The Edge
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WHAT IT IS
The ability to present your customers with the option of donating to your store’s selected charity by rounding up their sale with the new Round Up button. This button was added to the Tender Options area of POS.
WHAT IT DOES
Round Up works as an extension of Misc Sale Lines, meaning you simply add your charity of choice as a Misc Sale Line and set it as your Round Up donation with a newly added checkbox. Donation amounts are controlled by a series of newly added System Options. You can choose the option to have sales only round up to the nearest dollar, or you can select the option that provides your customer with 3 Round Up choices (to the nearest $1, $5, or $10).
HOW IT WORKS
Round Up Set-Up: System Options
In order to round up sales for charity, you must set the System Options that will determine the
functionality of the Round Up feature when used at POS. Additionally, you must create or update an
existing Misc Sale Line definition for your chosen charity with a new checkbox that will activate the
Round Up button.
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Navigate to Administrative → System Options.
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Search or scroll down to the Round Up section.
Round Up Options – These options give the ability to round transactions up for charity.
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Do Not Show Round Up: Options for rounding up a transaction will NOT display at POS.
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Round Up to the Nearest Dollar: Rounds the transaction’s total up to the nearest dollar.
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Show Round Up Options: Pops up a window with 3 Round Up choices ($1, $5, or $10).
Show Round Up Reminder – If set to True and Round Up Options are set to either
Round_Up_to_Nearest_Dollar or Show_Round_Up_Options, a Round Up reminder will appear
at POS if a Round Up has not yet been added.
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Make your selections and click Save to apply your changes.
TAKE NOTE: Round Ups are set to Do_Not_Show by default. You must make a selection from
the dropdown menu to see rounding at POS.
Round Up Set-Up: Misc Sale Line
In order to round up sales for charity, you must set the System Options that will determine the
functionality of the Round Up feature when used at POS. Additionally, you must create or update an
existing Misc Sale Line definition for your chosen charity with a new checkbox that will activate the
Round Up button.
To create your new Misc Sale Line:
-
Navigate to Administrative → Misc Sale Lines. The Misc Sale Line Definitions window will
appear.
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Click Add and fill in the Short Name and Description as you normally would when adding a
new Misc Sale Line.
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Check the new Active Round Up checkbox. Checking this box will make your new charity
the Round Up selection for POS transactions. Only one may be active at a time. Edge will issue a
reminder message when you check a certain box.
-
Select a Save option to save your Misc Sale Line.
TAKE NOTE: For more information on adding Misc Sale Lines, please visit the Misc Sale Line section
of the EdgeUser Knowledgebase.
- Navigate to Administrative → System Options.
- Search or scroll down to the Round Up section.
Round Up Options – These options give the ability to round transactions up for charity.
- Do Not Show Round Up: Options for rounding up a transaction will NOT display at POS.
- Round Up to the Nearest Dollar: Rounds the transaction’s total up to the nearest dollar.
- Show Round Up Options: Pops up a window with 3 Round Up choices ($1, $5, or $10).
Show Round Up Reminder – If set to True and Round Up Options are set to either
Round_Up_to_Nearest_Dollar or Show_Round_Up_Options, a Round Up reminder will appear
at POS if a Round Up has not yet been added.
TAKE NOTE: Round Ups are set to Do_Not_Show by default. You must make a selection from
the dropdown menu to see rounding at POS.
Round Up Set-Up: Misc Sale Line
In order to round up sales for charity, you must set the System Options that will determine the
functionality of the Round Up feature when used at POS. Additionally, you must create or update an
existing Misc Sale Line definition for your chosen charity with a new checkbox that will activate the
Round Up button.
To create your new Misc Sale Line:
- Make your selections and click Save to apply your changes.
- Navigate to Administrative → Misc Sale Lines. The Misc Sale Line Definitions window will appear.
- Click Add and fill in the Short Name and Description as you normally would when adding a new Misc Sale Line.
- Check the new Active Round Up checkbox. Checking this box will make your new charity the Round Up selection for POS transactions. Only one may be active at a time. Edge will issue a reminder message when you check a certain box.
- Select a Save option to save your Misc Sale Line.
EXPAND YOUR EDGE EDUCATION
For more information on how you can set-up the Round Up Button into use for your store, click below or visit EdgeUser.com and search under Tender Options. There’s also information on using the button at point of sale, using this button if you’re integrated with QuickBooks, and a handy tip sheet.
