Options and Setups

From this screen the following options can be set, and are all workstation settings, ie. each retail workstation should be set up individually with these options.

Field	Explanation
This Station is Retail	This should be ticked on all workstations that are linked to a Till.
Till Code	Tills are entered and maintained via Tools > Setups > Banking > Tills, and must be set up prior to selecting which Till (Till Code) this workstation is linked to.
Open Till Command	The correct receipt printer should be selected on all workstations that are linked to the Till to enable the Open Till command.
Invoice Authentication Required	When ticked, users are required to enter their initials and password at point of invoicing, regardless of who is currently logged on to that workstation. The format for entering this is: initials followed by a space followed by password (ie. sys sys). Unticked will not require this.
EFTPOS System Type	Choose the EFTPOS system used by the business, either PC-EFTPOS or Tyro. Note: Only Tyro is available in Jim2.Cloud.
EFTPOS Server	The name of the workstation the EFTPOS Server is running on – localhost if running on same machine.
EFTPOS Transaction Report	Choose the correct report to be printed as set up in Report Designer. Company_EFTPOS is a system report.
Print EFTPOS Receipt	Tick this option if printing of EFTPOS receipts is required.
Additional Customer Receipt	Tick this option to force printing of customer receipts on the receipt printer for EFTPOS.

The retail workstations would ideally include access to:

▪a cash drawer (Till)

▪a docket/receipt printer (76mm or 80mm roll)

▪barcode scanner(s).

Each retail workstation should also have a default cardfile (ie. CASHSALE) set up to ensure there are no invoicing locks when more than one workstation is trying to invoice the same customer.

As part of the setup to operate Retail, the Tills (code and description) will first need to be named, then each retail workstation must be assigned to one of these Tills.

There can be more than one workstation using the same physical Till. Allocation of Tills is performed via Options > Retail, once the Tills have been set up.

If using Branches, SubBranches and/or GL Departments, you will need to specify these within each Till setup.

The amount of the float for each till should be nominated here, which will then reflect in the cash calculation in Till Reconciliations.