The Options tab in Connect contains various settings and configurations for every aspect of POS operation.
Note:
- If the tab is missing, you may not have the authorization to access this section. Contact your internal manager or your Account Manager for assistance.
- It is recommended that you DO NOT delete anything without first speaking to an Appetize Representative. Doing so may make your site inoperable.
- If you are not comfortable making changes within this section, it is best to contact your Account Manager to ensure the correct changes are made so that your operations are not affected.
Options Categories
Account Group
Account Groups allows for Accounts to be grouped by the preference of the Venue (Ex: Managers, Bartenders, Volunteers, etc.).
Category Group
Category Groups allow for the creation of the various categories and subcategories that appear in Activate to organize the menu items (Ex: Cocktails, Wine, Kids Menu, etc.).
Note: If a Category is created as Level 2, it will appear as an option for a Subcategory when modifying the item in the Items section.
Commission Groups
Commission Groups allow for the creation and modification of groups that earn a commission (Ex: a company sponsorship or a school commission). Further options regarding commissions can be seen in the Item section.
Connect Roles
Connect Roles grant and define access to the Connect portal. (Ex: Supervisor, Accounting, etc.).
Note: A Connect Role must be created first before creating a Connect Account.
Custom Fees
Custom Fees allow for the venue to add fees to merchandise and/or food and beverages.
Custom Tender
Custom Tender allows for the venue to implement a specialized tender to be spent on products at the venue. This varies from venue to venue.
Day Parts
Day Parts is an option for a venue to have specialized menus for a specific time frame. For example, you can create a Day Part for Happy Hour, Brunch, etc.
Discounts
Discounts offer the option for venues to create specialized Discounts for their customers.
Employee Roles
Employee Roles configure what an Employee is able to access while in the Activate application (Ex: PIN Employee, General Manager, etc.).
Languages
Additional Languages can be activated for use within Connect.
Permission Sets
Permission Sets define what the employee is able to see and access within the Activate application (Ex: Bartender, Server, Manager, etc.).
Price Levels
Price Levels allow each venue to set a price change depending on the event (Ex: a concert v. a football game).
Print Groups
Print Groups allow for printers to be grouped by the preference of the venue. (Ex: Bar Printers, Main Lobby Concession Printers, etc.).
Report Category
Reporting Categories can be created to group like items (Food, Liquor, Canned Beer, etc.). These only appear on the Category Sales Report, the Detailed Category Sales Report, and the End of Show Report.
Tax Groups
Tax groups can be created or modified with a flat tax or specific percentages (Ex: Inclusive Sales Tax). If a venue requires taxing one type of Item at a different amount than another type, several tax groups can be created.
Tax Rates/Tax Levels
Tax Levels can be created and applied to Vendors. If you have Tax Per Item enabled, you can create Tax Rates that are then assigned to Items.
Vendor Group
Vendor Groups allow for two or more vendors to be grouped together. These groups will operate independently, but when reports are run, they will be grouped together to display totals as well as listed individually (Ex: a Vendor Group could be Level 3 Vendors, Trophy Club, etc.).
Vendor Roles
Vendor Roles configure the options for each vendor. A vendor is generally a specific stand, restaurant, bar, mobile vendor or Kitchen Display System (Ex: Main Bar, Mobile Vendor, Lobby Bar, Emily's Nacho Stand, etc.).
Void Groups
Void Groups are specific reasons that can be selected to explain a refund, item void, or order void (Ex: Employee Spill, Customer Complaint, or Manager Comp).