Pinogy POS Training Guide: Global Settings and Configuration

GS&C (Global Settings & Configuration) is primarily/ideally for Admins, though some clients will give access to those with a Manager role. Global Settings & Configuration is typically shown first to Admin(s) after account creation following the Kick-off call.

Top buttons, right to left:

• What's This (?): Show how to display tooltips and explain that this is the same on every module.

• Help: Explain the different ways the client can reach Support. Show the iwantthis.pinogy.com site. Explain the different ways to get to TeamViewer for Support access, if needed. Show how to Clear Cache. Show Release Notes and how to get to Help Articles.

• Settings: Explain that these import functions should only be used after contacting us to look over the file to be imported to ensure the format is correct. Explain the ramifications of using this functionality incorrectly.

• Log In/Log Out: Click to log in or log out of the module.

• Refresh: Refreshes the current screen.

• Payments: Explain that Payment Methods are the payment methods that are accepted in the Cash Register module. Others can be added, i.e. Coupons, financing companies, PayPal, etc. Payment Types are the buttons that will be displayed on the Cash Register Payment screen at check-out. Payment Gateways are set up during implementation by the Specialist (Bonus Bucks, Gift Cards, PPS).

• Taxes: Show how to modify, if necessary, in the future.

• Add-ons: These should be explained during the Demo/Sales process. Show how to view descriptions of each Add-on and explain that some Add-ons incur additional charges.

• Devices: This will show devices that have the Pinogy POS installed.

• Locations: Explain each tab under Manage Location. Show client where to set receipt Disclaimers and Logo.

• Employees: Show how to create and manage employees.

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