3 | Global Settings "Main" Tab

This article focuses on the "Main" Tab of Global Settings which covers General, Membership, Multi-Venue, and Timers settings. Global Settings defines settings for the entire Organization overall including all Venues, all Stores, and all Tills. This is where the Head Office Venue is defined for a Multi-Venue environment.

This article focuses on the "Main" Tab of Global Settings which covers General, Membership, Multi-Venue, and Timers settings.

Global Settings defines settings for the entire Organization overall including all Venues, all Stores, and all Tills. This is where the Head Office Venue is defined for a Multi-Venue environment.

Prerequisites

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

Operator Maintenance 'General' Tab

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

General Settings

Configuration Option	Description
Profit Reporting	This is used to determine whether Profit is Reported as either Including or Excluding Retail Tax This allows for the Profit Reported by the system to be based on the Cost plus any Taxes (or not) and the selling Price plus any applicable Taxes (or not) Typically, accounts will have specific ideas on this setting and the setting is likely to be different by country In countries where there is a GST or a VAT (retail tax), the reporting is typically Cost Ex + Sell Ex The options for selection are: Cost Ex Retail Inc Cost Ex Retail Ex Cost Inc Retail Ex Cost Inc Retail Inc
Group Total Mode	This drop-down selection is used to determine the Group Totals that are Reported in Account Summaries and Table Reports Choose from the following options: Sort Groups Type Groups Sorts Types
2nd Language Name	This field is used to create an additional Product Name option in Product Records Any text entered into this field will preface 'Name' and be added to the Product Record window This is sometimes used for Receipt and Kitchen Printing as the field can then be selected in Printer Formats The following example shows a Product Record without a 2nd Language Name being used: The following example shows a 2nd Language Name entered and the same Product Record with that 2nd Language Name being used:
Voucher Lookup	This is the format of the auto-generated Voucher Lookups This is comprised of Venue ID, Sequential Number, and Check Digits and must always be 10 digits The following combinations are available and will determine how the Voucher Numbers are created: VVNNNNNNCC NNNNNNNCCC VNNNNNNCCC VVNNNNNCCC VVVNNNNNCC VNNNNNNNCC This should be set according to whether the Organization is a Multi-Venue or not and how the Voucher Number is to be created
Account AutoNum	Select from a list of the System's Account Groups or optionally, select 'All Accounts' The desired Account Group selected will limit the Accounts that are used when creating the next Account Number to auto-allocate
Account Prompt	The selection here will determine the Account information that will display at SmartPOS Workstations when an Account is selected The option that is chosen from the drop-down will precede the Account Number when displayed on the SmartPOS Workstation screen This is useful to identify the type of Account by Account Group, Membership, etc.
Text Condiment Prod	If Text Condiments are being used, a Product must be allocated here which will be used as a template for Text Condiments The Product must first be created in the database's Product List and then assigned by clicking the button and choosing the Product from the List

Membership Settings

When using Memberships, a Product or Products must first be created in the database's Product List which will be used when selling the associated fees of Joining and Renewing Members
The Membership Product/s will then need to be allocated to their respective configurations to allow for use when selling Joining Fees and Renewal Fees
To assign, simply click on the desired Product button - which will open a Product List window - and select the Membership Product from the list

Timers

The Timed Logoff Secs setting will control the timeout (in seconds) when using Timed Logoff at SmartPOS Workstations

In conjunction with this, the Timed LogOff flag must be enabled via Workstation Maintenance for each SmartPOS Workstation that will use this timer
If '10' is entered into the field, the SmartPOS Workstation will logoff an Operator after 10 seconds of inactivity if they aren't in a Transaction

The Timed Hold Sale Mins is a Timer that can be set regarding Held Sales that will place an Expiration on the length of time that a Sale can be placed on Hold
When a Transaction is placed on Hold, a countdown will begin based on the number of Minutes set in the Timed Hold Sale Mins field

When the countdown reaches zero (0), the Held Sale has reached its Expiration and an Alert prompt will be triggered to display via SmartPOS
If this field is set to zero (0), then there is no timer

The Expiry Warning by Operator flag determines where the Alert will appear

If this flag is enabled, the Alert will appear on the SmartPOS Workstation where the Operator who placed the Sale on Hold is logged in at the time that the Alert is triggered
Alternatively, if this flag is disabled, the Alert will appear on the SmartPOS Workstation where the Held Sale was created and will disregard where the Operator who placed the Sale on Hold is currently logged in
I.e., this flag controls whether the Hold Sale Expiration Alert moves with the Operator or stays with the Workstation

Example

With the Timed Hold Sale Mins set to 15, after a Sale has been on Hold for 15 minutes, the Hold Sale Expiration Alert will display on the SmartPOS Workstation screen as determined by the Expiry Warning by Operator flag

If SmartPOS is performing another Transaction at the time of the Hold Sale Expiration, the Alert will not appear until the other Transaction is complete

If Yes is selected, the Sale will be Recalled and will become the active Transaction to allow for it to be Finalized and/or amended by the Operator
However, if No is selected, the Sale will be Cleared

This will create an Audit in BackOffice

Multi-Venue

Configuration Option	Description
Head Office Venue	This drop-down will display a list of the System's Venues as have been created in Venues, Stores, and Tills In a Multi-Site System, this is the Venue that is designated as the Head Office The Venue selected can modify all other Venue's setups and can Report on all other Venue's Sales
Venue Send Threads	This is the number of simultaneous database sends to Venues that will occur Select either Auto or a set number from 1 through 4
Base Currency Code	To utilize Multi-Currency Reporting, a Base Currency Code must first be recorded for the Organization here The Base Currency Code entered should be the Standard Currency Code used for Exchange Rate Conversion; e.g., USD, AUD, NZD, GBP, EUR When a Currency Code is entered into this field, a Reporting Option called Convert to XXX (where XXX is the Base Currency Code) will be added to the following Reports: Till Summaries Operator Summaries Product Summaries Stock Summaries Sales Report Creator Utilizing Multi-Currency Reporting will also require additional configuration in Venue Maintenance, and optionally setting up a Scheduled Job to update the exchange rate used Enter the local Currency Code of the Head Office into this field E.g., AUD, NZD, USD, GBP, EUR, etc. This only needs to be set if the Organization has at least one Venue with a different Currency Code
Virtual Venues	When this flag is enabled, all Tills in all Venues will connect directly to the Head Office SmartController; therefore, the Multi-Venue is treated like a Single Venue from the SmartController standpoint, but Reports as Multiple Venues This can be used in large sites to create more Reporting and Security options
Multiple Tax Regions	This flag must be enabled if not all Venues are using the same Tax Rates and Settings This will stop consolidation of Taxes in some Reports to avoid conflict
Send All ProdStores	If this flag is enabled, then all ProdStore information is sent to all Venues Disable this flag if Venues should not receive ProdStore information from other Venues
Include Pricebook	When this flag is enabled, then when a Venue Database is generated, it will always include the Pricebook since the SupplierItem (PriceBook) Table will be included Using BepozCloud, the whole Table will be included in the initial send at the beginning of the day and any differences are updated throughout the day
Accounts Get From HO	With this flag enabled, remote Venues' SmartPOS Workstations will request Accounts' information from Head Office If this flag is enabled and the Head Office is not connected to the remote Venue, the local Accounts from the Venue will be used, however, in this case, Charging and Points Redemption will be unavailable
AccountLists Get From HO	When this flag is enabled, remote Venues will request Account Group Lists from Head Office If this flag is disabled, only Account Groups from the local Venue database will be used Leaving this flag disabled will save bandwidth when communicating with the Head Office
Vouchers Get From HO	Enabling this flag will require that all Voucher information be retrieved from Head Office If this flag is enabled and the Head Office isn't connected to a remote Venue, Vouchers cannot be used at the Remote Venue
Stock Documents Get From HO	Stock Documents, in this case, refers to Stock On Hand, Purchase Orders, and Transfers If this flag is enabled, the remote Venues will share this information with Head Office If this flag is enabled and the Head Office isn't connected to a remote Venue, the Venue's local Stock On Hand will be used and Purchase Orders and Transfers will not be available

3 | Global Settings "Main" Tab

Configuration Option

Description

Example

Configuration Option

Description