Business Settings

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In the Settings section, you can set the POS configuration for Company, Store, and Register.

Currently, the Company structure is represented by 3 levels: 

Company Settings

Store Settings

Register Settings

In single store mode, only Company Settings are supported.

In case the Company is a network of several Stores, the separate Account should be created for each Store, or the cash register(s) should be labeled as a Store.

 

Company Settings

All company settings can be updated only by the Administrator. For other users, these settings are read-only.

Company settings are defined with the following settings:

  • General
  • Contacts
  • Receipt
  • Tips
  • Taxes
  • Localization
  • Marketing

Company Settings contain the default settings for all stores.

Updating settings affects all stores. When a user is not assigned to all available stores, updates are done only assigned ones.

Localization Tab

Localization settings can be set for any company.

You can set:

  • Account Languages – list of languages which will be used in the company
  • Default Language – default language for company
  • POS Language - language of POS interface
  • Kitchen Receipt Language – language of Kitchen Receipt (language of Kitchen Receipt can differ from the language of the POS)
  • Back Office Language – language of Back Office Interface
  • Date Format – format of date used when showing the UI date/time values
  • Time Format – format of time used while showing the UI date/time values
  • Currency – the Currency which is Used by Company

The list of languages in Account Languages includes the list of predefined languages such as English, French, and Spanish. You can also add a Custom Language.

Localization settings may be redefined at the lower levels of the Company structure, such as Store and Register.

If the localization settings at Store and Register levels are not defined, the Company level localization settings are used.

Marketing Tab

On the Marketing tab, you can specify the GUID for the Redeem Coupon widget.

This is necessary for using loyalty features (Redeem Coupon) on POS.

This GUID is obtained from ClearLine.

Store Settings

You can view a list of stores within your Company in Store Settings.

To view this list, click /tap on “Store Settings” sub-menu in left navigation panel.

In the list of Company’s Stores you can view Store Name, Employees assigned to Store and Store Status.

You can create a new store via selection “New Store”.

When you select particular store in the list, you will be taken to the Store Settings for the selected store.

There are several groups of settings available for configuration on Store Settings screen.

General Settings

This group of settings is defined on General Tab.

The general settings include:

  • Account ID - Account ID is assigned by eHopper. Each Company should have its own eHopper Account.

This is a read-only setting. It shows the identifier assigned to the Merchant.

  • Store’s Business – you can select the Merchant’s business from this list
  • Tax Rate – this is the tax rate which will be applied to all taxable products
  • Show Order Type – you can switch on/off ability to select order type
  • External Payment – you can switch on/off ability to make external payments
  • Item Notes – you can select the mode of item notation in the Shopping Cart. 3 modes are supported:
  • ‘No Notes’ – means that notes at item level are not supported; ‘Mandatory’ – means you must input notes for items in Shopping Cart; Optional – means that you can optionally add notes for items in Shopping Cart
  • Auto-logout After Each Order– allows switching on/off the ability to auto-logout after completion of an Order

Contacts settings

Contacts settings are defined on the Contacts tab.

You can set:

  • Store Name
  • Address attributes
  • Country
  • Phone
  • Email
  • Website of Store


Receipt Settings


You can edit Receipt settings on Receipt tab.

The following settings can be defined in the Store Settings:

  • Kitchen Receipt – this option defines if kitchen receipts are printed on POS. When this option is ON –kitchen receipt is printed to kitchen printer in Save Order and on the receipt screen once the Order is fully paid.
  • Tips & Signature – this option defines if the field for inputting Tips and Signatures are printed on the receipt for Credit Card payment. This setting may be overwritten in the POS while accepting credit card payment.
  • Disclaimer – this setting defines the Disclaimer to print on Sale Receipt.

Tips Settings

 

Tips settings can be edited in Tips tab. You can configure the following:

  • Tips – this option determines if Tips functionality is available on POS
  • Tips on Credit Card Authorization – this is the percentage which will be added to Order Total if you are using Credit Card Payment Authorization. Authorization is will be requested when ‘Signature on Receipt’ is set to ON for payment for Order.
  • Keyboard Shortcut Settings – you can edit the number of shortcuts for the numeric keyboard shown on the Tips screen

Payment Processor Settings

On this tab, you can define settings required to access the Payment Processor on behalf of the Merchant:

Payment Gateway – in this list, you can select the payment gateway which will be used to process Credit Card payments.

The available options are:

  • USA ePAY
  • PAX
  • Poynt

When the USA ePAY option is selected, you can edit two additional parameters:

  • Source key – this is the Merchants source key assigned by the Payment Gateway to the Merchant
  • PIN – this is the Merchants PIN #, assigned by the Payment Gateway to the Merchant. The PIN # is optional.

When PAX option is available, you can edit:

  • Debit Cart – defines if Merchant is going to use Debit Card payment method for payments.

When the Poynt option is used, there are no additional parameters.

Localization

Localization settings for the Store can be edited on the Localization tab.

You can define:

  • POS Language
  • Kitchen Receipt Language
  • Date Format
  • Time Format

If the localization setting is setup at Store level, it has priority over the corresponding localization setting at Company level.

Register Settings

The Register Settings screen shows the list of Registers within the company.

On the Registers list User can:

  • View List of Registers
  • Sort list of Registers by any column of the list
  • Perform register removal
  • Initiate analysis of Register details (Select the specific register you wish to view)

Register Details

This screen allows you to view and manage register information.

General Settings

The following Registers are shown in the General tab of the Register Details screen:

  • Register Name
  • Employees – lists Employees of the Company, Employees who are assigned to the Register are marked with the checkbox. When the ‘Assigned Only’ check box is ON, the Employees list will only show Employees assigned to Register.
  • Register Number – number of the Register.
  • Register License Key – the license key of the Register, provided by eHopper upon activation of the merchants account.
  • Is Active – Edit Register as active or inactive
  • Unblock – Unblocks Register if it has been locked due to multiple unsuccessful login attempts
  • Deactivate – Deactivates Register (detach Register from the Device). ‘Deactivate’ action is available only when the Register is currently activated on any Device. You will need Deactivation in the following cases:
  1. When the table (where your Register R was activated) is discharged and switched off, and the deactivation of Register R on the tablet is not possible
  2. When the Device where the Register was activated is lost
  3. When you activated the Register in eHopper POS in (PC) and then cleared Browser’s cache

Localization Settings

Localization settings for Register are available here.

The following Localization settings can be configured at the Register level:

  • POS Language
  • Kitchen Receipt Language
  • Date Format
  • Time Format

Localization settings defined at Register level have priority over the correspondent localization settings from Store and Company level.

When localization setting at Register level is not set,  the corresponding setting from upper levels are used (Store, Company).

Payment Processor Settings

Payment processor settings can be defined at Register level.

Accessed via the Payment Gateway tab.

Payment Gateway – you can select the payment gateway which will be used to process Credit Card payments.

The available options are:

  • USA ePAY
  • PAX
  • Poynt

When USA ePAY option is selected user should define 2 additional parameters:

  • Source key – this is the Merchant’s source key assigned by the Payment Gateway to Merchant
  • PIN – this is the Merchant’s PIN assigned by the Payment Gateway to Merchant. PIN is optional.

When PAX option is defined User can define the additional option:

  • Debit Card – sets that if the Merchant is going to use Debit Card payment method for payments

When Poynt option is used– there are no additional parameters.

When Payment Gateway settings are not setup at Register level, the Payment Gateway settings from Store level are used.

Payment Gateway settings set at Register level have priority over the payment gateway settings from Store level.

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