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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 are allowed two Tills in the system that represent your physical Register stations, or sometimes one might represent trade show registers you use in different tax jurisdictions. If you need more than the initial two Tills, you will need to contact us at Support and there will be additional charges for the added Tills.

 

POS General Settings Tab

You can get to this part of the system by clicking on the Admin button in the upper right, click Settings, then click POS Settings. Here is what you can configure for the General section of this tab:

 

General Register Settings

1. 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.

2. Timezone - Choose your time zone, all world regions are listed.

3. 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: Set Up User Logins and Groups.

4. 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.

5. 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.

6. 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.

7. 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.

8. Show the Previous Transaction in the Till - Please Note: This feature is now permanently on for all users. 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.

   

9. 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.

10. Require Customer - If you want a Customer associated with every transaction you do in the Register, check this box and your clerks will be required to enter or create one before they can start a transaction.

11. 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.

12. 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.

13. 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.

14. Show SKU in Till Search Results - If you use SKU codes as a primary reference for products, checking this box will allow you to see them whenever you are manually searching for a product in the Item Search area.

    

15. Show Most Recently Scanned Items Last - By default, the system will add new items to the Register at the top of your list of added items. Checking this box will keep the order the items were entered, with the most recent ones at the bottom of the list.

16. 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.

17. 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.

 

Coupons and Discounts

1. Coupon & Discount Stacking - This setting applies to line item discounts, transaction discounts, and coupons applied to the transaction and there are two options: Apply All will combine all discounts and all added coupons into a total amount off, which can equal up to 100% of the transaction amount. Apply Highest Savings will look at all discounts and coupons and whichever single discount would result in the largest amount off will be applied to the transaction, and others will not be used.
2. 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.
3. Disable Coupons & Discounts for Sale Price Items - If you don't want items that are already benefiting from a Sale Price to be able to get further discounts or coupon price reductions, check this box and they will no longer be eligible.

 

Receipt Settings

1. Display Tax Breakdown on Receipt- For anyone with multiple tax jurisdictions that might apply to each retail transaction, and this setting allows those taxes to be itemized individually on the receipt. This is especially useful if you have tiered taxation that requires different jurisdictions or item types that are taxed differently in your area.

2. 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.
3. 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.
4. 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!

5. 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.
6. Auto Print Receipt - If you want to skip the panel where you choose to print Gift Receipts, to email the receipt, to text the receipt, etc. turn this setting on. Please note that doing so will prevent you from printing Gift Receipts, texting receipts, emailing to a different email address if needed, and if you use the Marketing Package it will also prevent you from requesting a review during the checkout process.
7. Default Print Thermal Receipt - If you use both standard thermal receipts and letter-size Form Style receipts, you can have the Register always default to print the thermal ribbon receipts with this setting.
8. Auto Email Receipt - If the customer has an email address saved in their information, having this setting on will email them receipts automatically. Please note: As with the setting above for Auto Print Receipt, if this one is on (even if the other one is not) the system will bypass the panel that gives you the option of printing gift receipts, texting receipts, and for the Marketing Package, Requesting a Review will not be available to you at checkout.
9. 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.

 

Sales Commission Settings

1. Use Commissions in the Register - Toggle this On to activate Commissions functionality within your Register.
2. Default Clerk as Sales Rep - This setting will assume that whoever is signed in as the Sales Clerk in the Till is the sales representative, and will put their name in for any commissionable items. For full details on how to configure and work with commissions, click here: Sales Commissions.
3. Require Sales Rep in the Register - If every transaction for your store should have a Sales Representative, turn this setting on and your clerks will have to set one in order to start a new transaction.
4. Default All New Products to be Commissionable - If the bulk of what you sell are commissionable inventory, you should turn this on. Within each product, you can set whether they generate sales commissions in the product's Advanced tab.
5. Default Serialized Product to be Commissionable - If the bulk of the serialized inventory you sell is commissionable, turn this on. Any that need adjustment can be changed on the product's Advanced tab.
6. Default New Services as Commissionable - If all of your services are commissionable you can have them automatically set that way by turning this on.
7. Disable Commission Splitting - In normal commissions listing, you can split commissions as many times and any way you like by percentage between reps. If you don't work this way, you can check this box to allow only one sales rep per transaction.
8. Commission Rates - You can set whether your commissions are paid out on universal percentages or on individual ones, more below on how to configure those percentages.
9. Edit Commission Rates - For whichever commission style you use, you can click the link to Edit Commission Rates and you'll be able to set general percentages used by all your sales reps under the Universal Commissions and base them either on the Profit the store earns on the items or on the Retail price, whichever you use:

Or if you use Individual Commissions, you can set your percentages based on each sales rep's seniority, performance, and whatever other criteria you use. (Please note that you can set a User to be a Sales Rep by going to the Admin button at the top that has your username and clicking on Users > Users.)

 

Where can I find Barcode Label, Shift Management, and Tax Profile settings?

Some areas that have historically been present on this tab of settings have moved to other areas. Here is where you can find them:

• Barcode Label Settings are now on the Printing tab of settings, with sub-tabs for Custom Labels and Direct ZPL Printing.
• Shift Management now has an area under the Features tab of settings, in the sub-tab for Shift Management.
• Tax settings are under the Taxes tab of settings, and you can set up your Tax Jurisdictions and Tax Profile rates there.

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!