Welcome to the Help Center

POS Settings

In this article, we will look at the meaning of each setting under the POS section on the Settings page.

Setting

Description

Allow Purchasing And Using Packages And Memberships On The Same Ticket

 

This setting controls the ability to purchase and use any package or membership on the same ticket. Learn more here

Enable gift card purchase

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Once enabled, your business will be able to sell gift cards in POS. Learn more about selling gift cards here

Apply Promotions in Order of Highest to Lowest Item Cost

By default, promotional codes are applied to the least expensive item first. When this setting is enabled, promotional codes will apply to the most expensive item instead. For franchise businesses, this setting is controlled at the parent level. Learn more here.
Enable gift card expiration mceclip1.png This setting is controlled at the parent level and once enabled, it cannot be disabled. This setting allows you to have your gift cards expire and set gift card expiration time. Learn more here
Enable Refund to Gift Card
This setting allows you to enable the option to refund any transaction to gift cards. 
Require credit card on file to purchase membership
This setting allows you to decide whether or not a credit card must be saved on file to complete the membership purchase in-store. By default, this setting is enabled but can be turned off. Disabling it will allow you to sell memberships in-store without requiring a credit card on file. Learn more here.

Choose Payment Methods

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You can decide the payment methods that will be displayed in POS. Learn more about hiding payment methods here.

Activate Refund Reasons Dropdown

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If enabled, you will be able to add as many refund reasons as you desire. The reasons added will be displayed in a list to choose from when processing a refund in POS.

Require Open Register to Take Payment

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If enabled, you won’t be able to take payment for a ticket unless a register is currently open. This will help reduce human errors and improve the register Closeout Report.

Always default "Save Card on File" checkbox in credit card dialogs to unchecked mceclip0.png

If enabled, the checkbox will default to unchecked unless a membership is being purchased. If set to NO, the checkbox will default to checked if it was checked the previous time, otherwise, it will be unchecked

Automatically Close Ticket When Full Payment Is Taken By Credit Card

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If enabled, a ticket will automatically close if full payment is processed by a credit card. Learn more here. 

Allow Returns Without Receipt

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If enabled, you will be able to process a return of a product even without a closed ticket. Learn more here.

Do not show the total row on Closed Tickets report

If enabled, the total row on the Closed Tickets report will be removed. 

Ignore AVS response for key-in/card not present transactions

AVS is an abbreviation for Address Verification System that is used to validate that the billing address provided by a client during debit and credit card transactions matches the billing address on file for the card. This setting is set to "YES" by default, which means AVS is ignored for key-in/card-not-present transactions. To enable the AVS check and make it active for key-in/card-not-present transactions, users should change the setting to "NO." If the zip code that is entered does not match the zip code on file with the bank, the transaction will be declined. 

Allow exporting inventory in ingest data format
If enabled, on the inventory page, you will see export/migrate as the options, and selecting export will export inventory into a zip file. Files exported can only be imported via Ingest Data. Importing via the inventory page will not be available. Learn more here

Activate Inventory Reasons Dropdown

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If enabled, you will be able to add as many inventory returns or adjustment reasons as you so desire. The reasons added will be displayed in a list to choose from when processing an inventory adjustment. Existing inventory reasons can be deleted but not edited. For more information, please see here.

Allow Updating Cost of PO After Submission

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This setting allows users with access permissions to edit purchase orders to change the cost after the purchase order is submitted. Learn more here.

Send Purchase Order to Vendors via FTP Instead of Email mceclip4.png

This setting allows you to specify if a vendor is FTP enabled. When toggled to "Yes", you will get to add your host, port, username, and password. `

Enable Product Labels

This setting enables you to attach a label to each product in the inventory. The label contains key information such as the company name, price, SKU name and number, barcode, and barcode number. You can print product labels either for individual items or for multiple items at once, providing flexibility in managing your inventory. Learn more here.

Allow refunding packages even after they have been used

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If enabled, you will be able to refund packages even after it has been partially or fully used. Learn more here.

Use computer generated sounds for barcode scans

If enabled, when scanning barcodes, "success" and "fail" sounds are played from the computer's system audio. When the barcode is read, there is a "success" sound; if not, there is a "fail" beep.

Enable auto send receipts by email

If enabled, POS receipts will be sent automatically to clients via email once the Transaction Receipts automated message template is activated.
Payment Terminal Management mceclip6.png

This setting allows you to add your payment terminals and choose the location for your terminals. Learn more here.

Display Waiver on Terminal Screen Before Requesting Client Signature

This setting allows you the ability to display waiver terms and conditions and request signatures on our Ingenico Lane/8000, Lane/7000, and Move/5000 credit card terminals. Learn more here

Enable auto send receipts by email

This setting allows receipts to be automatically sent to the client via email once the Transaction Receipt automated message template is activated. Learn more here.

Show Client Phone Number On Printed Receipt

This setting allows you to have your client's phone number visible on printed receipts. Learn more here.

POS receipt footer messagemceclip5.png

 

You have the ability to customize the information shown on your printed receipts. The information can be edited as many times as you'd like. Learn more here.
 

 

 

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