Cash Register Setup

Individual configuration of a cash register including defaults, pricing, counting, limits, and posting.

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.

Actions

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

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.

If you confirm the prompt with Yes, the current Windows user is assigned to this cash register setup. This assignment is unique, so one Windows user cannot be assigned to multiple cash register setups. Existing assignments are removed automatically.

Copy

This action can be used to copy cash register setups.

Field	Description
From Location	Defines the source location
From Cash Register	Defines the source cash register code
To Location	Defines the target location
To Cash Register	Defines the target cash register code

Selecting Copy creates a new cash register setup.

Store Management

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

Field	Description
Filter	Lets you define a cash register setup filter for which the settings should be transferred
Single Mode	Leaves store management mode
Apply Changes	Applies all changes made to all or the selected cash register setups

Setup

General

This tab is used to maintain the general parameters for each individual cash register.

Field	Description
Location	The location code
Cash Register	The cash register code
Description	Description, for example Backup Register
Assigned User	The uniquely assigned Windows user for this cash register setup
Active	Indicates whether the cash register is active and can be used
Mode	Online: The cash register runs directly in the main system and therefore has access to all master data and functions Offline: The cash register runs independently from the main system via a separate database; for more information, see the data transfer section
Store Type	The stored store type, which can be used as a filter in store management
Business Posting Group	The default business posting group to use
VAT Business Posting Group	The default VAT business posting group to use
Template	Stores the interface template to use, including design and key layout
Default Salesperson Code	Assigns a default salesperson to the cash register, who is automatically assigned to every new receipt

Settings

This tab contains settings that influence cash register behavior during checkout.

Field	Description
Cashier Sign-In During Cash Closing	Cash closing with cashier sign-in
Print VAT Matrix	Prints the VAT matrix on the receipt
Print Original Price	Always prints the original price when a new price is entered
Close Receipt Automatically	Closes the receipt automatically once it has been paid in full
Cash Account Book Receipt Type	Activates the cash account book receipt type
Card Payment Total	Automatically transfers the remaining amount for card payments
Cashier = Salesperson	Cashier is automatically also the salesperson
Rights from Salesperson	Uses salesperson permissions
Capture Return Reasons	Makes return reasons mandatory for returns
Campaigns Allowed	Allows the use of campaigns
Pre-Filter Search	Activates the category pre-filter in item search
Cross-Selling Allowed	Activates the display of suggested products based on the current sale
Combine Items	Activates automatic quantity consolidation of identical items during the sales process

Defaults

This tab manages various parameters for data capture during checkout.

Field	Description
Customer Registration	Type of customer registration Never: No customer registration possible Optional: Customer registration possible Always: Customer registration mandatory
Default Debtor No.	Stores a default debtor for unnamed customers and when debtor entry is mandatory
BOM Explosion	Defines in which form sold BOMs should be exploded Main Item: The main item is transferred to the receipt, printed, and later posted accordingly Subitems: All subitems of the main item are transferred to the receipt, printed, and later posted accordingly. Subsequent quantity changes or line cancellations affect all subitems equally Main Item with Subitem Print: The main item is transferred to the receipt, printed together with all subitems, and later posted accordingly
Preferred Unit of Measure	Defines which priority should be used to determine the unit of measure Barcode Unit: Default behavior. If a scanned barcode has a unit stored, that unit is used; otherwise the item’s unit of measure is used, and if that is empty as well, the base unit is used Unit of Measure: If a scanned barcode has a unit stored, it is ignored and the item’s unit of measure is used; if that is empty as well, the base unit is used Base Unit: The base unit is always used, regardless of whether barcode unit or unit of measure is maintained on the item
Lot Capture	Defines how lots that may be assigned during item sales should be captured Automatic: When item or order lines are imported, the lots stored for the respective item are determined automatically and the sales quantity is split across them until either the sales quantity is fully allocated or the available stock of the lots is exhausted Manual (Input): The lot is captured manually during the sales process, with entering the lot number favored Manual (Selection): The lot is captured manually during the sales process, with selecting the lot number favored
Serial Number Capture	Controls manual capture of a serial number
Inventory Check	Defines whether an inventory check should be performed for item sales and how the system should react if inventory is insufficient. Item number, variant code, location, and lot number are taken into account None: No inventory check is performed, so items can be sold even if insufficient stock is available Information: If stock is insufficient, an informational message appears; the process continues if confirmed with Yes or is canceled with No Error: If stock is insufficient, an error message appears and the process is canceled
Block Check	Defines whether a block check should be performed for items/debtors and how the system should react if a block exists None: No block check is performed for item sales/debtor assignment Information: An informational message appears if the item/customer is blocked; the process continues if confirmed with Yes or is canceled with No Error: If items/debtors are blocked, an error message appears and the process is canceled
Check Return Original Tenders	Defines whether, for a receipt return, a note should be shown about the tenders from the original receipt None: No check is performed Information: The tenders used are shown when the payment status is opened Information with Amounts: The tenders used and their complete amounts are shown when the payment status is opened
Lock Mode Limit	Defines after how many seconds checkout should automatically switch to lock mode

Prices

This tab manages price determination during checkout.

Field	Description
Price Group	Stores the default price group to be used for price determination
Use Customer Prices	Defines whether the price group stored for the assigned customer, or the customer invoice discount for automatic discount application at receipt level, should be considered in price determination
Price Determination	Defines how item prices should be determined Price List or Item Price: The system first tries to determine a valid price from the sales price list; if this is not possible, the sales price from the item is used Price List: Only the sales price list is used for price determination Item Price: Only the item is used for price determination
Price Change Allowed	Allows prices to be changed afterwards

Counting

This tab contains settings that affect behavior during cash register start, change registration, cash register closing, and Revenue Registration.

Field	Description
Change Registration	Type of change registration during cash register start None: Capture not required Amount: Capture as a total amount Denomination: Capture as denominations
Always Count Change Amount	The change amount must be captured for every cash register start
Revenue Registration	Type of Revenue Registration during cash register closing None: Capture not required Amount: Capture as a total amount, requires a default cash tender with a variance account Denomination: Capture as denominations, requires a default cash tender with a variance account
Automatic Cash Register Closing	Automatically indicates that cash register closing is required if the current date differs from the start date of the current POS process; this does not apply if the POS process is still in start mode or already in closing mode
Cash Float	Defines which amount should automatically be reserved for the next cash register start after counting during cash register closing; the difference is posted automatically as Cash to Bank
Difference Display	Defines how counting differences at cash register start and end should be shown None: Counting differences are not shown Information: A message indicates the counting difference, but the specific difference amount is not shown Amount: A message and the cash register screen both show the counting difference, including the exact difference amount
Capture Safebag	Safebag number is requested during Cash to Bank operations
Statistical Counting	Defines the type of statistical counting At Start: Statistical counting required at cash register start At Closing: Statistical counting required at cash register closing At Start and Closing: Statistical counting required at cash register start and closing None: No statistical counting required

Limits

This tab stores permitted maximum values for checkout and manages discount and reduce controls.

Field	Description
Confirmation Above Value	Defines the threshold at which value entries must be confirmed, for example amount or quantity
Maximum Discount %	Maximum item discount in %
Line Discount	Type of discount change at line level No Discount: No discount can be granted Single Discount: Only one discount can be granted once Multiple Discount: Several discounts can be granted, with each discount based on the original line amount Chain Discount: Several discounts can be granted, with each discount based on the original line amount minus discounts already granted
Receipt Discount	Type of discount change at receipt level No Discount: No discount can be granted Single Discount: Only one discount can be granted once Multiple Discount: Several discounts can be granted, with each discount based on the original receipt amount Chain Discount: Several discounts can be granted, with each discount based on the original receipt amount minus discounts already granted
Use Discount Reasons	Defines that entering a discount reason is mandatory when granting discounts/reduces
Reduce for New Price	Interprets a new price as a reduce, with corresponding reporting for later analysis
Remove Discount Allowed	Allows discounts to be removed from the sales line
Rounding Precision	Defines the rounding precision
Rounding Method	Defines the rounding method Commercial: Amounts with decimals are always rounded to the nearest value up or down Round Up: Amounts with decimals are always rounded up Round Down: Amounts with decimals are always rounded down
Use Customer Prices	Defines whether specific customer prices should be used

Posting

This tab manages all posting-relevant settings. In detail, these are the journals for posting items, resources, finance, and customer actions.

Field	Description
Process Item Data	Processes the item data from every receipt
Item Journal Template	Journal template for item postings
Item Journal Batch Name	Journal batch name for item postings
Post Items Automatically	Activates automatic item posting
Transfer Journal Template	Journal template for item transfer postings, reservations
Transfer Journal Batch Name	Journal batch name for item transfer postings, reservations
Process Resource Data	Processes the resource data from every receipt
Resource Journal Template	Journal template for resource postings
Resource Journal Batch Name	Journal batch name for resource postings
Post Resources Automatically	Activates automatic resource posting
Process Finance Data	Processes the finance data from every receipt Never: No sales data is provided Standard: Sales data is validated into the relevant journal for further processing BE-POS: Sales data is prepared for the BE-POS Finance Cockpit
Finance Journal Template	Journal template for finance postings
Finance Journal Batch Name	Journal batch name for finance postings
Post Finance Automatically	Activates automatic finance posting
Compress Finance Data	Activates compression of revenue and discount lines in finance postings
Open Item Journal Template	Journal template for debtor postings
Open Item Journal Batch Name	Journal batch name for debtor postings
Open Item Posting G/L Account	Specifies the G/L account for debtor postings
Post Open Items Automatically	Activates automatic debtor posting
Order Creation	Note: Use of this feature requires module activation in the relevant cash register license. Invoice: When debtors are used at the cash register, a sales order is created by default for every purchase completed with tender Invoice and is delivered or delivered and invoiced depending on the setting. Receipts with Customer No.: A sales order is created and processed for every receipt with a stored customer number, regardless of the tender used. Receipts with Customer No. (Except Default Debtor): A sales order is created and processed for every receipt with a stored customer number, regardless of the tender used, except for the stored default debtor. This also enables analysis of customer purchases via the documents. Payments made are parked in the journal and, once the order has been invoiced, are applied against the created posted invoice so that it is fully settled if the receipt was paid in full.

Vouchers

This tab contains settings for voucher management.

Field	Description
Voucher Issue	Defines the type of voucher issue Self-Printed: The voucher is printed by the cash register, the next free voucher number is determined automatically during issue, and the voucher amount can only be defined through checkout Pre-Printed: The voucher already exists in pre-printed form; the voucher number to be used for issue must be chosen manually, and the voucher amount can be defined either through checkout or directly during voucher creation
Carry Forward Voucher Value	Activates carry-forward of voucher value if the receipt amount is lower than the remaining voucher value
Return Voucher from Amount	Defines the minimum amount from which an automatic return voucher should be issued at the end of the receipt; this requires a return-related refund within the receipt
Remaining Voucher from Amount	Defines the minimum amount from which an automatic remaining-balance voucher should be issued at the end of the receipt if overpayment with a voucher is required