Revel POS

About

Revel POS is a based point of sale built on iPad backed by cloud based management tool.

Launched
November 2023

Article Last Updated
April 2024

Category
POS

What’s Supported?

Feature	Supported	Not Supported
Revel Ordering Channels	Revel POS and integrated Customer Display System (CDS)**	Revel Online Ordering Drive Through Self Service Kiosk
Spendgo Loyalty Features	Look up by Phone number 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 Loyalty reversal on refunded order~~**~~	Look up by email or Loyalty ID. Member registration through Revel CDS.
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 Member rewards are looked up after adding items to the order, all rewards available to the user are listed. The rewards are categorized into - Rewards applicable to the order Rewards that are available but not applicable to the order If the Member is looked up without adding any items to the order, then all available rewards are listed as available but not applicable. After applying a reward if the order is changed, the applied reward is removed. The rewards will have to be re looked up and reviewed for applying.
Discount code requirement	No discount code setup needed in Revel for enabling the Spendgo integration with the POS. Discount code may needs to be setup in Revel and associated with the Spendgo Rewards while enabling Loyalty on other ordering platforms (such as Olo, Bbot) that connects with Revel POS. Steps for setting up any such discount code in Revel is not covered in this document.
Third Party Online and In-Store Ordering Platforms	Olo, BBot, Doordash Storefront

** POS App version 2.79 or higher and CDS XT 2.79 or higher is required.

*** Only one Spendgo reward can be applied to the order. Rewards stacking is not supported. However non Spendgo discount/coupons can be applied along with Spendgo reward.

Things to Know

Modifiers:
- For items that have the price set at the “Size” modifier level, (as shown in the example below) the item based reward cannot be configured.
- For example, for the item shown below reward such as a “Free Latte” or a “Free Large Latte” cannot configured. This is because when a “Latte - Large” is added to the order the order look like this

So, if the reward is set at “Latte” then because item price is $0 the reward is not applicable.

Here are the options to consider.

a) Do not create any item based reward on such the item
b) Reconfigure the menu with each size listed separately, such as “Latte - Small: $10, Latte - Medium: $11, Latte - Large : $12).

Support for Voids/Refunds: This is what happens to loyalty on the order after a closed order is reopened and modified in the POS.

Action

Loyalty Processing

Order is fully refunded

Loyalty on the order is revered.

Points accrued on the order is reversed
Any Spendgo Reward applied to the order is added back to the Member’s balance

Order is partially refunded

Partial loyalty reversal is not supported in Spendgo. Partial refund is also treated same way as the full refund.

In order to keep the loyalty on the partial refund to be processed correctly, it is recommended to fully refund the order and create a new order with the updated order details.

Order is updated

Any further loyalty update on a closed order is not supported in Spendgo.

In order update the loyalty on the order, it is recommended to void the order and create a new order with the updated details.

QR code requirement for scanning on the CDS:
- Members can make loyalty claim by entering the phone number on the CDS. Spendgo does not provide a loyalty card to scan. However if the Merchant wants to support scanning by QR Code from the Mobile App, the QR code should contain the Member’s 10 digit phone number (only the numbers such as 444444444 without the county code).

Order ID Format

All Member or guest orders placed from Revel POS usually show up with numeric order ID such as 123456 that matches with the order ID printed on the receipt . Only known exception is when the order is placed offline. For order placed online the order ID shows up with a suffix such as 123456-75843290890

Notes about the order receipt on Spendgo Dashboard

Please note that the receipt view of the order in Dashboard does not fully match with the customer receipt generated by Revel.

Receipt Subtotal:
1. The Subtotal shown on the Dashboard receipt matches with the Subtotal on the Revel receipt.
2. Revel’s subtotal reflects the sum of line items and not the applied rewards/discounts/coupons.
3. Also note that the points accrued on the order does not always match with the subtotal. This is because Spendgo does not compute points based on the receipt subtotal but based on the sum of prices of only those items that are marked as qualifying for the loyalty.
Receipt Total:

The Total shown on the Dashboard receipt matches with the Total on the Revel receipt. However, it may not tally with the other numbers (line item prices, subtotal, Tax etc.) on the receipt. Receipt total reflects the sum of line item prices including modifiers + Tax + Tip + other charges minus the applied rewards/discounts. However the dashboard receipt does not show the tips, service fee, and other charges and non-Spendgo discount/coupon details.

Integration Setup

Requirements

Spendgo integration can be enabled by individual location in Revel. We recommend that if the Revel test lab is available, the integration is enabled and tested at the lab before rolling out to other locations.
If already using Revel POS, check if any of the devices running at the location(s) are on Revel POS App version 2.78 or lower, if so, make sure all devices are upgraded to latest version. If any of the CDS devices are running version 1.0, upgrade it to latest version of CDS XT to take advantage of the customer facing experience.

To check the versions, from the Revel Management Console click on the “Establishment” tab and click on “Version Information”. Contact Revel support to upgrade the POS and CDS versions.

If Revel POS being setup new, make sure that POS setup is completed and tested before enabling Spendgo.
Please note that Spendgo integration is not available with Revel online ordering. If the Revel is integrated with a supported online ordering system such as Olo, make sure that online ordering is fully setup and functional.
Make sure that the Spendgo merchant account, loyalty program and the rewards are setup.
- Please note that if Olo is the online ordering, a discount needs to be setup in Revel management system for the Olo integration and Spendgo rewards need to be associated with the discount ID. Please contact your Olo support representative for assistance in creating discounts and what should be mapped to Spendgo for the Discount Code.

How to Enable the Integration

Step 1. Confirm the location(s) is ready for setting up the integration.

Task Owner	The Merchant
Required Input	Identify the locations to enable the Spendgo Integration.
Procedure	Review the requirements mentioned above and confirm the location(s) is ready for enabling Spendgo Integration Inform Spendgo Customer Success Manager (CSM) the list of locations that needs to be enabled.
Data to share	Location list to enable the integration.

Step 2: Spendgo CSM co-ordinates integration setup activities.

Task Owner	Spendgo Customer Success Manager
Required Input	Authorization from the Merchant to enable the integration
Procedure	Co-ordinate with the Merchant the date and time for setting up the integration. Evaluate if there is any testing required after the integration. If any testing is required, setup the testing time. If the integration has not already been enabled for any of the Merchant locations Obtain the Merchant contact to whom the Spendgo API credentials be sent to. Instruct the Integrations team to setup and share Spendgo API credentials with the Merchant.
Data to share	Share with the integration team Merchant contact (Email ID) to whom the API credentials should be sent.
Outcome	The time slot for enabling the integration is setup with the Merchant. Working session is setup with the Merchant for testing, if required. Instructions sent to the integration team, if required.

Step 3: Spendgo Integration team shares API credentials with the Merchant

Task Owner	Spendgo Integrations Team
Required Input	Authorization from CSM and the Merchant contact to send the credentials to.
Procedure	If the credentials are already not shared with the Merchant, Setup the API keys in Spendgo Admin portal Add the API secret to the Merchant config in Spendgo Admin portal. Share the API credentials securely in a 1Password link with the Merchant contact Refer to internal documentation for detailed instructions.
Data to share	Include the below information in the 1password secure note. Base URL X-Class-Key X-Class-Secret
Outcome	API credentials mentioned above are shared with the Merchant

Step 4: The Merchant enables the integration from the Revel Management Console

Task Owner

The Merchant

Required Input

Spendgo API Keys

Procedure

The integration is setup location by location. For setting up a location follow the below steps.

Revel Management Console Steps

Login to Revel Management console and select switch to the location (Establishment).
Please note down the establishment ID. This will be needed for mapping to Spendgo location in the Spendgo Dashboard.
Click on the settings tab and search for “open loyalty”. Click the check box next to “Open Loyalty” and then click on “Configure Now”

On the Open Loyalty Configuration Window, select “Spendgo” from the Provider dropdown and enter the base url, X-Class-Key and X-Class-Secret shared by Spendgo Integration team in the secured 1Password link. Leave default settings for all other fields.

Click Save.
Reopen the Open Loyalty Configuration and confirm that the integration shows as enabled.

Spendgo Dashboard step

Login to Spendgo Dashboard.
Navigate to Settings → Stores and open the location for edit.

3. Enter the Revel establishment ID in the “Revel Store Id” field and click on save changes.

Step 5: Refresh all the POS stations at the location

Task Owner	The Merchant
Procedure	Refresh all the Revel POS stations at the location. The integration does not get enabled until the POS stations are refreshed.
Outcome	Integration should be enabled after this step.

Step 6: Quick Validation

Task Owner

The Merchant

Procedure

If this is the lab or the first location, Spendgo CSM may setup a working session to test and confirm that the integration is working as epxcted.
Otherwise, after the integration is enabled, confirm that the Loyalty Lookup option shows up in the POS station(s).

Tap on the “Loyalty Lookup” button and look up by a 10 digit US phone number.
If the Loyalty lookup button does not show up or the Member look up comes back with an error message, contact Spendgo Customer Success Manager.

How to Disable the Integration

Task Owner

The Merchant

Procedure

Inform Spendgo Customer Success Manager indicating the location(s), date and time.
To disable the integtation
1. Login to Revel Management Console and open the location
2. Click on the settings tab and search for “open loyalty”. Click the check box next to “Open Loyalty” and then click on “Configure Now”

c. Turn off the “Enabled” toggle.

Loyalty Flow

Please refer to Revel’s https://support.revelsystems.com/s/article/Open-Loyalty on Spendgo Loyalty flow UI/UX and demo videos for POS and CDS devices.