Set Up Connected Sale Mobile Preferences

Content
General Category Discounts Manager Overrides Reason Codes Receipt Printing Signature

Click on “Preference” button on the top most, right corner part of the Connected Sale Mobile, a dropdown box with preferences options will be displayed then select “Settings”.

 

 

 

 

 

 

General

This option customizes the majority of the buttons that must be present in the Connected Sale Transaction Form.

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Field	Value
Workstation ID	Select the workstation ID to be used for the Connected Sale Mobile transactions.
Default Customer	Displays and Selects customer which will be loaded each time the Connected Sale Mobile is created.
Default Location	Displays and Selects the default location of the default customer.
Default POS Transaction	Displays and Selects the default Transaction type of POS.
Default Kiosk Transaction	Displays and Selects the default Transaction type of Kiosk.
Allow Sales	“ON”allows the user to process invoice transactions. If “OFF”, the Sales button is disabled on the Connected Sale Mobile.
Allow Orders	“ON”allows the user to process order transactions. If “OFF”, the Order button is disabled on the Connected Sale Mobile.
Allow Quotes	“ON”allows the user to process quote transactions. If “OFF”, the Quote button is disabled on the Connected Sale Mobile.
Allow Returns	“ON”allows the user to process return transactions. If “OFF”, the Return button is disabled on the Connected Sale Mobile.
Allow Change Price	“ON”allows the user to change item price. If “OFF”, the Change Price button is disabled on the Connected Sale Mobile.
Allow Add Customer	“ON”allows the user to add customer. If  “OFF”, the Add Customer button is disabled on the Connected Sale Mobile.
Deposit Cash/Check Payment	“ON”allows the user to deposit cash and/or check payment. You can check this data through the back office using Connected Business application.
Log Off User After Each Transaction	“ON” allows ConnectedSale automatically logs off after each transaction.
Blind Close	If "ON", the z-tape receipt won't appear whenever a non-administrative user role closes workstation. If "OFF" the z-tape report will always appear every time non-administrative user rolecloses workstation. Blind Close switch will only be enabled if Track Drawer Balance is "ON". Blind Close Setting will only work on non-administrative user roles.
Override Sales Rep	“ON”allows the user to override sales rep and the system automatically ignores the users setup within the manager overrides level. This authorizes the user to process transactions without the need of another authorized person such as store managers. Transactions such as changing the price of item(s), discount on invoices and items as well as change quantity of items are few of the processes applied.
Tax by Location	“ON” allows the user to set tax for each location. If “OFF”, by default there will be no tax applied for each location selected.
Show Coupon List	"ON" Displays the list of active coupons.
Show Wholesale Price	"ON" Displays the wholesale price of a product.
Use Cash Drawer	This module lets the Mobile Connected Sale communicate with the printer, and the printer gives signal to the cash drawer.
Use Item Description	“ON” enables to view the complete description of the item in the ConnectedSale product list. Otherwise, it will display the Item Name, not the abbreviated description.
Track Drawer Balance	If “ON”, the user will have an option to close the workstation. When the user signs in, it will ask for the opening balance amount and when the user taps on Close Workstation button, it will ask for the Closing amount and then will print the Z-tape receipt.

 

Category

Displays/Selects the categories that can be viewed in the Connected Sale Mobile Transaction Form. The default category is checked.

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Discounts

Provides the customization of discounts.

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Field	Value
Allow Sale Discount	“ON” allows the user to provide sale discount and the user can specify the maximum amount of sale discount.
Allow Item Discount	“ON” allows the user to provide sale discount and the user can specify the maximum amount for the item discount.

 

 

Manager Overrides

Assigns user roles on administrative rights.

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Field	Value
Administrators	Allows the user to select the User Roles that will be given Administrative rights in Mobile Connected Sale.
Discount	Assigns a specific User Role with administrative rights to allow giving discounts.
Price Change	Assigns a specific User Role with administrative rights to change the item price.
Transaction Void	Assigns a specific User Role with administrative rights to void a transaction.
Returns	Assigns a specific User Role with administrative rights to create returns.

 

 

Reason Codes

Requires the user to log reasons for every discount, return(s), voided items and voided transactions if the value is "ON".

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Receipt Printing

Manipulates the printing of the receipt.

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Field	Value
Sale Receipt	Displays and Selects the default Receipt type on Sale Transaction.
Order Receipt	Displays and Selects the default Receipt type on Order Transaction.
Quote Receipt	Displays and Selects the default Receipt type on Sale Transaction.
Return Receipt	Displays and Selects the default Receipt type on Return Transaction.
Credit Card Receipt	Displays and Selects the default Receipt type on Credit Card Payment.
Sale Payment	Displays and Selects the default Receipt type on Sale Payment.
X-Tape Report	Displays and Selects the default Report type for X-Tape printing.
Z-Tape Report	Displays and Selects the default Report type for Z-Tape printing.
Auto-Email Receipt	“ON” will automatically send a copy of the receipt to the customer using the provided email address in “new customer” setup form or in the IS customer module.
Ask for Email Address	“ON” will display a dialog box asking the for an email address the receipt will be sent to.
Printer Settings	Displays and Selects the default printer.
Auto-Print Receipt	“ON” will skip the Connected Sale Mobile“prompting to print” the receipt after each transaction. This feature covers the “Printer setting” module wherein the user must indicate the IP Address of the printer and the model of the printer. For now, Connected Sale Mobile only supports Epson “TM-T88V” model printer.
Ask to Print Receipt	“ON” will display a dialog box asking the user if the receipt will be printed.

 

Signature

Requires the customer's signature, when the value is "ON", in very payment transaction or account opening.

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Field	Value
Check Payment	The Connected Sale Mobile will ask the for the customer’s signature in check payment transaction if the value is “ON”.
Credit Card Payment	The Connected Sale Mobile will ask the for the customer’s signature in credit card payment transaction if the value is “ON”.
Open Account	The Connected Sale Mobile will ask the for the customer’s signature in open account transaction if the value is “ON”.
Order	The Connected Sale Mobilewill ask the for the customer’s signature in ordertransaction if the value is “ON”.