Please read this document containing information that will assist you in filling out the setup form and avoiding common mistakes. Taking the time to do so will save you time in the long run. The information here is set up to follow the sections of the form.
Restaurant Hours - Enter the restaurant's regular days & hours of operation.
Employee Clock In/Out - Enter Y to Enable Time & Attendance for employees which provide you with a record of the number of hours where employees were clocked in.
Enable Loyalty - Enter Y to Enable Loyalty. A loyalty program will allow you to award points to customers for money spent or for units purchased.
Enable Gift Cards - Enter Y to Enable Gift Cards, please make sure that you also place an order for gift cards if needed or complete the conversion form.
Enable Text Receipts - Enter Y to enable Text Receipts. Additional fees will apply.
Enable Tikt (In Seat Ordering) - Enter Y to enable Tikt.
Extended Support Plan - Enter the Support Plan.
Restaurant/QSR Mode - Specify Quick Service Restaurant Mode or Restaurant Mode.
Download nGauge -Enter Y to download the nGauge application if you wish to track sales, compare sales cost and margin or check inventory performances.
Fractional Quantities - Enter Y to Enable Fractional Quantities, which allows sales to be made in fractional quantities.
Enable House Accounts - Enter Y to Enable House Accounts. If you are adding Invoicing and bill pay you will also need to submit the paperwork for that process.
Enable Invoicing - Enter Y to Enable Invoicing. An additional license will be required. This feature allows you to send customer invoices, either from the house accounts or manually generated invoices. An optional payment link is available from select processors.
Enable Customer Surveys - Enter Y to Enable Customer Surveys. Emailed receipts will include merchant-created survey questions.
Enable Online Store - Enter the online plan (Essentials, Professional, or Ultimate), to integrate online sales with instore.
Digital Data Migration
Has Digital Menu - Indicate Y if the merchant has an existing digital menu that can be imported
Menu URL - Enter the menu URL if the merchant has an existing digital menu.
Has Quick Pick Menu - Indicate Y or N if the merchant will be needing quick pick pages.
Has Existing Customer List - Indicate Y if the merchant has an existing customer list that can be imported.
Has Employee List with roles - Indicate Y if the merchant has an employee list with roles that can be imported.
Table Layout/Numbers Included - Indicate Y if the merchant has an existing table layout or table numbers.
Will Gift Card Balances Need Migrating - Indicate Y if the merchant has existing gift card balances and will need to migrate.
Processor - Specify processor to be used.
Tip Enabled - Enter Y to Enable Tip for transactions.
Tip on Receipt - Enter Y to Enable Tip on receipts.
Tip on Glass - Enter Y to Enable Tip on Glass and tip will be sent to the pax device.
Manual Batch - Enter Y to manually initiate the transfer of open credit card transactions from the pos register to the host bank.
Batch Close Time - Enter the Time to initiate the transfer of open credit card transactions from the register to the host bank.
Surcharge Type - Specify which surcharge should be enabled (Cash Discount, Surcharge, or Dual Pricing)
Amount - Enter the % or $ amount for the fee.
Surcharge On - Enter which Tender options you want the surcharge fee to apply.
Cart & Order Settings
Enable Auto Logout - Enter Y to Enable Auto Logout, to log out and launch to the login screen when you hold an order or check out an order (TabPOS Only).
Enable Orders (QSR) - Enter Y to Enable Orders
Enable Kitchen Receipt (QSR) - After Pay - Enter Y to Enable kitchen receipt after payment
Enable Kitchen Receipt (Rest) - Upon Order - Enter Y to Enable kitchen receipt upon order
Server Close Out Process - Select the Mode from:
Close out - All Employees 1 Drawer/Shared Tips - Enter Y to Enable Closeout All Employees 1 Drawer/Shared Tips
Close out - Shifts - Enter Y to Enable Closeout Shifts
Close out - Servers hold Orders until end of shift - Enter Y to Enable Closeout Servers to hold Orders until end of shift
Enable Internal Receipt Printer - Enter Y to Enable Internal Receipt Printer
Enable External Receipt Printer - Enter Y to Enable External Receipt Printer
Enable Internal CC Reader (EMV) - Enter Y to Enable Internal CC Reader (EMV)
Enable External CC Reader (EMV) - Enter Y to Enable External CC Reader (EMV)
Printer Categories - Enter the Printer Category Name.
KDS Categories - Enter the KDS Category Name.
Number of Kitchen Printer - Indicate the Number of Kitchen Printers.
Number of Kitchen Displays (KDS) - Indicate the Number of KDS.
GLOBAL COMMANDS - List special handling notes or comments to have available on orders.
Online Ordering Settings
Current Online Site URL - Enter the URL of your current online site.
Item List Attached - Enter Y if the merchant has an item list.
Online Gateway Ordered - Enter Y if the merchant has ordered Online Gateway.
Setup Plan - Enter the online plan (Essentials, Professional, or Ultimate)
Item Images Available - Enter Y if the merchant has item images available.
Ordering Hours - Enter the online site ordering hours.
Promotions - Enter the Discount Name and % or $ rate. If variable rate, enter 0%. Example: Employee Discount 25%
Loyalty Earnings - Specific how loyalty points will be earned. (Example 1 point of every $ spent (Max $100) or 1 point for every 1 item sold (in the category Coffee)
Loyalty Rewards - Specific how rewards can be redeemed. (up to 3 tiers). For example, 100 points earn $5 or 10 points earn a free item from the coffee category.
Customer Groups - Enter the names of any customer groups the merchant may need to create. Customer groups often have special pricing or discounts that can be automatically applied at the time of the sale (such as a Wine Club or Wholesale Group) Group Name.
Set Spend Groups - Specify the discount for each customer group.
CDS - Digital Display Resting Screen - Indicate Text/Image/Carousel/Company Logo to be displayed on the CDS resting screen.
Display Text - Enter the Text to be displayed.
Carousel Item ID - Enter the Carousel Item ID of the Item to be displayed.
Logo URL - Enter the company logo URL
Web View URL - Enter the web view URL
To download the form, please click on the link below