POS ID

This is the unique code needed for your POS registers during setup.

POS Key

This is the password needed for your POS registers during setup.

Close Register by Each Register Code

Choose:

• No - Close Whole Branch/Store to close all tills at the same time.

• Yes to close by individual tills.

Always Select Branch after Login

Choose:

• No if you don't want the user to select their branch after first login.

• Yes if you want the user to select their branch each time they login.

Inactive Auto Logout

Choose when an inactive user is logged out of the POS.

Enable IP Printing

Choose:

• Yes if your receipt is connected through an internet connection. Enabling IP printing will require all POS stations to be set up again before use. Please make sure all users have the required information.

• No if your receipt printer is connected through a hardwired connection (USB).

Change Branch Password

Add a password that users will need before they can change their branch. The will need to use this password every time they change their branch.

Home Banner

Click on Upload Image to add a home banner image for your POS login screen. This needs to be 1500 px wide and 800 px high.

Maximum percentage discount for Standard users

Add the maximum discount allowed for a POS transaction. By default this is 10%.

Managers and Admin users are not affected by the discount limit.

Default Delivery Stage for Sales Orders

Choose how customers can collect items by default:  

• Take Now

• Pickup Later

• To Be Delivered

Created Date of Sales Orders converted from Layby to be

Choose if a Sales Order copies its created date from the:

• Layby Completed Date

• Layby Created Date

Created Date of Sales Orders converted from Quote to be

Choose if a Sales Order (converted from a quote) copies its created date from the:

• Quote Completed Date

• Quote Created Date

Selling more stock than you have on hand?

Choose how the POS sells products that are out of stock.

• No Restriction
  By default, you can sell products if they have no stock.

• Allow User Override
  You will be warned that a product has no stock. This product can still be sold. This warning will only appear once per product.

• Allow Manager Override
  You will be warned that a product has no stock. This product can be sold with manager approval. This warning (and required override) will only appear once per product.

• Do Not Allow
  You can't sell products if they have no stock.

This setting only applies to products with Order or Limited Stock as the Order Type.

Apply stock on hand selling restrictions to Kit products?

Additional setting that appears if you change the Selling more stock than you have on hand? from No Restriction to another option.

Choose if the same restriction in the above setting applies to Kit products as well.

Auto Round-Up the following UOMs

If you have Unit of Measures that have decimal places, you can round them up to the nearest whole number in the POS. Add the UOM option names separated by commas. This field is case sensitive and the UOM option name must be an exact match.

Invoice Options

Choose how you want your POS transactions to be invoiced:

• Allow batch invoices: Transactions won’t be invoiced individually. You will combine your transactions into a batches when closing the register.

• Import invoices individually: Transactions will be invoiced individually.

Open browser Print dialogue automatically

Choose if the browser should open the print screen for your receipt automatically.

Close the print dialogue after printing

Choose if the print screen will close after the receipt is printed.

Print a receipt when 'Finish Order' is clicked

Choose if the receipt will automatically print when Finish Order is clicked.

Display Button to Print Receipt for the Last Sale

Choose if you want to show a button that will print the previous sale made.

Auto Email Receipt

Choose if the receipt will be automatically emailed to the customer.

From Email Address, Subject, and Bcc

Add the from email address, subject, or Bcc for the emailed receipt.

You can use placeholders for the subject, for example %%OrderRef%% will show the order's reference number.

Generate Gift Voucher Codes

Choose how your gift vouchers will be issued:

• Cin7 Omni automatically generate codes willcreate the codes automatically and you will not need to enter the gift voucher code when selling a gift voucher.

• Scan or manually enter your own voucher code and amount is useful for pre-printed vouchers with their own codes. You will need to enter this number when selling a gift voucher.

Gift Voucher Expiry

Choose how long your gift vouchers are valid for.

Only allow managers to Credit/Refund

Choose if you want only managers to issue credits and refunds.

Store Credit Expiry

Choose how long your store credit is valid for.

Require customer to be selected for refund

Choose if a customer has to be added to the POS transaction before issuing a refund.

Treat Store Credits as

Choose if Store Credits are:

• Discounts will add the store credit as a negative value (or discount) on the sales order. If you choose this option, please add withholding tax in the Withhold Tax when issuing Store Credit during Refund.

• Payments will add store credit as a separate payment type. This will change your accounting processes. Please contact Cin7 Omni support to see if this setting is appropriate for you.

Withhold Tax when issuing Store Credit during Refund

Additional setting that appears if you Treat Store Credits as Discounts (not Payments).

Choose Yes to collect the right amount of sales tax when your Store Credits are treated as discounts.

Enable Voucher Sync

Cin7 Omni can update Gift Vouchers from the POS to your ecommerce channel and vice versa. Customers can then buy and redeem Gift Vouchers in-store and online. This will require more setup in your ecommerce channel (for example, setting up syncing in Shopify).

Choose:

• Yes to update your gift vouchers to your ecommerce channel. You can then choose your ecommerce channel.

• No to not sync ecommerce vouchers.

Show Alternative Units of Measures

Choose if you want to hide or show the Alternative Units of Measures for products.

Show Images

Choose if you want to hide or show product images.

Show Addons

Choose if you want to hide or show Bill of Materials (BOM) components in POS.

When shown, you can use and make BOMs while selling the item.

Enable Selection of Distribution Branch

Choose:

• Yes You can select which branch will dispatch the stock in the POS. You can then choose which branches you can dispatch stock from.

• No the current POS branch will dispatch the stock.