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Blog - MPOS
Settings
Posted by Microtrade Australia on 15th Sep 2022
Settings.
The system has a wide variety of settings to aid in customize the program to you needs. The main area of settings can be found by selecting Manager from the Main Control screen, Then Settings and then General.
Below you will find a brief description of the options on the general setting screen.
In the column marked - Global Settings
Cashier Closing Sales Report
A cashier report is displayed when a cashier logs out. The report can be printed.
Cashier Z‐out
A Z-out is generated each time a cashier logs-out.
Cashier Must Log In Each Sale
For every transaction (sale) a cashier must log into the system.
Must enter Cash paid
When cash is the payment method the cashier must enter the amount tendered.
Must enter Payment type
Before a sale can be completed the payment method must be entered.
Always to cash payment
The system will only display the cash option when a sale is finished.
Always to terms payment
The system will only display the terms option at end of sale.
Show Change Window
The system will display the change screen on each transaction
Show Print Option
The system will display the print option on each transaction. This gives the cashier the option to print a receipt. A receipt can be set to print automatically in the Printer & Equipment window.
Show Club Option
Displays the check box "Club Discount" options in the customer window and Sales Info window.
One Item (qty) Per Line
Each item selected will have its own line. If not selected each same item will increase the current number sold on the same line. (warning: this options is required when using Modifiers or Addons)
Auto Quick Add
Allow new products to be entered into the database with a Quick Add window when the barcode or item# is not found.
Ask For Check #
Will display a prompt to enter a specific check #.
Bad Check Search
When customers pay by check (and select payment type is also selected) a prompt will be displayed indicating the customer has a bad check on file.
Offer Store Credit on Returns
Store credit will be given to customers on negative balance sales. The credit amount will be saved to the customers record. The customer can use the credit on following sales. You must select the customers name to the sale for the system to offer the store credit.
Check Scan for Drivers License
Will scan for driver's license swipes.
Check Scan for Credit Cards
Will scan for credit card swipes.
Print Open Drawer Receipt
Whenever the cash drawer is opened (not a sale), an 'Open Drawer Receipt' will be printed.
Print Payout Receipts
A 'Payout Receipt' will be printed whenever a payment is done.
In the column marked ‐ Local Settings
List Only Open Sales
Displays only open sales. This function can also be selected using the "Open Sales" button in the sales display window on the main screen.
List Only Today's Sales
Display only today's sales, as opposed to all sales.
List Only Cashier Sales
List the sales for a specific cashier. This function can also be selected using the "Cashier Sales" button in the sales display window on the main screen. Specific cashiers need to be selected.
List Only Staff/Waiter Sales
Identify all sales by specific staff/Waiter.
Show Navigate Window
Show or hide the sales navigate window.
Show Cashier Button
Show or hide the cashier button in the navigate window.
Must Select Cashier
A cashier must be logged in to complete a transaction.
Must Select a Staff/Waiter
A salesperson/Waiter must be selected to complete a sale.
On Screen Keyboard
A small keyboard will be displayed for data entry using the mouse or touch screen.
Blind Closing Reports
Cashiers will not be able to view sales totals on the screen when doing z-out or Daily Reconciliation.
Hide Menu Bar
Hides the toolbar. If hidden, bring the menu bar back using the "Hide" icon located on the main screen through the "Options" icon.
Don't Maximize Order Window
The POS window size can be adjusted as opposed to full screen size. Note: Double click to maximize.
Show Alternate Products
This option will list alternate products if the product selected is out of stock.
Show Staff/Waiter
Displays the Salesperson icon at different windows. Can be used if the salesperson and/or cashier are different individuals.
Hide Finish Button
Will hide the F12 'Finish' button.
Sales Screen
(General Retail & Restaurant versions only)
Grey Buttons
Shades all product buttons to grey.
Full Product Description
The product (being sold) description is recorded in the open sales window.
Show Product Pictures
Display pictures of each product on the product buttons if one is available.
Enlarge Buttons Mouse‐over
When selected, the standard 'product' buttons will be enlarged when the mouse arrow goes over them.
On the right hand side of the Settings Screen.
Font Size
This changes the size of the font used in areas like the sales screen – I suggest the you increase this option in small increments only.
Regular Hr/wk
This changes the number of hours for a full week I.E 37.5 or 40
Categories
There is 1 column of categories shown by default. This can be changed to up to 3 columns of categories, for a total of 18 individual categories.
Font
This changes allows you to change the system font.
Use Default Fonts.
As the name implies this options forces the system to use the default fonts.
Product Search
Allows you do select simple or advanced search options.
1st Day of the Week
This allows you to tell the system the day you week starts. Normal set for payroll purposes but affects all reports dealing with day, week, month ranges.
Setting up Receipt Messages
Setting up Receipt Messages.In M-POS Point of sale you can set various messages on the receipts to include things Like ABN, Website address, Contact details, you can also include information other information as either header of footer notes. From the Main Control screen select Manager, then Settings and then Receipt messages. The following image shows the screen that you should [...]
Creating a Lay-By.
Creating a Lay-By.PowerPos can create lay-by’s to do so start a transaction in the usual way and when you have the products that the customer wants in the lay-by select finish as you would for a normal transaction. Instead of choosing Cash or credit card like you normally would you select Deposit/Layaway in the payment section. As soon as you [...]
Importing and Exporting Product Information.
Importing and Exporting Product Information.The system has the ability to import of export data. This can be useful for doing initial setup or for setting up a second store if you intend to use the same products and pricing. Save Inventory. Version 14 has a new feature. You can now save and load data rather than exporting and importing [...]
How to do a refund.
How to do a refund. (with receipt) PowerPos is able to do full or partial refunds, it can also allow you to process with or without a receipt. From the sales Screen in the lower right hand corner you will see the Returns button. (if you don’t see a Returns button you can create one by following the [...]
How to Change function buttons.
How to Change function buttons.Around the edge of the sales Screen there are a series of buttons. PowerPos will automatically set these dependent on choices made on the Setup Starter screen. See below…You can see in the image above I have highlighted 2 areas in red. The buttons in these areas can be changed to better suit your purposes. Note you [...]
Getting Started.
Getting Started.This help document is for all POS versions. You may see references to Business, Restaurant, Bookstore, General Retail and Classic Retail versions. That information will only apply to that version. The terms “Products” and “Items” are essentially interchangeable in this document. Starting the program Start the program by double clicking on the PowerPos icon. Until you decide otherwise the setup starter [...]
Frequently asked questions
Frequently asked questions.How do I get my products to print at specific printers? When you setup a product you need to tell the system which printer you want the product to print at, you can specify more than one printer if you wish. In this image you can see part of the product edit screen. The area that is circled [...]
Employee Setup
Employee Setup.M-POS Point of sale has the ability to allow you to track who is doing transactions and also what a person is allowed to do on the system. The employee setup screens can be accessed by Clicking Manger on the Main Control screen, then select Settings and then Employee. The following Image shows the Employee setup screen On the [...]
Daily Reconciliation. (Z-Out)
Daily Reconciliation. (Z-Out)The Daily reconciliation function is for making sure that the amount of money in the till is the same as the amount that the system says that it has received since the last Z-out. Totals on the Z-out screen are not what has been taken during the day but in the complete time frame since the last Zout. [...]