Other Settings

Other Settings Overview

POS -> POS Device Global Settings -> "Other Settings"

You can manage and configure the general settings related to specific actions at POS regarding Register Z, Clock In/Out, Time Clock, House Account Vendors, and auto-populate tenders during Register Z.

-> In this article, you will learn about general settings (flags) for performing such actions and authorization at POS.

1. Reaching "Other Settings"

Step 1: Log into Control Center
Step 2: Click Point Of Sale
Step 3: Click Maintenance
Step 4: Click Settings & Panels
Step 5: Click POS (Under the "Settings" link)
Step 6: Click POS Device Global Settings
Step 7: Click Other Settings

Figure 1.1 below will help you understand the navigation better:

Figure 1.1

Note: You can reach "Other Settings" by following the path: Control Panel >> Settings >> POS >> POS Device Global Settings >> Other Settings.

2. Other Settings Glossary

Manage the below settings related to Register Z actions, Clock In/Out, Time Clock, House Account Vendors, and other settings:

1. Print Chit On Clock In/Out: Whenever the cashier clocks in or out using the built-in time clock system, it will print a little paper slip with the clock in/out information from the receipt printer.

-> If required, the physical copy for clocking in/out record purposes; keep this setting enabled.

2. Reg Z is Blind: If selected, the Reg Z will not print out cash sales details.

3. Reg Z Show Department Group: After generating the Reg. Z from the POS, it will show the department group-wise total sales in Reg. Z printing. The department group-wise sales data will be generated for the shift.

4. Reg Z Force Close Suspended Sales: If any suspended sales are in the system under the specific shift, the system will automatically close the suspended sales before generating Reg. Z.

5. Default Time Clock Type: When the cashier clocks in or out, it will prompt with the default selection from the drop-down selection. You can see the options in the drop-down: Standard | Sick | Vacation | Holiday | Other.

Figure 2.1

6. Detailed Logging: Creates POS actions in detail for FasTrax support usage. All the actions on POS will be logged into a text file. This file could be used for troubleshooting.

NOTE: It is best to leave this turned off unless asked to turn it on by support, as it makes very large log files.

7. Disable Timeclock: It will disable the built-in time clock (Time Clock) feature if you are utilizing the third-party time clock system.

8. Force TimeClock Before Using POS: By enabling this option, the cashier must clock in to move to the POS panel. The cashier must clock in using the built-in time clock to proceed with sales and any POS actions.

9. Force Auth on All Timeclock Entries: Forces authorization on all Time Clock entries, with no grace period.

10. Prompt On Exit: When the cashier wants to exit, the system will ask for the employee’s login to exit from the POS.

11. Clock Out on Exit POS: Enable this setting if you want to clock out the employee compulsorily when they exit the POS.
-> When the cashier wants to exit from the POS while they're still clocked in, the system will clock out the employee automatically.

Figure 2.2

12. Force A Starting Till: Forces the cashier to enter the physical cash in the drawer when the shift is started. The cashier needs to enter the exact cash amount value before beginning the shift to ensure proper reconciliation at the end of the shift.

13. Reg. Z Show Department: After generating the Reg. Z at the POS, the system will show the department total sales in Reg. Z printing. The department sales data will be generated for the shift.

14. Unique Cashier Per Z: When enabled, it only allows a single cashier per shift. Each shift/reg z ties with one cashier only.

15. Use Recon Bucket in Reg Z: On the Z report, it shows the bucket values instead of individual tender values. Lump all the tenders together.

16. Enable TimeClock Break: Enable this setting if you want to provide break time to an employee (cashier) during shifts.

-> If this setting is enabled, the cashier will get the "Begin Break" button under the Time Clock section on the POS. Generally, if you allow an employee to take a lunch break during shifts or if the employee also handles other activities, in that case, this Break Time setting will be useful.

17. Lottery Game Information on Reg X/Z: Enabling this setting will show the lottery information on each Register X or Register Z.

18. Verify Checks: Allows users to utilize a positive or negative check verification. Positive means accepting checks only from the particular customers that belong in the check file. Negative means not accepting the checks from the particular customer that belongs to the check file.

19. House Acct Vendors: Allows users to define house account vendors for house account invoices.

20. Print House Acct Invoices: Allows cashiers to print house account invoices. The invoice will be printed out for the House Acct Vendors, i.e., transporting liquor across state lines.
-> In some cases, the customer (house account) needs a standard invoice rather than a receipt for the sales transaction. If the house account customer, who is a vendor, made a sales transaction, choose the option to have the invoice printed by the cashier.

21. # of House Acct Receipt: Defines the number of receipts that are printed on house account invoices.

22. Tare Weight: If you’re utilizing the integrated scale and using weighted pricing, enter the values for ounces. Defines the tare weights used on the POS, separating values by commas.

23. # Days to Keep Live Rcpts: The number of days receipts are kept alive for the “Reprint Receipts” button to reprint the receipts if required. The cashier will get the list of receipts to reprint for the last few days as per the entered number of day(s). Reprint all the receipts from the E-Journal report.

24. # Days to Keep Archive: The number of days receipt files are kept on the PC before being purged automatically. The more you keep, the more storage space will be occupied.

Figure 2.3

Gift Card Settings

25. Allow Manual Gift Card Entry: Allows the cashier to enter a gift card number manually, in addition to scanning the gift card barcode.

26. Print GC On Receipt Printer: Prints the gift card barcode on the receipt from the receipt printer.

NOTE: If this is selected, you cannot issue third-party gift cards and print the card on the receipt printer at the same time.

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Customer Lookup Settings

27. Default Search Type: This allows you to select which method is the default when doing a loyalty customer lookup. You will get the search type selection from the drop-down: Phone # | First Name | Last Name | Email | License # | ID (Loyal-n-Save number).

28. POS Sales Completed Sound: When the sales transaction is complete, select the success sound (message tone) that will be played on the POS.

29. Enable Penny Rounding: The Penny Rounding feature allows the POS system to round the final transaction total to the nearest $0.05 (5 cents) to simplify cash transactions and reduce the handling of small coin denominations. The following settings are available to configure the rounding behavior.

Enabled: The POS rounds the final transaction total according to the configured rounding settings. Additional rounding configuration options become available.
Disabled: The POS continues to process transactions using the standard calculation method without applying any rounding. No additional rounding settings are displayed.

30. Automatic Rounding: Determines whether rounding is applied automatically during cash transactions.

Enabled: The system automatically applies rounding to the final transaction total without displaying any confirmation prompt to the cashier or customer.
Disabled: Rounding is not applied automatically. Depending on the configuration, the system may prompt the cashier or require manual rounding.

Note: "Automatic Rounding" and "Prompt to Round" are mutually exclusive settings. Enabling one option automatically disables the other.

31. Prompt to Round: Controls whether the cashier is prompted to confirm rounding during cash payments.

Enabled: The system displays a prompt asking the cashier whether rounding should be applied when the customer pays with cash. Selecting "Yes" applies the rounding. Selecting "No" skips rounding. If the cash amount requires adjustment, the cashier must perform manual rounding using the POS panel rounding button.
Disabled: The system does not display a rounding prompt.

Note: If both "Automatic Rounding" and "Prompt to Round" are disabled, rounding must be performed manually by the cashier using the POS panel.

32. Notify Customer: Determines whether the customer is informed when rounding is applied.

Enabled: A notification message is displayed on the Customer Facing Display (CFD) informing the customer that the transaction total has been rounded.
Disabled: No rounding notification is displayed to the customer.

33. Rounding Direction: Defines how the POS calculates the rounded transaction total.

Round Up: Always rounds the total upward to the next $0.05 (5 cents) increment.
Round Down: Always rounds the total downward to the previous $0.05 (5 cents) increment.
Use Midpoint: Rounds the total to the nearest $0.05 (5 cents) based on the transaction amount.

34. Round Up Department: Specifies the department used to record the rounding adjustment when the transaction total is rounded upward. For example, if the rounding adjustment is + $0.02, the system adds an Open Department line item with a positive 2-cent value to record the difference, even if the department’s POS configuration has the Negative Flag enabled.

35. Round Down Department: Specifies the department used to record the rounding adjustment when the transaction total is rounded downward. For example, if the rounding adjustment is – $0.02, the system adds an Open Department line item with a negative 2-cent value to record the difference, even if the department’s POS configuration has the Negative Flag enabled.

Important Notes:

Penny rounding applies to the final transaction total.
"Automatic Rounding" and "Prompt to Round" cannot be enabled simultaneously.
When both "Automatic Rounding" and "Prompt to Round" are disabled, cashiers must apply rounding manually through the POS panel.
Customer notifications are displayed only when "Notify Customer" is enabled.

After managing and configuring the settings, click the "Save & Close" or "Save" button to save the recon settings.

Note: "Other Settings" will be applied globally, which means they will be applied to every store (location) for the specific account for which you have logged in. But you can also configure these settings at the store level for the individual stores (locations).

For that, reach the "Locations" module. Edit the location (store) and click "Manage POS Settings" to configure the different POS Settings rather than applying the POS Global Settings. So, you can override POS Device Settings for any store as per retail business requirements.

3. FTx Academy Training Course

Want to learn more about POS Global Settings? Click here for the FTx Academy training.

For a deeper understanding, check out the FTx Academy training program — enroll in the courses, explore the topic step by step, and reinforce your knowledge with quick quizzes at the end of each module.