Contents - Index

POS settings.

Open POS settings from the System Settings form.  Select "POS settings".

POS settings define how the POS behaves, in certain respects (printers, security,clothing options), and also allows you to define how the POS works.  That is, whether loyalty points can be applied to items when on  sale, specials and discounts. Whether the default payment type is cash or EFTPOS and whether the default operating mode in Front Counter is auto or manual.

The above sets up the POS  forms to operate in the following manner:
  • Loyalty points will be allocated to item sales  when those items are on sale, special, or a discount has been applied.  Check "No" if loyalty points are not to be allocated under those conditions.  Loyalty points are allocated to regular customers only.
  • Password access is not required when starting the Hospitality Suite.  Cashier ids are required when opening any one of the POS interfaces. This is because of the need to track cashier sales volumes.
  • The default payment type will be EFTPOS.
  • The POS opens in auto mode.  This means each time you item it is added to the docket.  To change quantities keep swiping the item's bar code. Or click Change quantity and enter the quantity.
  • Multi-item sales selection..... is enabled. To enter clothing-related information in the inventory check the Enable clothing functions box.  Checking this box enables you to create multiple items for each stock item.  That is, in the case of clothing, where each item has the same bar code, but you need to track demand for each style.  This is not needed for hospitality.  You can leave it unchecked.
  • Touchscreen interfaces will be used for payment tendering.
  • The stock line sales buttons have been enabled.  You can set up the stock line buttons prior to enabling them on the POS screens.  Leave this box unchecked until you have set them up.  You must check this box as menu items and drinks do not have barcodes.  The tablet interface uses those buttons only.
  • If you don't wish to use the default receipt message check the "Blank default "X thanks you..." box.  When you do that the message will be blank unless cashiers get into the habit of entering one in when they first start up the POS.
  • The second monitor on each POS terminal will be used as the customer display.
  • The default printer width to be used is 80mm.  If your receipt printer uses 60mm wide paper check this box.
  • Cashier switching on the POS is enabled.  Cashier switching means that, when each docket is tendered, or held, the cashier logon form will activate after a set amount of time with no action on the POS screen.  This logon form requires that cashiers enter their pin number and then click the button with their name on it.  This ensures that each docket is connected to the cashier currently logged on.
  • The default float amount is to be $100.  This means that each cashier will have $100.00 allocated to them when they logon.
  • Integrated EFTPOS is enabled.  The option active is DPS Payment Express.
  • Four printers have been set for the functions they are used for.  The default reports, etc printer will only work on the main server because the description is unique for that PC.  To share printers, or use one connected directly to a cashier workstation, make sure the description is the same on all PCs.  Use Printers and Faxes to change the name if required.  To do that right-click the relevant printer and change its name to the same name as displayed on the POS settings form.

    Warning.  If you have multiple cashier lanes make sure you run the Local POS settings for each lane.  The name in the global settings record is the same as that of the PC you were running the base system on.  That may not be the same as the PCs the cashier workstations are on.  If the A4 printer is attached to one PC and the kitchen printer to another all POS PCs access them from there.  Doing that will make sure those printers have the same name on all PCs but the one they're connected to.

    If you don't set the printers in POS settings reports will always use the default printer.  You will need to select the report preview option so you can change to the correct printer there.

    For Cashier workstations make the default printer a receipt printer.  If you wish to print to a kitchen printer select it here.  When printing to the kitchen printer it will then be used.  Other wise the receipt printer will be used.  The kitchen printer can be an 80, or 60, mm wide printer. 

    The local POS settings form is as follows:

    Notice that certain settings cannot be changed on this.  For instance the loyalty points allocation, store sales, cashier switching and who can open cash drawers and apply discounts.  Those settings are global not lane-based.

    To activate lane settings you need to have a multi-lane license.  Open the lane settings from the POS functions form.  As below: