Settings (Part 1)

Created by Nefhy Webster, Modified on Thu, 25 Apr 2024 at 05:01 PM by Nefhy Webster

Estimated Reading Time: 15 minutes

The configuration section is a fundamental part that allows you to customize and adjust all aspects of the system to fit the specific needs of your company. This section is reserved for users with permissions granted by an administrator or manager and includes a wide variety of options and settings for the proper application of the system.

Business
Schedule
Tax Bill
Pre Check
Cash Reports
Kitchen Ticket
Tips
Currencies

Second Part

Business

Refers to the part of the system where the specific details of the company are entered and stored. This section is essential for properly configuring the system and ensuring that it accurately reflects the identity and business operations of the company.

Segment	Description
Logo	This is where the logo or graphical symbol representing the business should be included.
Type of Business	Describes the type of business or industry in which the company operates.
Legal Name	The legal name of the company is the officially registered name with commercial and legal authorities. It should match the official documentation of the company.
Legal Company Registration Number (RUC)	This is the tax identification number or unique registration used by the company for tax and legal purposes.
Branch Code	If the company has multiple branches, the unique identification code for each branch is added here.
Business Name	This is the commercial name or the name commonly known for the business.
Branch Name	If the company has multiple locations or branches, the specific name is registered here.
Address	The physical address of the company.
Phone	The main contact telephone number of the company or branch is placed here.
Email	This is the contact email address for the company or branch.
Latitude and Longitude	The precise geographical coordinates of the location of the company or branch. (Note: Consult Google Maps for this information.)
Country	The country where the company operates or where the branch is located.

Schedule

This section provides the possibility to configure the precise hours during which the point of sale will be operational. Here, you can set the opening and closing time for each day.

It's important to select a minute prior to the opening time at closing, to prevent transactions from being excluded from the daily calculation, as report timings are linked to this information.

Segment	Description
Opening Time	Sets the moment when the point of sale begins to register and process transactions.
Closing Time	Sets the moment when the point of sale finishes registering and processing transactions.
Time Zone	This setting allows you to establish the schedule according to the country in which the business operates.

Tax Bill

This section provides a set of essential tools and settings that allow for the customization and monitoring of the process for generating and sending fiscal invoices through the system. In other words, here you can personalize and control how they are created and issued using the platform.

Segment	Description
Allow 100% Fiscal Discount	This permission determines how the total discount in commercial transactions is managed and displayed. (Note: With this, the invoice will come out as zero). System Information: Show 100% discounts as either a discount or a voided invoice.
Show Message Upon Receipt	This permission refers to displaying a notification when payment for an invoice or transaction is received.
Automatic Copy of Fiscal Receipt	This permission authorizes the automatic generation of a copy of the fiscal receipt.
Print Modifiers on Fiscal Invoice	By checking this box, it allows the visualization of modifiers for each product on the fiscal receipt.
Print Invoice for Discount - Courtesy (100%)	With this permission, the invoice will come out with a total of zero, indicating it's a courtesy.
Separate Items on Fiscal Invoice	If this box is checked, each item will be shown on the invoice as a separate line.
Allow Printing Z Report with Open Orders	By checking this box, the system will allow closing and printing the Z report when there are open orders.
View Hassar Tips	This permission is selected when you want tips to be visible on Hassar type Fiscal printer invoices.
Automatically Print Invoice Upon Order Payment	By selecting this box, the system automatically prints the invoice when marked as paid.

Pre Check

The Pre Check function provides the flexibility to adapt and customize the management of these according to the specific needs of a business. This implies being able to define how preliminary transactions are recorded and documented, how provisional prices are calculated, and how they are managed before the customer reaches the point of paying the final invoice or definitive purchase receipt.

Segment	Description
Check Paper Before Printing	This function allows for verifying that there is enough paper in the printer before a print job is initiated, preventing unexpected interruptions during the printing process.
Print QR Code on Pre Check	This feature enables the printing of a QR code on the pre-bill, allowing customers to access additional details about the bill on their mobile devices, such as the full menu, promotions, or business contact information. (Note: This is through exclusive integrations)
Print Modifiers on Pre Check	This function enables modifiers to be printed on the pre-bill, providing precise details about the order.
Accumulate Items on Pre Check	This option allows items added to the pre-bill to be grouped together in equal sets, recording the item name and quantity regardless of whether they are added sequentially or individually.
Show Prices on Pre Check	This feature determines whether item prices should be displayed on the pre-bill to provide a clear idea of the total before final billing.
Show Business Name on Pre Check	This function allows the business or establishment name to be displayed on the pre-bill so that customers can clearly identify where the service is coming from.
Show Employee Name on Pre Check	This option allows the name of the employee attending to the table or bill to be displayed on the pre-bill.
Force Reprint	This function allows for a pre-bill or receipt to be reprinted if necessary.

Cash Reports

This section is fundamental for monitoring commercial operations and financial management. These reports provide a detailed overview of transactions conducted within a specific period, enabling the retrieval of information regarding your business's performance. Within this section, there are various configuration options that allow customization of reports according to the user's needs and preferences.

Segment	Description
Long Report Show Fields with Value of 0	This option determines whether fields with a value of zero should be included in the long report. For example, if a field such as "Discounts" or "Tips" has no value for a certain period, this option controls whether that field will be shown in the report.
Long Report Show Cash Movements	This option determines whether the long report should include all cash movements recorded in the cash register during the specified period. Cash movements may include sales, returns, cancellations, cash register openings and closings, among others.
Long Report Show Deposits	This option controls whether details of deposits made in the cash register during the selected period should be shown in the long report. Deposits may include cash or checks deposited into the cash register.
Long Report Show Tips	This option determines whether the long report should include a breakdown of tips received during the specified period. This can be useful for tracking tips paid in cash or added to credit cards.
Long Report Show Order Types	This option controls whether different types of orders placed during the specified period should be shown in the long report. For example, it could include orders for dine-in, takeout, or home delivery.
Long Report Show Payment Details	This option determines whether the long report should include additional details about payment methods used during the selected period. This could include cash payments, credit card payments, debit card payments, checks, or other payment methods recorded in the system.

Kitchen Ticket

The Kitchen Ticket section refers to a functionality that allows you to activate or customize the printing of orders on a separate printer, specifically intended for the area where the order is prepared.

In other words, this feature provides the ability to direct the printing of order tickets, which are the details of orders placed by customers, to a specific printer located in the kitchen or food and beverage preparation area.

Segment	Description
Print Automatic Kitchen Ticket When Printing Pre-Bill	This is the process where the detailed list of items ordered is automatically generated when printing the pre-bill.
Print Automatic Kitchen Ticket When Order is placed	This is the process where the detailed items of the placed order are sent to the kitchen or preparation area printers when the order is placed. (Note: It should be noted that items will not be repeated; if part of the order was already sent, only the remaining part of the transaction will be sent).

Tips

The tips function is a feature that gives customers the opportunity to voluntarily contribute an additional amount to the bill as a token of appreciation for the service they have received. This function is commonly used in the service industry and is a way to acknowledge and reward employees for their attention and professionalism.

Segment	Description
Automatic Tip	By checking this box, you can automatically configure a specific percentage or amount as a tip on a customer's bill, without the need for the employee to manually add it.
Manual Tip	This option gives employees the ability to manually add the tip amount specified by the customer to the bill after providing a service. In other words, this function allows customers to decide the exact amount of tip they want to leave, rather than relying on a predefined or suggested amount by the system.
Calculate Tips Before Discounts	This is configured to determine when to calculate the tips that customers leave in a transaction that includes discounts or promotions.
Activate Tip Screen	This function allows displaying the Tip section on the iPad, and from here, customers can select or enter the tip amount they want to add to their bill.
Allow Adding/Changing Tips on Past Days	This option allows changes or modifications to be made to the tips of transactions previously recorded in the system.

Currencies

The Currencies section deals with the ability to configure and manage the various currencies used in commercial transactions. Additionally, it provides businesses with the capability to effectively manage the financial aspects of their operations in a globalized environment, ensuring accurate and transparent recording of all transactions in different currencies.

Segment	Description
Currency Type	This option allows selecting the specific currency with which commercial transactions will be conducted.
Secondary Currency	In the system, a second currency can be configured that can be used in parallel with the primary currency to carry out commercial transactions.
Currency Conversion	This is the system's ability to perform automatic calculations that allow displaying and recording transaction prices and totals in different currencies, using the conversion rate set by the user.