Global, Venue, Store, Till & Device Setups

1 | "Venue, Stores, and Tills" Overview

This article covers a brief overview of the Venue, Stores Tills Component in BackOffice and the relevant features it provides. The Venue, Stores Tills component of BackOffice is where the Setup of each System's hierarchy takes place and is maintained. This is a Support-only Setup area and should only be made available to either Bepoz Support Technicians or fully-trained Bepoz Administrators.

This article covers a brief overview of the Venue, Stores & Tills Component in BackOffice and the relevant features it provides.

    The Venue, Stores & Tills component of BackOffice is where the Setup of each System's hierarchy takes place and is maintained. 

    This is a Support-only Setup area and should only be made available to either Bepoz Support Technicians or fully-trained Bepoz Administrators.

    Prerequisites 

    • To access Venue 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 

    Accessing the "Venue & Till List" Tab & Getting Started

    • When BackOffice is opened for the first time after creating a Blank Database, the System will automatically guide through the setup of a Venue, Store, and Workstation
    • To access the Venue & Tills List Tab, complete the following steps after logging in to BackOffice:
      1. Navigate to and click on System Setup in the sidebar menu which will expand to reveal the System Setup options
      2. From the System Setup options, click on the Venue, Stores & Tills component which will open the Venue & Till List Tab


    • The Organizational Tree-list will be displayed on the left side of the Tab, similar to the tree-structure that is found elsewhere throughout BackOffice
      • The tree-list starts with Global Settings which can be double-clicked to access said settings - or by clicking on the Edit Global Settings button at the top of the tab
      • Each of the succeeding branches can be expanded to show the Organization's configured Venues , configured Stores that belong to each Venue, and configured Tills that belong to each Store
    • When a Venue, Store, or Till is selected from the tree-list, it's child components' data will be populated in the Report section of the window; i.e. when a Venue is selected in the tree-list, that Venue's Stores' data will be populated
    • Double-clicking on a Venue, Store, or Till will open a separate window containing the relevant Settings for the selected component so that the component's settings can be Edited or referenced as needed

    Tab Details

    1. Most of the buttons at the top of the tab are the same as they are on other tabs throughout BackOffice, with options to Exit, Print, Save Report, Export, and Hide Headers
    2. The Edit Global Settings button can be selected to access the  Global Settings for the Organization
    3. The other two (2) buttons will change dynamically depending on the component that is selected within the tree-list as the buttons will also correspond with the Report data being displayed (barring the All Tills flag being enabled)
      • E.g.; when Global Settings is selected and the Report data is showing the configured Venues, the button options will be Add New Venue and Edit Highlighted Venue; when a Venue is selected and the Report data is showing that Venue's Stores, the button options will be Add New Store and Edit Highlighted Store; etc.
    4. By default, the Report View will be the Standard View relative to the component selected and therefore relative to whether the Report is displaying Venues, Stores, Tills, Workstations, or Devices
      • Views  can be Edited or Added by following the standard BackOffice procedures to do so
    5. Use the Filter as required to filter through a list of components or peripherals
    6. If the All Tills flag is enabled, the Report data will show all of the Tills that belong to the component selected in the tree-list; e.g.,  if a Venue is selected and the All Tills flag is enabled then the Report data will show all of that Venue's Tills
    7. If the Inactive Venues flag is enabled, any inactive Venues will be shown in the tree-list and can be accessed for editing or re-activating


    Hierarchy Explained

    • The hierarchy begins with Global which is any Organization as a whole
    • Next are Venues and each Organization must have at least one
      • NB: If an Organization has more than one Venue, it's considered a Multi-Venue Organization
    • Every Venue must have at least one Store and at least one Workstation; Stores can be thought of as the various components of a large Venue such as Bars, Dining Rooms, Retail spaces, Warehouses, etc. where each Store can be considered a separate entity within the Venue when it comes to Operations, Stock Control, Reporting, and System Configuration
      • Large Venues such as Clubs or Casinos may have many Stores whereas smaller Venues such as stand-alone Restaurants or Retail Operations may have only one
    • Last in the hierarchy, Stores have Tills which are the are the Workstations, Registers, Points of Sale, etc. that are used by employees to process Transactions whether they're customer-facing Transactions such as selling Products or Internal Transactions such as completing Stock Control functions
    • The hierarchy created in Bepoz should reflect the physical, real-world setup of the Organization
    • It's also important to note that Devices - such as Printers, Drawers, Till Extensions, Eftpos Devices, etc. - are Added to Tills and Edited from this Tab