Worksheet Settings

Worksheet Settings

Worksheet Settings Overview 

"Worksheet Settings" enables you to configure settings related to Return Worksheet on the POS devices installed across your company. These settings will be applied at the account level. 

"Worksheet Settings" enables you to:
  1. Configure Return Worksheet on the POS device.
  2. Configure return reasons. 
  3. Configure the department level discount.  

1. Reaching "Worksheet Settings" 

  1. Step 1: Log into Control Center
  2. Step 2: Choose Point of Sale
  3. Step 3: Choose Maintenance
  4. Step 4: Choose Settings & Panels
  5. Step 5: Choose POS (Point of Sale Settings) 
  6. Step 6: Choose Worksheet Settings
Figure A below will help you understand the navigation better:  


Figure A

2. Understanding "Worksheet Settings" Functioning


"Worksheet Settings" can be segregated into four sections:  

[1] Return Worksheet Configuration 
[2] Return Reasons 
[3] Configure Department Level Discount 
[4] Action Buttons

2.1 Return Worksheet Configuration 

The Return Worksheet Configuration section enables you to configure the Return Worksheet's layout and functions on the POS device. 
  1. Please refer to Figure B and the descriptions of the buttons and fields below to understand the details. 

Figure B

1: Prompt for Return Notes: If you enable this button, the Return Worksheet in the POS device will show the Return Notes section.  

On the POS device, the Return Notes section will look like the one shown in Figure C.

Figure C

2: Enable Convert to Invoice: If you enable this button, the Return Worksheet on the POS device will include the Convert to Invoice button.

3: Enable Convert to Order: If you enable this button, the Return Worksheet on the POS device will include the Convert to Order button.

In the POS device's Return Worksheet, the Convert to Invoice and Convert to Order buttons will look like the ones shown in Figure D.

Figure D

4: Require Verification: If you enable this button, the cashier will require the manager's approval to create the return worksheet. In this case, the manager will use their credentials to create the worksheet.

5: Disallow Manual Entry on POS Return Worksheets: If you enable this button, the POS device will not allow manual entry to create the Return Worksheet. The cashier must scan the product. 

6: Enable Return to Vendor: If you enable this button, the Return Worksheet on the POS device will show the Return to Vendor option. 

On the POS device, the Return to Vendor option will look like the one shown in Figure E. 


Figure E

7: Pick a list of allowed vendors for Return to Vendor: In this section, you can pick the vendors for whom you want to enable the return. The system will allow you to use the Return to Vendor function for these vendors only. 

8: Enable Return to Warehouse: If you enable this button, the Return Worksheet in the POS device will show the Return to Warehouse option. In the POS device's Return Worksheet, the Return to Vendor option will look like the one shown in Figure E.

9: Enable Warehouse Approval Workflow: If you enable this button, the system will enable the Warehouse Approval Workflow.

  1. If the Warehouse Approval Workflow is enabled, the warehouse employee's approval will be required to proceed with a warehouse return.   

10: Choose the warehouse vendor for Return to Warehouse: From this drop-down menu, you select a vendor for whom you want to allow the Return to Warehouse function.

2.2 Return Reasons 

This Return Reasons section enables you to configure the return reasons in the Return Worksheet. The section will be empty, as Figure F shows. 

   Figure F

Please follow the steps below to configure Return Reasons in the Return Worksheet.
  1. Click the Add Return Reason button.
  2. The Reason Type field and “Show In POS” toggle button will appear, as Figure G shows.

Figure G
  1. Enter the appropriate reason in the Reason Type field. For example, "Did not fit" or "Product was damaged in the package." 
  2. Enable the “Show In POS” toggle button to show the Reason Type on the POS device.
You can add various return reasons in Control Center and use this toggle button to turn on or off their appearance on the POS devices as per your requirements. 
  1. Use the Delete icon to delete the reason. 
  2. The added reasons will appear as the Notes drop-down options in the Return Worksheet, as Figure H shows.

Figure H

2.3 Configure Department Level Discount 

The Configure Department Level Discount section enables you to configure department level discounts. 

When the cashier scans the product as Return to Inventory, FTx Cloud POS offers the flexibility to resell the product at a discounted price if the product is damaged. You can configure department level discounts for such products from Control Center to ensure the regularized handling of the damaged products. However, the Department Level Discount term doesn't mean you have to associate it with existing product departments. You can create your own Departments for the damaged products, such as Highly Damaged or Less Damaged, and configure discounts for each of them.

The Configure Department Level Discount section will be empty, as Figure I shows. 


  Figure I

Please follow the steps below to configure the Department Level Discount in the Return Worksheet. 
  1. Click the "Add Level" button.
  2. The Description and Percent Off fields will appear, as Figure J shows.

   Figure J
  1. Enter the appropriate description in the Description field. For example, Broken Packaging. The system will consider Broken Packaging as a department, and any item returned under this department can be sold with the discount you configured for this department.
  2. Enter the discount percentage in the Percentage Off field.  
  3. Use the Delete icon to delete the discount level. 
  4. The added department will appear as the Item Condition drop-down option in the POS device's Return Worksheet, as Figure K shows.

Figure K

2.4 Action Buttons

"Worksheet Settings" has three buttons, as Figure L shows.

Figure L
  1. Save & Close: If you click the "Save & Close" button, the system will save the changes and navigate you to the Settings screen.  
  2. Save: This button lets you save the changes you have made at any point.
  3. Cancel: This button lets you cancel the changes made. 

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