Options and Setups

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Set up Options

 

Go to Tools > Options > Other > Retail & EFTPOS.

 

retailoptions

 

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.

 

Info

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.

 

Set up Tills

 

On the ribbon, go to Tools > Setups > Banking and select Tills.

 

ToolsSetups

 

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.

 

float

 

Further information

Options and Setups

Set up Tyro EFTPOS

Set up PC-EFTPOS

Add a Retail Item

Settings to Speed up Invoicing

Use Retail Jobs

Create a Manual Payment for EFTPOS

Cash drawer Control

Cash Refunds

Cash Rounding

Invoice Authentication Security

Invoice Name on Job

Quick Logon Mode

Quick Start

Receipt Printing Reports

Reprint POS Invoices

Recording Debtor Payments

Scan Stock into Jobs

Till Reconciliation