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Version: 7.0

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).

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”.