Enterprise Terminal Roles - Calculations in Connect for Appetize

Description: Learn how to edit Calculation settings for Enterprise Terminal Roles, including fee, tip, tax, and rounding settings.

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Edit Calculations Settings

1. Click the Terminal Roles icon under the Accounts section on the Enterprise Connect Dashboard.
   
   
2. Search for and select the Terminal Role to edit.
   
3. Click the Calculations tab.  
4. Select the Pencil icon in the upper right to edit all settings.  
5. Click the green checkmark in the upper right corner to save any changes.  
6. For additional configuration options, please see Enterprise - Terminal Roles.

Calculations

Fee

• Convenience Fee: Enable to automatically apply a convenience fee to each order.
• Fee Type: Select from Flat or Percentage.
• Fee Amount: Enter the fee amount to be applied to the fee type selected.
• Fee Name: Name to display on the receipts and order details. 
• Fee Rounding: Enable to round the fee amount. 

Tip

• Tip Enabled: Enable to allow tips
• Tip at Charge: Enable to Tip at charge or Disable to tip at signature.
• Tip Percentage: Enable for tips to be a percentage. Disable to use flat rate tips.
• Tip Limit Percentage: Enter the percentage amount if there is a tip limit
  • Ex. the tip cannot exceed 100% of the order total.
• Custom Tip 1 Amount: Custom Tips are preset tip amounts that can be selected from Activate when closing a transaction.
• Custom Tip 2 Amount: Custom Tips are preset tip amounts that can be selected from Activate when closing a transaction.
• Custom Tip 3 Amount: Custom Tips are preset tip amounts that can be selected from Activate when closing a transaction.
• Custom Tip 4 Amount: Custom Tips are preset tip amounts that can be selected from Activate when closing a transaction.
• Default Custom Tip: Select one of the four preset tips to apply by default.
  • This is an optional feature.
• Require Pending Tip Confirmation: Yes/No.
• Adjust Tip Allowed:  Enable to start a timer after adding a tip to allow time to adjust if it was entered incorrectly.
• Delay Minutes for Adding Tip: Set the number of minutes a user will have to adjust a previously entered tip amount before the transaction finalizes.

Tax

• Allow Tax Exempt: Enable to add an order level tax exempt button in Activate.
• Validate Tax Exempt: Enable to require manager approval for a tax exempt transaction.
• Allow Fee Exempt: Enable to add an order level fee exempt button in Activate to allow users to perform a fee exempt transaction. 

Rounding

• Rounding: Enable to access additional Rounding options. 
• Rounding Type: Round up, Round down, Commercial, Round up for charity
  • Commercial: Less than half the increment rounds down while greater than or equal to half the increment rounds up.
• Rounding Interval: Select .01, .05, .10, .25, .50, or 1.00.
• Rounding Payment Type: Cash or all tenders.

Note: * Items are Activate Classic features that are not currently supported in Enterprise versions.