Recon Settings

Recon Settings

Recon Settings Overview

POS -> POS Device Global Settings -> "Recon Settings"

You can manage the reconciliation settings for lottery and general reconciliations that are performed at the POS. In this article, you will learn about reconciliation settings (flags) for performing such actions at the POS.

1. Reaching "Recon Settings"

To reach "Recon Settings," follow the below steps:
  1. Step 1: Log into Control Center
  2. Step 2: Choose Point Of Sale
  3. Step 3: Choose Maintenance
  4. Step 4: Click Settings & Panels
  5. Step 5: Click POS (Under the "Settings" link)
  6. Step 6: Click POS Device Global Settings
  7. Step 7: Click Recon Settings
Figure 1.1 below will help you understand the navigation better:  

Figure 1.1

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

2. Recon Settings Glossary

Manage the below settings related to reconciliation at the POS:

1. Lottery Sort Direction: This option sets whether lottery tickets are sorted via Ascending or Descending ticket numbers.
2. Get Lottery Outs From: This option sets whether lottery payouts are from Department or Payout Account.
3. Sort Lottery Games By: Choose the option from the drop-down if games are sorted via Bin Number or Game Number.
4. Auto Populate Lottery Recon Safe: Enable this setting if you want all lottery recon safe values to be automatically populated. The cashier will not have to input book and ticket values manually.


Figure 2.1

5. Deduct Change Bank From Total Deposit: Enable this setting if you want to deduct the change bank amount from the total deposit during the reconciliation process.   
6. Prompt Cashier if Shift/Z Started Prior Day: When enabled, the system checks for unfinished shifts from the previous day whenever a cashier initiates a transaction. If an unfinished shift is detected after a configured time threshold, the cashier is prompted to perform a Register Z before proceeding. Once the setting is set to Yes: 
  1. A dropdown field “Prompt Cashier if Shift/Z Started Prior Day From” becomes available. 
  2. Select the time after which the system should begin checking for unfinished previous-day shifts. 
The dropdown provides time options from 12:00 AM to 11:45 PM in 15-minute intervals. Once configured, when a cashier starts a transaction, the POS system checks whether the cashier has an unfinished shift from the previous day. 

The warning message is displayed when all the following conditions are met: 
  1. The Prompt Cashier if Shift/Z Started Prior Day setting is enabled. 
  2. The current time is later than the configured threshold time. 
  3. The cashier's previous day's shift has not been closed. 
If these conditions are met, the POS system displays the following warning message: 
                                                Figure 2.2

Performing Register Z from the Alert 
The warning message includes a Register Z button that allows the cashier to perform the Register Z process directly from the prompt. 
To continue processing transactions, the cashier must perform the Register Z action and close the unfinished shift from the previous day and continue with normal POS operations. 
7. Print Blind: Enable this setting if you want to print the lottery reconciliation without the system's value. It will not show the total dollar value of that lottery reconciliation.
8. Daily Recon - Include Today Option: Choose a relevant option from the drop-down that works for your business practices.
  1. The drop-down selection: Always Include Today's Shifts | Never Include Today's Shifts | Prompt Employee for Selection 
9. Hardcode Starting Till: Enable this setting if you want a starting till with a fixed amount value for the stores.
  1. Hardcode Starting Till Value: Enter the fixed (hardcoded) amount value. If you have enabled this setting, the cashiers at the POS will no longer add the starting till amount when they start the shift.
10. Auto Populate Tenders For Recon: Enable this setting if you want to auto populate the tenders for the reconciliation process. 

After managing and configuring the settings, click the "Save & Close" or "Save" button to save the reconciliation settings.
NotesNote: Recon Settings will be applied globally, which means they will be applied to every store (location) for the specific account that you are logged into. 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 Device Global Settings. So, you can override POS Device Global Settings for any store as per retail business requirements.

3. FTx Academy Training Course 

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