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Retail settings

This page describes the basic settings that affect how the cash register and POS work.

Where to find it​

Settings are usually located in “Retail” → “Configuration” → “Settings”.

In most configurations, the main directories (cash registers, payment methods, discount cards) are available directly from this section.

Cash registers​

A cash register is a workplace from which sales and returns are processed.

Where to find: usually “Retail” → “Configuration” → “Cash registers”.

Typically configured:

  • cash register name and code;
  • company;
  • linking the cash register to a computer (so that a specific computer suggests “its” cash register).

Sessions​

Sessions usually use numbering. A session numeration parameter may be available in settings.

Payment methods​

Settings define the list of payment methods (see also: Retail payments). For each method, you typically specify:

Where to find: usually “Retail” → “Configuration” → “Settings” (Payment methods tab).

  • name and code;
  • the “cash” flag (used to calculate change);
  • mapping to financial payment types (if the financial contour is used).

Discount cards​

Discount cards may use automatic numbering. A discount card numeration parameter may be available in settings.

Where to find: usually “Retail” → “Configuration” → “Discount cards”.