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Creating and maintaining cash instrument - Cash Register tab

The following screen is displayed when you click the Cash register tab at the cash instrument maintenance screen (go to Cash flow/Cash instruments/Maintain, and then click New or select a cash instrument and click Open). However, this screen is enabled only if you select Cash register at Type in the Basics tab. This tab is available only if you have E-POS in your license.

Description

Warehouse

Type or select a warehouse. Only items linked to this warehouse will be available for selection when making a cash register entry.

Presets

Type or select a code for a set of preset key functions. By default, the default preset is selected.

Layout

Type or select a layout. This is the layout that will be used when printing transaction documents at cash register.

Print

Select this check box to print transaction documents at the cash register. If you do not want to print, clear the check box.

Menu

Select one of the following options to determine where you want the preset buttons to be displayed on the cash register monitor:

  • Right – Select this to display the buttons on the right side of the monitor.
  • Left – Select this to display the buttons on the left side of the monitor.
  • None – Select this if you do not want the buttons to be displayed on the monitor.
  • Screen left – Select this to display the touch screen on the left side of the monitor.
  • Screen right – Select this to display the touch screen on the right side of the monitor.

By default, Right is selected.  

Columns section

There are two boxes displayed. Available displays all columns that you can add to the cash register monitor. Selected displays the columns that you have selected to be displayed on the cash register monitor. By default, the system would have defined five columns for you. All details except for Description can be removed. You can move the columns between Available and Selected by clicking the following:

  • Add icon Click this to move the selected columns from Available to Selected.
  • Remove icon Click this to move the selected columns from Selected to Available.
  • Remove all icon Click this to move all except the default column from Selected back to Available.
  • Move up icon Click this to move a selected column up.
  • Move down icon Click this to move a selected column down. 

Font size

Select a font size. This is the font size of the text that will appear in the cash register monitor. By default, 12 is selected.

Preview icon

Click this to view the text in the Selected section according to the font size selected at Font size.

EFT Terminal section

EFT terminal

Select an electronic funds transfer terminal. In addition to the functions of the standard electronic cash register, the EFT terminal is connected to a network and can be programmed for additional functions. The cash register also has access to a database of items in the shop. By default, None is selected. You can choose from:

  • None – Select this if you do not want any EFT terminal.
  • Disconnected – Select this if you want to disconnect the EFT terminal.
  • Omni 2250 / 3750 – Select this if you want to use this EFT terminal model.
  • Hypercom HFT201 – Select this if you want to use this EFT terminal model.

Port

Select a port for the electronic funds transfer terminal. This is enabled only if Omni 2250/3750 is selected at EFT Terminal. You can choose from COM 1, COM 2, COM 3, or COM 4.

Card reader section

Card reader

Select a card reader. Where smart cards are used for recording the payment or details of the customers alongside the transaction, a smart card reader must be used. By default, None is selected. You can choose from None or HID reader.

Port

Select a port for the smart card reader. This is enabled only if HID reader is selected at Card reader. You can choose from COM 1, COM 2, COM 3, or COM 4.

Cash count section

Mandatory

Select this check box so that Cash count screen is displayed every time you exit the cash register. You can perform cash count or cancel this function. Cash count is used to count the physical amount in the cash drawer and check it against the result of the entered transactions since the last cash count.

Limit amount

Type the amount in the box, whereby you want the system to prompt you if the difference in amount encountered after performing a cash count is bigger than the amount stated in the box.

For example, if the limit amount is EUR 5.00, any difference between the “counted amount” and the “transaction amount” that has a value less than the limit amount will be regarded as “no difference” but if the value is more than the limit amount, the system will prompt you. However, if the limit amount is set at 0, the “counted amount” must equal the “transaction amount”.  

Cashier section

Mandatory

You can specify who can take on the role of the cashier and perform cash flow transactions through the cash register. By default, None is selected. You can choose from:

  • None – Select this if you want to allow anyone who is logged on to Exact Globe to make cash flow transaction through the cash register.
  • Mandatory – Select this if you want the cashier to log in once the cashier opens up the cash register. All general presets will be displayed only after a successful login.
  • Invoice entry – Select this if you want to make it mandatory for the cashier to log in per POS invoice. The cashier is logged off once the POS invoice is closed.

Debtor section

Mandatory

Select this check box if you want to make it mandatory for the cashier to select a debtor before continuing with the cash register transaction.

Default input section

Excluding

Select this check box if you want to enable the segregation of the VAT amount from the total amount of the item. This means the total amount of the item and the total VAT amount will be shown separately in the cash register screen.

Line display texts section

Active

Type or select the code of the line display text that you want displayed when the cash register is active.

Inactive

Type or select the code of the line display text that you want displayed on the cash register when it is inactive.

Related document

     
 Main Category: Attachments & notes  Document Type: Support - On-line help
 Category:  Security  level: All - 0
 Sub category:  Document ID: 17.120.252
 Assortment:  Date: 26-09-2022
 Release:  Attachment:
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