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Before you setup EBT/Snap in RetailEdge, make Sure Your Integrated Processor has you setup to accept EBT or SNAP.

 

Setting Up for EBT/SNAP

 

Setup Your Custom Subtotal Groups

 

1.Choose Tools Settings Organization (All Locations).

 

2.Select Sales - Custom Subtotals on the left side menu

 

3.Put a Name in the Subtotal 1, 2 or 3 Field (e.g., EBT, SNAP, etc.)

 

Setup your Item for EBT/SNAP

 

1.Edit an item by going to the Inventory Editor and double click on the item or choose Modify.

 

2.Select the Weight, Age, EBT page on the left side menu.

 

3.Check off the Appropriate Subtotal Eligibility

 

4.Press Save to save your changes.

 

Note: EBT Items can be normally taxable or non-taxable.  You should setup item's tax status as if they were going to be purchased without EBT.  RetailEdge will automatically remove tax from the EBT Eligible items on the sales screen if EBT is used as a payment method.

 

Importing.  If you need to make wholesale changes to your inventory, the Custom Subtotal fields are importable, so you can make changes to existing inventory or import the EBT settings when importing vendor PLU files or cost/price changes.

 

Setup Your EBT Payment Method

 

1.Select Tools Payment Methods Edit Payment Methods.

 

2.Select Add to add a new payment method.

 

3.Setup your payment method as you would for any other payment method (link to help file payment method).

 

4.Enter a Payment ID and Description.

 

5.Select Process as a Credit Card.

 

6.Set CC Type to EBT/SNAP.

 

7.Set Visibility to Show on Sales Screen and Reports.

 

8.Select Process as EBT Payment and Select the Custom Subtotal you are going to use for EBT.

 

9.Press Save to save the payment method.

 

Set Payment Method Order

 

1.Select Set Payment Method Order from the Tools | Payment Methods menu item

 

2.Move your new EBT Payment Method to where you want it to be located in relation to other payment methods on the Sales Screen.

 

How does it work?

 

RetailEdge will use the custom subtotal value on the sales screen to create an EBT subtotal for payment.

 

1.RetailEdge will allow a maximum of the EBT Subtotal value to be applied to EBT payment.  You can use the exact change button (+ key) on the traditional sales screen or double tap the EBT/SNAP payment method on the touch sales screen.

 

2.If this is the total amount of the sale, RetailEdge will start the integrated credit card process.

 

3.You can't charge sales tax on items that are paid for by EBT.  RetailEdge will automatically remove sales tax from all EBT items during this process.

 

4.If the sale contains some EBT eligible items and non eligible items, you will need to select a payment method for the remaining non EBT eligible items.  Once the total has applied to all payment methods, RetailEdge will start processing the sale.   EBT payments will be processed first.

 

5.If a partial EBT approval is received, if necessary, RetailEdge will add EBT Sales Tax Adjustment Items to the sale, to correct the taxable portion of the EBT items paid for with EBT.

 

6.EBT eligible and non-eligible items on a sale will be processed separately with each payment method.  If there are taxable EBT eligible items on the sale, corrections to the totals may be made after the EBT payment portion response is received.