POS Settings List

Robi
2020-06-22 09:35
0 Comments

V4.4.4.0

Retail POS Settings

Important Settings (data related):

  • POS Sync Mode
    • 0 = ServerPos; 1 = PosOwnDb
    • If set to ServerPos, transactions are saved to sync table.
    • If set to PosOwnDb, transactions are saved to terminalsync table.
    • This is automatic already, if the POS finds a "terminalno = 0" in the config table of the database, it will assume that it's a server pos type system.
  • Card Payments to Posd - If set to true, transactions with card payments will be also be saved to poscardpayment_posd table. Default is false.
  • Senior Transaction to Posd – If set to true, transactions with senior discount applied will be saved to Posd. Default is false.
  • Terminal
    • should be set carefully to avoid data issues
    • isn't required to startat 1
    • this will affect the first 1 or 2 digits of the OR/SI number
    • Changing this will reset the OR/SI from the start.
  • BranchId - branch where the terminal is connected to. 
  • Server
    • Preferably a computer name rather than static IP
    • This can be set as the static IP or the computer name of the server.
    • can be localhost or 127.0.0.1 if the POS has its own database
  • UserId - usually root
  • Password
    • has different values especially for older clients 
    • but the most usual value is still our default password. 
  • Database
    • can be another value not "nelsoft" 
    • be careful with this especially when the client has multiple schemas. 
    • incorrect value for this will mean a lot of datafix to be done. 

Important Settings (Reporting related):

  • isvat
    • This should be set based on the client's business tax type
    • it's allowable  by the BIR to be changed from non-vat to vat. No datafix is needed for that  case we just need to change the settings becacuse the client can be set to vat from non-vat without fixing the old transactions. 
    • but changing from VAT to NON-VAT is not allowable by the BIR
  • POS UI Type
    • If set to true, POS UI will change. On external settings.txt file, if ColorTheme is set to 7, new UI and old color theme is retained. Default value is false.
    • new UI is reserved for the other pos
  • POS Name
    • Sets name of POS terminal.
    • Should be set as the registered name of the software
    • Should include the version of the software registered in the BIR
    • will be concatenated with the serial number field and the posdcode values.
  • Supplier Information
    • POS Provider Name – Registered name of POS Provider.
    • POS Provider Address – Address of POS Provider.
    • POS Provider Tin – Registered TIN number of POS Provider.
    • Accreditation Date – Registered accreditation date of POS terminal
    • Approval Date - Date Approval of the PTU
  • CrepDsop – Percentage. Sets the percentage amount to be taken from the actual transaction amount.
  • NimDsop – Min. Minimum amount basis for the Posd amount. Posd amount will be equal to the actual transaction amount if Posd amount is lower than the min amount value.
  • XamDsop – Max. Maximum amount basis for the Posd amount. Posd amount is set to 100 if Posd amount is greater than the max amount value.
  • Posd AutoXZ
    • If set to true, F3 button is Exit. If set to false, F3 button is Other Readings. [f3] Other readings is used to generate other terminal readings.
    • if set to true, original will base its old grand total for the current day from the new grand total of the POSD yesterday.
  • Posd AutoSwitch – If set to true, Inventory is set to Posd mode by default. Click button H to switch mode. Default is false.
  • XZ Design Unite – If set to true, Printing format of Xread and Zread is the same. Default is true.
  • Terminal Digit
    • Sets the digit limit of Terminal No. Default is 2.
    • max value is 2
    • if changed from 1 to 2 or vice versa, will not affect the continuity of the OR/SI number.
  • Posd Disable Switch – If set to true, switching from Posd mode and vice versa is disabled.
  • Posd Receipt AutoSwitch – If set to true, Reprint receipt is set to Posd mode by default. Click button H to switch to mode. Default is false.
  • All PTU related settings
    • should all be encoded and should match the PTU printed by the client. 

Others

  • Avoid Invalid Price – When set to true, selected products with selling price below their purchase price is not allowed. Default is false.
  • Hide Reprint Receipt – If set to true, [f4] Reprint Receipt button on [f12] Menu is hidden. Default is false.
  • Allow Zero Price – If set to true, product list on Search Product form allows the display of products with 0.00 selling price. Default is false.
  • Reading Date range – unused
  • Gross Method – On generating XZ readings. If set to true, on gross sales summary it will include Gross sales before and after discount, tax and net sales.
  • OR Print Count – Sets the number of times a receipt will be printed per transaction. Default is 1.
  • Service Charge
    • Percentage value of service charge per transaction.
    • Default is 0
  • Local Tax
    • Percentage value of tax amount per transaction.
    • Default is 0.
  • Show Details CC in Zread
    • If set to true, it shows a detailed summary of credit card transactions method used on Z read.
    • Default is True
  • Terminal Accountability – Allows printing of terminal accountability summary on [f12] Menu -> [f1] Inventory -> [f4] Terminal Accountability. Default is false. (Note: when Inventory is on posd mode, F4 button is hidden.)
  • Refund Mode – (0-Off, 1-Basic, 2-Detailed) When transaction has refunded item, if set to Off, product will be refunded. If set to Basic, before proceeding to payment the user is required to input sales memo. If set to Detailed, a refund form will be displayed where the user is required to input returned qty, damage qty, remarks and sales OR # from where the product was transacted. Default mode is Detailed.
  • Product Search Mode – (0 - Default, 1 - Exact Match, 2 – Button Grid) If set to Exact Match, product list on Search Product form is filtered based on exact value on search input field. If set to Button Grid, Products are displayed as button grids and categorized per department.
  • Customer Display Length – Sets the customer pole display limit. Default is 20.
  • OR Preview – Shows the preview of the receipt before reprinting.
  • Ads URL – Web url to be displayed on the 2nd screen. If value is blank, 2nd screen is not visible.
  • Max Cash Collection – Maximum amount to be collected from cash drawer.
  • Auto Show Keyboard – If set to false. On screen keyboard will be displayed. Default is false.
  • Discount Details – If set to true, print complete discount summary on receipt.
  • POS Mode – (1- default, 2-backend, 3-frontend) If set to 2-backend, POS is allowed take order and transact payments and transactions created from takeorderonly. If set to 3-frontend, POS is set to takeorderonly mode.
  • Salesman Password – On assigning a salesman to current transaction. If set to false, registered salesman username is required. If set to true, salesman username and password is required. Default is false.
  • Product Qty form – If set to true, after selecting a product from the Search Product form, it will display Product Price and Quantity form which will allow the user to change the initial quantity and price. Default value is false. (Note: value will be disregarded if Product search mode is 2-Button Grid)
  • Enable Negative Payment – allows negative amount payment.
  • Member Points Mode – (0-Allbranch, 1-Localbranch) If set to Local branch, allow payment transactions using member points only if member is registered on current branch. If set to All branch, payment of members points is allowed on all branches. Default is 0-Allbranch.
  • Weighing Scale Barcode – Set default code format for printing weighing scale barcode.
  • POS Cut Off – If set to true, sets POS cut off time based on cutoffs table.
  • Show Product Barcode – If set to true, Barcode Column is displayed on product list on Search Product form. Default is true. (Note: value will be disregarded if Product search mode is 2-Button Grid)
  • Show Product Client Barcode – If set to true, Client Barcode Column is displayed on product list on Search Product form. Default is false. (Note: value will be disregarded if Product search mode is 2-Button Grid)
  • Show Product Inv. - If set to true, Inventory Column is displayed on product list on Search Product form. Default is false. (Note: value will be disregarded if Product search mode is 2-Button Grid)
  • Show Stock Number - If set to true, Stock No. Column is displayed on product list on Search Product form. Default is true. (Note: value will be disregarded if Product search mode is 2-Button Grid)
  • Show Description - If set to true, Description Column is displayed on product list on Search Product form. Default is false. (Note: value will be disregarded if Product search mode is 2-Button Grid)
  • Show Product Memo - If set to true, Memo Column is displayed on product list on Search Product form. Default is false. (Note: value will be disregarded if Product search mode is 2-Button Grid)
  • Expand Product Column - If set to true, Product Column display on product list will adjust depending on product name. Default is true. (Note: value will be disregarded if Product search mode is 2-Button Grid)
  • Separate Product Entry – If set to true, if the same product is on the current OR is selected again from the product list, instead of adjusting the quantity of the product on the current OR, it will be a new product entry. Default is false.
  • Product Search Sort By – (1-Product barcode, 2- Client barcode, 3 – StockNo, 4-Price, 5-ProductName, 6-Desc, 7-Memo, 8-Inv) Sets the way the products are sorted on product list. (Note: value will be disregarded if Product search mode is 2-Button Grid)
  • Product Search Sort Direction – Sets the product list sort either Ascending or Descending.
  • Print Product Memo – If set to true, Product memo will be displayed on receipt.
  • POS Days not used Alert – Sets the number of days allowed for user to not login to POS. If the difference from last Zread date from the current date is greater than or equal to the set value, permission code is required to login to POS. Minimum value should be greater than 1.
  • Offline Security Code – unused.
  • POS Mac Address – unused
  • Printer Settings – values under printer settings are automatically set based on default printer. Values will be extracted from PrinterProfiles.xml.
    • Print Receipt Format – Sets the default receipt format. The following are the format options:
      • Custom_46mm_journal
      • Custom_JNF_57mm
      • Custom_76mm
      • Custom_57mm
      • Custom_LQ310
    • Default Printer – Sets the default receipt printer to be used. If blank, POS will automatically set the value based on the current default printer of unit.
  • Accreditation – Sets the mall accreditation type. If value is not empty, Sales Report form will display upon login based on accreditation type.

 

☆ ☆ ☆ ☆ ☆
Average rating: 5 (2 Votes)

You can comment this FAQ