4.1Computer Preferences
The Computer Preferences are used to enter preferences for Peripherals, Receipt, Gift Receipt, Voucher and Payment Terminals.
Peripherals
Use the peripherals section to specify a cash drawer interface option, choose payment types to open the cash drawer, set up pole display preferences and specify a barcode label printer.
Figure 4-1Screen Shot 2017-05-31 at 11.25.24 AM
Cash Drawer Settings
Specify whether a cash drawer is connected by selecting one of the following cash drawer options:
No Cash Drawer - Select this option if there is no cash drawer or if using a stand alone cash drawer that is opened manually.
USB (APG or MS) - Select this option if the cash drawer is a direct USB cash drawer and plugs directly into the computer.
Star Receipt Printer - Select this option if the cash drawer is a Star interface cash drawer that connects via the Star receipt printer.
If a USB or Star interface cash drawer is selected, press the "Test Open Drawer" button to test the cash drawer connection.
Figure 4-2Screen Shot 2017-05-31 at 11.25.24 AM
Payments to Open the Cash Drawer
In the peripherals window there is a list of payment methods. When a sale is posted using any of the selected payment methods, the cash drawer will open automatically.
Figure 4-3Screen Shot 2017-05-31 at 11.44.50 AM
Pole Display Settings
A pole display is a customer display that is used to show item and price information to the customer during the checkout process.
PD3000 Installed - Check this box to indicate that a Logic Controls PD3000 pole display is connected.
Default - Type a default message that will appear on the pole display when the pole display is idle.
Test - Type a test message to test the pole display connection. When the "Test" button is selected, the test message that was entered will appear temporarily on the pole display.
Figure 4-4Screen Shot 2017-05-31 at 12.06.06 PM
For specific Mac and Windows instructions, see www.posim.com/knowledgebase.
Barcode Label Printer Settings
Select the "Label Printer" button to specify which printer will be used to print item and customer labels.
Figure 4-5Screen Shot 2017-05-31 at 12.06.06 PM
Receipt
To customize receipt settings, go to the POSIM Navigator, select Administration, and then select Computer Preferences. When the computer preferences window opens, select the "Receipt" tab.
Figure 4-6Screen Shot 2017-05-31 at 12.27.43 PM
Choose Receipt Size
At the top of the "Receipt" tab, select one of the following options:
Print Receipts - Select this option to print a 30 column receipt using a Star printer.
Print Invoices - Select this option to print a full size 8 ½ X 11 invoice. If "Print Invoices" is selected, the rest of the preferences will be grayed out. See Invoice
for Invoice settings.
Figure 4-7Screen Shot 2017-05-31 at 12.47.05 PM
If "Print Receipts" is selected, a preview of the receipt will appear in the preview window on the left. When an invoice is posted, a receipt will print from the receipt printer.
Figure 4-8Screen Shot 2017-05-31 at 12.52.55 PM
Select a Receipt Printer
To select a receipt printer, select the "Receipt Printer" button.
Figure 4-9Screen Shot 2017-05-31 at 12.52.55 PM
A window will open with all your available printers. Select the correct printer and select Okay.
Figure 4-10Screen Shot 2017-05-31 at 1.59.53 PM
Customize the Receipt
Customize receipt settings and determine what will be printed on the receipt.
1
Begin by choosing the number of receipt copies to print and entering a minimum voucher amount.
Copies - This is the number of copies that will print when an invoice is posted. By default, the number of copies is set to 1. Change the number of copies by entering a number in the "Copies" field.
Minimum amount to print voucher - This is the minimum transaction amount to print a credit card voucher when using integrated credit card processing (PayStream). Transactions that are less than the minimum will not print a credit card voucher for the customer to sign. To print vouchers for every credit card transaction, set the minimum amount to 0.00.
2
Next, choose the length of time in between printing the voucher and the receipt. This allows the clerk time to tear off the voucher if needed. This is especially helpful when the receipt printer has a tear bar. Choose one of the following options:
Seconds - Select this option to set a certain amount of seconds to be timed in between printing the voucher and the receipt. The voucher will print first and after the number of seconds has passed, the receipt will automatically print.
Figure 4-11Screen Shot 2017-05-31 at 12.52.55 PM
User confirmation- Select this option to pause the printing of the receipt until the clerk presses the OK button.
Figure 4-12Screen Shot 2017-05-31 at 2.56.51 PM
When a credit card transaction is posted over the minimum amount, the voucher will print. A notification will appear to the clerk to continue with printing the receipt.
Figure 4-13Screen Shot 2017-05-31 at 2.49.20 PM
When the clerk presses OK, the receipt will print.
NOTE: |
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To bypass the print delay window and print the receipt without any delay, set the number of seconds to zero. |
3
The rest of the preferences are check box options that can be checked or un-checked depending on what should be included on the receipt. As changes are made, the preview window on the left will auto refresh and show a sample of what the receipt will look like when printed.
Figure 4-14Screen Shot 2017-05-31 at 2.56.51 PM
4
To add a header or footer image, check the box and then select the ">>" button.
Figure 4-15Screen Shot 2017-06-01 at 9.23.23 AM
5
A window will open to browse the computer for the image. Select the image and press Okay.
Figure 4-16Screen Shot 2017-06-01 at 9.26.26 AM
6
After the image has been selected, it will appear in the preview window to the left.
Figure 4-17Screen Shot 2017-06-01 at 9.23.23 AM
NOTE: |
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On the receipt preview, there may be a rewards message and image. These preferences are found in General Preferences under the Rewards tab and cannot be changed in this window. |
Gift Receipt
A gift receipt is used to provide customers with a receipt that can be given to someone who is receiving the purchased item(s) as a gift. The receipt can be used for exchanges and/or returns.
The gift receipt is different from a regular itemized receipt and does not show the item(s) or price(s) from the original sale. To customize gift receipt settings, go to the POSIM Navigator, select Administration, and then select Computer Preferences. When the computer preferences window opens, select the "Gift Receipt" tab.
Figure 4-18Screen Shot 2017-06-01 at 9.50.04 AM
Header Message - Enter a header message to print at the top of the gift receipt.
Body Message - Enter a header message to print in the center of the gift receipt.
Footer Message - Enter a header message to print at the bottom of the gift receipt.
Barcode - When this box is checked, a barcode will print at the bottom of the gift receipt. If the customer brings in the receipt, the sales clerk can scan the barcode to quickly lookup the original sale.
Voucher
To enable credit card vouchers, go to the POSIM Navigator, select Administration, and then select Computer Preferences. When the computer preferences window opens, select the "Voucher" tab.
Figure 4-19Screen Shot 2017-06-01 at 10.07.30 AM
Print Credit Card Vouchers - Check this box to enable the option to print credit card vouchers.
Voucher Message - A custom voucher message can be added to the bottom of the voucher. To add a voucher message, check the "Voucher Message" box and type a message. The message will appear in the preview window on the left.
Use Shipping Address - Check this box to print the shipping address on the credit voucher.
Payment Terminals
The Payment Terminals tab is used in conjunction with PayStream SI. PayStream SI is a semi-integrated credit card processing application which allows users to quickly and easily process credit cards, EMV and NFC (Apple Pay, Google Wallet, etc) payment. See our PayStream SI manual (http://posim.com:1975/paystream_si) for details on setting up payment terminals.
Figure 4-20Screen Shot 2017-06-01 at 10.44.54 AM
Save Computer Preferences
To save changes that were made in computer preferences, select the "Save & Close" button in the bottom right corner. The computer preference window will close and the changes will be saved.
Figure 4-21Screen Shot 2017-06-01 at 11.17.17 AM
.Restore Computer Preferences
Computer preferences is designed to give users the ability to create individual custom settings for each workstation. However, there may be times when multiple workstations need to have the same settings. In cases such as this, computer preferences can be restored from one workstation to another.
The following example demonstrates how to load saved "Receipt" preferences from one workstation (computer A) to another (computer B). Note: Computer A's preferences were previously customized and saved.
1
On computer B, open the "Receipt" section of Computer Preferences.
Figure 4-22Screen Shot 2017-06-01 at 12.12.09 PM
2
Select the "Restore From..." button located at the bottom of the computer preferences window.
Figure 4-23Screen Shot 2017-06-01 at 12.12.09 PM
3
Click on the dropdown menu and choose a workstation to restore the preferences from.
Figure 4-24Screen Shot 2017-06-01 at 12.30.07 PM
4
Click Ok.
Figure 4-25Screen Shot 2017-06-01 at 12.30.07 PM
5
The receipt preferences from computer A will load into the preference window of computer B.
Figure 4-26Screen Shot 2017-06-01 at 1.30.53 PM
6
Click the "Save & Close" button to save the preferences that were restored from computer A as the new preferences for computer B.
Figure 4-27Screen Shot 2017-06-01 at 1.30.53 PM