POS Configurator Tasks

Navigate to Devices > Interfaces. Add a Shift Cash Discount interface.

Be sure to rename and number the Shift4CashDisc.isl file to match the assigned interface number (i.e Interface 59 = PMS59.ISL)

NOTE: No options need to be set in this interface, leave it blank besides the name.

Copy the renamed ISL and Shift4CD.inc files into the \Micros\Res\POS\ETC folder of the server. If using a RES version below 5.6, also copy these files to the ETC folders within CAL for all the workstation client types used in the system so that the files copy to the workstations.

...\MICROS\Res\Pos\Etc\...

...\MICROS\Res\CAL\WS5A\Files\CF\Micros\Etc\...

...\MICROS\Res\CAL\WS5\Files\CF\Micros\Etc\...

...\MICROS\Res\CAL\WS4LX\Files\CF\Micros\Etc\...

...\MICROS\Res\CAL\WS4\Files\CF\Micros\Etc\...

...\MICROS\Res\CAL\Win32\Files\Micros\Res\Pos\Etc\...

NOTE: Above are common examples of CAL Workstations. But, the site may have different workstations and these files may be needed in another folder location.

Make sure to verify the files did transfer to the workstations. Someone on-site can navigate to the CF folder to verify the file is there if needed.

NOTE: If using version 5.6 or higher, be sure to load the PMS#.isl and Shift4CD.inc files into ISL as in the example below. Make sure “Cancel Developer Mode” is greyed out (see image below) before exiting.

Navigate to the Revenue Centers tab > RVC Print Design > Select the Revenue Center > Select the Trailers tab > In the Trailers tab select the folder icon.

Add the cash discount awareness SIM trailer to the active Guest Check trailer in Descriptors for each revenue center per the example in line 1 below

Navigate to Sales > Tax Rates.

Create the Non-Cash Adjustment Tax Rate, apply the local tax rate, and be sure to set Type as Inclusive

Navigate to Sales > Tax Classes.

Create a Non-Cash Adjustment Tax Class and apply the Non-Cash Tax rate to it

Navigate to Systems > Order Types.

Make sure the Non-Cash Adjustment Tax rate is active on all order type tax classes that are used

Navigate to Sales > Menu Item Classes.

Create a Non-Cash Adjustment menu item class and apply the Non-Cash Adjustment Tax Class, set the tabs per the pictures shown below

Navigate to Reporting > Report Groups.

Create a Non-Cash Adjustment report in Major Group and Family Report Group
Enter the Category number for the report groups created
- This category number is used in reports with subtotals by category
Apply the groups to the menu item created in step 8

Navigate to Sales > Menu Items.

Create a Non-Cash Adjustment menu item and apply the Non-Cash menu item class, reporting groups, and a print class that only prints to the guest check and receipt
- Set the Menu Level Class so that the item is active on all levels. This item should not have any active SLU applied

Create a discount named Cash Discount. Include the percentage as part of the name.

Leave the SLU field blank
Set the Print Class to print on the guest check
Set the Menu Level Class so that the item is active on all levels
- This discount should not have an active SLU applied

NOTE: Add the Non-Cash Adjustment item or report group and also the Cash Discount item to the active tracking groups as necessary for audit/reporting purposes.

Navigate to Sales > Tender/Media.

Disable the SLU field for the Cash payment. Make sure to replace any hard-coded touchscreen cash keys in the system with the SIM cash key

Create a Hold/Stay Service Total (copy the send record and select the 2 options shown below).

Make sure Menu Level Class has the All Levels assigned, see image below

Note the object numbers of the Cash Payment, Cash Discount, and all Service Total Keys used in the system such as Send, Print &, etc. These numbers will need to be applied to the ShiftCD.inc SIM file.
Listed below is the SIM inquiry legend.

Place the cash, send, print keys on all necessary screens in the database where used
Make sure that none of the original Cash Payment and Service Total Keys are available for use

Below is an example of how to program the Cash inquiry key in Touchscreen Designer:

Below is an example of how to program the CC inquiry key in Touchscreen Designer:

Shift4CD.inc SIM Configuration File Field Definitions

The cash discount sim is accompanied by a configuration file named Shift4CD.inc
All available options and key numbers are set within this file.
Apply the object numbers from the site’s database as described in the notes for each line.

Credit card interface settings

OPI
- Set OPI to 1 for CAEDC Driver/OPI use, 0 for Bridge SIM

S4AUTHOBJ
- Set SHIFT4 BRIDGE AUTH obj # here (setting ignored in OPI mode)

EMVInterfaceNo
- Set interface sequence number of SHIFT4 Bridge SIM from SQL (setting ignored in OPI mode)
  - To acquire the sequence number of the Shift4 Bridge, navigate to the merchant's Windows Start menu and search SQL
    - Select InteractiveSQL
    - Once loaded enter the Authentication User ID and Password
      - This is generally: Custom, Custom
    - Select Connect
  - For the SQL Statement enter:
    - select * from micros.interface_def
    - Once entered select the play button at the top to submit the SQL statement
  - You will then see the Shift4 name next to its Interface_seq number
    - In the example below, the interface_seq number is 12 for Shift4

Non-cash item and discount settings

PCTG
- Set Cash Discount percentage agreed upon in Shift4 Advantage Program

ADJNUM
- Set the item number used for the Non-Cash Adjustment

MIorSVC
- Set 3 if the non-cash item is a menu item, 7 for service charge (menu item suggested)

Service total keys

Set the standard service total keys being used in the system. Configure the object numbers accordingly to match what is in use at the site. These can be found under Tender/Media in POS Configurator. Also noted is what needs to be set up in the service total key for the surcharge SIM to work.

SENDNUM (Send)
- General Tab:
  - Type: Service Total
  - Menu Level Class: All levels
- Service TLL Tab:
  - Increment Seat Number
  - Fire Order

PRINTNUM (Print)
- General Tab:
  - Type: Service Total
  - Menu Level Class: All levels
  - Print Class: Guest Check
- Service TLL Tab:
  - Fire Order
- Printing Tab: Select the following
  - Print Summary Totals
  - Print Sales Itemizers totals
  - Print Check Trailer
  - Print Multi Checks/Receipts
  - Prompt for Multi Checks/Receipts
  - Print Check
  - Print Memo Check
  - Reprint Check

SENDSTAYNUM (Send&Stay)
- General Tab:
  - Type: Service Total
  - Print Class: Guest Check
  - Menu Level: All Levels
- Service TLL Tab:
  - Send Order
  - Fire Order

HOLDSTAYNUM (Hold&Stay)
- Create a copy of a SEND/STAY Key with Hold Order selected instead of Fire Order. This key is used as a way to lock the Non-Cash Adjustment to the check prior to accepting payment, the idea of this key is to prevent the sale from being sent to printers in the event of a card payment decline.
- General Tab:
  - Type: Service Total
  - Print Class: Guest Check
  - Menu Level: All Levels
- Service TLL Tab:
  - Send Order
  - Hold Order

Set optional service total keys that may be used in the site’s database, configure like the above as necessary.

SENDPKUPNUM (Send Pickup)
PRINTSTAYNUM (Print&Stay)
PRINTPKUPNUM (Print Pickup)
HOLDSENDNUM (Hold/Send)
SUSPENDNUM (Suspend)
CHAINSENDNUM (Chain Send)

Payment key settings

In this section are the required payment key settings from the site’s database, configure the object numbers accordingly to match what is in use at the site.

CASHNUM
- Set cash payment object number for the database
CASHDISCNUM
- Set cash discount object number for the database
OFFLINENUM
- Set key for OFFLINE PAYMENT TENDER (optional and/or non-CAEDC use)
CCSTARTNUM
- Set the start of the range of credit tenders in the system (ie 201 Visa)
CCENDNUM
- Set the end of the range of credit tenders in the system (ie 206 Discover)

NOTE: Credit Payment keys must be in a continuous range.

This next section is for setting pre-set denomination cash keys that a site may have in use. Set use the key number next to the preset amount in the database as necessary for each.

NOTE: All cash payment keys in the system must be replaced with SIM cash keys.

PRESETCASHNUM5
PRESETCASHNUM10
PRESETCASHNUM20
PRESETCASHNUM50
PRESETCASHNUM100

Inclusive Tax Rates

Indicate inclusive tax rates being used in the system with a “T”:

InclusiveTax[1] = "F"
InclusiveTax[2] = "F"
InclusiveTax[3] = "T"
InclusiveTax[4] = "T"
InclusiveTax[5] = "F"
InclusiveTax[6] = "F"
InclusiveTax[7] = "F"
InclusiveTax[8] = "F"

Non-revenue service charge and gift options

Non-revenue Service Charge items cannot have service total keys applied to them and must be exempt from cash discount use
Set the non-revenue service charges in use below or convert these to non-revenue menu items if your database allows to include with non-cash use
- If more non-revenue service charge items are necessary for exemption, create macros with these items and use standard credit authorization keys instead of the SIM events to prevent non-cash application

NRNUM1
- Set Non-Revenue service charge item number 1 to exclude here
NRNUM2
- - Set Non-Revenue service charge item number 2 to exclude here
Excl_gift - Set to 1 to exclude gift card sales from the non-cash fee, 0 to apply Non-Cash Adjustment.

NOTE: A setting of 1 is required for gifts that are configured as non-revenue service charges.

GMIorSVC
- Set this value as 3 for menu item use, 7 for service charge use (menu item suggested)
GIFTNUM1
- Set gift card object item number 1 to exclude here
GIFTNUM2
- Set gift card object item number 2 to exclude here

Receipt formatting options

optCDmsg
- Set to 1 to display optional cash discount awareness trailer below, 0 to disable
HIDEPCT
- Set to 1 to suppress the cash disc percentage in the trailer, 0 to display (Display is highly suggested)

These next options below dictate what appears above the cash payment total due as part of the awareness trailer.

tcshdmsg1
tcshdmsg2
- To suppress this, set these values blank but it is suggested that these lines are kept for maximum transparency with guests
  - There is a maximum of 32 characters per line including spaces

Miscellaneous options

Cc_conf_screen
- Set an optional touchscreen to display after an authorization, 0 to remain on the same screen
Rounding
- Set this option to 1 to enable rounding to .05
Gstforbev
- Set to 1 if beverage control is enabled and uses guest count for beverages
ExcludeallSVC
- Set to 1 to exclude all service charges from the non-cash fee (suggested)
Padpause
- Set the amount of time in seconds to pause between authorizations when using the multi-credit card authorization feature. Older hardware may need time to reinitialize between multi-auth use

Quick Steps

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Installation Instructions for Shift4 Cash Discount SIM