Modify Order Settings in Shift4 Venue

Description: Learn to modify order settings in Shift4 Venue, including how to adjust discounts, taxes, and service charges on open orders and during order close.

Modify Order Settings on an Open Order

Use the following steps to adjust discounts, taxes, or service charges on an order that is currently open in a Tab state.

1. Locate the order to adjust, then select Details for that order.
   
2. Review the customer's current entitlements. Applied discounts and tax exemptions display on this screen. Note: Customers with tax-non-exempt items (such as alcohol) may still have a tax amount applied.
   
3. Select More Options to navigate to the entitlement adjustment page.
   
4. On the More Options page, select Modify Order Settings.
   

5. The page refreshes and displays the Modify Order Settings screen. Review the entitlements available for the customer, which may include:

   • Discount
   • Sales Tax
   • Service Charge (Administrative Charge)

   Note: Entitlements displayed are based on the customer's settings from a pre-order or adjustments made in the Suite Management Application (SMA). If there is a discrepancy, contact the Suites Manager or Premium Specialist.
   

6. Check or uncheck the applicable entitlement boxes to add or remove them.

   Important: Adjusted entitlements apply to this specific order only. To apply changes to all orders for the customer or suite, each order must be individually adjusted.

7. If adding a discount or removing a sales tax or service charge, a manager approval is required. When the box is checked (Discount) or unchecked (Sales Tax or Service Charge), the Approval Code Required PIN pad displays. The manager must enter their code and select the green Confirm button.
   
8. Once all entitlements have been adjusted, select the green Update button. The page refreshes and returns to the Suites Home Page with the updated order total.
   

Modify Order Settings When Closing a DOE Order

Use the following steps when a guest requests to place a Day-of-Event (DOE) order and close it at the time of placement, but needs entitlements adjusted.

1. Add all items to the DOE order, then select Pay Now.
2. On the Pay Now screen, check or uncheck the entitlements that need to be adjusted.
   

3. If adding a discount or removing a sales tax or service charge, manager approval is required. The Approval Code Required PIN pad displays for the manager to enter their code and select Confirm.

   Note: Manager approval is required any time a discount is added or a sales tax or service charge is removed.
    

4. Once all entitlements have been adjusted and approved, follow the steps in the Closing Order guide to complete the workflow.