NCR Silver Pro

About

NCR Silver Pro, is a restaurant management software from NCR providing by an all-in-one point of sale system. Launched May 2021 Article Last Updated March 2024 Category POS

What’s Supported?

Feature	Supported	Not Supported
Ordering Channels	POS: NCR Silver, NCR Silver Pro	Online: NCR Silver Commerce
Spendgo Loyalty Features	Accrue points for loyalty claimed orders Claim receipt to accrue points for orders not claimed at the store Redeem Spendgo offers/rewards Combine Spendgo rewards with non-Spendgo rewards
Base Program Types	Points Banking	Shop with points
Basket Level Rewards/Offers Types	$ Discount (Rebate) % Discount (Discount) Bonus Points
Item Based Rewards/Offers Types	BOGO Free Item $ Discount % Discount Bonus Points Price Adjustment
Rewards shown for selection	When the cashier looks up the reward, all rewards that are available to the Member at the store location is displayed. However, some rewards may not be applicable to the order because the order does not meet certain reward requirements. The orders that are not applicable are listed as not applicable. With the Silver Pro versions older than 6.5, NCR also compares the order total with the applicable rewards in the list. It counts the amount of the rewards listed from top to bottom and if it finds that the sum of the reward amount listed exceeds the order amount, marks some of the rewards lower in the list as not applicable. With the version 6.5 or later, it is possible to override this and apply any reward that are applicable to the order.
Discount code setup requirements	Spendgo integration with Silver Pro is implemented using the NCR’s integration framework for third party loyalty integration. No new discount code is setup in NCR while setting up the integration. Additional discount code may need to be setup and associated with Spendgo rewards when a third party online ordering (such as Olo) or in store payment platform (such as Bbot) is integrated with Silver Pro. Refer to Online ordering partner’s documentation for more details about the discount code setup.
Online and In-Store Ordering Platforms	Olo

Things to Know

• Processing Refunds or Updates to a Closed Order: Here is what happens when a completed order is reopened for update or refund.

• Rewards Stacking: Spendgo does not support applying multiple rewards to the order but a non-Spendgo reward can be applied along with a Spendgo reward. However please note that Silver Pro’s UI does allow multiple rewards to be applied to the order. This is known issue. Until this is fixed, the cashiers need to be trained to apply only one reward to the order. If multiple rewards are applied it will have the following implications:

  • The order does not show up in the Spendgo Dashboard.

  • The Member incorrectly gets to apply multiple rewards but still the rewards are not removed from the Member’s reward balance.

  • The order will not accrue loyalty points.

• Notes about the Member Lookup:

  • Spendgo loyalty look up is by phone number.

  • Spendgo does not provide a loyalty card so look up by Member ID, barcode or card swiping is not applicable.

• Changing the Order/Reward after Applying the Reward: If the order is modified after applying the order, then it may impact the applicable rewards. Click on the “Loyalty” button to review the applicable rewards and make any change if required. Since the loyalty member is already attached, it will skip the lookup step and directly list the applicable rewards for the updated order.

• Order ID Format: The order from Focus POS show up in Dashboard with 6-9 digit numeric ID such as 496610.

• Notes about the Order Receipt on Spendgo Dashboard: Please note that the receipt view of the order in Dashboard may not fully match with the customer receipt generated by NCR.

  • Receipt Subtotal: The Subtotal shown on the Dashboard receipt matches with the Subtotal on the Focus receipt which reflects the sum of line items and not the applied rewards/discounts/coupons.

    • The points accrued is not based on the subtotal but based on the sum of the prices of loyalty qualifying items.

  • Receipt Total: The Total shown on the Dashboard receipt matches with the Total on the Focus receipt which reflects Subtotal+ Tax + Tip + minus the applied rewards/discounts.

Integration Setup

Requirements

Spendgo Integration is enabled by the Merchant from NCR Silver Pro. We recommend that if the Clover test lab is available, the integration is enabled and tested at the lab before rolling out to other locations.

• If the NCR silver Pro POS is being setup new, make sure that POS setup is completed and tested.

• Make sure that the Spendgo account, loyalty program and the rewards are setup.

How to Enable the Integration

1. Once the POS, Spendgo account, loyalty program and the rewards are setup and integration is ready to be enabled, Spendgo Customer Success Manager will inform the Spendgo integration team to share the integration API credentials with the Merchant.

2. Spendgo integrations team shares the following details securely with the person designated by the Merchant to enable the integration.

   1. Webhook Server URL

   2. Access token

   3. Merchant ID

   4. Store IDs

3. Merchant sets up the integration from NCR Silver Pro Back Office using the below steps.

   1. Go to: Customers → Loyalty Program and enable the loyalty integration:

b. Click on “Edit” and setup the Loyalty Integration (see screenshot below)

• Program Type: Silver Generic Loyalty API

• Server URL: <Shared by Spendgo>

• Access Token: <Shared by Spendgo>

• Barcode on Receipts without Loyalty Member: Checked (This is needed so that we get Guest order data from NCR. Members can earn loyalty points on the guest order by claiming it from the Spendgo Member Portal)

• Message on Receipts without Loyalty Member:

Enter the footer that needs to be printed on the receipts that are not claimed. Here’s a sample message.

Sample message is shown on the screenshot. The Member portal URL specific to your account will be Shared with you by Spendgo after the account is setup.

• Merchant ID: <Shared by Spendgo>

• Enable Manual Card Entry: Checked

c. Go into Accounts and set the store API id to map the stores in NCR with the store codes in Spendgo (see screenshots below)

d. Refresh the POS

Loyalty Flow

Please refer to NCR documentation on the Loyalty Flow in the POS when third party Loyalty such as Spendgo is enabled. Please note that the following specific points are applicable to Spendgo.

• Member look is supported by Phone number only.

• Spendgo rewards do not apply automatically.

• If the order amount is more than the reward amount, the full reward amount of the applied reward applies to the order. If the order subtotal is less than the reward amount, the reward value shown matches with the subtotal. However if the reward is applied, the entire reward available to the user is used up.

• It is not possible to manually enter a reward amount to be applied.

• The steps mentioned in the “Activating a Loyalty Account” section is not applicable to Spendgo.