Pinogy POS Training Guide: Cash Register - Settings

Owned by ashlynn.hawkins
Last updated: Sept 06, 2024 by Nicholas Cook
6 min read

Settings on the cash register have 5 ‘tabs’, but who can view them varies.

 

Admins will see five tabs here: Printing, Trays, Layaways, Quick Buttons and Options

Managers will see four tabs, they will not see the Quick Buttons tab.

Cashiers and Clerks are only going to see the Printing tab.

 

If Printer Zones are enabled there will be an additional tab.

 

Printing Tab

This is where you select your printer for invoice receipts.

Below the 'Printer' selection box is a list of approved printers that will work with our software.

The ‘Select receipt format’ section allows you to choose between 80mm receipt paper or full 8 1/2” x 11” paper.

Trays Tab

The Trays tab is set to only show your device by default you can uncheck the Show only the current device box to see all devices.

This Table will show you the device name, its tray number, and when it was last used.

Layaways Tab

The Layaways tab will allow you to set the Minimum Layaway Amount, the Origination Fee and Cancelation Fee, as well as set a Default Due Date for the layaways to be completed.

When a layaway is saved it will appear under the Open Holds button. When the customer returns to pay off the layaway go to the Sales button select the Open Hold button, and you can find it in the table or search it in the Open Invoice: Layaways tab.

 

 

Questions’s Tab

The Questions button will allow you to prompt your cashiers to ask the customer a question.

 

 

You can set if it's required, when it will ask the customer, and even set if it's multiple choice, single selection, or free text.

 

Quick Buttons

The Quick Buttons tab allows you to make tabs containing buttons on the sales screen to quickly select commonly purchased or non-barcode items such as services or treats.

 

 

 

Just select ‘Add Tab’, Name it, hit save.

After it is named select it, click ‘Add Product’ and search for the product, and select it to add it to your quick button tab.

 

 

You can even give the tab a child to add an additional page of products to a tab.

 

 

 

 

 

Options Tab

The Options tab in ‘Cash Register Settings’ is for setting restrictions on devices as far as what can and can't be done on the cash register or if it requires a Manager. Most changes in this section will require you to restart the Cash Register module before they take effect.

Options → Location Tab

The Locations tab under Options will apply to all cash Registers at your Current Location.

  1. Cash Rounding is for Canada because they do not use pennies and round to the nearest nickel.

  2. Require closing invoices on hold before closing a tray, we highly recommend stores require that, for instances where a cashier places a sale with a partial payment. With this on it will help ensure it’s not forgotten about and can be resolved before it becomes an issue for accounting. These are stored on the Sales screen under Open Hold.

  1. Enable Invoice Notes will add an additional tab in front of your quick buttons on the Sales screen. These notes will appear on the invoice but not the customer receipt. You will see an option later, for if you want to put a note that will be visible on the receipt.

  1. Enable sound feedback. allows your computer to make a noise when you tap or click something.

Options → Devices

The Device tab under Options are options that only effect this device.

Max Change allows you to require a Manager if the change being given back exceeds a certain dollar amount.

  1. Enable Customer Display is if you have a display monitor that faces the customer. This will allow the customer to see what is being scanned.

  1. Log Out After Each Invoice is highly recommended. If one cashier goes on break, this keeps another cashier from accidentally making a sale under the other cashiers' user. This also helps track who’s doing what when using reports.

  2. Require Customer on Returns is a mild fraud deterrent. It’s best to have a policy stating, no returns without a receipt, but if you decide to do so it will require the customers' information.

  3. Require Customer on Sale, this makes it easier to track a sale. If a customer doesn't have their receipt but they know the date of purchase, you can use the history tab in their customer account. It’s also here for Astro offers and redemptions.

  1. Enable Out of Stock Alerts will show a yellow bar under the product to indicate it is out of stock. It will allow Admins and Managers to adjust the inventory amount from the sales screen, or you can hit the x to fix it later.

 

  1. Manager Override Required for Price Reductions will keep people from lowering the price on a sale. If they try to reduce it even by a penny a box will pop up requesting a manager to approve. This does not currently prevent you from increasing the price though.

 

 

 

  1. Disable PETZ Coupon, Not Saved Hearts means when this is left unchecked, A customer that does not have a coupon saved will see there is a coupon available on the sales screen.

Options → Client

The Client tab under Options allows you to make a discount allowance for your cashiers. Any discounts given over this amount will require a manager.

You can also set up Manual Discount Reason lines that will only allow employees to use the pre-set discount reasons.

 

Any changes under this tab will effect all locations if you have more than one store.

 

 

Printer Zones Tab

Printer Zones If you have a network printer this will allow you to place an order on one side of the store and print a receipt out in a stock room for the order to be prepared. To enable Printer Zones, you need to access add-ons in the Global Settings & Configuration module.

 

Return to: Pinogy POS Training Guide: Cash Register