Setup on Product Documentation

Base Setup

Mon, 01 Jan 0001 00:00:00 +0000

Within the base setup, general standard templates and settings can be defined.

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General

Field	Description
Initialize Cash Register Menu	Creates and assigns the BE-POS role center for the signed-in user
Initialize Standard Template	Creates the general standard template for interface and functionality
Initialize Job Queues	Creates the cash register job queues if they do not yet exist. This automatically imports movement data into the journals, for example.
Initialize Overview Setup	Creates or extends the overviews that the standard uses for various search functions in the cash register interface
Initialize Captions	Creates receipt text captions, including multilingual captions

Demo

Field	Description
Initialize Setup	Creates DEMO cash register setups (cash register setup, tenders, etc.)
Initialize Data	Creates DEMO cash register data (receipts)
Location	The location code for the DEMO cash register setup
Cash Register	The cash register code for the DEMO cash register setup

Note: When a new DEMO cash register setup is created, all cash register setups and any data already generated are deleted.

Basic Setup Wizard

Mon, 01 Jan 0001 00:00:00 +0000

As long as no cash register setups have been set up yet, this notification appears on all standard Business Central role centers and BE-POS setup pages:

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If you click Set up BE-POS extension, the basic setup wizard opens. You can use it to define the initial setup for a cash register.

If you click Do not show again, this notification is no longer shown for the current user. If the current user has sufficient permissions to set up the cash register, the notification can also be deactivated for the entire tenant.

Barcode

Mon, 01 Jan 0001 00:00:00 +0000

Under Setup → Barcode, barcodes can be configured.

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Setup

Field	Description
Prefix	Specifies which character string appears at the beginning of the barcode and therefore has to be removed
Type	Defines the barcode type and therefore how it should be interpreted Campaign: The barcode is interpreted as a campaign code Coupon: The barcode is interpreted as a coupon Reservation: The barcode is interpreted as a reservation receipt
Suffix	Specifies which character string appears at the end of the barcode and therefore has to be removed

Usage

If a campaign called TEST exists and it should be applied manually rather than automatically on the receipt, the barcode could look like this: CAMPTEST. To interpret this barcode successfully, a barcode setup for Campaign must first be created with CAMP stored as the prefix. When CAMPTEST is captured, the cash register program then recognizes that it is a campaign, removes the CAMP prefix, and registers the TEST campaign.

Receipt

Mon, 01 Jan 0001 00:00:00 +0000

Receipt setup can be used to define how specific receipt types should be printed. You can define whether a receipt type is output via the receipt printer or as a report. The report to be used can be defined, and the number of printouts can be selected.

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Setup

Field	Description
Print Type	Receipt print or report print
Usage	Selection of the receipt type for which the setup should be used
Location	Location of the cash register (if the location is left blank, the setup applies to all locations)
Cash Register	ID of the cash register (if the cash register is left blank, the setup applies to all locations)
Number of Printouts	Number of printouts (for a standard receipt, the minimum is 1, otherwise 0)
Report ID	ID of the report (available only if report is selected as the print type)
Report Name	Name of the report (filled automatically)

Image Reference

Mon, 01 Jan 0001 00:00:00 +0000

Images for receipt printing can be stored under Setup → Image Reference.

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Actions

Upload

This action can be used to assign a local image resource to the current record.

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After a successful selection, the image is uploaded to the database and can then be referenced via the assigned code (for example in the receipt texts).

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Setup

Field	Description
Code	The unique reference code (cannot be changed later because it is stored as a reference in the metadata of the receipt documents)
Description	Image description, for example Logo or Advertising
Uploaded	Indicates whether an image has been uploaded

Receipt Layout

Mon, 01 Jan 0001 00:00:00 +0000

The layout of each individual receipt type can be adjusted under Setup → Receipt Layout.

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Actions

The following actions are available in the header of the receipt layout setup:

Action	Description
Reset	Resets the currently selected receipt layout.
Reset All	Resets all receipt layouts.

Setup

In the Type field, select the receipt type whose layout is to be adjusted. Afterwards, the lines of the selected receipt layout can be changed by direct input or via AssistEdit.

Receipt Text

Mon, 01 Jan 0001 00:00:00 +0000

Receipt texts can be configured under Setup → Receipt Text.

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Actions

The following actions are available on the respective receipt text card:

Action	Description
Receipt Test	Sends the currently selected receipt text as a test receipt to the stored receipt printer.
Device Setup	Opens the device setup overview.

Setup

Field	Description
Location	Location code
Cash Register	Cash register code
Type	Defines the receipt text type
Start Date	Specifies the date from which the text line should be printed
End Date	Specifies the date until which the text line should be printed

Types

In the header lines, for example, the address and contact data of the respective branch can be specified.

Demoscopic Query

Mon, 01 Jan 0001 00:00:00 +0000

Demoscopic queries are shown at the end of the receipt. It can be used to ask statistical answer options. The setup is done under Setup → Demoscopic Query.

Click New to create a new query. Enter the question code and the question text. If several queries exist, the priority can be used to control the order in which they appear. The query must be activated. This is possible only if at least one answer has been entered.

E-Receipt

Mon, 01 Jan 0001 00:00:00 +0000

The interface is configured under Setup → E-Receipt. The Initialize All Cash Register Setups action creates all cash register setups available under Setup → Cash Register Setup.

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Setup

General

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Field	Description
Location	The location code of the cash register setup to be used
Cash Register	The cash register code of the cash register setup to be used
Provider	Defines the e-receipt provider Email: With email, a PDF is generated natively by the cash register software and sent to the customer by email. Anybill: Anybill is an external provider for the digital storage of receipt documents. In cooperation with this provider, the cash register or the customer receives the option to archive the documents created by the cash register digitally and access them at any time. The customer receives the link to the respective receipt via a QR code, so printing the receipt is not necessarily required
Active	Activates the interface
Digital Receipt Confirmation	Defines whether and when a prompt for creating the digital receipt is executed Always Confirm: At the end of every receipt, a prompt appears asking whether it should be digitized. Confirm for Customer: The prompt appears at the end of the receipt only if a customer is signed in on the receipt. No Confirmation: The digital receipt is created and displayed automatically at the end of the receipt. Upstream QR Code: The digital receipt is already created and displayed at the beginning of the receipt.
QR Code on Receipt Copy	If the original receipt was already generated with Anybill, this QR code can be shown again on the receipt copy

Display

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Store Type

Mon, 01 Jan 0001 00:00:00 +0000

Store categories can be created and stored on the cash register setup, for example store or outlet. This can support the setup of cash register setups and tenders.

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Finance Validation

Mon, 01 Jan 0001 00:00:00 +0000

The cash register validations make it possible to configure custom validation criteria. If such a validation fails, the related import cannot be posted automatically via a job queue. In that case, posting is only possible manually or via manual batch posting.

The validations are managed via the Finance Validation menu item. This opens a list of the available cash register validations. In the card, you can create a new validation or edit an existing one.

Fiscalization

Mon, 01 Jan 0001 00:00:00 +0000

The actual signing of receipt data does not take place directly in BE-POS, but is performed by the external providers Fiskaly, Fiskaltrust, and EFSTA. You therefore need an account with one of these three providers. We recommend the provider Fiskaly because no additional dependencies are required and the necessary account is provided by BE-terna.

Provider	Modules	Contact	Portal
Fiskaly	Germany	sales@fiskaly.com	https://dashboard.fiskaly.com/
EFSTA	Germany, Austria, Italy	office@efsta.eu	https://portal.efsta.net/
Fiskaltrust	France	contact@fiskaltrust.fr	https://portal.fiskaltrust.fr/

EFSTA Requirements

To link a cash register with EFSTA, it is first necessary to download an electronic fiscal register, EFR, from the following link: http://public.efsta.net/EFR/

Devices

Mon, 01 Jan 0001 00:00:00 +0000

Under Setup → Devices you can find the device setup, where the control of various hardware components can be configured.

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Actions

Several actions are available on the device setup card and are briefly explained below:

Field	Description
Receipt Test	Tests control of the receipt printer
Cash Drawer Test	Tests control of the cash drawer
Display Test	Tests the display. The display pop-up must be allowed in the browser so that the display is visible.
Store Management	Enables management of multiple stores

Store Management

Store management makes it possible to transfer settings from one device setup to all or selected device setups.

Voucher

Mon, 01 Jan 0001 00:00:00 +0000

Under Voucher Setup, vouchers can be generated depending on the respective cash register setup settings.

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Actions

Generate

This functionality generates new vouchers while taking into account the settings of the respective cash register setups.

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If Voucher Issue is configured as Self-Printed, the specified number of vouchers is created for this cash register setup and marked accordingly with Location and Cash Register. When issuing a new voucher, the respective cash register setup filters by Location and Cash Register and takes the first available free voucher. In this case, the default amount is ignored because the voucher amount is always assigned manually during checkout.

Voucher Card

Mon, 01 Jan 0001 00:00:00 +0000

The configuration of voucher cards can be found under Setup → Voucher Card.

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Setup

General

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Field	Description
Location	The location code of the cash register setup to be used
Cash Register	The cash register code of the cash register setup to be used
Provider	The provider of the voucher card system Standard: No special external provider, but an in-house solution Point4More: Interface for Point-4-More voucher cards
Active	Activates the voucher card function
Type	Defines how the voucher card should be titled on or in related buttons and messages

Settings

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Campaign

Mon, 01 Jan 0001 00:00:00 +0000

Under Setup → Campaign, you can configure time-limited and/or product-dependent automatic discount campaigns. This avoids the need to adjust item price lines manually for short-term promotions.

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Actions

The card contains several actions, which are briefly described below:

Field	Description
Activate	Activates the campaign for all cash registers whose cash register setup allows campaigns
Deactivate	Deactivates the campaign so it can no longer be used at any cash register
Filter	Opens the filter overview for this campaign
Assignment	Opens the assignment overview for this campaign
Entries	Opens the related campaign entries
Coupons	Opens coupon management
Barcode	Opens barcode setup

Activate

This releases the campaign for use. After that, no further changes can be made to the campaign until it is deactivated.

Cash Account Book

Mon, 01 Jan 0001 00:00:00 +0000

Under Setup → Cash Account Book, you can configure predefined cash account book reasons for deposit and payout processes in the cash register system.

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Actions

Only one action is available in the cash account book overview: the language-dependent translation option.

Translation

In the translation overview, language-dependent descriptions can be stored for the respective cash account book.

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Setup

Field	Description
Code	The unique cash account book code
Description	Language-dependent description of the selected cash account book
G/L Account	The G/L account to be used for posting; for each cash account book, either its own G/L account or a collective/transfer account can be stored
Blocked	Deactivates the selected cash account book so it can no longer be used
Capture Text	When the cash account book reason is selected, text capture becomes mandatory and overrides the cash account book reason

POS Setup

Mon, 01 Jan 0001 00:00:00 +0000

POS Setup contains all settings that apply to the entire BE-POS module and cannot be configured individually per cash register. Setup is done under Setup → POS Setup.

Actions

Action	Description
Email Setup	Opens the standard Business Central setup for sending emails

General

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Field	Description
Receipt Data Filter	You can restrict the visibility of analyses and archive tables. For example, the cash register can be configured so that only its own receipts are shown in the tables. The relevant cash register is determined via the signed-in user and the assigned cash register setup.
Location Filter for Inventory Inquiry	You can define whether the inventory inquiry should consider all locations or only locations with assigned cash registers.
Customer Type	Defines whether debtors or contacts are used at the cash register
Customer Email Check	During customer creation or editing within checkout, this setting can activate duplicate checking. If the check is active, you can define whether the cashier sees an error or only an informational message.
Contingent Visibility	You can choose whether the contingent is shown never, via a button, or directly in the list.
Suppress Item Receipt/Shipment Posting	When POS sales are posted through sales orders, no item receipt or shipment is created.
Waiting Time Between Posting POS Orders (in ms)	Specifies the waiting time between postings of POS orders, in milliseconds
Visibility of Parked Receipts	Defines which parked receipts and reservations are shown at the cash register. Available options are: Own: Only receipts of the current cash register are shown Location: Receipts of the current location are shown All: All receipts are shown
Number Series for Parked Receipts/Reservations	Stores the number series for parked receipts and reservations
Package No.	Defines whether the Package No. field in the relevant order or journal should automatically be filled with the predefined value when posting item sales/returns, for POS compatibility when package tracking is active

Email Notifications

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Cash Register Setup

Mon, 01 Jan 0001 00:00:00 +0000

A cash register setup contains the individual configuration for its assigned cash register. This results in a 1:1 assignment between cash register and cash register setup. Setup is done under Setup → Cash Register Setup.

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Actions

Several action buttons are available on the cash register setup card. They are briefly described below.

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Field	Description
Initialize	Initializes the cash register setup for the current Windows user
Device Setup	Opens device setup
Receipt Text Setup	Opens receipt text setup
Copy	Copies the selected cash register setup
Store Management	Lets you manage multiple stores
Dimensions	Opens dimension management

Initialize

Defines this cash register setup for the user.

Employees

Mon, 01 Jan 0001 00:00:00 +0000

Under Setup → Employees, employees and employee groups are configured.

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Actions

Groups

This is where employee groups are managed. This makes it possible to group discounts among employees, for example according to length of service or classification.

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Actions

Apply

Applies the selected group to all existing employees. If the prompt is confirmed with Yes, the group is always applied; otherwise only employees without an existing employee group assignment are updated.

Cross-Selling

Mon, 01 Jan 0001 00:00:00 +0000

If you want additional related products to be suggested to the customer for specific products, this can be configured under Setup → Cross-Selling.

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Setup

Field	Description
Origin Type	Type of the triggering product, Item or Resource
Origin Code	Item or resource number
Type	Type of the suggested product, Item or Resource
Code	Item or resource number
Description	Description to be displayed

Discount Reason

Mon, 01 Jan 0001 00:00:00 +0000

If the cash register is to work with discount reasons, they can be configured under Setup → Discount Reason.

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Actions

Only one action is available within the discount reasons: the language-dependent translation option.

Translation

In the translation overview, language-dependent descriptions can be stored for the respective discount reason.

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Setup

Field	Description
Code	Unique discount reason code
Description	Contains the language-dependent description
Type	Defines the type of discount reason Discount: Percentage reduction at line or receipt level Reduce: Absolute reduction at line or receipt level New Price: Assignment of a new sales price at line level No Price: Item without price at line level Free: Sets the sales amount to 0 and can be applied as a discount, reduce, or new price at both line and receipt level
Usage	Defines where it can be used Line: At line level Receipt: At receipt level Line & Receipt: At line and/or receipt level
Value	Defines a value (percentage or absolute; if no value is specified, it is requested manually during the cash register process)
Print	Controls the print mode Never: The discount reason is not printed Code: The discount reason code is printed Description: The discount reason description is printed
Employee Discount	Allows assigning the discount to an employee purchase

Regional

Mon, 01 Jan 0001 00:00:00 +0000

Under Setup → Regional, country-specific configurations can be made.

Note: No check is performed regarding the necessity or legal feasibility of the respective settings; responsibility lies solely with the user.

General

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Field	Description
Location	The location code of the cash register (if left blank, the settings apply to all cash registers)
Cash Register	The cash register code of the cash register (if left blank, the settings apply to all cash registers of the location)
Country/Region Code	The country code of the cash register(s) for legally compliant cashiering

Total Rounding

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Resource

Mon, 01 Jan 0001 00:00:00 +0000

Under Setup → Resource, different services can be created for the cash register. They are based on the standard resources and extend them with POS-specific properties.

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Actions

Translation

In the translation overview, language-dependent descriptions can be stored for the respective resource.

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Setup

Field	Description
No.	Number of the service
Description	Description of the service
Product Posting Group	The product posting group to be used
VAT Product Posting Group	The VAT product posting group to be used
Invoice Discount Allowed	Allows the application of receipt discounts/reduces
Line Discount Allowed	Allows the application of line discounts/reduces
Assignment Exists	Indicates that a cash-register-master-specific assignment exists
Capture Text	Allows the description of the resource to be overwritten

Quick Selection

Mon, 01 Jan 0001 00:00:00 +0000

Under Setup → Quick Selection, quick-selection options can be stored for various cash register states.

Note: Up to 12 quick buttons can be stored per category.

Tender

Allows storing tenders; these can be selected during the payment process of cashiering.

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Customer

Allows storing customers/contacts; these can be selected during customer login within cashiering.

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Reduce

Allows storing reduce reasons; these can be selected within cashiering for both line-level and receipt-level reduces. It is also possible to define a start and end date from or until which the respective reason is valid.

Backup

Mon, 01 Jan 0001 00:00:00 +0000

The backup feature makes it possible to export and import specific data.

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Actions

Initialize

Initializes all tables available for the current configuration, depending on the selected mode.

Execute

Executes the current configuration by exporting data as a ZIP folder to Downloads or importing it via manual file selection.

Admin Mode

Provides access to the password-protected administrator mode, which grants access to protected functionalities.

Setup

General

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Tax Free

Mon, 01 Jan 0001 00:00:00 +0000

Under Setup → Tax Free, you can configure the country-specific VAT refund process for tourists.

Setup

General

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Field	Description
Location	The location code of the cash register to be used
Cash Register	The cash register code of the cash register to be used
Provider	The tax-free provider Global Blue: The Global Blue interface is used
Active	Activates the tax-free setup for use during cashiering

Settings

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Terminal

Mon, 01 Jan 0001 00:00:00 +0000

Under Setup → Terminal, you can configure card terminal settings per cash register.

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Actions

The following actions are available both in the overview and on the card:

Field	Description
Card Assignment	Starts a test transaction with the currently stored settings
Copy Direct Debit Text	Distributes the direct debit text of this setup to all other terminal setups.
Test Transaction	Starts a test transaction with the currently stored settings

Card Assignment

In this overview, you can assign a corresponding card to each return value of a terminal protocol. Under Setup → Tender, you can assign the stored card types to individual card tenders.

Sound

Mon, 01 Jan 0001 00:00:00 +0000

Audio feedback is set up under Setup → Sound. The setup can be controlled individually per cash register setup, per location, or across all cash registers.

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Events

Several events are available on the sound setup card and are briefly explained below:

Field	Description
Item Captured	When an item has been captured correctly
Receipt End	When the receipt has been completed in full
Error Message	When an error message appears
Item Not Found	When an item has been captured but could not be evaluated correctly

Sounds

Several sound types are available on the sound setup card and are briefly explained below:

Salesperson

Mon, 01 Jan 0001 00:00:00 +0000

Under Setup → Salesperson, the salespeople and salesperson rights are maintained.

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Actions

Several action buttons are available in the salesperson overview and are briefly introduced below.

Field	Description
Change Password	Changes or sets the password for the selected salesperson
Delete Password	Removes the password stored for the selected salesperson
Groups	Opens group management

Change Password

This action opens a new window in which the old and new password, including confirmation, must be entered. Selecting OK applies the new password and stores it in encrypted form for the relevant salesperson. Password entries are only required for cashier and supervisor sign-ins, but not for changing the salesperson.

Tender

Mon, 01 Jan 0001 00:00:00 +0000

Under Setup → Tender, the tenders available for the relevant cash register setup are configured.

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Actions

Several action buttons are available in the tender overview and are briefly introduced below.

Field	Description
Store Management	Enables the management of multiple stores
Denomination	Stores the denominations for cash tenders
Translation	Stores the language-dependent description for the selected tender
Card Assignment	Opens an informative overview of the terminal-dependent card types
Tender Check	Allows selected tender types to be assigned specific check criteria

Translation

In the translation overview, language-dependent descriptions can be stored for the respective tenders.

Setup on Product Documentation

Base Setup

General

Demo

Basic Setup Wizard

Barcode

Setup

Usage

Receipt

Setup

Image Reference

Actions

Upload

Setup

Receipt Layout

Actions

Setup

Receipt Text

Actions

Setup

Types

Header

Demoscopic Query

E-Receipt

Setup

General

Display

Store Type

Finance Validation

Fiscalization

EFSTA Requirements

Devices

Actions

Store Management

Voucher

Actions

Generate

Voucher Card

Setup

General

Settings

Campaign

Actions

Activate

Cash Account Book

Actions

Translation

Setup

POS Setup

Actions

General

Email Notifications

Cash Register Setup

Actions

Initialize

Employees

Actions

Groups

Actions

Apply

Cross-Selling

Setup

Discount Reason

Actions

Translation

Setup

Regional

General

Total Rounding

Resource

Actions

Translation

Setup

Quick Selection

Tender

Customer

Reduce

Backup

Actions

Initialize