Configure POS / Kiosk Preferences

In this process, you will be configuring the POS settings.

Before working with the POS terminal, you need to make sure that the settings and preferences are properly configured.

At the end of this session, users will change the default POS settings.

Change default POS Settings

Change the Default Walk-in Customer Account

To complete this task, do the following:

  1. You will need to sign in to Connected Business using the admin user account to be able to view the POS Preferences and other settings. For good measure, sign out the admin account before signing in to Connected Business POS.

  2. Tap F5 to display the POS Preferences window.

  3. Change the default customer account to display. You may select from the list of existing customers or create a new customer file.

  4. You can create a default customer account for “walk-in” customers. You can mark this customer account as the default account for the current workstation (e.g. “POS1 – Walk-In Customer” or “POS1 – Cash Customer”).

Filter Items to Sell Through the Terminal

To complete this task, do the following:

  1. Tap F5 to display the POS Preferences window.

  2. Select a default source location source for items on sale (e.g. storage room or warehouse). You may select from the list of active locations to assign to the current workstation.

  3. Tap the F6 button. The Category Master List window will display. Click on the Add button to display all the item categories you have created in Connected Business. Highlight the categories you want show in the item selection screen then tap Select.

  4. You will be brought back to the Category Master List window. To set a default category to show, highlight the category in the list and tap, Set to Default. Tap Ok when done.

Assign Managers / Administrators to the Terminal

To complete this task, do the following:

Assign Managers/Administrators to the Terminal

  1. Tap F7 button to bring up the Administrator list. Tap Add to bring up the list of user roles in Connected Business.

  2. User roles refer to the collective user settings (e.g. "administrator") assigned to user accounts (e.g. "Mgr. John"). This means that all users assigned with the "administrator" user account will be considered a manager or administrator in the current workstation and would be able to perform manager overrides or run Connected Business POS on "Edit Mode".

Assign Manager Overrides

  1. Tap F5 to display the POS Preferences window.

  2. In the Manager Overrides section of the POS Preferences, select the functions you want to restrict and have only the selected users (managers or administrators) to accomplish. The options are:
    1. Discount - users with the user role assigned here would be the only ones to add a discount on the sale.

    2. Price Change - users with the user role assigned here would be the only ones to change the current price of an item being sold.

    3. Transaction Void - users with the user role assigned here would be the only ones to void a transaction.

    4. Returns - users with the user role assigned here would the only ones to process returns.

    5. Use Reason Codes - In addition to manager overrides, you may also enable adding reasons for adding discounts, changing the price, or voiding a transaction.

Select Transactions to Process through the Terminal

To complete this task, do the following:

  1. Tap F5 to display the POS Preferences window.
  2. Select the transactions to allow for the current workstation. The options are:
    1. Allow sales - to process a completed sale and print an official invoice or receipt. When checked, the Sale button will appear in the screen. This transaction type is used in typical "walk-in" or "cash transactions".

    2. Allow orders - to process an order document to process later into an invoice or receipt upon delivery or availability of an item. When checked, the Order button will appear in the screen allowing you to switch from a typical sale or cash transaction to processing "reservations" or "layaways".

    3. Allow quotes - to create a printed document listing the item and current price for item/service price inquiries. When checked, the Quote button will appear in the screen allowing you to switch to creating a quotes or price inquiries.

    4. Allow returns - to process returned items and record refunds. When checked, the Return button will appear in the screen allowing you to switch to creating returns.

    5. Tax by location - to enable taxations from a specific jurisdiction e.g. California State Sales Tax that applies to all sales of customers from within the state. When checked, the customer sales tax information will be applied to his order regardless if he ordered from your store located on a different state.

    6. Allow change price - to enable changing the current sales price of an item. You can create a "manager override" for this and let only the administrators or managers to change the sales price.

    7. Allow add customer - to enable creating a new customer record for new or regular customers.

    8. Use item description - to display the item description (e.g. "Old World Lamppost") rather than the item code (e.g. "ITEM-000012").

    9. Deposit cash/check payment - to directly "deposit" or add the cash or check amount to the default bank account.

    10. Override sales rep - to override the sales rep commissions on the sale. When checked, any sales rep commission computation will be written off of the sale.

Enable Discounts On a Sale or a Specific Item

To complete this task, do the following:

Enable Discounts on a Sale or Specific Item

  1. Tap F5 to display the POS Preferences window.

  2. In the Discounts section of the POS Preferences, check the options you want to enable. The options are:
    1. Allows Sale Discount - allows you to add a discount percent to apply to each item in the order. You can restrict discounting by specifying a maximum discount percent (e.g. 50%). When enabled, the Sales Discount button will be available on the screen.

    2. Allows Item Discount - allows you to add a discount percent to apply to the selected item in the order. You can restrict discounting by specifying a maximum number of items to add a discount (e.g. 3 different items). When enabled, the Item Discount button will be available on the screen.

Set a Maximum Discount Approval Limit

  1. Open Connected Business. Log in using the admin account.

  2. Go to the System Manager Module > Accounts > All Accounts to bring up the User Accounts list.

  3. Select the user account from the list to view its details in the Details tab.

  4. To enable a maximum discount, click on the Override Maximum Discount option and enter the maximum discount amount in the Order Entry Max. Discount field.

  5. Save and close when done.

Set Manual or Automatic Printing of Receipts and Ztapes

To complete this task, do the following:

Ask to Print Documents or Send Receipts Through Email

  1. Tap F5 to display the POS Preferences window.

  2. In the Receipt Printing section of the POS Preferences, check the options you want to enable. The options are:
    1. Ask to print receipt - when enabled, a message will display prompting you to print or email the receipt. When unchecked, there will be no receipt printed.

    2. Ask for email address - when enabled, you will be asked to provide the email address to send the receipt to.

Set Automatic Printing of Documents and Sending Receipts Through Email

  1. Tap F5 to display the POS Preferences window.

  2. In the Receipt Printing section of the POS Preferences, check the options you want to enable. The options are:
    1. Auto-print receipt - when enabled, receipt printing (print preview) will begin after a transaction is set to complete or a payment has been made.

    2. Auto-print Ztape - when enabled, the "xtape" will be printed upon opening the register or logging in to Connected Business POS and the "ztape" will be printed upon closing the register. When disabled, you may manually print the ztapes using the F8 option.

    3. Auto-email receipt - when enabled, the receipt will be emailed directly through the default customer email address upon completing a transaction or a payment has been made.

Enable Cash Drawer Tracking and Other Options

To complete this task, do the following:

  1. Tap F5 to display the POS Preferences window.

  2. In the Miscellaneous section of the POS Preferences, check the options you want to enable:
    1. Log off user after each transaction - when enabled, the user is logged out of the workstation after a transaction. This is especially useful in securing the cash registers.

    2. Track drawer balance - when enabled, the drawer balance is tracked based on the total payments received and refunds that were deducted. When printing the ztapes on closing, the expected drawer balance is printed and compared to the actual drawer balance.

    3. Use cash drawer - When enabled, the cash drawer is used instead. Enter a logical name for the drawer.

Change Opening and Closing Settings

To complete this task, do the following:

  1. During opening the start of a new shift, you can use Connected Business POS to track the drawer balances from the start of the new day or shift and print the opening balance to match it with the ending balance (z-tape) by the end of day or shift. To do this, you need to sign in to Connected Business POS using the "admin" account to view the POS preferences.

  2. Tap F5 to bring up the POS Preferences window.

  3. In the Miscellaneous section, check the Track Drawer Balance option. When enabled, you will be asked for the opening balance upon logging in to Connected Business POS.

  4. In the Receipt Printing section, check the Auto-print Z-tape. When enabled, printing the z-tape will follow right after entering the opening or ending balance.

  5. Let's say it’s the start of the new shift and you have signed in to Connected Business POS. You will be asked the opening balance amount. Enter the opening cash in your drawer. The print preview of the xtape will display. You may optionally print the x-tape after entering the opening balance amount or as you enter new transactions.

  6. Let's say you have entered several transactions and are now at the end of your shift. Tap on Close to enter the ending drawer balance.

  7. After entering the ending balance, the print preview of the z-tape will display. You may optionally print the ztape afterwards.

 

 

  • Tuesday, 04 September 2012