Last updated 30/09/2020
To find the settings:
For information on how to use these, please see Setting up the POS.
POS ID
This is the unique code that identifies your POS registers.
POS Key
The password to set up the register. We recommend changing this upon first setup.
POS Version
Cin7's current POS version is v3.
Close Register by Each Register Code
This determines how the register should close, and will depend on how you cash up at the end of each day.
Choose No - Close Whole Branch/Store if you cash up all tills within a branch in one go.
Choose No if you cash up each till within a branch separately.
Inactive Auto Logout
Choose the amount of time before the POS logs out the current user.
Enable IP Printing
Switch this on if you are printing over IP.
Please note that by enabling IP printing will require all POS stations to be set up again before use - so please make sure all users have the required information before changing this setting.
Change Branch Password
Enter a password here if you require a password for users to change the branch.
Home Banner
Upload a home banner here to change the background of the POS login screen
Maximum Percentage Discount for Standard Users
Use this to change the maximum discount that can be added to a transaction by standard users. Default is 10%.
Always Select Branch after Login
Enables a popup allowing you to choose which branch you should transact in upon logging into the POS
Default Delivery Stage for Sales Orders
Determines the default collection method when a product has been added to a transaction. You have the option to select either Take Now, Pickup Later or To Be Delivered.
Created Date of Sales Orders converted from Layby to be
Allows you to choose whether the Sales Order created upon finalizing a Layby should have its created date based on when the Layby was created or when the Layby was completed.
Selling more stock than you have on hand?
Controls how the POS allows for selling stock when the system shows you have none. This setting only applies when the product has an Order type of "Order" or "Limited Stock".
Choose from the following options:
| Setting | Result |
|---|---|
| No Restriction | This is the default setting. Staff will be allowed to sell any amount of a product. For more information, see Completing Sales without Stock. |
| Allow User Override | The POS will warn users that the system there is no stock in the system, but they can choose to continue anyway. N.B this only applies per product per session. e.g. first order for product A requires override, second order for product A doesn't. Third order for product B requires override. |
| Allow Manager Override | Like the above, but requires manager approval. N.B this only applies per product per session. e.g. first order for product A requires override, second order for product A doesn't. Third order for product B requires override. |
| Do Not Allow | Will not allow the sale of an item if the stock in the system is 0. |
Apply stock on hand selling restrictions to Kit products?
If selecting any one of the above selling restriction options besides No Restriction, you will then be presented with this setting in which you can decide whether the restrictions should apply to Kit products.
Auto Round Up the following UOMs:
If you have setup products with UOMs that aren't whole number quantities, you can specify the UOM option name here if you'd like the POS to round the quantity up to the nearest whole value. This field is case sensitive, therefore, do ensure the UOM option name is exactly the same as used in the product module.
Prevent UOM quantity dialog popup from appearing when scanning UOMs?
When Prevent UOM quantity dialog is set to 'Yes', the quantity dialog will not display when scanning the products on POS. The quantity dialog will still display when circumstances warrant it. For example, when there are restrictions on selling if there is no stock or if a product is a batch product. This setting is visible only if Show Alternative Units of Measures is set to Show under POS Settings>Product Grid Settings.
Invoice Options
The default here is to Allow batch invoices - for more information see Closing the Register. This process is fairly standard for typical retail stores.
Selecting Import Invoices Individually does not require the register to be closed at the end of each day and will create a new invoice in your accounting software for each order processed.
Open browser Print dialogue automatically:
For most users, leaving this set to yes is most useful - the browser print dialogue will appear when you select a payment method. If you'd prefer to ask customers if they want a printed receipt or an email of the receipt instead, set this to No.
Close the print dialogue after printing:
By default, after printing through the browser, the print dialogue will disappear automatically. If you've prefer to stay on the receipt dialogue after printing, set this to No.
Print a receipt when 'Finish Order' is clicked:
By default, clicking 'Finish Order' does not print a receipt. You can use this setting to toggle the receipt to print.
Display Button to Print Receipt for the Last Sale
This will add another button to the header row that allows you to print the last sales order with an invoice number. Please contact support to add an invoice number to the receipt.
Auto Email Receipt
If a customer is assigned to a POS transaction, and that customer has an email address, Cin7 can send an email automatically to the customer.
From Email Address
This is the email address the emails will be sent from e.g. donotreply@yourcompany.com . Be sure to make sure you have read Allowing Cin7 to Send Emails on Your Behalf.
Subject
This is the subject line of the email the customer will receive. By default it shows the order number and the created date.
BCC
Enter any addresses to be BCC'd if required. Addresses should be separated by commas.
Generate Gift Voucher Codes
If you have your own gift voucher codes, you can enter them at the time of transaction by choosing Scan or manually enter your own Gift Voucher Codes.
Choose Cin7 automatically generate codes if you would prefer the codes to be generated for you.
Gift Voucher Expiry
Select the expiration period for your gift vouchers.
Only allow managers to Credit/Refund
Switch this to Yes if only users with the Manager's permission can issue credits/refunds.
Store Credit Expiry
Select the expiration period for your gift vouchers.
Require Customer to be Selected for Refund
Switching this to Yes will only allow a refund to be made if a customer is selected.
Treat Store Credits as
Switching this to payments will ensure the redemption of a store credit will be applied as a payment. NOTE: Currently, Cin7 only supports the revenue recognition principle via the Xero Dashboard. Read more about how to account for store credits with Xero. If you are a QuickBooks Online user and you select 'payments' as the option for this setting you will need to read our help article on how to account for store credits with QuickBooks Online.
Withhold tax when issuing Store Credit during Refund
Depending on your settings above Store Credits can either be treated as discounts or a payment. The following will only apply to you if your company treats store credits as a discount. This means tax is not collected on the store credit when it is redeemed. If you wish to tax the customer for the entire Order Value rather than the discounted Order Total, make sure you withhold tax when issuing a store credit when processing a return.
Loyalty Rewards are documented in a separate article - see Setting up Loyalty Rewards.
Show Alternative Units of Measures
Switch to Show if you sell products with Units of measure.
Show Images
Switch to Show to show images of the products in the product grid.
Show Addons
Show addons if you have a bill of materials assigned to a product.
Enable Selection Of Distribution Branch
Switch to Yes to use distribution branches - useful if you wish to dispatch goods from an associated warehouse.
