Description: On the Stores tab, you can edit general business information, taxes, customers, messages, and many other options. Learn more below.
To access the Stores tab, log in to the POS system by selecting Login from the home screen, then select Setup from the navigation bar along the top and open the Stores tab.
General Tab
Store Info
On the General tab, you can edit all of the business information, including Name, Contact Information, the Default Customer, etc. Once the edits have been completed, select Save Store in the lower-left corner of the screen.
A pop-up will appear, alerting you that you must restart the software (not the POS) for the changes to appear.
The Store Info will display as the Receipt Print Header.
Taxes
The taxes section can be found in Setup > Stores > General in the upper right corner. Up to three (3) total tax percentages can be applied to the inventory. THIS INCLUDES ANY HIDDEN TAX AMOUNTS. Dollar-based “taxes” - such as Bottle Deposit - will have an entirely different setup.
Setting up SKU Taxables
Selecting the More button to the right of a tax will open up the More Settings for Tax window.
On the window that appears, select Sku Taxable.
An Overview of the Sku Taxable window will appear. On this screen, you can perform the below functions:
- You can manually select the SKUs that you want to apply/remove a tax by selecting the checkboxes to the left of each SKU.
- A keyboard shortcut for accomplishing the same task is to use the arrow keys to navigate up or down and the spacebar to check or uncheck the boxes.
- You can use Select All, Check Selected, or Uncheck Selected to quickly manage multiple SKUs.
Select Save to complete any changes.
Database Synchronization Server
This section is used for Multisite ONLY. Do not modify unless advised by a Multisite specialist.
Customers
From Setup > Stores > General, you can set a default customer that will automatically apply to any transaction. If you uncheck Auto Select When Login, the POS will require a customer to be assigned to every transaction.
Messages
Important: This info will populate even if no customer is assigned to the transaction, or if the generic **THANK YOU** customer is used. If the field is not completed on the customer profile, then the plain text will appear in its place (ex: Phone2 instead of 123-456-7890). Please be aware of this BEFORE proceeding!
Merchants may call in and ask to have Customer Information added to the bottom of the receipt. This is easily added, but only select fields will populate on the receipt. To get started, log in to the system and navigate to Setup > Stores > Messages. A default receipt message can be set to the specific transaction type; each of which are listed with their own text-box on the right of the screen. Paste the following exactly as they appear in the Invoice Message field.
|
[FirstName] [LastName] [Address] [City]. [ProvState] [PostalZip] [Phone1] |
Note: The box allocated for each type is the maximum text field that is allowed for that specific printout. Although the software will allow you to continue typing outside of this box, only the text within that square will actually print.
If a merchant requests it, we also have the ability to add Customer-specific information to the bottom of the standard receipt. To do so, paste any of the following fields as they appear below into the “Invoice Message” field:
| [FirstName] [LastName] [Company] [Address] [City] [ProvState] [PostalZip] [Phone1] [Phone2] [CellPhone] [Email] [Points] |
Select Apply Messages to All Stores and then Save Store at the bottom of the screen. Restart the POS software on ALL STATIONS. Once restarted, the merchant can now select a customer, complete a transaction, and have their information printed on the bottom of the receipt.
Paid In/Out, General Ledger
The Paid In/Out, General Ledger tab is primarily used for creating Pay In/Out Reasons. This can be accessed by navigating to Setup > Stores and selecting the Paid In/Out, General Ledger tab.
Enter the desired reasons into the Paid In/Out Reasons field in the upper left corner, and select Add. Repeat for each new reason. When finished entering data, press the Save Store button to save changes.
Images
You are able to upload logo images by navigating to Setup > Stores and selecting the Images tab. Color can be uploaded for the Screen and Full-Size Invoice Image, but basic black and white images are recommended for receipt.
Attributes & Others
The Attributes Tab is for webstore, which is not a currently supported functionality. The Other Tab has the switches. The switches can also be accessed in Setup > Advanced.
Important: Exercise caution with a merchant if they are to utilize the Others tab and change Switches. Changing Switches should ONLY be done under proper advisement to a merchant from the Programmer or Retail SME.
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