Field
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Description/Activity
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General
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Code
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Enter the code of the retail profile. A unique code of a maximum 20 alphanumeric characters can be entered. This setting is mandatory.
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Description
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Enter the description of the retail profile. A description of a maximum 100 alphanumeric characters can be entered.
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Subsidiary
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Select a Subsidiary to which the Retail Profile belongs from the list of Subsidiaries. Click [...] to open the Subsidiary Search screen and select the Subsidiary.
 This field will be available if subsidiary is enabled. Once saved the master, assigned Subsidiary cannot be changed.
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Department
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Select a department from the list of departments. Click [...] to open the Department Search screen and select the department. To add a new department, press F3 or click on [F3 New] button in the Department Search screen.
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Default Transaction Mode
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Select one of the transaction modes as a default mode for the Retail Profile. For example, if the default mode selected is Sale, then the POS to which the retail profile is assigned will open in the Sale mode for every new transaction.
The various transaction modes that can be set as default are:
•Sale
•Sale Exchange
•Sale Refund
•Special Order
•Layaway
•Quotation
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Auto Lock POS Timeout(in seconds)
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Enter the time duration in seconds. It defines the duration after which the POS gets locked. The user will have to loin to continue the task at POS.
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Idle Time Out (in seconds)
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Enter the time duration in seconds. It defines the duration after which the flash screen is displayed at POS terminal if no work is being carried out.
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Auto Close Complete Sale View (in seconds)
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Enter the time duration in seconds. It defines the duration after which the Complete Sale screen at the POS gets closed.
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Login Per Transaction
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Select the option if the user has to login at the POS after every transaction.
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Use Zip Validation
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Select the option if the zip code of the customer is to be validated.
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Show Transaction Grid Headers
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Select the option if the user at the POS wants the headers of the grid in the transaction screen to be displayed.
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Price Override Lower Limit
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Enter the percentage value. The field defines the limit to which the user at the POS can reduce the price of the product.
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Price Override Upper Limit
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Enter the percentage value. The field defines the limit by which the user at the POS can increase the price of the product.
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Keyboard Mode
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Select one of the following keyboard modes:
US Block Keyboard Displays the keyboard in the sequence of the alphabets, i.e., A, B, C etc.
US Qwerty Keyboard Displays the keyboard as per the sequence in a QWERTY keyboard, i.e., Q, W, E, R, T, Y, U, I, O etc.
The keyboard displayed at the POS will be as per the mode selected here.
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Display Keyboard for Authorization
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Select this checkbox to display virtual keyboard when logging-in for multi-level approval.
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Transaction Mode Alignment
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Select where the Select Mode popup screen displays on the POS transaction screen.
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Open Item Edit View Automatically
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Select this option if the user wants the Item Edit View screen to open when a product is scanned.
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New Row For Scan
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Select the option if the user wants a new line to be created for every product scan during the transaction at the POS. For example, if the option is not checked and the same product is scanned twice, the quantity count in the Quantity field of the product is increased from 1 to 2 instead of showing the second scan as a separate line.
On selection of this option, at POS on scanning barcode mask all item associated with the barcode mask will be added to transaction as new item. The lines on the transaction increases with each item listed in the barcode mask. The receipt will individually print all the items associated with the barcode mask in separate lines.
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Open Item Edit View On Column Click
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Select the option if the user wants that at POS the Item Edit View screen opens when the user clicks on the Price or Quantity field of a product in the transaction screen.
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Refund Without Receipt
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Select the option to enable the user at POS to do Sale Refund without the receipt. If this option is not checked the Sale Refund mode at the POS is disabled. The user would need to search for the transaction using the Transaction Search button and then select the transaction to be refunded with a Sale Refund button found on that screen.
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Exchange Without Receipt
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Select the option to enable the user at POS to do Sale Exchange without the receipt. If the option is not checked the Sale Exchange mode at the POS is disabled. The user would need to search for the transaction using the Transaction Search button and then select the transaction to be exchanged with a Sale Exchange button found on that screen.
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Auto Update Change Amount In Payments
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Select the option if the change amount due to the customer at the POS needs to be shown in the payment screen automatically.
E.g., if the customer has to be paid back an amount of $12.14 as change, a separate line with the payment type Cash will automatically be added with the change amount as $12.14. If the customer is paying by cash, the change due is displayed in the Change Amount column of the payment details screen.
If this option is not selected, for non-cash payments, the POS user would need to manually add a line for the payment of change to the customer. For cash payment, the exact amount due from the customer would need to be entered in the payment screen in order to proceed with the completion of the payment.
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Change Amount Currency
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Specify the currency in which the change amount will be returned to the customer. If the base currency is selected then change amount will be displayed in the base currency, otherwise the foreign currency will be used for displaying the change amount at the POS.
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Donation Product Setup
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Select the product which is to be used as the donation product when the transaction totals are to be rounded to the next dollar amount. Non-Stock type product should be used for Donation Type Product.
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Refund for Promotional Items
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Select the option if the user wants to enable sale refund on the promotional items at the POS.
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Print Suspended Transaction
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Select the option if the user wants to have the printout of the suspended transaction.
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Delete Suspended Transaction At Day End
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If this option is selected then at the Day End the suspended transactions will be deleted automatically.
 This setting is effective based on the profile attached to the store. Only those transactions will be deleted which do not have any authorized payments attached to it.
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Auto Add Cashier as Sales Person
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This field would capture whether the cashier is added to all the transaction line items as a sales person.
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Warn if Transaction line item has no Sales person
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If this flag is turned on then the system would show a warning message if any of the transaction line items does not have any sales person attached to it.
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Mandatory Sales person per Transaction line item
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If this flag is turned on, then the system would not allow the cashier to complete the sale if any of the transaction line item doe s not have a sales person attached to it.
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Show Negative Inventory Resolution
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If this flag is turned on then the system would show the cashier the negative inventory resolution screen whenever the cashier tries to add this item in a transaction at POS and the inventory of an item is not available in store. On turning off this flag it is assumed by the system that the user would always like to continue selling of the item despite of the negative inventory in store.
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Show Payment Offer Screen
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When the check-box for this option is not selected and saved , the POS does not show the payment offer screen and payment screen is directly visible at the POS. This is useful in hiding the payment offer screen from the customer at POS.
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Use Quick Complete (Using Cash Payment Type)
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User can enable/disable the Quick Complete button on POS using this setting. Clicking on this button on POS assumes that the customer would like to do the payment using Cash Payment Method. This button is used in the situations/POS where the transaction volume is very high.
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Confirmation Required For Quick Complete
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Quick complete button is used for completing the transaction at the POS assuming that the customer has paid the amount by cash. Thus this feature enhances the transaction speed. If this flag is checked then system will ask for the confirmation from cashier if cashier clicks Quick Complete button at POS.
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Complete Tendering On Zero Balance
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If this flag is checked then it is assumed that if the payment balance is zero at the POS then the cashier has tendered the transaction completely and the transaction would be automatically saved.
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Restrict Search of Other POS Transaction
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If this flag is checked then the cashier at the POS would only be able to search for the transactions that are done from that particular POS.
By default this setting is set to false so that the cashier can search for all the transactions that is carried out in a store from any POS.
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Use Last Selected Event For Next Transaction
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If this flag is checked then the selected Event at the POS would be applied to all the consecutive transactions of a POS.
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Open Product Search if Barcode is not Recognized
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By default a message is displayed if the product is scanned and system is not able to recognize the scanned barcode. Check this flag if there is need to open the product search screen if the barcode is not recognized by the system.
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Prevent further scan if Barcode is not recognised
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On selection of this option, at POS when an item is scanned and scanned item is not recognized by the system, a beep sound alerts POS to refrain from further barcode scan, and a popup message "Barcode not found" is displayed on the POS.
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Allow Combining Multiple Transaction Refund in Single Transaction
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Check this flag if you would allow cashier to combine refunds of different transaction in same transaction at POS. By default iVend allows to refund multiple transactions in one transaction.
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By Default Use Current Business Date in Transaction Search
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Check this flag if you want cashier to use the current business date to be defaulted in the transaction search screen at the POS. If this flag is not checked then the dates are not defaulted at the POS and the cashier needs to define the date for which he wants to search the transaction for.
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Application Theme
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Select the theme of iVend POS and Management console application.
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Allow login if Business Date is not same as Current Date
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If check then this setting would allow user to login in POS with a warning if the users system date is not equal to business date of the system.
If this flag is unchecked then the system would not allow user to login in POS if the system date is not equal to the business date of the system.
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Allow Sales Without Serial/Batch Selection
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Select this flag if you want to allow to sale of product without asking select serial / batch number.
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Allow recalling multiple suspended transactions
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If checked then system will allow cashier to recall multiple suspended transactions and then combine all of these in a single sale transaction.
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Apply Coupon on Lowest Price
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Select this flag, if you want to apply coupon on the product with lowest price in the invoice document.
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Log Voided Transaction
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Check this flag user would like to start the logging of transactions being voided on the POS.
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Maximum number of lines in Transaction
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Enter the maximum number of transaction items that a transaction can support. This is generally used in cases where the pre-printed stationary is used while printing the receipt.
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Enable printing for transaction Preview
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Check this flag if user would like to enable preview of receipt before the transaction is completed at the POS.
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Product Image in Search
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Check this flag to view product image in search
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Product Image Height in Search
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Check this flag to view image height in search
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Allow Tax Free
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Check this flag for customers for whom tax on the product is exempted.
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POS Layout
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Click the [
] button and select a layout from the Layout Search screen and apply it to the retail profile.
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Import File Delimiter
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Specify the delimiter which is to be used for the text file imports for the inventory transactions. This is usefull in case the decimal separator is different than “.”.
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Show Available Items Only for Promotions/ Upsells
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Check this flag in case user would like to see only the products in upsell and promotions which has inventory available within store. This works in conjuction with the Allow Negative Inventory property available on the enterprise settings
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Check for cash Drawer Status
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Select this flag to enable check for cash drawer status.
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Check for Printer Status
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Select this flag to enable check for printer status.
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Number of Records to Display on Default Search
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Enter the number of Records to be Displayed on Default Search.
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Barcode Scanning on POS
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Allow Product Scanning
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Check this flag if the user is allowed to scan the product on the POS.
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Allow Customer Scanning
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Check this flag if the user is allowed to change the customer on POS by either scanning or entering the customer information from the scan area.
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Allow Transaction Scanning
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Check this flag if the user is allowed to fetch historical information by either scanning or entering the transaction id in the scan area.
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Allow Sales Person Scanning
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Check this flag if the user is allowed to fetch historical information by either scanning or entering the transaction id in the scan area.
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Allow Coupon Scanning
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Check this flag if the user is allowed to scan scanning or the coupon id in the scan area.
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Allow Barcode Scanning of Loyalty Card
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If the loyalty cards can be scanned from a barcode reader then check this flag.
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Transaction screen Settings
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Quick Button Panel
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Specify the quick button panel template to show the button panels on the POS.
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Matrix Product Information Panel
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Specify the quick button panel template to show the product information on the matrix product view screen at the POS.
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Manager Override Required
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Cost Protection Override
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Select this flag to allow Manager to override the cost of the product.
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Credit Limit Override
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Select the option if a manager override is required at the POS when the customer is making an on account payment and the total outstanding amount against the customer exceeds the credit limit. Choose one of the following three options:
Allow: Allow Credit limit override without Manager Override
Allow with Maneger override: Allow credit limit override only after Manager approval.
Don’t Allow: Do not allow Credit Limit Override.
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Reprint Transaction Receipts
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Select the option if a manager override is required at the POS when the cashier wants to reprint the transaction receipts at the POS.
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Change Sales Person In Special Order Edit
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Select the option if a manager override is required at the POS for changing the sales person during the editing of the sales order.
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Change Sales Person In Refunds
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Select the option if a manager override is required at the POS for changing the sales person during the refund of the item.
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Delete Suspended Transaction
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Select the option if a manager override is required at the POS for deleting the suspended transaction.
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Void Sale
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Select the option if a manager override is required at the POS for voiding the sale transaction.
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Void Item
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Select the option if a manager override is required at the POS for voiding some items from the current transaction.
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Transaction Mode Change
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Select this option if a Manager Override is required at the POS when the cashier tries to change the transaction mode at the POS.
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Customer Search
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Select this option if a Manager Override is required at the POS when the cashier tries to search for a customer by Clicking the "Customer Search" button at the POS.
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Product Search
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Select this option if a Manager Override is required at the POS when the cashier tries to search for a product by Clicking the "Product Search" button at the POS.
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Sale Information Edit
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Select this option if a Manager Override is required at the POS when the cashier tries to edit the sale options at the POS.
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Item Information Edit
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Select this option if a Manager Override is required at the POS when the cashier tries to edit the transaction item at the POS.
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Transaction Search
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Select this option if a Manager Override is required at the POS when the cashier tries to search the previous transaction by clicking the "Transaction Search" button at the POS.
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Fulfillment
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Select this option if a Manager Override is required at the POS when the cashier tries to add or change the fulfillment details by clicking the "Fulfillment" button at the POS.
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Return Product After Return Date Expired
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Select this option if a Manager Override is required at the POS when the cashier tries to refund an item for which the return days have already elapsed.
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Suspend/Recall
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Select this option if a Manager Override is required at the POS when the cashier tries to Suspend or Recall the transaction at the POS.
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Product Surcharge Waiver While Return
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Select this option if a Manager Override is required at the POS when the cashier tries to delete the retrun surcharges applied on the item.
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Payment Cancellation
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Select this option if a Manager Override is required at the POS for cancellation of Payment.
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Cash Out
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Select this option if a Manager Override is required at the POS for Cash Out.
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Cash In
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Select this option if a Manager Override is required at the POS for Cash In.
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Transaction Refund
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Select this option if a Manager Override is required at the POS for processing Transaction Refund
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Expired Quotation
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Select this option if a Manager Override is required at the POS when expired quotation is to be used for a transaction.
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Pole Display Message Details
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Complete Sale Message
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The message is displayed at the completion of the sales transaction. Select a message from the list of pole display messages.
Click [...] to open the Pole Display Message Search screen and select the message.
To add a new message, press F3 or click on [F3 New] button in the Pole Display Message Search screen.
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Idle Message
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The message is displayed when no transaction is being processed at the POS. Select a message from the list of pole display messages.
Click [...] to open the Pole Display Message Search screen and select the message.
To add a new message, press F3 or click on [F3 New] button in the Pole Display Message Search screen.
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Start Transaction Message
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The message is displayed when the sales transaction begins. Select a message from the list of pole display messages.
Click [...] to open the Pole Display Message Search screen and select the message.
To add a new message, press F3 or click on [F3 New] button in the Pole Display Message Search screen.
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Discount Details
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Max Sale Discount Percent Allowed
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Enter the maximum discount percent that the user at the POS can give on a transaction.
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Max Sale Discount Amount Allowed
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Enter the maximum discount amount that the user at the POS can give on a transaction.
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Max Line Discount Percent Allowed
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Enter the maximum discount percent that the user at the POS can give on a line item in a transaction.
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Max Line Discount Amount Allowed
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Enter the maximum discount amount that the user at the POS can give on a line item in a transaction.
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Reason Code Details Required
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Check Box
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Select the option if you want to prompt the user to enter a reason for any of these activities at POS.
•Cash In
•Cash Out
•Void Item
•Void Sale
•Open Cash Drawer
•Price Override
•Refund Item
•Refund Sale
•Line Item Tax Override
•Sale Tax Override
•Shutdown Terminal
•Line Item Discount
•Sale Discount
•Expense
•Deleting Suspended Transaction
•Till Count Variance
•Suspend Transaction
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Comment Details Required
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Check Box
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Select the option if you want to prompt the user to enter a comment for any of these activities at POS.
•Cash In
•Cash Out
•Void Item
•Void Sale
•Open Cash Drawer
•Refund Item
•Refund Sale
•Price Override
•Line Item Tax Override
•Sale Tax Override
•Shutdown Terminal
•Line Item Discount
•Sale Discount
•Expense
•Deleting Suspended Transaction
•Till Count Variance
•Suspend Transaction
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POS Wild Cards
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For Quantity
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Enter the char that can be used a wild-card for changing the quantity of an item on the transaction.
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For Price
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Enter the char that can be used a wild-card for changing the price of an item on the transaction.
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For Discount %
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Enter the char that can be used a wild-card for changing the discount percent on an item on the transaction.
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For Discount Amount
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Enter the char that can be used a wild-card for changing the discount amount on an item on the transaction.
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Email Receipts
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Email Receipt
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Select this option if a user wants to send an e-Receipt for the transactions done at POS.
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Email Address for Receipt
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Enter the email id which is used for sending out the e-Receipt.
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Email Template
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Select the e-Receipt template which should be used while sending an email for the e-Receipt.
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Report
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Select the report in the system which is to be used as the e-Receipt.
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Receipt Sending Mode
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Select the mode in which the system should operate. In other words mode decide from where the e-Receipts are sent to the customer.
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Customer Display Settings
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Type
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Uncheck this flag in case you would like to hide the Transaction Type information from the customer display at the POS.
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Product Code
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Uncheck this flag in case you would like to hide the Product Code information from the customer display at the POS.
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Description
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Uncheck this flag in case you would like to hide the Product Description information from the customer display at the POS.
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Discount
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Uncheck this flag in case you would like to hide the Discount information from the customer display at the POS.
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Quantity
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Uncheck this flag in case you would like to hide the Quantity information from the customer display at the POS.
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UoM
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Uncheck this flag in case you would like to hide the Unit of Measure information from the customer display at the POS.
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Price
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Uncheck this flag in case you would like to hide the Pricing information from the customer display at the POS.
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Total
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Uncheck this flag in case you would like to hide the Line Total information from the customer display at the POS.
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Row Height
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Specify the height of the information row to be displayed on the customer display.
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Font Size
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Specify the font of the information row to be displayed on the customer display.
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Show Payment Information
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Uncheck this flag in case you would like to hide the payment information from the customer display at the POS.
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Loyalty Customer Search Grid Color Setting
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Select the color setting for Loyalty Customer Search Grid.
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Display Receipt Information to Customer
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Check this flag to display the Receipt information to customer.
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Display Product Image to Customer
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Check this flag to display the product image to customer.
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Product Display Settings
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Product Matrix Item Search Grid Color Settings
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Select the color setting for Product Matrix Item Search Grid.
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Product Matrix Child Item Search Grid Color Settings
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Select the color setting for Product Matrix Child Item Search Grid.
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Default Matrix view Type
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Select the Default Matrix view type as Product Information or Inventory Information.
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Transaction Signature Capture
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Check Box
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Check this flag, in case you would like to capture customers signature for the following transaction modes on POS.
•Sale
•Sale Refund
•Special Order
•Layaway
•Delivery
•Quotation
•Gift Certificate
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[OK]
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The button updates changes to the database and closes the screen.
If the Retail Profile is edited, the changes come into effect at the POS only after the application is restarted at the POS.
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[Cancel]
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The button does not save any changes and closes the screen.
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