Description: The Business section allows you to modify information, settings, and Reasons associated with various actions throughout the SkyTab POS system. To edit Business Settings, navigate to Manager > Settings > Business.

General
Advanced
Customers
Labor
Reasons
Delete or Remove Reasons
Printing
Marketplace
Advantage
Loyalty

To watch more how-to videos, visit our video section.

General Tab

On the General tab, enter basic information on how the POS system works in conjunction with your business.

Start of Business Day: This time designates the reset for End of Day, Till Management, and Ticket Management. Reports also generate information based on the value set here. Typically, this is set to your batch time.
Auto Logout After: Determines how long a terminal can remain idle before the user is automatically logged out. You can choose from 1 - 15 minutes to auto logout.
Default Starting Cash In: The starting amount of cash used in drawer calculations. Enter the following information:
- Cash Drawer: Designates the starting cash for all users of a physical cash drawer.
- Employee Bank: Designates the starting cash for all users using a “floating” cash drawer.
Starting Cash is Left in Drawer: When selected, this option excludes starting cash from cash expected during drawer counts. For example, if the starting cash is $200 and there are $100 in sales + tips in the drawer, the cash expected will be $100.
Require Reason for Cash In & Out: This option allows you to require a reason to be entered any time a cash in or cash out operation is performed on a drawer.
Email Address: Enter the business email address here if you wish to print it on receipts.
Message of the Day: Text that displays on the Login screen above the keypad on all terminals. This can be used to communicate a reminder or announcement to employees prior to logging in for the day.
Show Drawer Equations for Cash In & Out: Shows the equations when the cash in/out drawer functions are used.
Allow Custom Starting Cash: Allows you to edit your starting cash amount when the start-of-day is performed. The amount listed in Default Starting Cash In Drawer is used as the default amount in the drawer.
Automatically Close Change Due Dialog: Allows you to set a time (in seconds) that lapses before the "Change Due" dialog disappears. If deactivated, you need to press Done to close this message. We recommend setting this so it does not stay on the Change Dialog screen if the user forgets to press Close.

Advanced Tab

The Advanced tab allows you to configure how tips and discounts work, how credit card payments are accepted, and whether or not Host Mode is enabled.

Non-Cash Tips are Paid as Wages: When enabled, it allows non-cash tips to be paid as wages.
Gratuities are Paid as Wages: When enabled, allows gratuities to be paid as wages.
Allow Tips Globally: If activated, allows tips to be added to all tickets that are processed in the system. If this is not active, you are unable to accept tips on any transaction.
Enable Tip Reduction: Controls whether or not you can pass processing fees down to your employees, removing the taxes from the tips rather than the ticket amount itself.
Use Open Discounts (Tickets, Items): Designates if the Open Discount option is available in the Discount pop-up on the Order Entry screen. If selected, entries within the Set Predefined Open Discounts section are required.
- Define four of each to appear as suggestion buttons at the bottom of the Open Discount dialog box.
- Percentages should be entered as whole numbers (i.e., a 15% tip suggestion should be set to 15.00).
Finalize Credit Card Payments Immediately with No Tip: This setting is on by default for all newly created accounts. With this setting off, all Credit Card transactions MUST be manually finalized and tip adjusted (even at $0.00). Failure to manually finalize all Credit Cards will result in transactions not being included in the daily batch and deposit.
- Recommended Usage: It is STRONGLY recommended that all merchants keep this setting enabled. No manual finalization of transactions is required to allow Credit Card payments to be captured in the daily batch deposit. Tips can still be adjusted from the Finalized tab of the Tip Adjust Screen.
  Important: If Finalize Credit Card Payment Immediately with No Tip option is enabled while there are any previously authorized transactions, these must still be finalized manually.
Allow Pre-Authorization: Allows an amount to be “reserved” on the customer’s credit card prior to them actually ordering anything within the system. This feature is often used to set up customer/bar tabs. If authorized, set the Standard Pre-auth Amount that will be reserved from your card.
Offline Processing: Turns on the ability to process transactions during the period of internet or gateway outages, which then stores those transactions, and then when the ability to process online returns, transactions will be pushed through. Note: This only applies to locations that process through Shift4 (not TSYS). You can also set an offline processing limit.
Auto-Complete When Required Modifiers are Met: When this option is selected, the modifier selection screen closes once all of the modifier requirements have been satisfied for the item.

Customers Tab

The Customers tab allows for defaults or required information when customers are added to the system.

Fill in the default City, State, and Zip Code, which is set for each new customer entered.

Requiring an Address, Phone Number, or Email Address forces these fields to be filled in when adding a customer.

Enable House Accounts: Controls whether or not this customer can have a house account assigned to them. Activating this feature also allows for a House Account Threshold dollar amount to be set.

Note: An amount set here is good for any new Customer created. You can also add amounts directly to each customer.

Labor Tab

The Labor tab allows you to adjust labor settings within the system. From here, you are able to set the day that the pay period starts, configure how overtime is calculated, and whether or not breaks are paid.

The payroll rules set up here will reflect on employee's shift reports and all payroll reports for managers.

For more information on labor functionality, visit the Labor and Time Clock Guide.

Pay Period (Start of Week): Allows you to choose one of the predetermined options from the drop-down list containing options to designate which day of the week your pay period begins.
Pay Period Type: Select whether the pay period is Weekly, Biweekly, or Monthly.
Breaks: Allows the user to choose one of the predetermined options from the drop-down list:
- Always Paid: Time spent on break is NOT deducted from the total hours worked on a shift.
- Never Paid: The time spent on break is deducted from the total hours worked on a shift.
- Optional: A prompt displays to the employee when going on break asking if this is a paid or unpaid break.

Minimum Wage: The minimum wage paid to your employees by your business.
Overtime Rules: Select whether overtime is calculated Weekly (Federal - FSLA) or by California laws.
- Daily Overtime Thresholds: Set the amount of hours per day that determine overtime wages.
- Weekly Overtime Thresholds: Set the amount of hours per week that determine overtime wages.

Reasons Tab

The Reasons tab allows you to set reasons for discounts, voids, cash in, cash out, removing taxes, and refunds performed on the system.

If there is something you usually need to type, make a reason and assign it to the actions you want to prompt for. Add a description if desired and toggle if you want to track it as wasted inventory. You can also require comments.

To add a new reason, select Add New Reason in the lower-left corner.
To edit an existing reason:
- Select the reason from the list on the left.
- Make the desired changes and press Save.
Use the Edit List button to rank them by hierarchy.

Active: Toggle to activate or deactivate the selected reason from showing.
Reason Name: The name of the reason to be used as a descriptor throughout the system.
Description: A brief description of what the reason is and when or how this reason should be used.
Assigned Actions: Selecting an action from the left (unassigned) moves it to the right (assigned) and vice-versa.
Track Wasted Inventory: Tracks how much of the inventory is “wasted” due to different reasons.
Comment Required: Controls whether or not a comment must be left on this reason when used. Comments are extra notes that can be added in order to clarify why this event is occurring.
Duplicate: This creates a copy of the currently selected reason and can be used to save time when creating similar reasons. The copy will need a new name since no two reasons can have the same name.

Delete or Remove Reasons

Note: SkyTab POS software is not capable of deleting or removing reasons from the menu once it is added to the POS system. The only way to remove or delete reasons from the menu is to make them inactive.

To deactivate the reason, proceed with the following steps:

Navigate to the Manager > Settings > Business > Reasons. Select the reason that needs to be deactivated from the left side menu by pressing on it.
Slide the Active toggle OFF on the top middle of the screen.
Press the blue Save button at the bottom right corner.

Printing

The Printing tab allows you to adjust printing options on payment receipts.

Print Signature Line for Credit Card Payments: Determines if customers need to sign a receipt when using a credit card. If you would only like to have a signature line printed after a certain total amount is met, this can be accomplished by setting the Credit Card Signature Line Threshold.

Marketplace

The Marketplace tab allows you to edit Marketplace integration settings for online ordering. This sets up the taxes, supplemental fee, and order types to pair up with the settings on the POS.

You have the option to activate the toggle for saving customers to the database.

Additionally, you can enable QR Pay, which generates a QR Code to print on receipts.

These fields NEED to be filled prior to using SkyTab Online or any 3POLO on SkyTab POS.

Advantage

The Advantage tab is where you can configure settings for creating a Supplemental Fee, Cash Discount, or Dual Pricing. Supplemental fee applies to all tickets regardless of payment method. Cash Discount applies only to tickets that are paid by cash.

This is set up during install either by the onsite installer or remote installer.

Apply Supplemental Fee On:

Enable Advantage Program: Activates the Advantage Program on SkyTab POS; when active, discounts for cash tenders are shown on the order.
Fee Percentage: The discounted amount. Applies to all tickets regardless of payment method.
Revenue Class: Accounts for the revenue collected when the Supplemental Fee is not applied. The revenue collected shows on reports under the class selected on this screen.
Ticket Description: When used in conjunction with the Display Supplemental Fee on Guest Checks and Receipts option, the text in this field is shown on the receipt.

The system displays the Supplemental Fee amount in the subtotal area of ticket previews and printed receipts.

Apply Cash Discount On:

Enable Advantage Program: Activates the Advantage Program on SkyTab POS; when active, discounts for cash tenders are shown on the order.
Discount Percentage: The discounted amount. This applies to paid by cash.

The system automatically calculates and displays a cash discount price along with a non-cash price. The final receipt will display the appropriate price based on the payment method selected by the customer.

Apply Dual Pricing On:

Enable Advantage Program: Activates the Advantage Program on SkyTab POS; when active, discounts for cash tenders are shown on the order.
Price Adjustment Percentage: The discounted amount.
Revenue Class: Accounts for the revenue collected. The revenue collected shows on reports under the class selected on this screen.

The system displays Cash and Non-Cash total lines at the bottom of all receipts (guest checks before payment and payment receipts after payment).

Loyalty

The Loyalty program is added in Lighthouse. You can configure settings for the Loyalty program on the Loyalty tab.

Prompt For Phone Number On a Ticket’s First Save: When an order is sent, or payment is taken for the ticket, the POS terminal prompts the user to enter the Loyalty Phone Number for the customer. This is managed from Loyalty Settings in Lighthouse. You can also Enable Loyalty on Customer Display.

Make sure you tap Save if you change any selections on any of the tabs.

What Can We Help You With?

Business Settings on SkyTab POS