iVendNext Retail Settings

Introduction

All the settings pertaining to your retail point of sale transactions can be found under Retail Settings. These settings are applied at the Global level and can be found under the Settings module on iVendNext. These settings are called global because they are applicable for all the Stores and POS terminals.

To access the Retail Settings, go to: Home > Retail > Retail Settings

These Retail settings, collectively known as the Retail Profile, define the operations of the retail business from the iVendNext application standpoint. It enables the POS operations to work with different parameters defined for various levels. It also helps in setting up the various POS related information which can then be applied to some or all POS in the system. 

Retail settings can be defined on the following Levels within iVendNext: 

1. Enterprise 

2. Store 

3. Point Of Sale 

4. User / Employee 

If the retail profile is not specified at the POS level, the profile specified at the Store level will be applicable. If it is not specified at the Store level, the retail profile specified at the Enterprise level is picked. 

Multiple profiles can be created within the system to associate for different levels of operations. You can associate one retail profile for each level, for example Enterprise, Store, POS and User. However, a user  can be associated with one retail profile at a time. 

The Retail Settings are split across the following subsections:

  • Details

  • Suspend / Recall Transaction

  • Smart Search

  • Cash Management

  • Reason Code Required

Details

This section comprises of the following settings:

  • Tax Inclusive Pricing

  • Bypass Credit Limit Check at Sales

  • Allow Multiple Salesperson on Transaction Item

  • Open Sale Attribute (UDF) Automatically

  • Collect Entire Sale Order in Advance

  • Allow Zero Price Sale

  • Use Inter Store transactions

  • New Row For Scan

  • Multiple Transaction Mode

  • Allow Multiple Tender

Tax Inclusive Pricing

Check this box to specify all product prices to include the applicable tax. This means that if the selling price of an item is $100, and if tax rate is 10% then the selling price includes the 10% tax. When you create a new item in iVend Next, the new item would by default be marked tax inclusive. 

Bypass Credit Limit Check at Sales

Check this box if you want the system to bypass the credit limit check at the POS terminal. Credit limit is the maximum amount of credit that a retailer allows to his customers. A customer can use this credit limit when making an On Account payment at the POS. No further sale can be made to this customer using the On Account payment type when the credit limit is exhausted. 

Allow Multiple Salesperson on Transaction Item

Check this box if you want to allow more than one sales person per transaction item. If the system is set up to select multiple sales persons per transaction item, then due to limitations of SAP Business One, only one of the selected sales persons would be integrated with SAP Business One for each transaction item.

Open Sale Attribute (UDF) Automatically

During a sale, a retailer can collect additional information pertaining to a product or a customer via attributes. For example, a retailer may want to capture the Phone, or the Postal Code of the walk-in customer. Check this box if you want the system to open the sales attribute (UDF) screen automatically on every transaction

Collect Entire Sale Order in Advance

Check this box if you want to force the cashier to collect the entire amount on the sale transaction in advance i.e. at the time of order booking. This setting is extremely beneficial in cases where the retailer is required to Home Deliver the products from the parent warehouse location. Uncheck the Collect Entire Sales Order Amount in the Advance box if you want to allow the customer the flexibility to pay the sale amount in phases. This enables two options SO Minimum Deposit Required and SO Delivery Minimum Percentage paid using which the customer can pay the amount in phases.

Allow Zero Price Sale

Check this box if you want to allow the cashier to be able to sell zero priced products. This means that the product is given as a part of some promotion.  

Use Inter Store Transactions

Check this box if you want to allow the cashier to be able to see the transaction done at one store across the other store. This will also allow the cashier to create a sale at one store and deliver the product sold from another store.

New Row For Scan

Check this box if you want a new line to be created for every product scan during the transaction at the POS. If the same product is scanned twice, the quantity count in the Quantity field of the product is increased from 1 to 2 instead of showing the second scan as a separate line. 

Multiple Transaction Mode

Check this box if you want to allow the cashier to club multiple transaction types in a single transaction. For example, you can perform a sales transaction and a sales refund transaction in a single transaction. 

Allow Multiple Tender

Check this box if you want to allow the customer to make payment using multiple tender types. Tender types are the different ways a customer pays for the purchases made. For Example, Cash, Credit Card, On Account, Gift Cards etc.

Suspend / Recall Transactions

This section comprises of the following settings:

  • Enable Suspend / Recall Transactions

  • Allow Recalling Multiple Suspended Transactions

  • Delete Suspended Transaction at Day End

  • Print Suspended Transaction

Enable Suspend / Recall Transactions

Check this box if you want to allow the cashier to be able to suspend and recall a sale transaction. 

Allow Recalling Multiple Suspended Transactions

Check this box if you want to allow the cashier to be able to recall multiple suspended transactions and then combine all of these in a single sale transaction.

Delete Suspended Transaction at Day End

Check this box if you want to allow the cashier to be able to Delete Suspended Transactions at Day End.

Print Suspended Transactions

Check this box if you want to allow the cashier to be able to print suspended transactions.

Smart Search

This section comprises of the following settings:

  • Open Product Search if Barcode is not recognized

  • Prevent further scan if Barcode is not recognized

  • Allow Product Scanning

  • Allow Customer Scanning

  • Allow Transaction Scanning

  • Allow Sales Person Scanning

  • Allow Coupon Scanning

  • Allow Barcode Scanning of Loyalty Card

Open Product Search if Barcode is not recognised

Check this box if you want the Product Search Screen to open when the barcode scanned is not recognized by the system.  

Prevent further scan if Barcode is not recognised

Check this box if you want to refrain the system from further scanning the barcode when the initial barcode scan is not recognised. When an item barcode scanned at the POS terminal is not recognised, the system emits a beep alert followed by the message "Barcode not found". The system prevents further scan of barcode.

Allow Product Scanning

Check this box if you want to allow the cashier to be able to scan products at the POS terminal. 

Allow Customer Scanning

Check this box if you want to allow the cashier to be able to change the customer on POS by either scanning or entering the customer information from the scan area. 

Allow Transaction Scanning

Check this box if you want to allow the cashier to be able to fetch historical information about the transaction by either scanning or entering the transaction id in the scan area. 

Allow Sales Person Scanning

Check this box if you want to allow the cashier to be able to fetch historical information about the sales person by either scanning or entering the transaction id in the scan area.  

Allow Coupon Scanning

Check this box if you want to allow the cashier to be able to fetch Coupon information by either scanning the coupon or entering the coupon ID in the scan area. 

Allow Barcode Scanning of Loyalty Card

Check this box if you want to allow the cashier to be able to fetch Loyalty Card information by either scanning the Loyalty Card or entering the Loyalty Card Number in the scan area, using a Barcode scanner

Reason Code Required

This section comprises of the following settings:

  • Cash In

  • Cash Out

  • Void Sale

  • Item Return

  • Sale Return

  • Sale Discount

  • Item Discount

  • Price Override

  • Reason Suspend Transaction

Cash In

Check this box if you want to prompt the cashier to enter a reason for Cash In. Cash In displays the amount that has been manually put in the till manually.

Cash Out

Check this box if you want to prompt the cashier to enter a reason for Cash Out. Cash Out displays the amount that has been manually put out from the till.

Void Sale

Check this box if you want to prompt the cashier to enter a reason for voiding a sale transaction.  

Void Item

Check this box if you want to prompt the cashier to enter a reason for voiding some items from a sale transaction.  

Item Return

Check this box if you want to prompt the cashier to enter a reason for refunding some items from a sale transaction.

Sale Return

Check this box if you want to prompt the cashier to enter a reason when performing a sale refund.

Sale Discount

Check this box if you want to prompt the cashier to enter a reason when offering a sale level discount.

Item Discount

Check this box if you want to prompt the cashier to enter a reason when offering a line level discount.

Price Override

Check this box if you want to prompt the cashier to enter a reason when changing the price of the product while selling it to the customer.

Reason Suspend Transaction

Check this box if you want to prompt the cashier to enter a reason when suspending a sale transaction.

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