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Version: 6.0

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);
  • accounts per payment method — on a separate cash-register tab you can specify, for each payment method, the account that payments received with that method are posted to.

Cash account. For the “Deposit cash” and “Withdraw” operations to work on the POS screen (and for the “Cash at the checkout” balance to show in the header), the cash register must have an account specified for the “Cash” payment method. Until the cash account is set, the cash deposit and withdrawal buttons on the POS screen stay disabled. In addition, the corresponding payment types (a deposit type and a withdrawal type) must be configured in the settings for the deposit/withdrawal operations themselves.

Central checkout account vs. the till. The “Cash account” field in the cash-register header is the central checkout account — the counterparty for the “Deposit cash” and “Withdraw” operations: a deposit moves money from this central account into the till (the account assigned to the “Cash” payment method), and a withdrawal moves it back. For this reason the header “Cash account” must be a different account from the one assigned to the “Cash” payment method. If they are the same, a deposit/withdrawal posts both legs to one account, nets to zero, and the “Cash at the checkout” balance never changes. The system enforces this and will not save a cash register that uses the same account in both places.

Sessions​

Sessions are numbered automatically. The session numerator is selected on the “Main” tab of the Settings form.

Payment methods​

The list of payment methods is maintained in the Settings form (see also: Retail payments). For each method you specify:

  • name and code;
  • the “Cash” flag — marks the method as cash (used to calculate change);
  • the incoming payment type and the return payment type — the payment types used when the method is received in a sale and refunded in a return.

Discount cards​

Discount cards are numbered automatically; the discount-card numerator is selected on the “Main” tab of the Settings form. The card list itself is in “Retail” → “Configuration” → “Discount cards”.