Field

Description/Activity

General

Company Name

Enter the name of company. A name of maximum 50 alphanumeric characters can be entered.

Email

Enter the email of company.

Address

Displays the address of company. Click [...] to open the address screen and enter the company’s address details.

ERP System Type

Select the ERP System with which the user wants to integrate iVend.

The field is not editable once the ERP system is selected and the value is saved in the database.

Localization Type

This field enables the user to identify the iVend localization.

Based on the selected Localization the business rules may change in the system.

The field is not editable once the localization is selected and the value is saved in database.

Sales Tax Code

Select a code from the list of tax codes available. Click [...] to open the Tax Code Search screen and select the code.

Separate tax codes for purchase and sales are required for countries like Australia and UK where input and output taxes are used. For other countries, the same tax code can be specified for both purchase and sale.

Purchase Tax Code

Select a code from the list of available tax codes. Click [...] to open the Tax Code Search screen and select the code.

Federal Tax ID

Enter the Federal Tax ID that can be maximum of 50 characters long.

Retail Profile

Select a profile from the list of retail profiles. Click [...] to open the Retail Profile search screen and select the profile. To add a new profile, press F3 or click on the [F3 New] button in the Retail Profile search screen.

Allow Negative Inventory

Select this to allow the user at POS to make a sales transaction for a product that is out of stock as per system records.

This field does not integrate back to the SAP Business One > System Initialization > Document Settings > Block Negative Inventory field and this needs to be maintained manually,

Culture Info

This drop-down allows user to set the culture information for the application.

Global Settings

Check Credit Limit

Select the option if the customer’s credit limit needs to be checked when an On Account payment is being made by the customer at the POS.

Show Products By Vendor

Select this check box if user wants to see the products supplied by the selected vendor in purchasing documents like Purchase Order.

Allow Price Change While GRPO

Select this check box if you would like to allow users to change the price of an item while doing a goods receipt against a purchase order.

Pricing Resolution

This will capture the resolution of the price and discount coming from the pricing engine.

Valid values are:

None: Calculate the price based on the pricing resolution.

ResolvedToLowest: If there is more than one valid price on the product then system would calculate the lowest price out of all the prices and would show that price at POS.

ResolvedToHighest: If there are more than one valid price on the product then system would calculate the highest price out of all the prices and would show that price at POS.

Apply Sale Discount  On – Transaction Total After Tax

If this flag is checked then system will apply the same level discount on the Sale Total After Tax else, the system will apply the same discount on Sale Total Before Tax. For example:

Sale Total Before Tax (A)= $100

Tax Percent (B)= 10%

Sale Discount (C) = $10

Scenario 1: Sale Discount On Sale Total After Tax

Sale Total Before Discount (D)= A + (A*(B)/100) = 110

Sale Total  = D – C = 110 – 10 = 100

Scenario 2: Sale Discount On Sale Total Before Tax

Sale Total Before Discount (D) = A – C = 100 – 10 = 90

Sale Total = D + (D*B/100) = 99

Support For Multiple Transaction Type Mode

This setting gives the flexibility to the user to setup the POS system for allowing multiple transaction types in a single transaction. For example, you can do the sales and sale refunds in s single transaction.

Set this flag if you want to allow cashier to do multiple types of transaction in a single transaction at POS.

Allow Multiple Sales Person on Transaction Item

By default, iVend gives you an option to select only one sales person for each transaction line in POS. However, setting this flag user can setup the system to define more than one sales person per transaction item. While selecting more than one sales person, system also gives an option to distribute the commissions for that particular sale item.

If the system is setup to select multiple sales person per transaction item, then due to limitation of SAP Business One, only one of the selected sales person would be integrated with SAP Business One for each transaction item.

Open Sales Attribute Automatically

Sales Attribute is the way of collecting extra information of the customer on the sale. Like capturing the Phone No, or the Zip Code of the walk-in customer.

This sales attribute screen can be set to open automatically on every transaction or can be made optional so that whenever it is required the cashier can collect this information.

Collect Entire Sale Order Amount in Advance

If this is selected then store manager can force the cashier to collect entire sale order amount in advance i.e. at the time of order booking. This setting is extremely beneficial for those who collect the entire order payment in advance and then do the delivery from the parent warehouse location.

When the management decides to give customer flexibility to pay the amount of the Sales Order in phases, uncheck the “Collect Entire Sales Order Amount in Advance” box. This enables two options “SO Minimum Deposit Required” and “SO Delivery Minimum Percentage paid” using which the customer can pay the amount in phases.

Special Order Minimum Deposit Required

This is the minimum amount in percentage that the customer is required to deposit at time of placing the SO. Enter the percentage of document value against “SO Minimum Deposit Required” as decided by the management.

Special Order Delivery Minimum Percentage Paid

This is the minimum amount in percentage that the customer is required to deposit at the time of taking the delivery of the goods listed in the Sales Order. Enter the percentage of document value against “SO Delivery Minimum Percentage Paid” as percentage partial payment required to be deposited at time of taking the delivery of items listed in the Sales Order.

Gift Certificate - Allow Sale and Redemption in Single Transaction

If this is checked then system would allow cashier to sell and redeem the Gift Card/ Certificate in the same transaction.

The user would not be able to sell and redeem the same gift certificate even if this setting is turned on.

Improve iVend Retail by sending anonymous usage data

Automatically Select Serial/Batch

Select this from the following available options:

•Manual – System will not pick the batch/serial details automatically and therefore user must select it manually while selling the Serial/Batch controlled items on iVend POS.

•Expiry Date – System will automatically select the batch/serials which are expiring first.

•Lowest Price First – System will pick the serial/batch based on the lowest price.

•Highest Price First – System will pick the serial/batch based on the highest price.

•Creation Date – System will pick the serial/batch based on the basis on their record creation date.

•Only if One Available - System will select the serial/batch only if single serial/batch is available for sale in the system.

Allow User Define Product Id

In case of iVend Unplugged, check this flag so that user can enter the product ID while creating a new product record in the system.

If this flag is checked then the new product records can be created only from iVend Enterprise.

Allow Partial Receiving of Inventory

Setting this flag will allow user to receive the inventories partially which are sent to stores using stock transfers or against the raised purchase orders.

Allow Add Item In Goods Return For GRPO

This flag enables the user to add additional items while creating a Goods Return for a GRPO.

Allow Back Date At End Of Day Process

Setting this flag will allow the user to change the Business Date to a date less than the current date.

Allow Duplicate Barcode On Product

Setting this flag will allow specifying the same bar code for more than one product.

Expiry Date Required For Batch Item

Setting this flag will make specifying the expiry date for a batch-controlled item mandatory in the system.

Expiry Date Required For Serial Item

Setting this flag will specify the expiry date for a serial controlled item mandatory in the system.

Assign Customer/Vendor to All Branches

This setting is relevant to the installation where ERP type is selected as SAP Business One.

Setting this flag would assign Business Partner created from iVend to all the Branches defined in SAP Business One.

Use Advance Authorization

Select this checkbox to allow multi-level approvals with manager override.

Allow Over Receiving In GRPO

Setting this flag will allow user to receive the more inventories, which are mentioned in raised purchase orders.

Allow Over Receiving In Stock Transfer

Setting this flag will allow user to receive the more inventories, which are sent to stores using stock transfers.

Inventory Count Merge Setting

This setting would determine the date that the system would pick for the inventory count when the inventory counts are merged.

•Current Date: Use the current system date when the counts are merged.

•Earliest Date : Use the minimum date from the inventory counts that are being merged

•Latest Date : Use the maximum date from the inventory counts that are being merged.

Enable Location

Setting this flag will allow user to create multiple location for warehouses to maintain inventories location wise.

Enable Log Replication

Setting this flag will allow user to replicate the audit logs of objects to other store or enterprise.

Allow Zero Price

Setting this flag will allow sale at zero price.

Quotation Validity in Days

Enter the number of days for which the quotation will hold valid.If the number of days are set as 0, the expiry date will be set to 31/12/2099

Allow Conversion of Expired Quotation

Setting this will allow conversion of expired quotation. Manager override is required for this feature. Configure Manager Override section "Expired Quotation" of Retail profile .

Create Order Pick List

Select this option to create separate pick list for different transaction. If this is not selected only one Pick list will be created for all the transactions.

Inter-store Transactions

Allow Delivery From General Warehouse

Select this option if you want to capture the Sales/Order at Store which are to be delivered from General Warehouse from SAP Business One. This option is specific to SAP Business One.

Use Inter-store Transactions

Select the option if you want to see the transaction of one store across the other store. Feature also give the functionality to create a sale at one store and delivering the product to the customer from another store.

Replicate Inter-Store Inventory

Select this option to replicate inter-store inventory in case of multi-store environment .  

Transaction Server (This section is enabled only if the user has purchase a license for the Transaction Server)

Is Transaction Server Integrated

Select this option to enable the transaction server functionality.

Exchange Transaction Data Between Store

Check this option if you want to send the transactional data from one store to another store.

Transaction Search Type

Select from the following valid values:

•Local: Shows the transaction search result by doing the transaction search only on the local store server.

•Local and Enterprise: Shows the transaction search result by doing the transaction search at local and at the Enterprise Server.

Maximum Records Count To Return From Server

Enter the maximum number of result records that a transaction server can return based on the transaction search criteria. This setting would depend based on the network connection bandwidth between the POS and the Enterprise Server.

Validate Transaction Quantity on Refund

Select this option to validate transaction quantity on Refund when when Exchange Transaction Data Between Store  option is selected.

Transaction Rollup

Use Transaction Rollup

Select this to enable transaction rollup in iVend. One invoice per store/ per customer/ per business day will be posted in SAP business one.

The user would be able to turn on this setting any time, even after the system is live. Once this setting is checked then user would not be allowed to change it.

Rollup Only Cash Customer Invoices

If this setting is checked then only invoices, generated against the Store's Cash Customer, would be rolled up by the iVend.

Use Store Cash Customer For Rollup

By default, the customer chosen in invoice at POS will be the customer against which the rolled up transaction will be created in SAP Business One, but if required then a single customer for each store can be configured as Cash Customer and all the rolled up invoices will be created against this cash customer.

Interval Type

User can specify the processing of the job based on daily basis or based on the hour interval.

Interval

User can specify the value in this text box based on the Interval Type.

Loyalty

Is Active

Select this option if the loyalty module of CitiXsys is available and user wants to integrated loyalty with iVend.

Subsidiary

Multiple Subsidiary Enabled

Select the option to enable the Subsidiary functionality.

This field is not visible, If ERP System selected as SAPBusinessOne or NAV.

This is one time setup. Once enabled this option cannot be disable. If you are not sure about this functionality, please take a backup of HO, and all store databases.

For more information about Multiple Subsidiary functionality, please refer Administration > Retail Configuration > Subsidiary.

Assign Customers to all Subsidiary

Select this option, to assign all the subsidiaries of system to New Customers, when creating the customer from Store Server.

This field is enable, If subsidiary is enabled.

This field is not visible, If ERP System selected as SAPBusinessOne or NAV.

Enterprise Logo

Logo

Displays the company logo added, if any. Click the Add Logo button to add the logo.

Buttons

[Add Logo]

The button enables the user to add a logo. Select an image by clicking the button to browse for the logo.

[Remove Logo]

The button deletes the image added as a logo. On clicking the button, the system prompts a confirmation message.

[Custom Series]

Displays the Custom series definition view that allows specifying custom numbering series for Products, Customer, and Vendors. See also, Custom Series.

[Import Settings]

Import Enterprise settings using this button from existing User Acceptance Test (UAT) machines.

[OK]

The button updates changes to the database and closes the screen.

[Cancel]

The button does not save any changes and closes the screen.