24 | Workstation Maintenance - Header Settings & "Till Setup" Tab

This article focuses on the header section of the window and the Till Setup for Workstation Maintenance.

Workstation Maintenance is used to configure each individual Workstation and includes key identifying fields as well as dozens of other possible settings throughout its tabbed structure.

The header provides general fields for the Workstation and also has options which affect what other settings will be available on the subsequent tabs.

The Till Setup tab contains a plethora of configuration options which are used to select general settings and design of the Workstation.

Prerequisites

To access Workstation Settings, the applicable Operator Privileges will need to be enabled

Operator Maintenance 'General' Tab

System Setup: "Access Venue, Stores & Tills" Flag
System Setup: "Maintain Venue, Stores & Tills" Flag

Workstation Maintenance Header

The header section of the Workstation Maintenance window contains a handful of important SmartPOS Workstation configuration options that will be visible in this window regardless of which tab is selected below

Configuration Option	Description
Till/Workstation Name	This is the Name of the SmartPOS Workstation and is used to define it throughout BackOffice including Reports This will also be displayed on the SmartPOS Workstation screen after login
IP Address	This is the IP address of the Venue's SmartController as accessed from Head Office or another Venue if it is the server Otherwise, it is the local IP address of the SmartPOS Workstation
Is WorkStation Flag	This flag must be enabled for any computer or Till that needs to run BackOffice software If disabled, BackOffice will not be able to run
Till Mode	There are six (6) different Till Modes which affect the behavior of the Workstation and should be set up accordingly as required: None Till Door Terminal Product Inquiry Raffle Draw API Till Depending on the Till Mode selected, various configuration options within Workstation Maintenance may be grayed-out or removed
Main Store	This is the Store used for Reporting, deducting Stock, and getting Prices Although Stock and Prices can be redirected elsewhere, all Reports for this SmartPOS Workstation will appear in this Store
Inwards Store	If this Workstation receives Stock, this is the default Store to receive the Stock into This can be overridden by each receipt
Address Details	These are the address details for the SmartPOS Workstation Clicking this will expand to reveal all of the Address Detail fields available
Inactive Flag	Enabling this flag will mark this Workstation as inactive, i.e., it cannot be used It will no longer appear on any lists for selection etc., but will still appear in Reports

"Till Setup" Tab

The Till Setup tab contains many configuration options which relate to the overall function and operation of the Workstation such as the till's Hardware setups, till Defaults, and Design of the till screen

General

This section of the tab mostly consists of drop-down selections that are used to define how the Workstation will perform for its intended use
A few settings here should only be changed by Bepoz Support Personnel

Configuration Option	Description
Hardware Type	This defines the Hardware being used for this Workstation - select the correct type for this SmartPOS Workstation An incorrect selection may cause the Till to malfunction This should only be changed by Bepoz Support Personnel
Drawer 1 Type	This defines the main Drawer being used with this SmartPOS Workstation if a drawer is connected
Drawer 2 Type	This defines the secondary Drawer being used with this SmartPOS Workstation if a 2nd drawer is connected
Till Group	This is used for various functions and External Links; e.g., it allows all tills in an area to appear the same to a Room Charging system This should only be changed by Bepoz Support Personnel
Till Scaling Factor	If the Text and buttons are small on the device, set this to one of the larger settings Options include: Standard A Little Larger Large Extra Large Smaller Quite Small
Product Name	Use this to select the Product Name that will be used at this SmartPOS Workstation: Short Name Long Name Second Name To utilize Product Second Names, the "2nd Language Name" must first be configured on the Global Settings "Main" tab
Account Group	Select from the System's available Account Groups - or All Accounts The selection here will limit all Account Lookup lists via this SmartPOS Workstation to only show Accounts under the Group selected
Product Group	Select from the System's available Product Groups - or All Products The selection here will limit all Product Lookup lists via this SmartPOS Workstation to only show Products under the Group selected
Table MapSet	Select from the System's available Table MapSets If this SmartPOS Workstation is intended to use a Graphical Table Map, this is the Graphical Layout Map of the Tables serviced by this Workstation Table Maps and Sets are maintained via BackOffice Maintenance > TableMaps & Sets
Post Item Action	This determines the action (Product KeyMap Tab to now be active) to be taken after a Product is selected to be added to a Transaction from a Product Map via this SmartPOS Workstation Select from: None Return to Tab1 Return to Prev
Post Sale Action	This determines the action (Product KeyMap Tab to now be active) to be taken after a Transaction is completed from this SmartPOS Workstation Select from: None Return to Tab1 Return to Prev
Consolidation	This selects the way this SmartPOS Workstation consolidates Products sold that are the same 'Base Product' means that only Products without condiments are consolidated
Cash Limit	When this Till drawer contains more than this currency amount, an audit will be created in the System It can then be linked to an Alert
Camera Device	If security cameras are used, this SmartPOS Workstation will send its Transaction data to the selected camera
Product Prerequisite	Select from the System's available Prerequisites The prerequisite selected must be met prior to selling any Products from this SmartPOS Workstation

Export Codes

These are used for devices and reports
There are four (4) Export Codes available which can be named via Global Settings
These are sometimes used when exporting and importing to match the Products to another database

These can also be used as Custom Fields for in-house reporting and filtering purposes

Defaults

Configuration Option	Description
KeySet	Select from the System's available KeySets This will be the default KeySet used permanently if no Schedule KeySet changes are defined If Schedule KeySet changes are defined, this is the KeySet activated at midnight Sunday
Price	Select from the Venue's available Price Names This will be the default Price Number used permanently if no Schedule Price Number changes are defined If Schedule Price Number changes are defined, this is the Price Number activated at midnight Sunday
Earn Profile Points	This will be the default Earn Points Profile used permanently if no Scheduled Points Profile changes are defined If Scheduled Points Profile changes are defined, this is the Earn Points Profile activated at Midnight Select from the available Points Profiles
Redeem Profile Points	Select from the available Points Profiles This is the Default Redeem Profile to use if the selected Account does have one
Operator	Select an Operator from the System's Operator List or leave as 'None' If a Default Operator is set for this SmartPOS Workstation, that Operator will be automatically logged on whenever the Till is started

Design

The Design section of this tab is used to configure the physical look of the SmartPOS Workstation
The available options here may be grayed-out (and therefore made unavailable) depending on which Till Scheme has been set in Global Settings on the "SmartPOS Scheme" Tab

In the above example, the 'Flat' Till Scheme has been configured in Global Settings
When using the 'Classic' or 'Tiles' Till Schemes - Wallpaper, Orientation, Upper (Sales Journal), Tabs Location, and Lower (Number Pad) will not be available

These same settings when used with the 'Flat' Till Scheme can be used however desired and in many different combinations depending on user preferences

Configuration Option	Description
Wallpaper	This will set the Wallpaper for the login screen of this SmartPOS Workstation There are about a dozen wallpaper options to choose from This is only available when the 'Flat' Till Scheme is set in Global Settings If the Wallpaper is changed in BackOffice, it will be updated in real-time the next time the login screen is loaded for the SmartPOS Workstation - restarting SmartController is not necessary
Base Map	This is the base Keyboard Design Map of this SmartPOS Workstation It will define the total "look & feel" of the Till screen The selection is determined by the physical Till type and should only be changed by Bepoz Support Personnel This is only available when the 'Classic' and 'Tiles' Till Schemes are set in Global Settings
Override Map	Select from the System's available Function Maps This is the map of the custom Function Key layouts It will overlay on top of the Base Map to allow for many different Function button layouts These are maintained via BackOffice > System Setup > Till Function Maps
Journal Sorts & Types	Select from None, Sort, Type, Sort Group, or Type Group This will set the selected group to display in the Sales Journal/Transaction Window with each Product I.e., if Sort is selected then the Product Sort will be displayed in the Transaction Window with the Product line
Widget Panel	Select from None, or Operator Details If this is set to None, the SmartPOS Widget Panel will display the Bepoz SmartPOS logo However, if this is set to Operator Details, the following will be displayed in the panel on SmartPOS: Operator Name Average Sales Data for the Operator, for the Venue, and the difference between the two -- by default this will be displaying data for the Current Shift Buttons to provide for changing the period of the Average Sales shown An Operator Messages function button which will give the Operator access to their Messages/Memos
Orientation	This sets the SmartPOS Workstation's screen orientation which may depend on the hardware being used and/or business preferences Select from either Landscape or Portrait When using Portrait Orientation, Panel size and shape will change based on the screen resolution of the Hardware being used This is only available when the 'Flat' Till Scheme is set in Global Settings
Upper (Sales Journal)	This sets the SmartPOS Workstation's display position of the Sales Journal (Transaction Window) on the screen Select from Left or Right This is only available when the 'Flat' Till Scheme is set in Global Settings
Tabs Location	This sets the SmartPOS Workstation's display position of the Product KeyMap Tabs on the screen Select from Top or Side This is only available when the 'Flat' Till Scheme is set in Global Settings
Lower (Number Pad)	This sets the SmartPOS Workstation's display position of the Number Pad and associated buttons on the screen Select from Right, Left, or None This is only available when the 'Flat' Till Scheme is set in Global Settings
Keymap Grid Size	Use this section to set the necessary/desired buttons on the SmartPOS Workstation's KeyMap area E.g., if Horizontal is set to 6 & Vertical is set to 8 then 48 buttons can be displayed

24 | Workstation Maintenance - Header Settings & "Till Setup" Tab

Configuration Option

Description

Configuration Option

Description

Configuration Option

Description

Configuration Option

Description