Estimated reading time, 20 minutes
The configuration section is a fundamental part that allows customization and adjustment of 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.
First Part
Taxes
This function allows configuring how taxes will be displayed on the iPad. In other words, it refers to the ability to customize how taxes are shown and detailed in the billing document issued to customers.
Segment | Description |
---|---|
Separate Taxes | In the system, taxes that apply to a transaction can be broken down and shown separately on the invoice or final receipt issued to the customer. |
Services
This pertains to the management, scheduling, and administration of customer service, providing the option to handle either a more personalized or simple experience, but in both cases, efficiently.
Segment | Description |
---|---|
Table Identifier | This permission activates the use of a buzzer or table number, depending on the method used by staff, to identify and locate customers on the premises. |
Identifier Type | Refers to the configuration to determine how tables will be identified. The system manages two types: Numeric: Tables are numbered sequentially according to the characteristics and needs of the business. Open Text: Tables are identified by descriptive text reflecting their location, characteristics, or selected names, among other options. |
Table Service | By checking this box, it is defined in the system that service will be provided by staff approaching the table to assist. If the box remains unchecked, it means it's fast service (The customer approaches the counter or cash register and then retrieves their order) (Note: When this box is activated, it means the table layout will be activated in the application). |
Automatic User PIN Request On | This permission is granted when you want staff to enter their PIN when performing any of the listed functions. Namely: Payments, Print Order, Print Pre-Check, Print Reports, Inactivity. |
Inactivity PIN Request Time | This part designates the time in which the PIN must be entered in the application after a period of inactivity. (Note: By selecting the Inactivity field from the previous point, you can enter a specific time here or leave the default of five minutes). |
Identify customer only with code scan | With this permission, you can identify and access customer information after scanning their code. |
Record clock in and clock out | By checking this box, the employee registration section is activated, and attendance of employees is marked from the application, regardless of whether they have authorization to use the application. (Important: We offer an additional Face ID service for selection with an additional fee). |
Print ticket on click in and out | This option allows printing a ticket with the record of employees' check-in and check-out from the workplace. |
Show Items without stock | Allows configuring whether sold-out items will be shown in the system's available list, even when their inventory is zero. (Note: Only for Retail). |
Round Sale | This allows determining whether the system should automatically round the total amount of a sale when conducting a transaction. |
Mandatory Customer on Order | By activating this permission, it is pre-established in the application that the customer's name must be requested when opening the order. |
Ask for employee name when open order | When starting a new transaction in the system, the employee performing the operation can enter their name or user ID. |
Block cash register by order opening clerk | This function allows, once an employee has opened a cash register and begun conducting transactions, that cash register to be specifically linked to said employee and cannot be used by others until properly closed. |
Mandatory employee name when open order | When starting a new transaction in the system, the employee performing the operation must enter their name or user ID, mandatory. |
Assign employee in order | When initiating a new transaction in the system, the employee performing the operation must enter their name or user identification, mandatory. |
Ask for order type when open order | When starting a new order on the iPad, selecting the order type to be processed will be required. |
Open Order Automatically | A new order will be opened automatically without requiring additional action from the responsible staff. |
Ask for number of guest when open order | By checking this permission, the employee will be required to enter the number of diners participating in the service. |
Type of Item View | It is the ability to customize how items are displayed in the iPad view. |
Cash Withdrawal Alert | With this permission activated, the system will alert once the cash in the register reaches the specified amount in this field. |
Show calendar of orders | Here you can activate the option to view the calendar. This will allow you to see the orders or requests scheduled for the next few days. |
Open barcode scanner by default? | By activating this permission, when starting a transaction that requires scanning a barcode, the system will automatically open the barcode scanner as the first option for entering data. |
Don't sync between cashiers | This permission is for system operators not to share or automatically synchronize their information, activities, or transactions with each other. In other words, each cashier will act independently without access to transactions or records made by other cashiers. |
Allow to delete tax on open order | With this permission, you have the ability to remove or deactivate taxes that have been previously applied to an open order or sales record before the transaction is completed. |
Automatic Shift Closing - Long Report | Here, the system is allowed to automatically close the shift at the end of a specified day and generate a detailed report showing all transactions and activities performed during this shift. |
Print deleted item ticket | Allows the system to generate a receipt showing detailed information about the item that has been removed from a transaction before it is completed. |
Delete open orders on iPad automatically and hide open orders view | With this permission, the system automatically deletes, from the iPad, open orders after a certain period of time or under certain conditions, and also hides the view of open orders in the system interface. System Information: Delete open orders on iPad after the closing time of the day. |
Sort order types alphanumerically | Enabling this function allows organizing order types alphabetically in the point of sale to facilitate order management. |
Administrative
This section manages various aspects of the operation with the application, such as functions like inventory tracking, sales monitoring, some employee management, among others, to ensure that everything is in order and provide efficient service to customers.
Segment | Description |
---|---|
Warehouse for Inventory Deduction | In this section, you define where products will be deducted from at the time of their preparation or sale. The system defaults to two options, which are Production and Warehouse. (Note: The system only deducts from the selected warehouse). |
Default Warehouse for Inventory Receipt | In this section, you define where products are entered at the time of purchase. |
Requisition Code | Allows assigning unique codes or identifiers to product requisitions or supplies needed for the business's operation. |
Allow Updating Product Cost on Purchase Order Receipt | This function provides the ability to automatically reflect cost changes on an inventory product when a purchase order is received. System Information: Unchecking this option will keep the product cost unless a manual cost update is performed, and it will not be updated through purchase orders upon receipt and totaling the average cost. |
Include Tax (ITBMS) when Calculating Product Cost on Purchase Order | This allows configuring the system to consider this tax when calculating the cost of a product when registering a purchase order. System Information: Unchecking this option will not consider the ITBMS when calculating product cost on purchase order receipt. |
Allow Changing Unit of Received Requisitions | This function grants the ability to modify the unit of measurement or quantity of products in a requisition after it has been received. System Information: Unchecking this option will prevent changing the unit of measurement for products in the requisitions module for requisitions created from purchase orders requested from franchise branches. |
Allow Unlimited Credit to Customers | With this permission, it is determined that customers can make purchases on credit without restrictions or limits. |
Number of Decimals in Product Cost | Here you can define how many decimal places will be shown in the cost of a product when registering a transaction. |
Return Credit Notes to Inventory | This permission determines whether credit notes issued can result in the replenishment or reinstatement of products in the inventory. |
Show Overdue Customer Alert | This allows configuring the system to display a notification when the customer has outstanding balances. System Information: Show unpaid debt alert when selecting a customer on iPad. |
Automatically Process Sub-Recipe Productions | This permission determines that the system should automatically deduct the ingredients directly in proportion to the measurements established for the sub-recipes. System Information: In the sale, if the product is out of available inventory and is a sub-recipe, Invu will search for its recipe and deduct each raw material, making the necessary conversions. |
Number of Days for Employee PIN Renewal | This permission defines the period of time after which an employee must renew their Personal Identification Number (PIN) in the system. |
Commissions
This is the ability to configure and manage commissions applied to certain transactions or sales. From here, it's possible to define specific rules on the types of transactions or sales.
Segment | Description |
---|---|
Product without Commission Alert | This function allows the system to generate a notification when a sale of an item that, for some reason, is not subject to commissions, occurs. |
Allow Commission on Items | The system has the capability to be configured to allow commissions for sales staff based on the items sold in a transaction. |
Integrations
This is our ability to interconnect with other systems, applications, or services and thus leverage external resources to offer a more complete set of features and optimize business processes. This results in increased productivity, more informed decision-making, and a smoother experience, as integrations have become a fundamental component for success in an increasingly interconnected and digital environment.
Segment | Description |
---|---|
URL Real | Here is where the information from our server is placed depending on the environment to be used. |
Token Asap | This is the encrypted security code used to authenticate and authorize access to certain resources of the Asap platform. |
Loyalty Points Exchange | With this configuration, customers are allowed to exchange accumulated loyalty points. |
Loyalty Money Exchange | With this configuration, the monetary value of the accumulated points is established for redemption. (Note: Defines the conversion rate from loyalty points to currency). |
User Pedidos Ya | These are the access credentials for Pedidos Ya, used to receive and manage orders placed through this platform. |
Password Pedidos Ya | Here goes the key associated with the Pedidos Ya user. |
Client Secret Pedidos Ya | This is the secret client profile used for service in Pedidos Ya. |
Client ID Pedidos Ya | Here, the client number used for integration with Pedidos Ya is registered. |
Downloadable Files Pedidos Ya | From here, items or modifiers can be downloaded for the Pedidos Ya platform. |
Buyerguid Marketman | This feature allows placing orders using a provided buyer's guide. |
Token KDS | Here, the code to integrate Kitchen Display Systems (KDS) where orders and their status are displayed in the kitchen, is registered. |
Loyalty | In this field, the desired customer loyalty program is selected. |
URL Integracion CLAU | This is the web address for integration with CLAU. |
APIKEY Integracion CLAU | Access key for the CLAU integration API, used to authenticate and connect with the service. |
App Id Clau | Unique identifier of the Clau application used for integration. |
Sync with CLAU | Granting permission to the system to integrate with Clau. |
Print CLAU Orders Automatically? | This setting determines if CLAU orders are automatically printed upon receipt. |
Send Mail on Close Order CLAU | With this permission, it is chosen to automatically send emails when closing an order in CLAU. |
Mr. Pedidos APIKEY | Access key for the Mr. Orders integration API. |
Mr. Pedidos, Commerce ID | Unique identifier of the commerce used in the integration with Mr. Orders. |
MEWS Client Token | Security key for client authentication in this system. |
MEWS Access Token | Security key for accessing resources or services. |
MEWS Integration Type | Defines the type of integration used for this process. |
Open Table Restaurant ID | Unique identifier of an open table, used for order tracking and management in a restaurant environment. |
Delivery
This refers to the functionality that allows managing and tracking home deliveries as part of the services offered. This feature is particularly relevant for any business that offers delivery services to its customers.
From this section, the desired platforms are configured to automatically receive orders placed by customers.
Segment | Description |
---|---|
Enter the Facebook account integrated with the business. | |
Enter the Instagram account integrated with the business. | |
Enter the Twitter account integrated with the business. | |
Delivery Dedicated Cashier | Here, a cashier is assigned exclusively to receive order requests. (Note: Orders are processed by the customer and arrive at the defined cashier). |
Notifications
This section allows scheduling alerts or notifications, which are tools to keep an updated record of activities and changes in the system, as well as to help stay informed about relevant aspects for daily management. They enable greater visibility and control over business operations, which can contribute to better administration.
Segment | Description |
---|---|
Notify when item is deleted | Allows receiving a notification when an item is deleted. |
Notify when discount is applied | Allows sending a notice each time a discount is applied in a transaction. |
Notify when credit note is applied | Allows receiving an alert each time a credit note is applied. |
Notify when order is deleted | Allows sending a notification when an order is deleted from the record. |
Others
This menu in the configuration is the section dedicated to grouping a variety of less conventional options in terms of use or customization. Here, specialized settings can be accessed that offer a higher degree of control.
Segment | Description |
---|---|
Percentage of Estimated Earnings | Allows configuring an additional percentage suggested to be added to the price, for various purposes such as promotions, taxes, discounts, or charitable donations. |
Local Type? | Here, the classification of the establishment based on its specific characteristics is established, facilitating the adaptation of the configuration and system operations to the needs of each type of business. |
Language | Allows selecting the language in which the system will be used. Options are: Spanish and English. |
Allow Purchase Orders Automatically? | This permission streamlines the process of receiving and processing online orders. |
Purchase Order Mail Text | This function allows customizing the text to be included in the automatically sent emails when a purchase order is generated. |
Sync Order in Foreground? | This permission determines if orders are synchronized automatically and in real-time. |
Manage Meal Times? | This function allows the system to efficiently manage the preparation and delivery times of food. |
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article