Product/General Settings

Reaching Product/General Settings

To reach "Product/General Settings," follow the below steps:

1. Step 1: Log into Control Center
2. Step 2: Choose Point of Sale
   
3. Step 3: Choose Maintenance
   

                                                                                       Figure 1

1. Step 4: Choose Settings & Panels 
   
2. Step 5: Choose POS (Point of Sale Settings)
   
3. Step 6: Choose Product/General

Understanding "Product/General Settings" Layout

Please see the image below labeled Figure 2 for a description of the buttons and fields that appear on the screen.

1.1. Choose specific users to receive email notifications: Choose specific users to receive email notifications for the admin group. You can choose the email of the admins/admin group from the drop-down list of whom you wish to be notified for employee schedules, other general issues, etc.

1.2. Add custom emails to receive pricebook notifications (1 per line): In case the emails are not there in the drop-down list, then you can add the custom email ID of the recipient to receive the notifications. Only one email is added to a line. 

1.3. Sending Buydown Expiring Notifications: If this toggle is set to YES, it will send the notifications to the assigned users before the input number of days (Send Buydown Notifications X days Before) field. 

                                                                              Figure 3

1.4. Sending Discount Expiring Notifications: If this toggle is set to YES, it will send the notifications to the assigned users before the input number of days (Send Discount Notifications X days Before) field. 

                                                                               Figure 4

1.5. Sending Uplift Expiring Notifications: If this toggle is set to YES, it will send the notifications to the assigned users before the input number of days (Send Uplift Notifications X days Before) field. 

                                                                           Figure 5

2.1. Enforce Min Category Level: This setting is associated with a textbox field that allows you to enforce the number of categories to be added while creating an item.

2.2. Default Discounts to Inherit Settings from Group: If this toggle is set to YES, then the new discount will inherit the characteristics and settings from the group unless defined otherwise.

2.3: Select Tender for Scanned Store Coupons: This setting allows you to set the tender ID for Scanned Store Coupons that have a barcode on them and are scanned. See Figure 6. If the coupon is entered manually, then the Store Coupon tender ID would work.  

                             Figure 6

2.4. UPC Creating Prefix: This field is for setting a prefix constant - the beginning number for Universal Product Code while creating new UPCs.

2.5. Disable Order Comment Requirement: If this is set to YES, then it will disable the Order Comments field that describes the order in the "Purchase Order" module.

2.6. Select Tender for Scanned Manufacturer Coupons: This setting allows you to set the tender ID for the Scanned Manufacturer Coupons that have a barcode on them and are scanned via handheld at the POS during the transaction.

                            Figure 7

                          

2.7. Automatically Send Message to Store On Price Changes: If this toggle is set to YES, it will automatically send a message to the store in case any product goes through a price change. 

2.8. Enable Average Cost: If this is set to YES, then it will enable the Average Cost Field (based on Location) in the "Products" module. If this is set to NO, then every item is going to be as per Last Cost (the last time an item was received from a vendor on an invoice, which is based on pricebook zone) per zone.  

Average cost is calculated as - Older Cost of the Item + New Cost of the item/2. 

1. Average Cost is based on Location and Last Cost is based on pricebook zone. Since multiple stores can share a similar pricebook zone and have different average cost, the Average cost is going to be unique for each location.
   

                                                                     Figure 8

2.9. Select Tender for Open Redeems (Loyalty): This setting allows you to set the tender ID for those that have a barcode on them and are scanned via handheld at the POS during the transaction.

                  Figure 9

2.10. Enable Message Acknowledgement: If this toggle is enabled, it acts like a read receipt of the dashboard message. The assigned users will be acknowledged if the message has been read or not.

2.11. Average Cost Duration: This field lets you choose the duration for the average cost, i.e., how far back you want to calculate the average cost of the items. Go to Beginning, 1 Month, 2 Months, or 3 Months. 

                                                        Figure 10

2.12 Price Update Based on: This field lets you choose the price update criteria, e.g., based on Margin, Markup, or Both Margin & Markup.

                       Figure 11

2.13. Auto Archive Expired Buydowns: When the Start Date hits the End Date, it will automatically archive the inactive buydowns.

2.14. Adjustment No Average Cost: If this toggle is set to YES, then whenever you apply the adjustment, it is going to use the Last Cost. If this option is set to NO and Enable Average Cost is turned ON, when an adjustment is applied, it will use that location's average cost.

2.15. Auto Restart POS At: This field lets you choose the time at which you restart the POS to update the data. 

                          Figure 12

2.16. Auto Archive Expired Discounts: When the Start Date hits the End Date, it will automatically archive the discounts that have now become inactive. Doing so helps keep the list of discounts clean in situations where a store might have hundreds of active discounts running. 

2.17. Show Cycle Count Variance Daily Recon: This setting, when enabled, shows the variance of the cycle count (if any) during daily reconciliation.

2.18. Manufacturer Required: If this toggle is set to YES, the product creation process requires input from the manufacturer. If it is set to NO, then it is not required.

2.19. Notification on # Vendor Parts >1 on Parent Items: If this toggle is set to YES, then it will notify the user with a pop-up message while Adding New Vendor Part and inputting the Part Num Units to more than 1 and saving it. See Figure 13 for the sample message. If it's turned OFF, then the system will function normally.

                                                     Figure 13

                            

2.20. Live Inventory - POS and ECommerce: If this toggle is set to YES, the system will sync the inventory QOH to the POS inventory. 

2.21. House Accounts - Enable Loyalty: If this toggle is set to YES, it will enable the Loyalty settings for House Accounts.

2.22. Enable Warehouse Integration: If this toggle is set to YES, it will allow the integration of the warehouse into the handheld system.

2.23. Allow Tax Rate in 3 decimal: If this toggle is set to YES, it will allow applying tax rate up to 3 decimal places.

2.24. Enable Multi-Child Support: Set this toggle to YES if you wish to create an item that has multiple child items. 

2.25. Prompt for Notes on Item Changes: If this setting is set to YES, then it will prompt the user if any changes are made in the cost or price of the items/products.

2.26. Warehouse New Item Department: This setting lets you choose the department for new items that are added to the warehouse.

2.27. Disable Pricebook Editing for Employee: Setting this toggle to YES will not allow employees to edit the pricebook.

2.28. Warehouse Vendor for New Items: This field lets you choose the vendor whenever a new item is added to the warehouse.

2.29. Auto Expand UPC/Aliases: When this toggle is set to YES, the system will expand the UPC when its initials are entered.

2.30. Enable E-commerce: Setting this toggle to YES will enable the E-Commerce tab, which is provided in the product detail page, making the product sellable online.

2.31. Non Member Fee Department: This field lets you choose the department assigned to the Fee department connected to the Non Member Fee feature. 

2.32. Rollup Cost Changes: If this option is set to YES, then it will automatically rollup the cost changes to the parent items, if the item has any parent.

2.33. Rollup Price Changes: If this option is set to YES, then it will automatically rollup the price changes to the parent items, if the item has any parent.