Cloud POS Setup

Cloud POS Setup

POS SetUP

On this tab, you will find numerous tabs for setting up POS related.

POS Setup


Primary Features:

Payment Types


For setup and Management of your methods of payment

Each column can be added or removed by selecting the cog icon at the end of each Header. 

Payment Types

This allows you to show the filters, Hide the current column, move the column or choose which columns you would like to see. 

Opening by clicking the edit button or double-clicking the payment type brings up the below screen;

POS Setup Cash

Useful Articles


Setting up Payment Types (Explains how to go about setting up payment types within the Desktop edition of TCP)


Refund Reasons


For managing your pre-set reasons for giving a customer a refund

Refusal Reasons and Incident Definitions


  • For managing refusal of service pre-sets
  • Four reasons are pre-populated during the upgrade process to 2.09 and additional reasons can be added
  • Abusive Customer
  • Age Check Failed
  • Customer Barred
  • Customer Intoxicated
  • Age Check Failure will prepopulate a refusal incident when clicking “No” to the Customer Age Check prompt in GPOS
  • Refusals can be submitted without a transaction

Advanced settings for your POS:

Balance Status

  • For managing the Status for the Balance Plan and setting colour coding to reflect the various status
  • For use with Balance Plan

Corrections

  • Managing Transactional Corrections
  • Error Correct
  • Cancel Full Sale
  • Refund
  • Can be a single item or refund mode using “Stay down” Function


Currencies 

  • Setup and management of Currencies
  • Associate Payment types with this Currency
  • Add denominations and Currency Symbol

Executables 


  • Setup and management of Executables
  • Used by Fidelity to setup Log Me In Calling Card to be able to run from inside GPOS to negate closing the software to allow an agent to connect

Paid Out and Received on Account 


  • Management of additional payments in and out of the tills not related to customer sales
  • Pre-setting reasons
  • E.g. Paying for External Services, Paying for Supplies

Price Levels 

Price Levels

  • Setup and management of Price Levels
  • 7 Price Levels exist
  • Price Levels cannot be deleted

Settings Within the Price Level

  • Price Level Name
  • Change the name of the price level
  • Manager Required
  • Does switching to this price level requires a manager?
  • Stay down
  • Does this Price level want to stay active after the transaction?
  • Also, see System options for GPOS to set the relevant settings
  • Use Base If Invalid Zero
  • If there is no price populated for a PLU at this price level, should it use the Base Price?

Restriction Types 

  • Setup and management of Restrictions
  • These are used with the SCO for:
  • Drugs
  • Knives
  • Other Restricted Items

Rooms 

  • Setup and management of Rooms
  • Setting Room Name
  • Setting Room Availability
  • Adding Occupants
  • Rooms allow customers to charge purchases to their room
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