This article reviews the various features located under the “Settings” of your INFI Merchant Portal. Under this section you will find the following sections:
Account which allows you to edit your business information, such as the name, as well as the overall branding, such as the logo and color themes on your self-ordering solutions.
Location which allows you to edit the information of your individual locations, such as location name, address, and location-specific branding
Sales Taxes for each of your locations
Tipping for each of your locations
Order Dining Options which allows you to control dining options, such as To Go, Dine In and Custom Options.
Order Prep Time where you can inform your customers of the estimated time to complete there order using preset time estimations.
Please note the availability of these features are contingent on your current software subscription. If a feature you would like to access is unavailable, please contact your Account Executive or our support team for assistance.
Account Settings
When logging into your INFI Merchant Portal, the first page you will see is your Account Settings. Here you will be able to edit the Business Name, Account Email, Owner, and Branding options, such as the kiosk theme colors and logo
To make changes to any of these sections, select the Edit link under the relevant section you wish to alter. Please remember to save your work!
For the Theme Colors under Branding, you have the options to either use your curser to select from the grid or color gradients. There is also a color dropper that can be used to detect and select a color from an image, such as your logo, as well as the option to insert the RGB color model number to select your desired color.
You will be able to change the Primary and secondary colors for each of your locations separately under the Locations section, below Account settings.
Location Settings
This section will allow you to control the account settings of each individual location (if multiple) separately on your Merchant Portal.
There are three major sections under this setting: Basic Information, Contact Information, & Business Hours.
Under Basic Information, you can edit the Location name, Time Zone, Address, and Branding for that specific location, such as logo and theme color.
For updating the Location Name, Time Zone, and Address, please select the Edit button and update the relevant information before saving. You can add your email, phone number, website, and social media to this area to market to your customers on certain products.
For the Theme Colors under Branding, you have the options to either use your curser to select from the grid or color gradients. There is also a color dropper that can be used to detect and select a color from an image, such as your logo, as well as the option to insert the RGB color model number to select your desired color.
An important feature to note under this section is the ability to edit your hours of operation for each individual location. This will dictate when the kiosk is online.
Please note: You can set multiple timeframes for individual menus in one day, such as 8am-5pm (All-Day Menu) AND 8pm-11:59pm (Late Nite Menu), allowing you customization and flexibility for your menu to optimize your operations.
- Menu hours cannot overlap!
- Your portal menus must have hours of operation in order for the menu to populate on the kiosk at the appropriate times.
Sales Tax Settings
It is important to note while your INFI team may assist you with initial set-up of your tax settings on your Merchant Portal, you are solely responsible for assuring the accuracy and set-up of this feature for your location(s). INFI will not take responsibility for inaccurate tax settings on your account, so please be sure to confirm the correctness of this setting before presuming use of your self-ordering solutions.
To Add or Edit your profile, please use the appropriate prompt, then on the profile pop-out window, insert the appropriate tax rate. You may also set different percentages for To-Go versus Dine-In options on this page if necessary.
Whether you are Editing or Adding a tax profile, it is important to make sure that profile is applied to the correct items on your menu. For your convenience, there is a toggle switch “All Items” that will apply the tax profile you are editing to all of your current menu items. There is also a toggle switch “Apply to all future items” which will automatically apply the tax profile to any new items that are added to your Item Library.
Please make use of these quick features to aid in your tax profile set-up and maintenance. You may also consult your INFI support team for assistance with this operation!
Tipping
In order to set-up tipping on your self-ordering solution, you must edit the location and toggle the tipping option on in the pop-out window. In this same window you will be able to manually adjust the tipping percentages.
Please note: Your customers will still have the option to insert a Custom Tip, allowing for manual entry of desired tip amount.
Surcharge
A surcharge is an additional fee or charge that is added to the price of a good or service beyond the base price. It's often used to cover specific costs, like bag fees or credit card processing.
On your Merchant Portal, you will be able to assign this as a percentage % or fixed dollar amount $ and will need to provide a description to your customers alerting them of the purpose of the charge.
Order Dining Options
Under this section you can control whether your location accepts Dine In, To Go, or both options by selecting the Edit button under the dining option and using the toggle switch to turn it on or off. You may also type in custom names, such as Takeout, under each section.
Order Prep Time
This section allows you to alert your customers of the estimated time from checkout to receive their order and is completely optional.
In order to update this section, please select the Edit button next to “Preparation Time” and use the dropdown menu to select a preset time estimation for order readiness.
This will appear on the customer end after checkout.
Email Subscription
This section under account settings will allow you to subscribe to your sales summary reports. Please select “Add Subscribe Email and insert the desired email address to send the reports.
Reports will arrive the following morning after closeout.