Administration Options View

Tools > Administration > Options

What is the dialog/view used for?

  • This view is where you can control the administrative settings for the Store.

Set name and address conventions.

Tab/Field name Description
Name

Select the conventions for names on the system from the drop down list.

  • First name first: The first name will appear before the surname/last name.
  • Last name first: The surname/last name will appear before the first.
Address

Select the conventions for Addresses on the system from the drop down list.

  • Generic with state:
    Address
    City / State / Zip code
    Country
  • Generic without state:
    Address
    Zip code / City
    US:
    Address
    City
    State / Zip code
    Country
  • Canadian:
    Address
    State / Zip code
    Country
  • Indian:
    Address
    State / Zip code
    Country

Set login rules, enable an active directory, turn auditing on.

Tab/Field name Description
Logins Configure password settings.
Password never expires If this check box is selected, the password on the Site Manager never expires.
Maximum password age Type in or edit the maximum number of days that the password can exist for.
Lock out after Type in or edit the maximum number of login attempts allowed before the system disables the user's login.
Active Directory  
Enabled Enable creation of active directory users
Domain Enter the domain for the active directory. See more information on how to create an active directory user.
Auditing  
Write auditing

Auditing registers changes made to the data, who changed it and when. When auditing is on, all of its data is stored in a separate database. The auditing database has the database name with _Audit added to it.

Choose from the drop down menu options:

  • On: Turn auditing on.
  • Off: Turn auditing off.

Set discount rules.

Tab/Field name Description
Price: Select the check boxes to allow discounts on the item price of the:
Item
  • Customer
  • Customer group
  • All customers
Line discount: Select the check boxes to allow line discounts on the:
Item
  • Customer
  • Customer group
  • All customers
Discount group
  • Customer
  • Customer group
  • All customers
All items
  • Customer
  • Customer group
Multiline discount: Select the check boxes to allow multiline discounts on:
Discount group
  • Customer
  • Customer group
  • All customers
All items
  • Customer
  • Customer group
Total discount: Select the check boxes to allow total discounts on:
All items
  • Customer
  • Customer group

Set calculation settings.

Tab/Field name Description
Calculation settings: Set how the discounts are calculated on the POS.
Discounts

Set the calculation settings for when there are both line and multiline discounts on an item.

  • Line: Only give the line discount.
  • Multiline: Only give the multiline discount.
  • MAX (Line, Multiline): Give the higher discount, either line or multiline.
  • MIN (Line, Multiline): Give the lower discount, either line or multiline.
  • Line + Multiline: Add the discounts together.
  • Line * Multiline: Multiply line discount by multiline discount.
Customer discounts
  • Always calculate
  • Calculate on total - When selected the customer discounts will not be calculated until a payment button or operation "Display total" is selected.
Periodic discounts
  • Always calculate
  • Calculate on total - When selected the customer discounts will not be calculated until a payment button or operation "Display total" is selected.
Clear discount settings
  • Before each sale - the periodic discounts will be cleared from memory before each sale. This means that all changes to the periodic discounts will be active immediately. This is the default value
  • After X minutes - the periodic discounts will remain in memory for specific number of minutes and then they will be cleared from memory and read again. This means that any changes to the periodic discounts could not be active until after 30 minutes for example.

These settings can make a lot of difference when it comes to performance of an item sale. If the average basket size is larger than 10-15 items then it is recommended to set discounts to be calculated on total as it will speed up each item sale.

 

If periodic discounts are being changed rapidly and constantly then the discount settings should be cleared before each sale otherwise we recommend setting them to be cleared after 30-60 minutes (or even 3-4 hours) as it will increase the performance of the item sales.

Note!!! Changing these discount calculation settings requires the POS to be restarted for them to take effect

Select the units that will be used when weighing scale items.

Tab/Field name Description
Grams Select the unit for grams.
Kilogram Select the unit for kilograms.
Ounce Select the unit for ounces.
Pound Select the unit for pounds.

Create and edit number sequences that are used in numerical data records, from item IDs to gift card numbers.

Tab/Field name Description
ID The ID number that is automatically generated by the system
Description The description of the number sequence.
Highest The highest number allowed in the number sequence.
Next record The next available number of the next record for the number sequence. If you have created two Size Groups, the next number available will be “3.”
Format The way in which the sequence is displayed. The # is a symbol for any number, allowing the system to create its own sequential numbers.
Embed store ID

Embed store ID as a prefix on store level for the number sequence value. This means that if you are in the store, the store ID will come before the number sequence and the next in the number sequence will be determined by the store data:

  • Yes Embed store ID in number sequence
  • No: Do not embed ID
Edit Highlight a line and select the Edit button to edit the number sequence. Opens the Edit number sequence dialog.
Add Select the Add button to create a new number sequence. Opens "New number sequence dialog."
Delete Highlight the line and select the Delete button to delete the number sequence.

Set default tax calculations, settings for manual ID entry, recalculate prices based on default tax settings

Tab/Field name Description
Tax exempt group

Select the tax group that should be used when a customer is configured to be tax exempt (for example if a 0% tax code should be used instead of no tax at all). If nothing is selected then no tax is calculated on the sale.

All tax exempt customers will use this tax group regardless of what tax group was selected before or is configured on the customer.

But if you want to update the tax group information on all tax exempt customers click option "Update tax exempt customers" in the Related box on the view. This will update all tax exempt customers with the default tax exempt group
Default tax calculation store Select a store from the drop down list as the default store for this Site Manager. Note that you need to select the store in order to get all of the default data for currency.
Edit Select edit to edit settings in the store that you have selected from the drop down menu in the field, Default tax calculation store. Opens the Store view
Allow manually entered ID

Select the check box next to the following options to allow the ID to be entered manually:

  • Item ID
  • Customer ID
  • Vendor ID
  • Store ID
  • Terminal ID
  • Unit ID
  • Tax code ID
  • Tax group ID
  • Gift card ID (see more information here)

Recalculate prices (based on default store)		 Recalculate and update prices to reflect default store. For example, if you have changed the tax settings for your store so that the prices should be calculated with tax rather than without.

Manage the number of items that are allowed to be higher than the ordered quantity when receiving items.

Tab/Field name Description
Cost calculation

Select how item cost price should be calculated. You can select:

  • Last purchase price
  • Weighted average
  • Manual
Max over goods receiving How many units, exceeding the ordered amount, you can receive.
Blind receiving Select this option to activate blind receiving in the mobile inventory app. When blind receiving is selected the ordered qty is not displayed in the receiving document.
Tab/Field name Description
Recreate customer ledger Deletes all customer ledger entries and recreates them.
Tab/Field name Description
Site Service Profile Select a site service profile.
Edit Select this button to open the Site service profile view and add or edit them.
Site Service Host Displays the Site Service Host ID.
Site Service Port Displays the Site Service Port ID.
Test connection Select Test connection to set up the connection to the Site Service. An error message will be returned to you if the connection has failed.
Tab/Field name Description
ID The ID of the Decimal format.
Description The Description of the Decimal format.
Minimum decimals The minimum number of decimals allowed.
Maximum decimals The maximum number of decimals allowed.
Edit Highlight a line and select the edit button to edit decimal settings. Opens Edit decimal setting dialog.
Tab/Field name Description
Operation Name The operation name.
Parameter The parameters of the operation.
Description The operation‘s description.
Origin Whether the Blank Operation was created in the Site Manager (SITE MANAGER) or on a Point Of Sale (POS) terminal.
Edit Highlight a line and select the edit button to edit a Blank operation. Opens New blank operation dialog.
Add Select the add button to add a new Blank operation. Opens New blank operation dialog.
Delete Highlight a line and select Delete to delete a Blank operation.

Actions

  • Migrate users - Migrate users from an old version of the Site Manager to this one. Opens Migrate users dialog.
  • Insert default data - Insert default data, either for helpful examples of settings or to make the Store setup quicker. Opens Insert default data dialog.

See also

Related field help:

Related guides:

Last updated: December 2019
Version: LS One 2019