Configuring Your POS Settings
In this step you will learn how to adjust the settings for your Point of Sale system for things such as employee notifications in the Register, information that prints on receipts, and your barcode label printing preferences.
Set Up Your Tills
You can get to this part of the system by clicking the gear-shaped button on the right side of our blue Admin Toolbar, click Settings, then scrolling down past your company information to the blue Tills button. NOTE: You will want to verify that the Company Information is correct on that main page. The system refers to that information for what it prints on receipts and work order tickets. If you have multiple locations set up, each location will have its own sections, so be sure to make any needed changes or additions and go to the bottom of the page and click the green Save button.
When you click the blue Tills button, your list of current Tills will pop up. Till is a synonym for 'cash register' and is basically any unique device (e.g. computer or tablet) or purchasing mode (e.g. tax exempt, trade show) you might need for the way you do business. You can click on any till in the list to open and edit its title, if you like. You can click the green Add Till button to create a new till in the system.
When adding a new till, or editing an existing one, all you need to do is enter the Name that you want. The Printer Margins below are actually no longer active in the system, so please disregard them.
You can get to this part of the system by clicking on the gear-shaped button on the right side of our blue Admin Toolbar, click Settings, then click POS Settings.
The General POS Settings Tab
- Admin Email - This is the email address that will be the 'From' address for receipts and notifications that are emailed to customers from your point of sale.
- Timezone - Choose your time zone, all world regions are listed.
- Prompt for User PIN - Check this box if you want the system to keep track of each employee who does a transaction. Whenever a new transaction is started, a prompt will come up to enter the User PIN code. This is also how the system knows what User Permissions are enabled for each employee. You can click here to learn how to set up your employee User accounts and Group Permissions.
- Disable Beep When Product Is Added to Register - By default, every time you scan a product and add it to the Register, the system will beep to let you know, which is a good non-visual reminder if you scan lots of items in quickly. If you find the beep annoying, you can check this box to turn it off.
- Gift Card Discount Eligibility - Do you want customers to have the option of discounting the purchase price of a Gift Card? Most clients of ours do not enable this option, since you are essentially giving away money, but others like to have that option. Check the box if you want your gift cards to have the option of being sold at a discount. NOTE: If this box is checked, and a Global Discount is applied to a transaction in which a Gift Card is being purchased, that Gift Card will also have that discount applied.
- Do Not Discount Services - If you do not want the services you provide to be able to be discounted in the Register, turn this setting on.
- Disable Discount Override - For line items in your Register, you can click the blue pencil and apply a discount that will affect only that line item. That discount will normally override settings for the product and/or its department for whether or not the item is eligible for discounts. If you do not wish for that discount area to override those settings, check the box to disable it.
- Allow More Than One Coupon Per Transaction - This function is about your Reward Coupons. If you want a customer who has earned multiple reward coupons to be able to use as many as they like on a given transaction, check this box.
- Show the Pre-Tax Subtotal in the Till - If pre-tax amounts are important to you for tax purposes, you will want to check the box to turn this option on. This information can be useful in other ways as well, for example, the Reward Points earned on a transaction are based on the pre-tax / post-discount subtotal, so displaying that amount will help reward points make more sense to your customers.
- Show the Previous Transaction in the Till - This is a great feature if you find yourself needing to re-print a receipt or if you get distracted and forget how much change a customer is due. This message displays on the register screen right after you send your receipt to be printed, when the Register is ready to start the new transaction.
- Confirm When Canceling Transactions - This is a safety measure, since in some cases clicking the Cancel button in a transaction can be easy to do mistakenly. If this box is checked, instead of immediately canceling the transaction, a confirmation prompt will pop up asking you if you really want to cancel.
- Verify Customer Details - With this box checked, whenever you load a Customer into the Register, their information will pop up in a panel so you can make sure it is the correct customer. This can be a big time-saver if you have many customers with similar names.
- Show Customer Address in the Register - If you want to be able to see the customer's street address when you have loaded them into the Register, turn this on.
- Auto-Complete Transaction When Remaining Balance is Zero - Enabling this option will allow the system to automatically bypass the Complete button as soon as the balance owed become zero, or if change is due. Turning this on will save you a step in clicking that button, but you will be unable to go back and make changes to the transaction after that is done.
- Print Line Item Notes on Receipt - If you click on the blue pencil for a line-item in the Register, you can enter notes for specific information about that item, as pictured below. With this setting on, you are able to have those notes print out on the receipt with the line-item.
- Require Signature for Card Transactions Over This Amount - You can enter an amount in this field if you want to set a minimum amount on a transaction where a credit or debit card is being used for payment and at which point the system would print out a signature copy of the receipt. Any transaction amount equal to or above the listed amount will trigger a signature copy to print, and anything below it will just print the regular receipt and not require a signature.
- Clerk Notification Text - This is a message for your sales clerks. It will always appear on the screen they see just before starting a new transaction. There's no limit to how much text you can put in this area, and it's a great place to remind them of upcoming events and sales, and just anything of which you need them to keep mindful.
- Display Tax Breakdown on Receipt - In countries such as Canada and Australia, multiple taxes (GST and PST) apply to each retail transaction, and this setting allows those taxes to be itemized individually on the receipt, as per the legal requirements of those countries.
- Print Customer Name on Receipt - You can choose whether or not the customer's name prints out on the receipt. Some clients consider this an identity theft risk or at least a privacy concern, so it was made an option.
- Print Customer Message on Receipt - This checkbox allows you to turn your Customer Message on or off, if there are situations when you know you won't want it to print out.
- Store Copy: Signature Only - For signature transactions, do you really need the store copy to show all of the transaction details, or do you just need the final amount and basic details? Turning this on can save you a lot of paper throughout a year!
- Customer Receipt Message - This area offers unlimited room for plain text only (no formatting things like fonts, bold/italics, etc.) for you to provide information to your customers on your return and exchange policies, upcoming specials and events, and ideally a warm welcome back to visit you again. This content will print below everything else in the receipt.
Barcode Print Settings
- Print Price on Barcode - For items that have prices that fluctuate often, it might be wise to turn those prices off before printing the barcode label and just post the price on a sign you can change at need. Turn it back on again for items with fixed pricing.
- Print Price for Serialized Items - This setting allows you to either hide the Price for Serialized Inventory (default) or print it on the barcode label, depending on your preference.
- Print 'Regular' Price, Ignore Sale Price - If you wish for all of your barcode labels to just print the standard Price of a product so you don't have to reprint labels when products go on sale, you can activate this feature by clicking the check-box.
- Print Company Name on Barcode - If you would like your company name on all barcode labels to make sure returns and exchanges are coming from your actual inventory, turn this option on.
- Print Bin Location on Barcode - If you utilize the Bin Locations feature, checking this box will allow the Bin Location to print on the barcode label.
- Print Date on Barcode - Enabling this option will print the current date on your barcode labels, allowing you to visually track the aging of your inventory.
Shift Management Settings
- Enable Shift Management - If you wish to track the tender amounts in each of your cash drawers as you change shifts, turn this setting on. For full details on how to configure and work with your Shift Management, click here.
- Set Float Using Cash Count - Enabling this option will automatically populate the Float to be whatever cash is counted for the drawer in the previous shift.
Save Your Work! Please note that after you have adjusted your settings, you need to find the green Save button at the bottom of the screen and click it or the system will not keep the changes you made!