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ID: 6999
Updated 11/15/2017 2:24:46 AM

  • Contents

POS Settings

Configure how the POS works using the settings.

Settings


To find the settings:

  1. Whilst logged in as an Administrator click on your username, top right, then click Settings.
  2. From the POS menu, select POS Settings.
  3. Once all changes have been made, click Save.

Settings


Register Setup Details

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.

General

POS Version

Switch between version 2 and version 3 of the POS. Please note that changing the POS here will change the POS for all users.

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

Selling more stock than you have on hand?

Controls how the POS allows for selling stock when the system shows you have none.

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.
Allow Manager Override Like the above, but requires manager approval.
Do Not Allow Will not allow the sale of an item if the stock in the system is 0.

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%.

Accounts

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.

Receipt Print Settings

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.

Email Receipts

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.

Gift Voucher Settings

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.

Store Credit Settings

Only allow managers to Credit/Refund

Switch this to Yes if only users with the Manager 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.

Include/Exclude Tax from Store Credit during Refund

Depending on your tax jurisdiction you may wish to change the way taxes are collected on refunds.

Auto Loyalty Reward Settings

Loyalty Rewards are documented in a separate article - see Setting up Loyalty Rewards.

Product Grid Settings

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.

Distribution Branch

Enable Selection Of Distribution Branch

Switch to Yes to use distribution branches - useful if you wish to dispatch goods from an associated warehouse.