Supplemental Fee
   • Main Tab - Print class: Select a class that prints to guest checks and journals only
   • Main Tab - Type: Tip
   • Main Tab - Form of Service Charge: select Preset and Percent
   • Main Tab - Form of Service Charge: Percent field: Set this to the appropriate percentage (For example, 3.00, 3.50, 4.00, etc.)
     
     
   • Settings Tab - Is auto service charge: checked
4. Select the floppy disk in the toolbar to save the changes.

Set Menu Items to Apply Auto Service Charge

1. Select Menu from the dropdown list in the upper left corner of the toolbar.
   
   
2. In the Menu list on the left side, expand the first menu item category.
3. Select the first menu item in that category.
4. On the Main tab, ensure that Add to auto service charge is checked.
   
   
5. Repeat the above step for all menu items in all menu item categories.
6. Select the floppy disk in the toolbar to save the changes.

Add Service Charge Exempt Button to Touchscreen

It may be necessary for the Supplemental Fee to be removed from the check in certain situations. This function can be placed on any touchscreen but would typically be placed on the payment or function screen. This functionality should be controlled by employee job privilege so that only managers are allowed to exempt the Supplemental Fee.

1. Select Touchscreens from the dropdown list in the upper left corner of the toolbar.
   
   
2. From the Touchscreen dropdown list, select the appropriate touchscreen to place the exempt button.
3. Select New Button.
4. From the Function dropdown list, select Exempt Auto Service Charge.
5. Change Legend to Remove Supp Fee.
6. Drag the edges of the new button to size it as needed.
   
   
7. Select the floppy disk to save the changes

Confirm Privileges on Auto Service Charge Exempt Function

Checking proper privileges is required to prevent an employee from removing a Supplemental Fee that they are not authorized to remove. Every employee role should be checked to confirm that only authorized employees are privileged to remove the Supplemental Fee.

1. Select Jobs from the dropdown list in the upper left corner of the toolbar.
   
   
2. In the Job list on the left side, select the first job record to highlight it.
3. On the Transactions tab, ensure that the Exempt auto service charge setting is checked or unchecked appropriately.
   
   
4. Repeat the above step for all the jobs.
5. Select the floppy disk to save the changes.

Add Supplemental Fee to Tracking Groups

The Supplemental Fee should be added to tracking groups for report tracking purposes.

1. Select Tracking Groups from the dropdown list in the upper left corner of the toolbar.
2. Select the tracking group to be modified from the list on the left side.
3. Select the green plus icon on the right side to add a new tracking total.
4. Change the following settings:
   • Name: Supplemental Fee
   • Tracking Type: Service Charge Net
   • Tracking choice: By Record Id
   • Tracking Selection: Supplemental Fee
   • Tracking Operator: Check Operator
     
     
5. Repeat the above steps for any additional tracking groups that need to be modified.
6. Select the floppy disk to save the changes.