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Set up and manage a Top-up Credit Item

Learn how to create and manage Top-up Credit Item options on the Merchant Portal, and how to process a top-up on the Eats365 POS.

Top-up Credit Item is a CRM feature that allows members of your loyalty program to purchase virtual credit to spend at your restaurant. The store credit is added to a member’s account and can be used to pay for their bill.

In this article, you’ll learn how to create, modify, and delete Top-up Credit Item options.

Delete

Note:

A Loyalty Program license is required to access full CRM features and tools, including Top-up Credit Item settings. You may reach out to a Channel Partner or Eats365 to purchase a license.
To access Top-up Credit Item settings using the Merchant Portal Classic theme, you must have group-level access. Additionally, note that Top-up Credit Item is referred to as “Liability Item” on Merchant Portal Classic.

Create a Top-up Credit Item

To add a Top-up Credit Item option for the Eats365 POS, follow the steps below:

Merchant Portal (Classic Theme)

Delete

Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.

Log in to the Merchant Portal.
At the top left, change the view to the restaurant group you’d like to configure.
Tip: Restaurant Groups are represented by the color yellow.
On the left panel, click on CRM, then click on Liability Item.
At the top right, click on + Add.
Upload an image for the Liability Item you’re creating. This image will appear on the top-up credit selection page on the POS.
Enter the following basic information:
- Name
- Description
- Simplified Name
- Product Code (SKU)
- Available Date
- Liability Type
  Note: By default, this can only be set to "Membership Credit."
Under "Liability Amount," enter the following information:
- Priced
  Note: By default, this can only be set to "In Backoffice."
- Liability Amount: The monetary value that will be added to the member’s account.
- Purchase Discount: The discount that will be deducted from the Liability Amount. You can select from the following Purchase Discount options:
  - Percentage discount - Deduct a percentage from the Liability Amount.
  - Amount discount - Deduct a fixed value from the Liability Amount.
At the top, click on the Additional Details tab and turn on permissions for all platforms and restaurants under your organization that can use this Liability Item.
Once done, at the top right, click on Save.

Delete

Merchant Portal 2.0

Delete

Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.

Log in to the Merchant Portal.
At the top, from the "Group" drop-down list, select the restaurant group you’d like to configure.
Tip: Restaurant Groups are represented by the color yellow.
On the left panel, click on CRM. Then, click on Loyalty and select Top-up Credit Item.
At the top right, click on + Add Top-up Credit Item.
Upload an image for the Top-up Credit Item option you’re creating. This image will appear on the top-up credit selection page on the POS.
Enter the following basic information:
- Name
- Description
- Simplified Name
- Product Code (SKU)
- Available Date
- Top-up to
  Note: By default, this can only be set to "Membership Credit."
Under "Top-up Amount," enter the following information:
- Priced
  Note: By default, this can only be set to "In Backoffice."
- Top-up Amount: The monetary value that will be added to the member’s account.
- Purchase Discount: The discount that will be deducted from the Top-up Amount. You can select from the following Purchase Discount options:
  - Percentage discount - Deduct a percentage from the Top-up Amount.
  - Amount discount - Deduct a fixed value from the Top-up Amount.
At the top, click on the Additional Details tab and turn on permissions for all platforms and restaurants under your organization that can use this Top-up Credit Item.
Once done, at the top right, click on Save.

Delete

Manage Top-up Credit Items

Modify a Top-up Credit Item

To edit a Top-up Credit Item, follow the steps below:

Merchant Portal (Classic Theme)

Delete

Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.

Log in to the Merchant Portal.
At the top left, change the view to the restaurant group you’d like to configure.
Tip: Restaurant Groups are represented by the color yellow.
On the left panel, click on CRM, then click on Liability Item.
Click on the name of the Liability Item option you’d like to edit.
Update the Liability Item option.
At the top right, click on Save.

Delete

Merchant Portal 2.0

Delete

Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.

Log in to the Merchant Portal.
At the top, from the "Group" drop-down list, select the restaurant group you’d like to configure.
Tip: Restaurant Groups are represented by the color yellow.
On the left panel, click on CRM. Then, click on Loyalty and select Top-up Credit Item.
On the Top-up Credit Item option you’d like to edit, click on the name of the credit. Alternatively, you can click on Edit .
Update the Top-up Credit Item option.
At the top right, click on Save.

Delete

Delete a Top-up Credit Item

For reporting purposes, once a Top-up Credit Item has been created, it can no longer be deleted. However, you can deactivate a Top-up Credit Item to make it unavailable.

To deactivate a Top-up Credit Item, follow the steps below:

Merchant Portal (Classic Theme)

Delete

Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.

Log in to the Merchant Portal.
At the top left, change the view to the restaurant group you’d like to configure.
Tip: Restaurant Groups are represented by the color yellow.
On the left panel, click on CRM, then click on Liability Item.
On the Liability Item you’d like to remove, click on Deactivate .
The Liability Item is now removed from the list of available Top-up Credit Item options. To re-add it, click on Reactivate .

Delete

Merchant Portal 2.0

Delete

Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.

Log in to the Merchant Portal.
At the top, from the "Group" drop-down list, select the restaurant group you’d like to configure.
Tip: Restaurant Groups are represented by the color yellow.
On the left panel, click on CRM. Then, click on Loyalty and select Top-up Credit Item.
On the Top-up Credit Item you’d like to remove, click on Deactivate .