Product/General Settings Overview

1. Reaching "Product/General Settings"

                                                      Figure 1.0

2. Understanding the "Product/General Settings" Layout

Please see the image below labeled Figure 2.1 for a description of the buttons and fields that appear on the screen.                                      

                                                                                                               Figure 2.1

2.1. Pricebook Notifications

1. Choose specific users to receive email notifications: Select specific users from the admin group to receive email notifications. Choose recipient emails from the drop-down list for employee schedules, general issues, and other notifications.

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

1. Sending Buydown Expiring Notifications: If this toggle is set to Yes, assigned users will receive notifications based on the number of days entered in the Send Buydown Notifications X Days Before field before the buydown expires.

                                                                  Figure 2.1.1

1. Sending Discount Expiring Notifications: If this toggle is set to Yes, assigned users will receive notifications based on the number of days entered in the Send Discount Notifications X Days Before field before the discount expires.

1. Sending Uplift Expiring Notifications: If this toggle is set to Yes, assigned users will receive notifications based on the number of days entered in the Send Uplift Notifications X Days Before field before the uplift expires.

2. Sending Failed UPC Notifications: If this toggle is set to Yes, assigned users will receive notifications about UPCs that could not be scanned by POS devices at your store.

2.2 General Settings

                                                                                                                 Figure 2.2.1

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. Allow Change Password: This setting allows store employees to update their Control Center password. The Change Password link will be available to the store employees' Control Center account when you enable this setting. The Change Password link will be available to each store employee's Control Center account. They can change their password using the Change Password link. 

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. 

                           Figure 2.2.2                 

4. UPC Creating Prefix: This field sets a prefix constant — the beginning number for the Universal Product Code — when creating new UPCs.
5. Default Discounts to Inherit Tax 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.

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. See Figure 2.2.3.

                    Figure 2.2.3                    

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.

8. 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 Orders" module.

9. Select tender for open redeems (loyalty): This setting allows you to set the tender ID for Loyal-n-Save for those that have a barcode on them and are scanned via handheld at the POS during the transaction.

                             Figure 2.2.4



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


11. Enable Average Cost: All the average cost settings can be configured when the Enable Average Cost toggle is enabled. The following toggles are visible only when Enable Average Cost is enabled.

1. Enable Average Cost: Toggle to turn the average cost calculation feature ON or OFF. 
   
2. Avg. Cost Calculation Method allows selection of the method to calculate average cost (Weighted or Moving Average). "Weighted" is selected by default. If the weighted average cost is selected, the average cost duration appears.
   

2. Average Cost Duration allows you to set the period over which the average cost is calculated. This option works only with the weighted average cost calculation method.
   
   Weighted Average Cost Setting Screen
    
                                     Figure 2.2.5
   Moving Average Cost Setting Screen
   
                                Figure 2.2.6
   
   
2. Include Adjustments in Avg. Cost Calculation adds applied adjustments to the average cost calculation.
   
3. Include Transfers in Avg. Cost Calculation adds applied transfers to the average cost calculation.
   

                                                        Figure 2.2.8
13. Auto Archive Expired Buydowns: Enable this setting when you want the system to auto-archive the inactive buydowns. It is done to keep the list of buydowns clean in situations wherein a store has hundreds of active buydowns running currently. 

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 set to Yes, when an adjustment is applied, it will use that location's average cost.

15. Auto Restart POS At: This field lets you choose the time from the drop-down list at which you auto-restart the POS.

                          Figure 2.2.9

16. Auto Archive Expired Discounts: Enable this setting when you want the system to auto-archive the inactive discounts. Doing so helps in keeping the list of discounts clean in situations wherein a store has hundreds of active discounts running currently. 

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

18. Modules Required to Have Notes on Changes: If this toggle is set to Yes, then the selected modules will have the Notes feature turned on, which will keep track of the changes made in any module with a description and timestamp and who added the change.

19. Manufacturer Required: If this toggle is set to Yes, it is mandatory to enter the manufacturer while creating/adding a new product. If it is set to No, then it is not required.

20. Notification on # Vendor Parts >1 on Parent Items: If this toggle is set to Yes, then it will notify the user that this parent item has more than 1 vendor part (more than one vendor). It is useful while creating purchase orders to check for alternate vendors.

21. Hide Signage Prices: If this flag is set to Yes, this will hide the "Signage Prices" feature from the "Products" Module. The feature highlighted in Figure 2.2.10 will not be displayed on the individual product. 

                                                             Figure 2.2.10

22. Live Inventory - POS and ECommerce: If this toggle is set to Yes, the system will sync the inventory changes from Control Center to POS and E-commerce. If set to No, the changes in the control center will not sync with POS and E-Commerce.

23. House Accounts - Enable Loyalty: Set this setting to Yes to sync the Loyalty settings for house accounts.

24. Hide Images & Description: If this flag is set to Yes, this will hide the Images & Description feature from the "Products" module. The feature highlighted in Figure 2.2.11 will not be displayed on the individual product. 

                                                              Figure 2.2.11


25. Enable Warehouse Integration: If this toggle is set to Yes, it will allow the integration of the warehouse into the handheld system.
26. Allow House Account Pairing in POS: If this toggle is set to Yes, the POS displays a Link House Account option when creating or editing a customer. Cashiers can select an existing House Account and associate it with the customer. House Accounts are retrieved from the Control Center through an API. When disabled, the Link House Account option will not appear in POS.
27. Allow Tax Rate in Decimal: If this toggle is set to Yes, it will allow applying a tax rate up to 3 decimal places.

28. Hide Scan Data Options: Use this setting to control the visibility of the Scan Data Options feature within the Additional Product Information window when creating or editing products.

1. Yes: Hides the Scan Data Options section from the Additional Product Information window, preventing users from viewing or modifying scan data-related settings for products.
   
2. No: Displays the Scan Data Options section when creating a new Buydown or Discount. The Include in Scan Data Report option is automatically displayed and available for configuration.
   
This setting allows administrators to simplify the product maintenance process by hiding scan data-related options when they are not required. 

                                                                         Figure 2.2.12

29. Enable Multi-Child Support: If this toggle is set to Yes, the system will allow you to create an item that has multiple child items. 

30. Prompt for Notes on Item Changes: If this flag is set to Yes, then the system will prompt the user making any changes in the items/products to set a general description for the changes being made.

31. Hide Expiration & Kitchen: If this flag is set to Yes, this will hide the Expiration & Kitchen feature from Additional Settings in the "Products" module. The feature highlighted in Figure 2.2.13 will not be displayed on the Additional Information page on the individual product. 

                                   Figure 2.2.13

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

33. Disable Pricebook Editing for Employee: Setting this toggle to Yes will not allow employees to edit/make any changes to the pricebook.

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

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

36. House Account Payment Department: This setting lets you add/choose a house account payment department from the drop-down list attached to the field.

37. Enable E-commerce: Setting this toggle to Yes will enable the "E-Commerce" tab, which is provided in the product details page, making the product sellable online.

38. Non Member Fee Department: This field lets you choose the department to handle the fee for the customer who is not a member.

39. 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 parents.

40. Rollup Price Changes: This setting allows a child product price change to automatically update the linked parent product price. When enabled:

1. If a child product’s price changes
   
2. The system checks for linked parent products
   
3. The parent price is recalculated using the configured Parent-Child Link Quantity. 
   

Example

If: 

1. Parent-Child Link Quantity = 5
   
2. Child Product Price = $10 
   

Then: 

1. Parent Product Price becomes $50. 
   

When the “Rollup Price Changes” setting is enabled, you will see a multi-select dropdown as shown below: 

                        Figure 2.2.14

By default, all modules are selected when the setting is enabled. You can enable this feature for specific pages: 

1. Edit Product  
2. Mass Updates  
3. Cost Change Worksheet  
4. Auto Price Change Utility 

Note: If you enable the setting but do not select any module, the system displays a warning asking you to choose at least one page.

                                        Figure 2.2.15

41. Rolldown Price Changes: This setting allows a parent product price change to automatically update linked child product prices. When enabled: 

1. If a parent product price changes  
2. The system checks for linked child products  
3. Child prices are recalculated using the Parent-Child Link Quantity. 
   

Example 

If: 

1. Parent-Child Link Quantity = 5  
2. Parent Product Price = $50  

Then: 

1. Child Product Price becomes $10. 
   

By default, all modules are selected when the setting is enabled. You can enable this feature for specific pages: 

1. Edit Product  
2. Mass Updates  
3. Cost Change Worksheet  
4. Auto Price Change Utility 
   

42. Rollup Cost Changes: This setting allows a child product cost change to automatically update the linked parent product cost. When enabled:  

1. Cost changes made to a child product  
2. Automatically update the related parent product cost  
3. Updates are calculated using Parent-Child Link Quantity. 

Example 

If: 

1. Parent-Child Link Quantity = 5  
2. Child Product Cost = $10  

Then: 

1. Parent Product Cost becomes $50. 

By default, all modules are selected when the setting is enabled. You can enable this feature for specific pages: 

1. Edit Product  
2. Mass Updates  
3. Edit Invoice 

43. Rolldown Cost Changes: This setting allows a parent product cost change to automatically update linked child product costs. When enabled: 

1. Parent cost changes  
2. Automatically update child product costs  
3. Calculations use the configured Parent-Child Link Quantity

Example 

If: 

1. Parent-Child Link Quantity = 5  
2. Parent Product Cost = $50  

Then: 

1. Child Product Cost becomes $10. 

By default, all modules are selected when the setting is enabled. You can enable this feature for specific pages:  

1. Edit Product  
2. Mass Updates  
3. Edit Invoice 

These settings work across several areas of the system. 

44. Allow Special Characters in UPC: If this option is set to Yes, the system will allow the use of special characters in UPC. 

45. Automatically Print Label On Price Changes: Enable this option to automatically send products for label printing whenever their prices are updated in Control Center (CC) or POS. This helps ensure that shelf labels remain accurate after price changes, reducing manual effort and minimizing pricing discrepancies in stores.  

Note: The system creates 1 label per item for automatic print requests. If a price update also causes a related parent or child item to be updated through configured pricing rules (Rollup/Rolldown), those related items are also sent for label printing when the setting is enabled. 

3. E-Commerce Settings

                                                                                               Figure 2.2.16                                                                                                                                                                                                                 

3. FTx Academy Training Course

To gain a more comprehensive understanding, sign up for the FTx Academy training program — enroll in the courses and explore the topic lesson by lesson and reinforce your learning with quick quizzes at the end of each module.