Identification

Identification

Identification branch

This section contains settings that are specific to each installation

Store Number

Enter the store number provided by the card processing service provider.

NOTE: Some card processing service providers don't use Store Numbers. If this is the case, leave this field blank.

Merchant Name

Some providers use a Merchant Name that may be different than the actual business name. If your processor provides such a Merchant Name, enter it here.

Merchant Number

Enter the Merchant Number provided by the card processing service provider.

NOTE: The Merchant Number is sometimes referred to as "Merchant ID" or "Account Number" by different card processing service providers.

Auth Token

NOTE: This field is only visible with the Shift4 interface.

Type in or paste the Auth Token provided by Shift4. This will be used to generate the Access Token below.

Generate Access Token

NOTE: This button is used only with the Shift4 interface.

After configuring the UTG2 software, setting up the Interface tab and filling in your Auth Token, click this button to obtain the Shift4 access token.

EMV

This option only becomes available for external protocols. Enable this option with EMV-compliant external protocols.

Use Pre-Authorization

Enable this option to use the pre-authorization functionality. Pre-authorization is typically used in table service environments where the credit card is first pre-authorized for the amount of the check, and later finalized with a higher amount that includes tip for the server. This is also used in bar environments to manage running tabs. In fast food, drive-through or counter service environments, this option is typically disabled.

NOTE: Some merchants may have a requirement to use both the pre-authorization and non-pre-authorization functionalities. This would be the case, for instance, in a restaurant that has a full service dining room and a takeout counter. It is possible to take advantage of the pre-authorization functionality for some employees while favoring speed of service and disabling pre-authorization for others. To do so:

• Enable the Use Pre-Authorization option above.

• For dining room employees, enable the Print tip on EFT Receipt option, located in Point of Sale Control / Employees / Configuration / [Choose Config] / Invoice / Tax/Service. This will allow them to use the pre-authorization feature and finalize their credit card transactions to add tip.

• For fast food and pickup counter employees, disable the Print tip on EFT Receipt option, located in Point of Sale Control / Employees / Configuration / [Choose Config] / Invoice / Tax/Service. This means that these employees will not be able to use pre-authorization and will no longer need to finalize their credit card transactions.

Error Message Language

Enable the French option to display error messages in French where available.

NOTE: The availability of error messages in French or other languages is entirely dependant on the card processing service provider as well as the location of the merchant.

Pre-Authorization %

This field can be used to pre-authorize an amount greater than the check total. This is useful to make sure that a credit card has enough credit to cover for the value of a check + tips. For example, if the percentage is set to 15% and the check total is $100.00, Maitre’D would request a pre-authorization for $115.00.

NOTE: This can cause gift cards issued by credit card companies (Visa, MasterCard, AMEX, etc.) to be declined. Keeping with the example above, if the value of the gift card is $100.00, the transaction would be declined because Maitre’D tried to pre-authorize it for $115.00.

NOTE2: Pre-authorizing an amount higher than the check total may incur higher interchange costs and processing fees. It may also not be allowed in some jurisdictions. Please check with your local authorities and card processing service provider before using this feature.

Maximum Overflow %

Use the Maximum Overflow percentage to verify that the finalization amount entered by employees cannot surpass a certain percentage of the total check value. For example, if this percentage is set to 20% and the check total is $100.00, Maitre’D will not let the employees finalize this transaction with an amount greater than $120.00.

NOTE: Setting this percentage to 0.00% disables the verification and any amount will be accepted by Maitre’D.

Bar tab pre-auth

Enable this option to allow bartenders to pre-authorize an amount on a credit card in order to cover running bill bar tabs.

NOTE: The Bar tab pre-auth option also needs to be enabled for bartenders using this feature in Point of Sale Control / Employees / Configuration / [Choose Config] / Invoice / Payment.

Default amount

Enter the default amount to be used for authorization when opening a bar tab with a credit card. This amount is also used as a default increment value if the total of items already ordered surpasses the starting amount. For example, if the default amount is $25.00, Maitre'D will increment the suggested amount in $25.00 slices, going from $25.00 to $50.00 and then to $75.00 and so on, as needed to cover the current amount of the running tab.

NOTE: Employees can always enter a different amount than the default when opening a new bar tab or when prompted to increment a bar tab that has reached its initial authorized amount.

Single pre-auth

Enable this option to force the bar tab to be closed when the authorized amount of the bar tab is reached. If the customer wishes to purchase more items, a new bar tab will need to be started and the customer's credit card will need to be physically inserted at the payment terminal again. While this involves more work on the POS and additional handling of the customer's credit card, this method ensures that there is always credit available to cover the customer's purchases.

If this option is left disabled, an incremented pre-authorization will be made once the set amount is reached, without requiring the customer's credit card to be physically inserted at the payment terminal. While this avoids having to close the bar tab and opening a new one, this method introduces the possibility of getting a decline if there is not enough credit available to cover the additional amount.