Register Settings

Register Settings

Register Settings Overview

POS -> POS Device Global Settings -> "Register Settings"

"Register Settings" is the general settings related to age verification, driver's license (DL) scans, sales transactions, applying coupons before/after tax, price checks, security layers, and many others that are relevant to any retail business.
Employees (admin/manager) with permissions to use Control Center can configure the "Register Settings" as per the business requirements.

1. Reaching Register Settings

To reach "Register Settings," follow the below steps:
  1. Step 1: Log into Control Center
    After logging into Control Center, you need to click Point of Sale -> Maintenance
  2. Step 2: Click Settings & Panels
  3. Step 3: Click POS (Under the "Settings" tab)
  4. Step 4: Click POS Device Global Settings
  5. Step 5: Click Register Settings
OR
When the users (employees) log into Control Center (client's login), they will find the "Settings" option from the main navigation panel on the left side.
  1. Step 1: Log into Control Center
  2. Step 2: Click Settings
  3. Step 3: Click POS
  4. Step 4: Click POS Device Global Settings
  5. Step 5: Click Register Settings

                                                                                                                                Figure 1.1

2. Register Settings

You can configure the following sections under "Register Settings":
1. Safe Drop Settings
2. POS Widget
3. Pay In/Out Default Texts
4. Misc POS Settings

                                                                                                    Figure 2.1

2.1 Safe Drop Settings

Manage the minimum and maximum physical cash in the drawer at the POS.
- Min in Drawer: Enter the minimum cash value that should be in the cash drawer of the POS.
-> In most retail businesses, the admin managers keep the "Start Till Amount" and "Minimum in Drawer" amounts equal.
- Max in Drawer: Enter the maximum cash value.
-> If the cash in the drawer exceeds the entered value, an alert message will pop up to move the money to the safe to maintain the minimum cash value in the drawer.

                                                                                                    Figure 2.1.1
- Prompt Interval (Mins): Enter the minutes to prompt the message to the cashier.
-> Set the interval to remind the cashier that the cash limit in the drawer has already been exceeded. The POS system will keep alerting to move the cash into the safe between the entered minutes.
- Max SafeDrop Skips: Set the number of maximum safe drop alerts that could be skipped by the cashiers.
-> Once the maximum number of safe drop alerts have been skipped, you must move the cash to the safe.
- Safe Drop Prompt: Enable to display the "Safe Drop" pop-up on the POS screen to alert the cashier to move the cash to the safe.
- Disable Pop Drawer On Drops: By enabling this option, the cashier cannot open the cash drawer manually.
-> This is the security option if the business owner doesn't allow the cashier to open the drawer manually. The cashier needs to ask the manager to open the cash drawer to move the cash to the safe. If this option is disabled, the cashier will get one button in the "Safe Drop" pop-up to open the cash drawer manually.

2.2 POS Widget

Display the following widgets on the POS panel for quick access and alerts (counting notifications):
- Show Carton Count Widget: Enable this widget for quick access to cartons with the counter of carton records.
- Show Messages Widget: Enable this widget for quick access to Dashboard Messages with the counter of the unread message(s).
- Show Customers Widget: Enable this widget for quick access to customers.
- Show To-Do Widget: Enable this widget for quick access to the "To-Do" list with the counter of the to-do records.

                                                                                                    Figure 2.2.1

2.3 Pay In/Out Default Texts

Presets the messages/description for Pay In and Pay Out.
- Pay In: Enter a defined message/description for Pay In. Provide the selection to the cashiers while they are adding the money into the cash drawer outside of normal sales transactions.
-> i.e., Lottery-Vendor pays for a lottery, cash exchange, in-house food bills, etc.

- Pay Out: Enter a defined message/description for Pay Out. Provide the selection to the cashiers while they are taking money out of the cash drawer outside of normal sales transactions.
-> i.e., Payment to lawn care, store cleaners, etc.
You can add a maximum of 10 messages/descriptions for the Pay In and Pay Out default texts.

                                                                                                    Figure 2.3.1
Note: Pay In & Pay Out will be counted for the reconciliation process.

2.4 Misc Settings Glossary

The following settings (flags) are related to age verification, DL scan, sales transactions, discounts, tax calculation, auto logout cashier, auto Reg Z, and many others: 

1. Disable Weighted Barcodes: If this setting is enabled, the system will ignore the retail price pulled from a specific UPC.
-> A weighted barcode is a 12-digit barcode starting with 2. It contains a retail price and is generally used in grocery store environments.
2. Logoff Cashier After Sale: By enabling this setting, the cashier/employee will be logged off immediately from the POS after completing each sales transaction.
3. Allow Visual Age Verify: Enable this setting to display a bypass button on transactions involving age-restricted items.
-> If this option is enabled, the POS system will display a button and allow the cashier to verify the customer's age by confirming with the visual.
4. Return to Main Screen: Enable this setting to return the cashier to the main panel after completing each sales transaction.
5. Disable Buydown/Promotions in Pricecheck: Enable this setting if you do not want to display the buydown/promotion details during the price check.
-> Cashiers will not be able to see the buydown name, its amount, and the promo name on the price check page if this option is enabled.
6. Do Not Pop Drawer For $0 Sales: Enable this setting if you do not want to open the cash drawer after completing the item sale with a balance of $0.
-> This is the security option to prevent theft from the cash drawer.
7. Returns Use Current Discount: Enable this setting to use the current system discounts on item returns, even when returning against a receipt.
-> If this option is enabled, the refund amount for the returned items will be discounted. But if this option is disabled, the customer will get the full amount for a returned item that is printed on the receipt.
8. Prompt For Price On Return: Enable this setting to prompt for editing the item price on returns to allow the cashier to alter the value.
-> If this option is disabled, the "Price Prompt" will not appear on the screen. Generally, this option is disabled by business retailers/owners to prevent theft by editing the item price.

                                                                                                    Figure 2.4.1 "Misc POS Settings"
9. Prompt For Out of Stock Item: Enable this setting to prompt on the screen to notify the cashier when the item is out of stock.
10. Prompt For Name When Suspending Sale: Enable this setting to prompt on the screen to enter the name of the suspending sale as an identifier. (In most businesses, this option is kept enabled.)
11. Automatically Partial Tender Gift Cards: Enable this setting in the case when the gift card is used as a tender. If a gift card is used as a tender and the gift card balance is less than the transaction total, it will automatically use the balance available on the gift card towards the transaction and then display the remaining balance.
12. Restrict Lotto Sales Tenders: Enable this setting if you want to restrict the lottery (online) tender during sales. (Lottery sales tender to cash only)
13. Show Min Date/Age: Enable this setting to display the age value on the POS by setting up labels for the minimum age date and its value (description).
14. Combined Identical Items: Enable this setting to combine multiple scans of the same item into a single line with a quantity equal to the number of times scanned.
-> This setting is useful for shortening the receipt details and saving the receipt paper. Most business retailers keep this option enabled.
15. Required Description On Open Dept Sales: Enable this setting to enter the sales details/description as a record of selling the items that have no UPC and/or no inventory details.
-> When the cashier checks out the items and it's an open dept sale, the system will ask the cashier to enter the description to keep in the records for open dept sales.

16. Logoff After # Minutes Of Activity: Enable this security setting to log off the cashier after a specific idle time period.
- Logoff After # Minutes: Enter the minutes of a maximum idle time period.
-> When the system becomes idle for the next few minutes, it will log the cashier off from the POS automatically.
17. Auto Cancel Suspended Sales: Enable this security setting to log off the cashier after a specific idle time period.
- Auto Cancel Suspended Sales After # Hours: Enter the minutes of a maximum idle time period.
-> When the system becomes idle for the next few minutes, it will log the cashier off from the POS automatically.
18. Enable Auto Clock Out: Enable this setting to clock out the cashiers automatically at a specific time.
- Enable Auto Clock Out At: Select the specific time for auto-clocking out.
19. Enable POS Clock Out Z Timer: Enable this setting to prompt the clock out when the cashier performs the shift reconciliation.
- Z Timer Clock Out Type: You can see these 4 options in the drop-down:
Force appears immediately after Z | Force After # Minutes | Optional appears immediately after Z | Optional After # Minutes
Select the relevant option for clocking out forcefully or optionally after the shift reconciliation. If you select "Force/Optional After Minutes," you need to set the minutes to clock out after Reg Z.

                                                                                                    Figure 2.4.2 "Misc POS Settings"
20. Show Message for Manager/Employee Overrides: Enable this setting to allow a cashier to add a note/message when the manager requires access to the transaction or any such action that is being performed at the POS. The override options/pop-up will show the skip button so the cashier can skip entering the message/notes.
- Force Message for Sales License Overrides: If the "Show Message for Manager/Employee" is enabled, this setting will be visible. Enable this setting if you can't allow a cashier to skip the override note/message.

21. Tax Manufacturer Coupons: Enable this setting to apply the taxes on the item before the manufacturer coupon is applied to the retail price.
22. Apply Excise Tax Before Buydowns: Enable this setting to apply and calculate the excise tax on the item before the buydown is applied to the item's price. The excise tax will be calculated on the actual retail price without the buydown adjusted into it.
23. Tax Buydowns: Enable this setting to apply the taxes on the item before the buydown is applied to the retail price.
24. Visual Age Verify Text: Enter the text (description) for the visual age verification label that will bypass the age verification as per the customer's visual.
-> This setting is only visible if "3. Allow Visual Age Verify" is enabled.
25. Tax Store Coupons: Enable this setting to apply the taxes on the item before the store coupon is applied to the retail price.
Let's understand the calculation for 21. Tax Manufacture Coupons | 23. Tax Buydowns | 25. Tax Store Coupons
Manage the setting to decide when to apply the tax, whether before the coupon is applied or after the coupon is applied.
Ex., A Product Retail Price is $10; The Tax is 10%. Let's understand how Manufacture Coupons | Store Coupons | Buydowns
If the flag is enabled, the tax will be calculated before a coupon is applied 
If the flag is disabled, the tax will be calculated after a coupon is applied 
Sub Total: $ 10 
Sub Total: $ 10 
1.-> 10 % tax is applied, so $11 
1.-> $ 1 coupon is applied, so $9 = $[10-1] 
2.-> $ 1 coupon is applied $ [11-1] 
2.-> 10% tax is applied, 9*10 % = 0.90 
3.-> So, the Total Due: "$10"
3.-> So, the Total Due: "$ 9.90" 
Conclusion: Tax is calculated on the retail price first
Conclusion: Coupon is calculated on the retail price first 
Note: The tax rate calculation depends upon the state jurisdiction when and where the coupons are applied.

                                                                                                             Figure 2.4.3 "Misc POS Settings"
29. Prompt For Notes On No Sale: Enable this setting to prompt the cashiers to enter the reason/note why they performed the "No Sales" action from the POS. 
30. Prompt For Notes On Cancel Sales: Enable this setting to prompt the cashiers to enter the reason/note why they performed the "Cancel Sales" action from the POS.
31. Prompt For Notes On Cancel Voids: Enable this setting to prompt the cashiers to enter the reason/note why they performed the "Void Sales" action from the POS.
                                                     Figure 2.4.4. "Set up Note/Reason for No Sales, Cancel Sales, & Void Sales Actions"
Note: For the above 29, 30, & 31 settings, you can set up the (predefined) reasons/notes to provide the selection to the cashier while performing these actions at POS.
These 3 settings are also known as "Negative Sales."
Now, as per "Figure 2.4.3,"
32. Price Change Text: Enable this setting to prompt the cashier to enter a note/reason why they performed the "Price Change" action to change the item's price manually. (Price Override)
-> You can set up the note/reason (pre-recorded) to provide the selection to the cashier while performing the "Price Change" action at the POS.
33. Pricecheck Show Qty On Hand: Enable this setting to display the quantity on hand for items on the price check screen of the POS.
34. Pricecheck Hide Tax: Enable this setting to hide the tax details on the price check screen of the POS.
35. Pricecheck Show Cost: Enable this setting to display the cost of the item on the price check screen of the POS. The cost of the item will be displayed along with margin % details.

36. Prompt For Item on Manuf Coupon: Enable this setting to prompt the item list after scanning a manufacturer coupon.
-> Only those items will be listed for which the "Manuf Coupon" is applicable.
37. Subtract Percent Disc After System Disc: Enable this setting if you want to subtract a manually entered discount by a cashier after a system discount is applied/calculated (order of operations).
38. Require Driver's License Validation: Enable this setting to allow the cashier to check and validate the scanned driver's license.
-> After scanning a driver’s license, show the details to a cashier to verify the ID information, such as name and age, how many days until expiration, and whether to accept or reject.
39. Force Driver's License for Loyalty Lookup: Enable this setting if the DL verification is mandatory for the loyalty programs to identify the customer.
40. Prompt for Unread Messages: Enable this setting if you want to enable the prompt for unread messages after some interval. By enabling this setting, the below setting will be visible:
- Interval for Unread Messages # Minutes: Enter the minutes to prompt for an unread message after that time of interval.
41. Allow Manager Override on Expired License: Enable this setting if you want to provide the authorization only to the manager to complete the transaction in case the customer's scanned DL is already expired.

                                                                                                             Figure 2.4.5 "Misc POS Settings"
42. Force DL Scan For Age Verify: Enable this setting if you want to allow customers to purchase age-restricted items only after scanning the DL to verify their age.
-> If this option is enabled, the customer will not get the age verification bypass button; therefore, the DL must be scanned to complete the transaction. By enabling this option, the below override option will be visible with the disabled setting by default.
- Force DL Scan for Age Verify Allow Override: If this option is enabled, only the manager's authority is allowed to complete the sales by overriding "Force DL Scan For Age Verify."
Note: If the "42. Force DL Scan For Age Verify" setting is enabled, immediately the "3. Allow Visual Age Verify" and "24. Visual Age Verify Text" settings will be disabled.
43. Prioritize DL scan Age verify: Enable this setting to provide the flexibility of age verification, whether by scanning the customer's DL or entering the customer's DOB manually.
Note: If you want to force the DL, you can do so by enabling "42. Force DL Scan For Age Verify" settings. The setting "Prioritize DL Scan Age Verify" will be disabled.
44. Prompt for Loyalty as First Item Scan: Enable this setting to prompt for loyalty when an item is scanned for the next customer at checkout after completing the previous sales transaction.
45. Discount Child When Parent Qty Sold: Enable this setting if you want to calculate a discount for a subunit (child item) when the quantity purchased equals the purchase unit (parent item) quantity in case the price is different (packs cost more than cartons).
-> The customer will get a similar retail price to the purchase unit upon purchasing the sub-units. 
46. Do Not Allow System Discounts with House Acts: Enable this setting if you don't want to apply the system discount when an item is being sold to the house account.
-> The retail price for selling the item to house accounts could be less than the actual retail price. So, by enabling this option, the retailer would avoid the multiple discounts to house accounts and save some money.
47. Do Not Allow System Discounts with Temp Price Change: Enable this setting if the system discount will not be applicable when the cashier manually changes the retail price (price override) from the POS Panel.
-> Most retailers keep this setting enabled to prevent money loss by applying discounts to manually reduced retail prices. 

48. Auto Z Register Window: Enable this setting to schedule time for Register Zs automatically. Decide between what duration the reg Z will automatically Z Register out. 
- Auto Z Register Window From: Schedule the time when the auto Z register begins. 
- Auto Z Register Window To: Schedule the time when the auto Z register ends.  
49. Use Return Forms: Enable this setting if you want to make the customer's details mandatory on item returns.
-> The cashier is required to fill out the form with reasons for the return by the specific customer. This is done to keep track of returns of the specific customer. 
50. Force JUUL Sale Limits/Sale: Enable this setting to override the JUUL item sales limits. It will bypass the JUUL product sales limits.
-> JUUL is an e-cigarette product of the US government. Because of underage use, the US government was forced to mandate that JUUL follow certain limits for sales.
51. Excise Tax Applied To: Select a relevant option from the drop-down to apply the excise tax to the retail price or cost.
52. Go to shift recon after performing Reg z: Select a relevant option from the drop-down to indicate whether you want to navigate the cashier directly to the "Shift Reconciliation" page or provide the selection after performing reg Z. The drop-down selection: Not Enabled (no action) | Go Directly To Shift Recon | Prompt User With Selection.


                                                                                                             Figure 2.4.6 "Misc POS Settings"
53. Set Min Label and Age: Enter the min age value and its label to display the age verification details on the POS.
54. Allow Sale of Item If Price is 0.00: Enable this setting if you want to allow the cashiers to sell the item at a $0 retail price.
-> Most retailers keep this option disabled. But, in some cases, when the combined items require to be sold among one is for $0 just for maintaining the inventory and reporting purposes, this option can be enabled.
55. Price Check Disallow Adding Item to Sale: Enable this setting if you want to avoid items from the sale during the price check. The cashiers will not get the option to add the items to sales from the price check page.
56. Disallow Item Multiplier In Price Check, Item Search, and Receipt Edit Screens: Enable this setting if you want to disallow the scanned items by multiplying them manually from the POS panel. By enabling this setting, manually multiplying items will be disabled at the price check, item search, and receipt edit screens.
57. Disable JUUL Manager Req: Enable this setting if you don't want the dependencies selling the JUUL items.
58. Force Cashier to Read and Acknowledge Dashboard Message: Enable this setting to force the cashier to read and acknowledge dashboard messages that are still unread.
-> This setting will be helpful if you don't want to skip the cashiers without reading the dashboard message.
59. Allow to Update License Number: Enable this setting if you want to allow the cashier at the POS to update the customer's license number in the system. When the customer is added without the DL number, the cashier at the POS can add/update the DL of the customer in the system only when this setting is enabled.

-> After managing and configuring the settings, click the Save & Close button or Save button to save the register settings.
The store owner can manage the above settings whenever needed.
Note: "Register 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.

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