6 | Global Settings "Sorts & Types" Tab and "Other Names" Tabs

This article covers two tabs within Global Settings; "Sorts Types" and "Other Names". Global Settings defines settings for the entire Organization including All Venues, All Stores, and All Tills. The "Sorts Types" Tab is where Product Types, Sort Types, Type Groups, Sort Groups, are defined.

This article covers two tabs within Global Settings; "Sorts & Types" and "Other Names".

Global Settings defines settings for the entire Organization including All Venues, All Stores, and All Tills. The "Sorts & Types" Tab is where Product Types, Sort Types, Type Groups, Sort Groups, are defined.

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

"Sorts & Types" Tab

The Product Types are grouping structures into which a Product is placed as well as being placed in its Product Group according to the Product List

The Product List allows for a very wide and deep Product grouping structure for each product to be at the “end” of
So a product can be in many groups, sub-groups, and sub-sub-groups etc.
It also resides in the Product Type which is completely separate and parallel to the Product Groups of the Product List
The Product can only exist in one Type and that type can be in a Type Group

There are 30 possible Product Types and these flow into 8 Type Groups

In this example, the Types are Beer, Liqueurs, Spirits etc.
The Type Groups are Beverage, Food, Other Revenue etc.
By pressing onto the Type Group column next to the Type Name the field will allow the Type to be assigned to one of the Type Groups below

These grouping structures have a very large number of uses

Firstly they are available to report on the Tills Print Balance so that some Summary Sales information is available at the till if it is required
They can control the application of certain Discounts, Promotions and “give away items ” and they are widely available in the Reporting System so that Summary data can be examined before digging deeper to look at detailed data

There are many uses for these groupings throughout the system and it is wise to consider the allocation of these in some detail before assigning them to, perhaps, follow the same lines as the Product List

Product Sorts are typically used for printing to specific remote kitchen or bar printers for orders
As with Types, the Sorts report into their Sort Groups and may be printed in the Till Balance report at the tills

This describes the typical use of these Types and Sorts but they could be reversed or used in a manner required to achieve this type of group reporting

The Sorts in this example are Entrees, Mains, Desserts etc. with their groups as Food Beverage and Other

It can be seen in this example that judicious use has been made of all of these categorizations so that there is no duplication and the reporting and formatting options for the customer are optimized

Every product must be in at least one Type and one Sort

If not defined, all Products will as a default be in Type 1 and Sort 1

It is not compulsory to create the Type Groups and the Sort Groups but these are recommended for reporting and other reasons

"Other Names" Tab

This tab allows for further System configuration with additional Reporting and Security options

Product Export Names

These 4 settings allow for setting the names for the fields that appear on the Product record to be named as desired
These could be absolutely anything at all but could be the location in the Store or Warehouse or the country, region and city of the origin of the product
In addition, the Product Export Names can be further mapped to individual Products in the Product "Product Settings" Tab

Store Groups

The Store Group Names are defined to allow for stores of the same type to be grouped together in reporting
There are 50 Store Group Names and when they are set, the option to assign the Store to the correct group is made at the Store dialogue of VS&T
This is used to group like-Stores for reporting where there are options to report by Store Groups as well as Tills, Stores, Venues etc.
When used in conjunction with Operator settings such as View/Edit Stores and/or Use Till Allowed Stores, an Operator can be limited to access a specific Store Group for the respective components; e.g., a Cocktail Bar Manager could be granted access to only a Store Group of all of the Organization's Cocktail Bars while being prohibited from Viewing, Editing, or using Tills in Stores belonging to any other Store Groups

Account Types

This is a parallel grouping structure to the Account List grouping structure for Accounts
So an Account appears in its group structure as per the List and also appears in one of these groupings if required

Stocking Store Types

Store Type Names are used where there is more than one storage location for Stock Sold from Stores from which the System deducts the Stock at the time of the Sale
So, a Product assigned to a subsequent Store Type would directly deduct Stock from the designated Store for that Store Type as defined in the Store setting of the setup option
An example is where Stock Sold at the till is deducted directly from a separate or remote Store from which the customer collects the Stock or in a bar where beverages in bulk containers such as kegs have inventory directly deducted from them while they are actually in a different Store from the till

Reason Codes

Reason Codes may be set to be required to complete certain functions at SmartPOS Workstations
This may be if a Transaction is Canceled, Refunded or a Discount is given
These Reason Codes are reported in Till Summaries, Operator Summaries and Product Summaries
The flags to set when they are required are in the Venue Setup

Edit Custom Fields

There are a number of BackOffice components which can utilize Custom Fields - meaning that aside from the hardcoded configuration options, they can have additional fields set up as required by the Organization
Flag fields, Number fields, Date fields and Text fields can be set up for reporting and filtering purposes
To access and edit Custom Fields, click on the button for the desired component which will open a Custom Fields Maintenance window

Requisition Store Types

When using Requisitions and Requisitioning Stock from multiple Stocking Locations, individual Products can be sourced from different places such as a Central Warehouse, Kitchen, or Beer Room
This section allows for creating up to eight (8) Requisition Store Types to be selected from when setting up individual Stores