Other options for POS (system setup)
A number of options exist in the system that help change the behaviour of various things in the POS screen.
These can be found through the main menu of Retailer:
- Click on Setup -> System at the top.
- Click on the Other tab.
The different options are explained here. Some of these options will require a restart of Retailer to activate.
Round to Nearest _____ Cents - This should usually be set to 5 cents or 0.05 and is the standard way of rounding cash for Australia and most other countries. Any cent amounts that are not divisible by 5 should be rounded to the nearest 5 cents.
Force Staff Initials in Customer screen - When ticked, forces staff initials to be entered when adding a new customer account in the Customer screen. This helps keep track of who added an account to the system.
Force cash POS operators to always enter a tendered amount when ending a sale - When ticked, this causes the End Sale button on the POS screen to open the Subtotal screen, for details of payment and selecting a payment type, instead of just finishing the sale as cash.
Show customer cash sale warning in POS on this terminal - When ticked, this will bring up a warning when a Cash sale is done to a customer, to indicate that payment is expected to be taken at the end. Without the warning, you can still see if a sale is a Cash sale at the top of the POS screen.
Force staff initials when a sale is cancelled - When ticked, this forces staff initials to be entered when cancelling a sale in the POS screen. This helps keep track of which staff members have cancelled and cleared all items from a sale in the POS screen before it was finished.
Check profit margin not less than, or equal to $0, on discount screen - When ticked, this will show a warning in red, in the POS screen when a discount is being entered on products, if the Gross Profit on the item is negative after applying a discount.
Show profit margin on discount screen - When ticked, this will display the Gross Profit calculated when discounting an item in the POS screen.
Prompt for Customer Details for all sales - When ticked, this will prompt for a customer account to be selected at the end of every sale, if it isn't already a customer sale. This means it cannot put through a sale without a customer account and name attached to it.
Prompt for invoice address details when processing sale to all customers - When ticked, this will prompt for Delivery Details at the end of every sale to a customer account, regardless of whether it was a cash sale or invoice sale. When not ticked, cash sales to customer accounts don't prompt for Delivery Details.
Allow discounts in Invoice Arrivals - When ticked, this allows discounting to be enabled in the Invoice Arrivals screen, which then allows stock items to have discounted cost prices entered.
Cost code excludes GST - When using Cost Codes on selling an item, it accepts the cost price entered as Ex GST, then calculates the Inc GST amount to record against the item.
For more information on how to setup and use Cost Codes, click HERE.
Prompt user to credit Pack items as Unit or Pack - When ticked, this will prompt in the POS screen, when returning/crediting a pack or single item, whether it should be returned as a pack or single item.
POS Max Qty - This sets the maximum quantity allowed to sell for any individual line item in the POS screen. This prevents items being added to the sale if the quantity exceeds this number, and shows a warning in the POS screen when it is attempted.
Next Sale Number - This is the next sale number that will be recorded on the next sales transaction put through the POS screen.
Warning: This should not be changed unless instructed by Tower support members.
Next Invoice Number - This is the next invoice number to be recorded against the next Invoice Sale put through the system. Credit transactions will also use this number.
Warning: This should not be changed unless instructed by Tower support members.
Rounding Style:
No Rounding - This will apply no rounding.
PSA Recommended (Nearest 5) - This is the default, and should be set to apply rounding to the nearest 5 cents.
Always Round Up - This will always round up to the next highest cent based on rounding rules above. E.g. $10.23 will always round to $10.25
Always Round Down - This will always round down to the next lowest cent based on rounding rules above. E.g. $10.23 will always round to $10.20
Calendar Start of Week - This changes the display of the calendar rows, when a field in Retailer allows entering a date by clicking the calendar. This is the rectangular calendar box that appears, showing the dates of this month for selection. Setting Monday will mean each row of the calendar will start from Monday going to Sunday, while setting Sunday, will mean each row of the calendar starts from Sunday going to Saturday.
POS Tracking Settings:
There are some additional information that can be entered during a sale to be tracked on reports, like the post code for customers.
Post code tracking is explained further in this advice sheet, click HERE.
FlyBuys can be tracked in sales as well. It doesn't integrate with the FlyBuys system, but when it is enabled, you can choose which sale types to track FlyBuys.
Click the + button to add other sale types to track FlyBuys.
Click the - button to remove the selected sale type, and stop tracking FlyBuys on that sale type.
In the Min FlyBuys amount, you can enter a minimum amount for the sale before it starts prompting to track FlyBuys numbers.
POS tracking information can be seen in a sales report. For more information on that, click HERE.
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