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System Settings - POS 1

Figure: Example System Settings Screen

These settings are common to all POS systems interfaced to the system.

Tender Types

These are special tender types recognised by the system. When a transaction is being processed, the system looks for any of the tenders listed. If it finds one, it takes special action depending on exactly what the option is. You firstly define a tender code using Tender. You then enter its code in the appropriate setting below. These input fields accept comma-delimited strings so that you could set tenders 1 and 4 to be cash for example.

Cash

Allows the system to recognise cash sales.

Spillage

Not currently used.

Staff Free

These transactions are treated as a staff-free sale. Normal sale processing occurs but additional processing updates the staff-free statistics. This is only used by VersaTerms.

Foreign Ex

Allows the system to recognise that the customer is paying with a foreign currency. POS will then ask for the currency the customer is using.

Smartcard

Not currently used.

Account

Allows the system to recognise the sale should be put on account. This will create an account transaction for the selected account.

No Sale

Not currently used.

Vouchers

This tender represents a voucher used for discount purposes, for example get a free cup of coffee.

EFTPOS

Not currently used.

Layby

Allows the system to recognise laybys. These are special transactions which are recalled later on to record additional payments.

COD

Allows the system to recognise cash on deliveries. The transactions are saved and can be recalled to allow final payment details to be recorded.

Order

Allows the system to recognise orders. These are special transactions which require stock to be ordered. The transaction can be saved and later recalled when the stock has arrived.

Quote

Allows the system to recognise quotes. These are special transactions which are saved for later recall.

Gift

Allows the system to recognise gift certificates. DynaPOS asks for the gift certificate number when this tender type is selected.

Credit

Allows the system to recognise credit notes. DynaPOS asks for the credit note number when this tender type is selected.

Print Bill

Allows the system to recognise that the operator wants to print a bill for the current transaction. The system prints a bill receipt and put the transaction on hold. Recognises multiple Print Bill tenders so that different tenders can be setup to print for different sales methods or times. Use a comma to separate the different tender codes for example, 4,5,6.

Split Account

This tender is used when you have a sale which is to be split equally between several member accounts. This is a common occurrence at a members only restaurant. If you were paying for this by cash it would be easy to do, but when you pay by member account, all the items of the transaction and all account payments will be associated with a single member. This is primarily for loyalty purposes, for example points calculations, who bought what, and so on? If you use this Split Account tender, you will be asked for the member making the actual payment. This allows several Split Account tenders to be recorded against the sale each for a different member and these will flow through to the members' accounts.

Note: The items within the transaction are not associated with a member for loyalty purposes.

Points

Allows the system to accept points as payment for a transaction. You should also set up the Payment By Points section on the POS 2 tab.

Transfers

Allows the system to recognise transfers. When DynaPOSTouch recognises a transfer it will ask for the location the items are being transferred to. Only a single transfer tender type is supported in the POS application.

Adv Deposit

This is the special tender that is used to identify advanced deposit payments. When this tender code is used, POS will know to take special action related to the deposits.

Gift A/C

Allows the system to recognise that payment is being made using special gift accounts. These are a combination of gift certificates and customer accounts.

Part Return

Not currently used.

Forfeit

This tender is used to represent any money forfeited by the customer. For example, if the customer pays with a gift certificate and their is change of $1.00, it may be company policy that the $1 is forfeited by the customer. In this case the system can use this Forfeit tender to represent the unused portion.

Prepaid Voucher

This tender is used to represent a prepaid voucher.

Reward Voucher

This is the special tender that is used to identify reward voucher payments. When this tender code is used, POS will know to take special action related to reward vouchers.

Item Based Gift

This is the special tender that is used to identify item gift certificate payments. These certificates allow gift certificates to be redeemed only against particular items for example, a free scoop of ice cream.

Special Items/Customers

There are special items which when used on POS have a special action. A comma-delimited list is a sequence of items separated by a comma. There should be no spaces at all in the list, for example 1,2,4 not 1, 2, 4. Items in this section are treated by the system as non-revenue items.

No Revenue Items A comma-delimited list of items that do not have their sales revenue recorded. This is commonly used for items such as gift certificates where the cash needs to be recorded for balancing purposes but the actual sales revenue should not be included in statistics.
Gift Cert Items A comma-delimited list of items that represent gift certificates. When one of these items is sold, DynaPOS automatically generates a gift certificate number. The revenue for this item is set to zero. (Sales revenue is realised when an actual item is paid for with a gift certificate).

Item Gift Cert items

A comma-delimited list of items that represent item gift certificate items. These certificates allow gift certificates to be redeemed only against particular items as set in the Special Item tab in Items for example, a free scoop of ice cream. The selling of this item will not be recorded as sales revenue.

Credit Note Items A comma-delimited list of items that represent credit notes. When one of these items is sold, DynaPOS automatically generates a credit note number. The revenue for this item is set to zero. (Sales revenue is realised when an actual item is paid for with a credit note).
Trade In Items A comma-delimited list of items that represent trade-ins. When one of these items is 'sold', DynaPOS asks for additional details such as descriptions, cost price and resale price. A new item is created in the system for the trade-in. It uses the same department, category and group as the trade-in item that was originally sold. This new item is recorded on the transaction, not the item that was originally used.
Dept Sale Items When an item is scanned at POS and it is not recognised, a department sale is usually made. This involves having a number of pre-defined department items to be used for the purpose. This setting contains a comma-delimited list of those item numbers, for example 1000,1001,1002.
Delivery Item The IPN of an item that represents delivery charges. When a delivery charge is incurred, DynaPOS automatically rings up this item with a sell price equal to the delivery charge.
Service Fee Item When a service is completed in DynaPOS and you indicate you want to make a payment for it, this item is rung up as the service fee.

Cancel Fee Item

When a layby is cancelled in DynaPOS, a cancellation fee is incurred. The number of the item that the fee is charged against is recorded here.

Abused Customer Card

Not currently used.

Adv Deposit Item

This is the item number of the item that represents the advanced deposits item. When an advanced deposit is recorded at POS, the value will be recorded against this item.

Gift Card Item

This holds the Barclays Gift Card sales item number that allows gift card purchases / top-ups to be configured as non-revenue items for transactional reporting.

Givex Card Item

This holds the Givex Gift Card sales item number that allows gift card activation / top-ups to be configured as non-revenue items for transactional reporting.

Miscellaneous

These are miscellaneous settings used for POS:

COGS Method

Method that is used to calculate the cost of goods sold when an item is sold. It can be Average, Periodic Average, Last Invoice or FIFO.

Warranty Dept

The department code that warranty items are put into. This allows the system to recognise these types of items in order to take special action.

Trade In Dept

The department code that trade-in items are put into. When an item in this department is 'sold' at the POS, the system automatically creates a new item for the specific trade-in item and include this in the sale transaction.

Max Age Of Prepared Data (Hrs)

Used in conjunction with Prepared Reloads. If POS does a Prepared Reload and the files are older than this number of hours, the files are discarded and new ones generated.

Character to indicate item with changed tax

This option lets the store specify indicators to be printed on receipts to show when items have been modified. The first option is a single character which is printed at the start of the item description when the item has had its group changed (for example ‘+’).

Changed items line

Refers to a line to be printed at the bottom of the receipt to explain the meaning of the symbol specified above to indicate an item with changed tax. If no items were changed the line is not printed.

Character to use as mask for password entry

This option is used to specify a mask character for log ins on POS. For example, if this option is set as '*', it means the displayed masked entry will show as '***'.

Character to indicate Voucher Discounts Apply

A prefix that can be used to demark a voucher discount (2 Char only). The characters defined are displayed in front of the voucher discount name in the receipt.

Voucher Discount Message

A message displayed at the end of the receipt when  a voucher discount is applied. This message is displayed below ‘ALL ITEMS INCLUDE TAX ‘or ’*VAT ITEM’ in the receipt.

Include Cash Lift in Drawer Totals

If this option is checked on, any Cash Lifts done in POS will be included in the drawer totals in the till reads. If the option is checked off, the Cash Lifts will not be included.

Sales=Sell+Discount

No longer used.

Warn If SOH < 0

If this is checked on, POS will check the available stock of the item when the item is added or the quantity is changed. If there is not enough stock, a warning will be displayed.

Note: The item can still be added/ changed as it is just a warning, not an error.

A similar option called Allow Sale If SOH <= 0 is available in Till. This one does raise an error and stop the item from being added.

Tilling Time Includes Tender

If you set up the POS to track the time each item is added to the sale, the system is able to track the time spent on the transaction. This is recorded as tilling time in operator statistics and is used on various reports. If this option is checked off, tilling time is the time of the first item to the last item. If the option is checked on, the finish time is the time of the first tender recorded on the transaction.

Graphical Tables

If this is checked on, users will be able to draw tables for use at a location instead of simply entering a set of table numbers.

Don't Automatically Clock Out On Clock In

If checked, when an operator clocks in and has not clocked out for the previous clock in, that record will not be updated with a default clock off time.

Show Quantity on Receipt as 5 Digits

Taiwan Basic only.

Enable secure button at POS

This settings helps in toggling 'No-Sale and Training' Security.

Check Usercode and Password on POS

This setting when checked asks for password along with user code for the above mentioned functionality only. If unchecked only user code is asked.

Allow sorting of tenders at location

When checked allows the sorting order for tenders at the location to be defined.

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