iVend Retail 6.6 - POS Help Manual > Basic Information Setup

The list below is simply a checklist reminding the user that certain information needs to have been set up in the Management Console before the POS will work properly.

Item	Description
Security User	Every iVend user has to be setup as a Security User (Administration > Authorization > Security User) to provide various access rights in the POS. Rights vary from no access, ready only, and full access.
Store	A store (Administration > Retail Configuration > Store) has to be setup in the Management Console.
POS	A POS (Administration > Retail Configuration > POS) is setup in the Management Console so that it can be assigned to the computer at the point of sale in the retail store. Since a POS has to be assigned to a store, a store needs to be created before a POS is created.
Document Number Series	A Document Number Series for POS (AdministrationàSystem Initialization à Document Number Series) is setup in the Management Console so that transaction Id can be assigned to the transactions done from the POS.
Retail Profile	The user can setup Retail Profile (Administration > Retail Configuration > Retail Profile) in the Management Console. Though this is not mandatory, it is commonly used to define the capabilities and behavior of the all POS registers in the store, or can be applied to individual registers/users.
Till Setup	Tills need to be assigned to the POS. These can be set up in the Management Console. (Operation > Till Management > Till)
Job Code	The Job Code (Administration > Human Resources > Job Code) needs to be setup at the Management Console as the user needs to select a job code in order to login at the POS.
Customer Group	A Customer Group (Operations > Business Partner > Customer Group) needs to be set up before individual customers can be set up. . The Customer Group can also be setup from the POS.
Customer	The customer (Operations > Business Partner > Customer) can be setup in SAP Business One and in the Management Console. This qualifies these customers for on-account, special orders and layaway transactions. If a customer is specified as the Cash Customer with Cash Basic payment terms for the Store at the Management Console, it will be set as a default customer at the POS. This speeds the transaction as specific customer selection is not required.
Product Group	To setup a product, the Product Group (Operations > Inventory > Product Group) needs to be set first.
Product	In order to proceed with the transactions at the POS, the products need to be setup in the system. Products can only be setup from the Management Console (Operations > Inventory > Product).
Payment Type	Setup the various Payment Types (Administartion > Financial >Payment Type) at the Management Console for the user at the POS to accept the payment for the transaction. The payment types defined in the Management console are displayed on the Payment screen at the POS.
Surcharge	To apply surcharge on the transactions at the POS, user need to first setup the surcharges (Administartion > Financials > Surcharge) at the Management Console.
Fulfillment Plan	The user needs to setup a Fulfillment Plan (Operations > Inventory > Fulfillment Plan) at the Management Console to perform a Special Order and Lay Away transaction at the POS. Fulfillment can also be applied to a Sale transaction at the POS.
Layaway Plan	Layaway plan(s) (Operations > Inventory > Layaway Plan) need to be setup so that same can be assigned to the layaway transaction being carried out at the POS.