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System Settings - POS 2

Figure: Example System Settings Screen

Exchange Change

This section determines how you give change to a customer who is making an exchange, where the new item is worth less than the old item and you owe the customer money. Depending on how much you owe to a customer, you may choose to take different actions. The action taken can be one of two things. Firstly, it can be to add a tender code to the transaction. The value of the tender is the amount we owe the customer. Alternatively, POS can add an item to the transaction. The value of the item will be the amount we owe the customer. In both cases, the end result is that the transaction value is now zero and the transaction is finalised.  

Using these two actions you can cover all cases, for example give the customer cash (use the cash tender as the action) or give the customer a credit note (use the Credit Note item as the action).

If you try to specify both a tender and an item, POS will only use the item.

Exchange Value

If the amount we owe to the customer is less than or equal to this amount we will take one action. If the amount we owe is more then this amount we will take a different action.

Less Than Tender

If the amount we owe is less than or equal to the Exchange Value then the POS will automatically add this tender to the transaction.

Less Than Item

If the amount we owe is less than or equal to the Exchange Value then the POS will automatically add this item to the transaction.

Greater Than Tender

If the amount we owe is greater than the Exchange Value then the POS will automatically add this tender to the transaction.

Greater Than Item

If the amount we owe is greater than the Exchange Value then the POS will automatically add this item to the transaction.

Ingenico Manual EFTPOS

This section is only required if you use the Ingenico EFTPOS devices. The Ingenico EFTPOS device will return a status code if the EFTPOS transaction fails. The code might be because of insufficient funds or it might be a network error. For some of these status codes (like the network error), you might want the POS user to make a manual transaction. This section contains a comma-delimited list of the Ingenico status codes that indicate a manual transaction is required.

Payment Systems

This section allows you to record the tenders and items used to interface into third party systems. Currently two systems are listed, ECOM (used in Australia) and PayPilot (used in the US and Europe).

ECOM

ECOM is an electronic gift card system available in Australia. You set up a tender code to represent a payment using ECOM. This is entered as the ECOM Tender. You then set up items to represent the sale of an ECOM gift card. You can create more than one item, if required. Each item would be for a specific value. You then enter the item numbers as a comma-delimited list in the ECOM Items option.

PayPilot

PayPilot is an electronic payment system using RFID tags. It is based in the US but available worldwide. You set up a tender code to represent a payment using a PayPilot tag. This is entered as the PayPilot Tender. You then set up items to represent the increase of value on the tag. You can create more than one item, if required. Each item would be for a specific value. You then enter the item numbers as a comma-delimited list in the PayPilot Items option.

Reward Vouchers

Optional two digit reward voucher ‘prefix’ used when generating reward vouchers through the Bulk Account Adjustments function.

Return Change

Change can be automatically returned if the setting is enabled within Tills and the tender can be configured here. For example if the amount to return is <100 then give change as Cash or otherwise return as Credit Note.

Taiwan A4 Invoice Tenders

This section is only required if you are in Taiwan and use A4 invoices. There is a summary section on the invoice that shows the total value of four specific types of tenders - Cash, Credit Cards, Gift Certificates and PreTax Gift Certificates. This section allows you to specify a comma-delimited list of tenders for each type. This allows POS to determine in which summary to put specific tenders.

Taiwan Receipt

Hide tax lines on receipt

If checked, two rows are removed from the usual receipt Included Tax Amount and Sub Total Inc Tax.

Note: This option will only have an effect if the country specific option in TILL profile is set to TAIWAN

Payment By Points

These settings are used when making a payment for a sale using loyalty points. Points are actually treated as a special form of foreign currency. You need to define a Foreign Exchange Rate, for the points, for example PTS, and specify the number of points equivalent to a dollar.

Pts Exch Code The foreign exchange code which specifies the points to dollar conversion rate.

Minimum Points

The minimum number of points which will be accepted for payment. This is used to ensure that your customers have earned enough points before redeeming them.

Give Points On Sales Redeemed With Points

If this is checked on (default), any sale which is redeemed with points will have points calculated on that sale. If the option is checked off, the sale will not have any points calculated.

Redeem Points As Decimals

Indicates if the system allows redemption of points in decimal values rather than rounding to a dollar amount. The default value of this option is False - redemption is in dollars only - and in this case, the user may round up to the next whole dollar and pay for the transaction - without receiving change in any tender. For example, if you only allow dollars, then the customer can pay for a transaction with points rounded up to the next integer - without getting change. So for a transaction of 123.45 with points exchange rate of 1 pt = $1.00; they can pay with 123 points + 0.45 cents cash or 124 points and get no change. If you support decimals, the customer can only pay up to the transaction total with points.

Gift Accounts

This section controls the option used for gift accounts.

Gift Account Items

A comma-delimited list of items that represent the gift account items. When these items are sold, the system will create a gift account.

Account Number Prefix

The unique numbers assigned to each account should have a common prefix, for example GIFT, so POS can recognise the numbers as related to gift accounts.

Account Number Length

The total length of a gift account number, including the prefix, for example GIFT00001 would have a length of 9. Maximum length of 20 characters allowed.

Auto Generate Gift Ac Number

If this option is checked on, the system will automatically generate a gift account number. If you use this option, you cannot top of the value of an existing account because you are not given the opportunity to enter the account number.

SUV

This section allows entry of special characters (such as -) in SUV code which are ignored when sent to voucher service for validation.

Strip out special characters

When checked, this setting enables the special characters to be ignored.

Special characters to ignore

When the check box above is checked, the characters entered here (for example -, +, #, ?, \) are ignored.

Mask Customer Name

Mask Customer First Name on POS

Customer name (first) will be masked (hidden) on POS, customer display and the receipt if set here. Electronic audit will display the customer name.

Mask Customer Last Name on POS

Customer name (last) will be masked (hidden) on POS, customer display and the receipt if set here. Electronic audit will display the customer name.

Mask Character

Enter a character to show as the mask for above.

Discount Rounding

Perform rounding at item level on POS

If checked, rounding of discount is at item level.

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