POS Configuration

Created by Nefhy Webster, Modified on Thu, 29 Aug at 9:56 AM by Nefhy Webster

Estimated reading time, 8 minutes

This is the set of parameters that allow you to customize how sales, discounts, loyalty points, and payment methods are handled directly at the point of sale, whether in a physical store or on the website sales interface. These settings allow the system to be tailored to the specific needs of the business, ensuring that transactions are accurate, promotions are applied correctly, and the customer experience is consistent with commercial policies.

Segment	Description
Note: The system values are predetermined, to make modifications, you can log in to the system.
Calculate discount on	On Total: The discount is applied on the total amount of the purchase, including taxes and other additional charges. On Subtotal: The discount is calculated on the subtotal before taxes and other charges. On the sum of the products: The discount is applied on the sum of the prices of the selected products, without considering other costs.
Payment methods excluded from the accumulation of points	This setting allows you to exclude certain payment methods from the accumulation of loyalty points. By clicking on the icon View payment methods excluded for the accumulation of points, a window opens where you can manage these exclusions.
Configuration to charge for products according to the assigned Clau price	Never change the price of products: The price of products is not changed under any circumstances. Change the product price only if the CLAU price is lower than the price sent by the cash register: The price is adjusted only if the CLAU price is lower than the one registered at the cash register. Change the price of the product only if the CLAU price is higher than the price sent at checkout: The price is adjusted only if the CLAU price is higher than the price recorded at checkout. Change the product price only if the CLAU price is different from the price sent by the checkout: The price is adjusted if the CLAU price is different from the price recorded in the checkout, regardless of whether it is higher or lower.
Source Accrual	On Total: Points are accrued on the total purchase amount, including taxes and other charges. On the Subtotal: Points are accumulated on the subtotal before taxes. On the sum of the products: Points are accumulated only on the sum of the prices of the products. On payment methods: Points can be accumulated based on the payment method used.
Tax discount?	Determines whether taxes will be deducted as part of promotions.
No Accrue on shipping	If checked, points do not accrue on shipping costs.
Calculate Points Level?	Configures whether the system should calculate the customer's level based on accumulated points.
Type of calculation by level.	Number of Points: The level is calculated based on accumulated points. Purchase amounts: The level is based on the amounts spent on purchases.
Number of days the customer has to accumulate points according to the level > 0	Defines the number of days the customer has to accumulate points to maintain or move up in level.
Payment methods as discount	Allows configuring certain payment methods that will be considered for applying a discount. By clicking on View payment methods as Discount, you can manage them.
Note: The system values are predetermined, to make modifications, you can log in to the system.
Maximum percentages to discount on the entire purchase	Defines the maximum discount percentage that can be applied to the total purchase.
Maximum percentage discount per product	Sets the maximum percentage discount that can be applied to each individual product.
Apply Clau discounts to products that already have a discount?	Determines if Clau discounts will also be applied to products that are already on sale.
Apply Clau discounts to purchases that already have a global discount?	Defines if Clau discounts will be applied to purchases that already have an overall discount applied.
Type of rounding to apply to the sum of points for purchases	Rounding down: Points are rounded down to the nearest lower number. This means that if the account total is $4.75. 4 points are accumulated. Round up: Points are rounded up to the nearest whole number. This means that if the account total is $4.25. 5 points are accumulated. Rounding to the nearest whole number: Points are rounded up or down to the nearest whole number. This means that if the account total is $4.75. 5 points are accumulated.
Use the DiscountGlobalIn field as discount for point calculation?	Configures whether to consider the DiscountGlobalIn field for the points' calculation.
IN product discount	Applies the configured discount to specific products identified as IN.
POS Product Discount	Applies the configured discount to selected products within the POS system.
Use the GlobalPosDiscount field as discount for point calculation?	Configures whether to use the GlobalPosDiscount field in the points' calculation.
Allow payment with points without redemption code	Defines whether customers can use accumulated points to pay without the need for a specific redemption code.
Note: The system values are predetermined, to make modifications, you can log in to the system.
Maximum coupons per purchase	Sets the maximum number of coupons a customer can use in a single purchase.
Minimum points to redeem	Defines the minimum number of points a customer must accumulate in order to redeem them.
Block coupons not used in the purchase	Prevents the use of coupons that were not applied in the current purchase.
Do not prevent redemption of coupons not 100% applied	Allows to redeem coupons even if they are not fully applied.
Request referral code	Configures whether to request a referral code in the checkout process.
Referral code modal title	Defines the title that will appear in the modal when the referral code is requested.
Referral code modal message	Specifies the message to be displayed in the referral code modal.
Trim when comparing values for promotions to the value sent in query _ promotions	This option ensures that the values compared for promotions are trimmed of any whitespace or extra characters when compared to the values sent.