In Advanced POS Settings, you can enable specific functionality that are applicable to your business. Below is an explanation of the major settings that we offer. Revel offers multiple ways of seeing what settings do, you can use our new Revel Assistant, which provides in-console walkthroughs, our Knowledge Base, and the tool tips within the Management Console.
These settings can be found from the Management Console under Settings. Clear Selections and search for Advanced POS Settings. Check the box on the left to view all settings on the right. Activate any settings you would like to use. Be sure Save when finished.
|Auto Logout on done||In addition to forcing the Point of Sale to logout an employee after a certain amount of inactivity, you can also force the Point of Sale to log the employee out after they click Done on an order. This will require that the employee login again to create another order. This feature is useful for tracking an employee's sales for accountability purposes or for security purposes.|
|Automatically turn invoices into orders on their due date||Invoice will be turned into orders on their due date at the time specified. Invoices containing items that require serial numbers will not be converted unless a serial number has already been added to them.|
|Display product images on...||Select where you want product images to be display. You can choose from: POS Menu Tiles, POS Product Details, Kiosk and/or CDS. To select more than one item, select CTRL/Command on your keyboard and then highlight with your mouse the desired locations.|
|Admin swipe login||Non-managers will automatically be logged out of the POS after tapping Done on an order, requiring a user to log in again to create a new order. This is useful for tracking employee’s sales for accountability purposes or for security purposes. For more instruction on Admin Swipe cards, please How to Setup Revel Admin Swipe Cards.|
|Auto done||If enabled, the order will automatically close when payments equal sales. This is especially useful for QSR establishments that have high volume as it eliminates a click on the iPad to get to a new order. Please note, if you enabled the reward point balance window for customer, this will also automatically close if this setting is enabled.|
Retailers scanning barcodes will need to set up the system to read barcodes. The system is programmed to understand 3 different barcode standards. Choose from: UPC-A, EAN-13 or Code128 to ensure your business can scan properly.
UPC-A: This the most common barcode for retail items in the USA and Canada. This is a fixed length, numeric only symbol that must contain 12 digits.
EAN-13: This is a fixed length, numeric only symbol that is similar to UPC-A but encodes 13 characters instead of 12. The first digit indicates the country code for the product.
Code128: This is a variable length and is an alphanumeric symbol capable of encoding digits 0-9, upper and lower case letters A-Z.
To learn more about barcodes, check out our Barcodes Overview Guide.
|Keyboard for Manual Barcode Entry||This setting allows users to indicate the keyboard type for manual keyboard entry when the barcode cannot be scanned. Choose from Numeric or Alpha-numeric.|
|Do not allow modification of closed orders||
This setting greatly limits the actions that can be taken on previous days’ orders. Voids, refunds, and reprints are allowed, but not most other actions.
With Revel, you have the option to limit the actions that can be taken on closed orders on the Point of Sale without manager approval.
Enabling this setting helps ensure your order data is as accurate as possible. When enabled, anyone without manager permissions will not be able to add, edit, or remove order items, add or edit discounts, or perform other actions.
It's also possible to prevent returns, refunds, or exchanges on closed orders.
Please Note: If you've selected to prevent returns/refunds, you can still process returns by using Receiptless Returns or by overriding the return limitations with a manager PIN. Creating a receiptless return will create a new order as opposed to re-opening the closed one.
For Retail clients only—You can still process exchanges if Do Not Allow Modifications of Closed Orders is enabled.
|Prompt for order option||
When enabled, once an employee taps the New Order button on the point of sale, a prompt will appear asking them to choose a dining option.
Note:If you would like the prompt to appear when the customer pays for the order instead, click the on pay box.
|Photo clockin||This setting forces employees to take their picture as a part of the clock in process. A manager/owner must allow the POS to store photos on the iPad’s photo library in addition to enabling this setting.|
|Declare tips||Enables the declare tips feature which prompts staff to input their tips upon clocking out and then reports those values on your Payroll reports. See our article How can I declare tips with Revel? to find out how to use this feature.|
|Managers subject to auto logout behavior||If enabled, managers, as well as employees, will be subject to auto logout settings that have been activated.|
|Group duplicate items||If this is enabled, identical items will be automatically grouped together in a quantity on the POS and receipts. (Rather than listing the same items individually)|
Input the name that will be printed on receipts to identify the surcharge when applied. Allowed values are alpha-numeric characters including special characters such as underscore (_), percent (%) and spaces.
|Surcharge percentage||The surcharge is a tax that is applied to all items, regardless of other tax statuses. It is in addition to the prevailing or item tax. Surcharges are also taxed.|
|Order sorting||Determines how orders are grouped on the Point of Sale for table service. Choose from: New Items at Top, New Items at Bottom, Order by Course and Order by Seat. For more info on this, please see Orders on the Point of Sale Overview|
|Enable price overrides||Allows users to change the price of an item on the POS. If activated, choose to enable the price override One Time, One Day or a Permanent override. This function always requires a manager’s password. Please see our article Price Overrides for more information on how to create price overrides for individual products.|
|Enable set quantity||If activated, the system will add a Set Quantity button to the Item Detail screen, which can be used when ordering large quantities of a product instead of manually clicking the product to increase the quantity for an order. You can also enable a prompt to automatically display for individual products that are often sold in large quantities. For more info on this, please see How to Prompt for Quantity on Products.|
|Close held orders automatically||If enabled, the Point of Sale will attempt to close all held orders at the time designated on this setting, excluding held orders with partial payments, which will remain open. You must activate the setting first, in order for the time option to display. Option NOT available for Table Service.|
|Link credit card to order||If activated, it allows users to link credit cards to orders and to reopen the order with another swipe of the card. However, this does NOT pre-authorize the credit card; it only makes it easier to reopen the order at a later time. For more information on this functionality, please see Preauthorizations and Linking Cards to Bar Tabs, Tables and Orders (TSR/QSR)|
|Add quantity to modifier||Adds and icons to modifiers on the POS, allowing the user to increase/decrease modifier quantities. See our article Modifiers Advanced Features to see details on this feature.|
|Split button for modifier||Adds First Half and Second Half buttons to product modifiers classes on the POS. Useful for pizzas. Our Modifiers Advanced Features article will walk you through enabling this feature.|
|Print transactions on employee sale summary||If enabled, the Point of Sale sales summary reports may include detailed transaction lists. If not, the reports will be summary data only. Please see Viewing Reports on the Point of Sale for more info.|
|Customer URL for animated images in idle state||Enter the Public URL location for an animated image script to be displayed on idle Kiosk and/or Customer Display Systems. Please see our Idle Animation Guide for more info.|
|Override prevailing tax for order||In enabled, this function allows Managers and Owners to set prevailing tax rates for an order on the Point of Sale. Take a look at our article How to Assign Tax Rates Based on Customer's State of Residence for more info on the use of this feature.|
|Override prevailing tax for POS station||Allows a manager to set a new prevailing tax rate for all orders on the POS station for a period of time. This setting is useful for businesses that travel, such as a food truck. If you will be selling your product where there is a different prevailing tax, you can use this setting to access a different prevailing tax rate, as well as customizing the time the new prevailing tax is effective.Take a look at our article How to Assign Tax Rates Based on Customer's State of Residence for more info on the use of this feature. For more info on taxes in general, see Taxes Setup Guide.|
|Remove held order||Hides the "Hold" button on the Point of Sale, preventing employees from being able to hold an order and reopen at a later time.|
|Set maximum order amount||Allows an order limit to be input on order details. Once the order reaches the designated amount, no more items can be added unless the employee has the Override Add Product permission.|
|Remove discount order||Hides the "Discount" button on the Point of Sale.|
|Remove cancel button||Hides the "Cancel" button on the Point of Sale.|
|Enable transfer owner all modes||If enabled, orders can be transferred from one employee to another for Quick Service, Retail or Grocery. Please see Transferring Order Owners for more info on how this works on the Point of Sale.|
|Limit gift with purchase to one per order||If enabled, customers may only receive one gift with purchase per order. Otherwise, they may receive as many gifts as possible based on the gift with purchase discount settings. To learn more about setting up a gift with purchase discount, please see Creating a Gift with Purchase Discount.|
|Editable modifier options||Default modifier options include Side, Only and Lite, which can be edited to include alternative options based on business specific needs.|
Revel gives you the ability to change the language on the Point of Sale system. Adjusting this setting will change the language only on your Point of Sale. Available options include: English, German, Estonian, French, Italian, Lithuanian, Russian, Spanish.
|Additional language packs||Select the additional language packs which will be available for use on the Kiosk and the Point of Sale. Language packs must first be uploaded on the Establishment Tab.|
|Show held orders notifications||When enabled, a little blue circle will appear on the orders button with the number of open orders highlighted.|
|Include modifiers options: No, Side, Only, Lite||Places four additional buttons at the bottom of each product modifier class on the Point of Sale to customize modifiers. When you select a product with modifiersNoSideOnly, and Lite will appear at the bottom of the modifier screen to specify adjustments needed for modifiers. For more details on Modifier Settings, see Modifiers: Advanced Features.|
|Removing Tax Lowers Product Price On Tax Included Products||If enabled, removing the tax on all tax included products will lower the product price to the customer. Otherwise, the price to the customer will remain the same and the base price of the product will be adjusted up. Please see Tax Inclusive Products.|
|Permit remove tax on the POS||If enabled, the remove tax button will be available on the Point of Sale. Use of this button is subject to the Remove Tax Permission.|
|Tax by Dining/Order option||Enables different tax rates by dining option. Useful for taxing items for dine in orders. See more details about this in our article Adding a Tax by Dining Option.|
|Recalculate Price of Tax Included Products if Dining/Order option is not default||Commonly used in VAT countries, especially Lithuania. Please see Lithuania Fiscal System.|
|Taxes on products exceeding threshold amounts shall be charged on the entire product price||If a tax rate has a threshold amount, and the product price exceeds that threshold, the tax shall apply to the entire product price. If false, it shall only apply to the amount above the threshold.|
|Enable service fee||If enabled, a button appears so you can manually create a service from the Management Console and Point of Sale. See our article Service Fee Guide to learn more.|
|Disable untaxed discounts||Prevents users from creating untaxed discounts on both the Point of Sale and the Management Console. Any discount currently marked as untaxed shall be changed to taxed.|
|Enable modifier discounts||Enables the ability to apply discounts to modifiers without discounting the base item.|
|Driver reimbursement||Enables delivery driver reimbursement on the Point of Sale.|
|Password protect POS refresh||If enabled, employees will need a PIN in order to Refresh the Point of Sale. This is an Employee Permission activated in the Management Console under Employees > Role Permissions > POS Role Permissions; activate the Refresh POS Role Permission for the desired roles and those roles will be able to Refresh with their assigned PINs.|
|Auto Refresh||Automatically prompts your POS station to refresh at a specific time of the day. Learn about refreshing your POS in our article, Refreshing Your POS.|
|Do not display default modifiers on order screen||If enabled, a product's default modifiers will not be displayed on the order screen. Modifiers with a cost will always display.|
|Ignore defaults when prompting for modifiers||If enabled, the user will need to interact with every modifier class associated with a product, regardless of whether defaults are set for that class or not.|
|Void/return/exchange preset reasons||Here you can input the most common reasons for void/return/exchanges on the POS. Check out our article Receipt Settings for more information.|
|Payout/payin present reasons||Input the most common reasons for Payouts and Payins on your register. The reasons will be available for selection on the iPad.|
|Sales Tax Exemption Default Reasons||If you manually remove the tax from an order or an item, this will be as a reason for doing so. You may input additional reasons under Sales Tax Exemption Reasons below.|
|Sales Tax Exemption Reasons||If you wish to capture different reasons for manually removing the tax from an order or item, enter them here. When you choose Remove Tax on the Point of Sale, you'll be prompted to indicate the reason.|
|Modifier Substitutions||Turns on the modifier substitution feature, allowing you to limit which modifiers may be substituted for other modifiers. Please take a look at Modifiers: Advanced Features in the Modifiers Substitutions section for more info!|
|Validate modifier selection on submit||Activate if you wish to validate that all required modifiers have selected on Add or Submit. Otherwise, the Point of Sale will validate modifier selections by class. Activating this feature all disables auto-jumping from one modifier class to another after the minimum number of modifiers has been selected. Please take a look at Modifiers: Advanced Features in the Validate Modifiers section for more info!|
|iPhone App: Menu Mode||Activate to enable menu access and order taking from the Revel Point of Sale iPhone app.|
|Notify if station is offline||If enabled, the server will regularly ping the Point of Sale stations to determine if they are online. You can select which stations should be pinged on the Point of Sale station settings. A warning will display on the Dashboard for stations that cannot be contacted. See Offline Mode/Always On Mode for more info.|
|POS offline interval||Select the frequency of how often the station will check to see if the it has gone offline; select from 5, 10 or 15 minute intervals.|
|Quick Add Matrix Products||If enabled, products will be added to the order as soon as an attribute from each set has been selected. No confirmation required. For a complete guide on Matrix, please see Creating Matrix Products.|
|Include child products in product search||Activate to be able to find child products by using the search function on the Point of Sale. If not activated, you will only be able to search by the parent products. For a complete guide on Matrix, please see Creating Matrix Products.|
|Pricing decimal places for weighted products||If you sell products by weight, enter how many digits to the right of the decimal place for price per unit.|
|Customer age verification||Required age to purchase a product. If capture age is enabled, age input is required. Age will be recorded in the Order History report for the order. Also, enables a feature on the product level, which allows you to set a customer's minimum age before being allowed to purchase the product.|
|Advanced Add Extra Item||Select your Add Extra Item option. Basic allows you to create single use items with name, price and tax rate. Advanced offers more fields and allows you to save the item to the server for reuse.|
|Call Name Input Type||Select the type of keyboard that will appear when you need to enter a call name on the Point of Sale; choose from either numeric and alpha-numeric.|
|Save Product on add||If enabled, users will not be able to delete items from orders via swipe.|
|Confirm Order Cancel||If enabled, users will need to confirm that they wish to cancel orders. Otherwise, orders will be cancelled immediately after selecting cancel.|
|Display voided/returned items on the POS||If enabled, voided and returned items will appear on the order on the Point of Sale.|
|Use iPad call number||The Point of Sale will add a sequential number to each order; however, each station maintains its own count.|
|Add call number on pay||Assigns the call number when you select Pay, leading to sequentially numbered receipts.|
|Reset Call Number daily||Activate if you want your call numbers to reset each day.|
|Call number resets after X orders||Input the number of orders that a Point of Sale will process before the call number resets to the starting number.|
|Search by Call number||If activated, users can search for recent orders by Call Number on the Point of Sale. It will also add a Call Number column to the Order History Report.|
|Optimize Layout for iPad Pro||If you have an iPad Pro, the setting changes the menu and modifier screens to fit more product tiles. If not enabled, product tiles are simply enlarged on the iPad Pro.|
|Enable returns across establishments||If activated, orders from all establishments will appear in search order results on the Point of Sale and associates will be able to interact with the orders, as if they were created at that location. If unchecked, only orders from the current establishment will appear in search results. Take a look at Store-to-Store Returns for more info on this feature.|
|Auto Generate Employee PINs||When creating new employees, Revel can auto generate a random, unused PIN of the required length for the each new employee.|
|Prevent login to POS after X failures||If you want to lock the Point of Sale after a certain number of failed login attempts, input the desired number of attempts. Zero means the station will never lock out. Lock out may be bypassed by a manager with Clock In/Out Restrictions Override role permission.|
|Restore POS access after X minutes||Input the number of minutes after which the Point of Sale will become unlocked. Zero means the station will never unlock unless a manager with Clock In/Out Restrictions Override role permission inputs their PIN.|
|Combo sort order||Select how you want products in combo slots to be sorted on the Point of Sale - either Alphabetically or by Product Sort Order. Products with the same sort order will be presented alphabetically.|
|Font size for product tiles||Select the default font size that will be used for displaying Category, Subcategory and Product Names on the Point of Sale. This can also be adjusted on the Point of Sale station itself. Please see How to Adjust the Font Size of Product Tiles to learn how to adjust from the POS.|
|Image handling for product tiles||Select a method for how images shall be displayed on the product tiles on the Point of Sale. Fill will scale images to fit the entire content area, masking the image on the tile. Fit will scale the image to fit the bounds of the content area without cropping the image, potentially leaving blank space around the image. Both methods will maintain the original aspect ratio.|
|Restrict methods of payment based on applied discounts||If enabled, you may add to discounts list of payments that may NOT be used to pay for an order where the discount has been applied.|
|Restrict methods of payment based on applied loyalty tier||If enabled, you may add to loyalty tier list of payments that may not be used to for an order where the loyalty tier has been applied.|
|Restrict possible discounts based on applied loyalty tier||If enabled, you may add to loyalty tier list of discounts that may not be used for an order where the loyalty tier has been applied.|
|Tiered discounts||Allows the user to assign tiers to discounts. Only one discount per tier will be applied. Discounts without a tier operate normally.|
|Set discount price per group for Combo discounts||If enabled, users will be able to set the discount price of each class/group/product in a discount combo. Otherwise, Revel will assess the discount savings against the highest priced product in the combo. Combo discounts are reprice discounts that require a product from each class/group/product and apply to the sum of the products.|
|Require PIN to manage iPad graphs||Requires that the user input a manager PIN in order to change the view of the graphs on the Point of Sale Dashboard.|
|Prevent new orders if cash drawer is open||Prevents opening a new order if the cash drawer is open. Works with ePOPS Epson Printers.|
|Custom Buttons||You may create custom order action buttons that will open an in-app browser and display the designated URL. You may designate color and/or icon for the buttons. Limit who can use the button by checking Security PIN Required and giving the Custom Button Access Permission to the desired POS Roles (from the Management Console under Employees > Permissions > POS Role Permissions). Manage where the buttons appear below the order on the Point of Sale Station Settings section on the Establishment Tab.|