Screens, Printers Parameters and Options

You will need to access the Screens and Printer Parameters menu. From this screen, you will determine which screens will have access to the  Point of Sales menu and set the parameters accordingly. Here is an example of what this screen looks like.

For a description of all Available Fields from Screen Parameters: See related subject

When creating Screen Parameters for the menu, you will have to select the following options:

Screen Mode: POS - Point of Sales

Transaction Type : 

10 - Safe Deposit : This option allows the user to print a cash coupon when taking money out of the till on a busy day.  This will print a small receipt with the amount of the deposit on it that will help the user for the cash drawer balancing at the end of the day.

20 - Batch Totals : This option allows the user to print a cash coupon at the end of the day showing what amount they should have by method of payment, which is basically a balancing tool.

5 - Payments : This document will print when a receive on account is done from point of sale. It will print a stock tab invoice with the amount of payment that the customer paid.

6 - Charge :  This document will print a stock tab invoice for every charge sales entered.

9 - Cash :  This document will print a cash coupon invoice for every cash sales entered.  

When creating the screen parameters you can select multiple events and options.

Events: Allows you to print multiple documents for one Type of transaction.

Options:  Allows the user to choose between printing, faxing or email the document.  This option will pop up a window asking the user for a choice.

Documents:   The amount of documents available here changes with the Transaction Type the user choose above.

If the user chose Safe Deposits and Payments. your document choices are as follow..

If the user chose Batch Totals, only one choice is available:  FIL should be chosen since this a little report to help you balance at the end of the day.

If the user chose, Charge or Cash, your document choice is as follow:

FIL - File Printing: This document will print a small report that accumulate the cash drawer totals per tender types for the purpose of the cash drawer balancing at the end of the day.

DE2 - Loading Slip: This document acts like a pick-up ticket and will print when customer buy items that needs to be pick-up in the yard. The loading slip is a duplicate of the invoice, but only shows quantities without prices.

GIF - Gift Coupon: This document can be printed when a customer wants to offer his purchase as a Gift. The system will allow the user to print a Gift Coupon which can be used by the customer to return the item. The Gift Coupon will give all information related to the purchase, except the price.

IN2 - Invoice (Delivery):   This document will print an invoice. Mostly used in Order Entry.

IN3 - Invoice (Deposit):    This document is mostly used when the user does a deposit safe. It will print the amount of the deposit and can be use as a reference during the cash drawer balancing at the end of the day.

IN4 - Invoice (No price):   This allows the user to print an invoice with no price

IN5 - Payable on Delivery: This document is the invoice that will print when the user finalizes the transaction on a Payable on Delivery.

IN6 - Invoice (Whs): This document will be selected for multi-stores company. It will print the same information as on a regular invoice - the only difference is that the address that will print on the header of the document is the warehouse from where the inventory was sold. 

INV - Customer Invoice:  This allows the user to select a invoice copy    

PO2 - Point of Sales Invoice (No Price):POS No Price (skip)

PUL - Pickup Locations: Pick-up Locations.  When use warehouse managing system on RF. In the inventory maintenance: Locations Qty is used in the managing system (not locations).

Copies:  Select the number of copies the user would like to print.  i.e. If you print your invoices on a laser printer, the use might want to print 3 copies (1 for the customer, 1 for the loading area and 1 for the office).  The one from the loading area must be stapled to the office copy ready for invoicing.

Form:

Form: This is used if the user has dot matrix invoices, which is not really used anymore.

ST - Stock Tab: This is a 8 1/2 x 11 sheet which is very popular now since everybody uses a laser printer.

CC - Cash Coupon:  This option is used when cash coupon or a till receipt is required.

Printer:  This options allows the user to select the printer where the user wants to print the document chosen.

Once the user entered one line, the user must click on save.

You will need to access the Company menu. From this screen, the following are the options to consider when setting up the Point of Sales module. 

These options are as follows:

POS - Ask for global discount at POS: If the box is checked, it means that the user will be able to apply a global discount at Point of Sales.

POS - Apply global discount on line discount: I this box is checked, it means that the global discount will also applied on already discounted line such as special prices.

POS - Display satellite product screen in the POS: If this box is checked, it means that the satellite products would display when you type or scan or product with satellites.

POS - Allow customer creation in POS: If this box is checked, it means that you will be able to create Cash customers.  It is also security driven. See the security section.

POS - Do not ask for confirmation of payment: If this box is checked, it will not confirm payment at the end of transactions when using pin pads.  If this box is unchecked, the system will confirm the payment.

POS - Ask for user: If this box is checked, the system will ask for the user number before every transactions.  This is great when you have multiple clerks on one till.

POS - Display account balance when applying a payment: If this box is checked, the system will display the balance when applying a payment to a charge account.

POS - Can reverse at POS: If this box is checked, the user will be able to reverse an invoice by recalling the original invoice that that you want to reverse. The user won't have to enter everything in negative to reverse it. It is also security driven. See the security section.

POS - Ask for postal code when using the system cash customer: If the box is checked, the system will ask for the postal code at the end of the transaction for an invoice that was completed under the cash customer 999999.  This helps to see where the sales are coming from to be able to send future fliers.

POS - Penny rounding at $.05: The is for the penny elimination.

POS - Penny rounding at $.10: Future

POS - Penny rounding at $.25: Future

POS - POS can import orders: If this box is checked, the system will allow the clerk to recall an order at POS for payment.

POS - POS can import delivery slips: If this box is checked, the system will allow the clerk to recall a delivery slip at POS for payment.

POS - Ask for invoice date in POS entry: If this box is checked, it allows to change the date on one invoice and than turns this option off since it is very dangerous. We recommend not to use this option.

POS - Product does not exist F4: If this box is checked, when the user types or scan in an item that does not exist, the F4 key will blank out line and the user is ready to type something new. The box should be checked.

POS - Can do credit authorization in the POS: If this box is checked, this means that a user (i.e. Head Cashier - Store Manager) with the proper security can authorize an invoice when it is over the customer's  credit limit by entering their user and password at the end of transaction. No need to wait for the credit department to authorize the sale.

POS - Can authorize credit notes in the POS: If this box is checked, this means that a user (i.e. Head Cashier - Store Manager) with the proper security can authorize a credit note when over a certain amount.  This amount will be input n the system option 2 under REC - Authorized Credit note over XX Amount.

POS/OE - Do not display product pictures: If this box is checked, the system will not display the product pictures which are added in the product maintenance.

POS - Force users to user Gift Cards for returns instead of a credit note: If this box is checked, the user must choose the gift card method of payment when issuing a credit note.  This means that you are using a card (just like the gift cards) to issue a credit note so you are not using paper credit note.

POS - Cash Closing by date: If this box is checked, the user will be able to close their tills by date.  The user will be able to close the tills that weren't close the prior day, this would be separate from the current day. If not, the user will be closing the till from the prior day with the current day which means that it will be closed with a lump sum. The only time that this would be helpful is that your cashier working at night is also working the next day and you want her to close the till including the prior day with the current date. The most common choice for this option would be to do closing by date which is more flexible.

POS/OE - Display available credit: If this box is checked, the system will display the available credit when entering an invoice for a charge account.

POS/OE - Ring bell after product entered: If the box is checked, it means that when in Point of Sales and Order entry, while in the detail line, after a product is entered, the system will make a ding sound.

POS/OE - Ring bell after scanned product entered: If the box is checked, it means that when in Point of Sales and Order entry, while in the detail line, after a product is scanned, the system will make a ding sound.

POS - Returns for customer with accounts only: If this box is checked, it means that the user will not be able to enter a return of merchandise using the cash customer 999999. The user will have to use existing customer account or creating a new one by entering the phone number.

POS- Gift Cards Sales for customers with accounts only:  If this box is checked, it means that the user will not be able to sell a gift card using the cash customer 999999. The user will have to use existing customer account or creating a new one by entering the phone number. The user will have to create a specific customer.

POS - No change on credit note over $: This option allows the user to enter a dollar amount for cash back minimum on credit notes. i.e. $10. The system will not allow the cashier to give cash back over $10, the cashier will have to issue a credit not instead.

POS - Cash Closing method: This option allows to define if your cash closing will be by terminal or by user.  We suggest that your closing method is done by terminal if you have more than one cashier entering sales on the same till.

POS - The pin pad provider: This option allows the user to choose which provider that you use for the integrated payment system.  It is either Moneris or Desjardins.

POS - Gift card pattern (S=serial#, 9=amount): The 9 represents the amount of zeros on your gift card and the S represents the amount of numbers on your gift card.  Example: Gift Card number = GC000012345678, in this option, you will enter 9999SSSSSSSS.  The prefix of the gift card is entered in the Gift Card Type which is under Receivables - Special Prices - Special Prices by Card.

POS - Reward card pattern (S=serial#): The S represents the amount of numbers on your reward card.  Example: Reward Card number = POINT12345678, in this option, you will enter SSSSSSSS.  The prefix of the reward card is entered in the Reward Card Type which is under Receivables - Special Prices - Special Prices by Card.

POS - Club card Pattern (Default: SSSSSSSSS): The S represents the amount of numbers on your club card.  Example: Club Card number = GM12345678, in this option, you will enter SSSSSSSS.  The prefix of the club card is entered in the Reward Card Type which is under Receivables - Special Prices - Special Prices by Card.

POS - Club card type to display in POS for potential savings: This option allows the user to select the club card type from a pull down drop-list to display the potential savings at point of sales at the end of a transaction. 

POS - We Pay The Taxes Sale: This allows the user to choose between off, automatic or user triggered.

                                        OFF: This option will be set to off most of the time except when you have a sale that you pay the taxes.

                                        AUTOMATIC:           If this option is selected, this means that the system will not calculate taxes on all sales.  This will be done automatically by the system. (Sale should say                                                             something like "We pay the tax for the whole weekend" or "No tax weekend".

                                        USER-TRIGGERED:           If this option is selected, this means that the user will have to press the function key for the system to not calculate the tax.  This will mostly be                                                                       used if your sales says that you will be the tax over a certain amount. 

Note for automatic or user-triggered:

This option will have to be changed the morning of the sales begin and switched back to "OFF" at the end of the sale.

Refer to the Section called Cash Registry function keys - We pay the tax (ALT-F6)                    

POS - Moneris Version: This option allows the user to enter the version used for Moneris.

POS-OE - Default Cash Customer: This allows you to enter your default cash customer number which is 999999.