On the configuration page, you can set the configurations for Counters, Statements, Discounts, Categories, Accounts, Memberships, Account Types and Point Collection Categories.
OVERALL
In overall, you can setting the POS settings like invoice reference number, and receipt size. To access this page, go to POS, Configurations and click on Overall.
After clicking on Overall, you will be see the following page:
Description:
| A | Here, you can set invoice reference number by your own. |
| B | Here, you can choose whether you want to generate inventory in record when the stock is empty to enable POS checkout. There are two (2) options to choose, disabled and enabled. |
| C | Here, you can set to show default account type when create account from POS page. |
| D | Here, you can set receipt size that suit your POS printer. |
ACTIVATION CODE
The purpose of activation codes is to use the POS mobile apps. To use the activation code, go to POS, then Configurations, and click on Activation Codes.
After clicking on Activation Codes, will be see the following page:
Description:
| A | Here, is the button if you want to expires activation code of staff. Here are the steps to expires activation code:
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| B | Here, is the button for you to generate activation code for staff. The steps to generate activation code for staff as follow:
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| C | Here you can tick staff that you want to expires activation code and generate activation code. |
| D | Click here if you want to regenerate activation code for staff. Regenerate will be appear if you do at #A. |
| E | Click here if you want to generate activation code. The activation code will be appear at column ‘activation code’ |
COUNTERS
In Counters’ configuration you can view list of counters in your POS. Here, you can also add new counter, edit counter’s name etc. To access the page, please go to POS > Configurations and click on Counters. As you can see Counter(Overall) and Counter(Admin Location) is the same function.
Picture 2.6.1: Configuration Counters (Overall) Menu
After clicking on Counters (Overall), will be see the following page:
Picture 2.6.1: List of Counters (Overall)
| A | If you want to add new counter, please click on “Add” button. |
| B | If you want to edit counter’s name, delete counter, deactivate counter, close counter and adjust counter balance, you can choose the relevant options at B. |
CATEGORIES
Categories is to add pricebook category.
Picture 2.6.7: Pricebook Category Display Menu
After clicking on “Categories”, you will see the following page:
Picture 2.6.7: Pricebook Categories Display
Picture 2.6.8: How to add category
| 1 | To add pricebook category, please click “Add”. |
| 2 | Please fill in category name and description. |
| 3 | Once done, click “Save”. |
ACCOUNTS
In Accounts configuration section, you can see the list of accounts which have been added and to add new account. Accounts is the list of your customers. Accounts here is the same as the one in CRM. Therefore, if you have added account information in CRM, it will automatically appear in POS module.
Picture 2.6.9: Configuration Menu - Accounts
After clicking “Categories”, you will see the page below:
Picture 2.6.10: Accounts list
Picture 2.6.10: Display for adding new account
| 1 | To add account, please click on “Add”. |
| 2 | Please fill in details of the account. |
| 3 | Once done, click on “Save”. |
MEMBERSHIPS
To add membership, please go to Configurations > Memberships.
Picture 2.6.11: Configuration menu - Memberships
Once you’ve clicked on “Memberships”, you will see the following page:
Picture 2.6.12: List of membership types
Picture 2.6.13: Key in member’s special price information
| A | Please fill in the membership name. |
| B | Once done, click on “Save”. |
ACCOUNT TYPES
You can use this sub-module to classify your customers. To add account type, please go to Configurations > Account Types.
Picture 2.6.14: Configuration Menu - Account Types
After clicking “Account types”, you will see the page below:
Picture: 2.6.15: Account Types Display
Picture 2.6.16: Display to add account types
Description:
| 1 | Click “Add” to add account types. |
| 2 | Enter name of account type. |
| 3 | Once done, click “Save”. |
POINT COLLECTION CATEGORIES
Here, you can set the configuration for collection points to be given to your members. To add point collection category, please go to Configurations > Point Collection Categories.
Picture 2.6.17: Configuration Menu - Point Collection Categories
Once you’ve clicked on “Point Collection Categories”, you will see the following page:
Picture 2.6.18: List of categories for point collection
Picture 2.6.19: Display for adding new point collection category
Description:
| 1 | Please click on “Add” to add Point Collection Categories. |
| 2 | Please fill in the relevant information. |
| 3 | Once done, please click “Save”. |