Registers represent physical points of sale and are attached to outlets. The number of registers each outlet requires is determined by the number of individual devices processing sales simultaneously.

A register can only be used by one device at a time. If you have more than one device that needs to be able to process sales simultaneously, you must create a register for each device. After creating registers, you can manage settings and merge, archive, or delete registers as needed.

Configuring register settings

To configure your register settings:

1. Navigate to Settings > General Options.

   

2. Under Register, select or deselect settings:

   

   • Require PIN Before Each Sale: Requires an employee PIN entry before a new sale can be started on the register.
   • Require Customer For Serial Numbers: Requires a customer to be attached to the sale for items with serial numbers.
   • No Store Credit Refunds: Store credit can't be given to customers during a refund.
   • Without Receipt Refund Credit Only: If a customer has no receipt, only store credit can be used for refunds.
   • Disable All Inventory Warnings: Enable/disable warning messages on the register screen when adding items that are out of stock or reserved for special orders, layaways, or work orders.
   • Do Not Convert Singles To Boxes Automatically: When you add individual items to a sale that are also available as part of a boxed set, Retail POS automatically displays the boxed price if the quantity entered in the sale equals the quantity of the boxed item. For example, if you sell a $1 can of soda and a 12-pack for $10, adding 12 single soda cans to a sale will charge the pack price of $10. You can disable the automatic conversion by checking the box for this setting.
   • No Discounts on Labor: Controls whether discounts can be applied to labor items (non-inventoried items with Labor tax class setting). Selecting this setting overrides any Price Rules or customer discounts.
   • Hide the Running Count of Items in a Sale: The cart will show individual item details, but not the running total of how many items have been scanned or entered.
   • Create Separate Sale Lines When Adding Units of the Same Item: When individual items are scanned or added to the sale, they will appear as separate line items in the cart and on the receipt.
   • Create Separate Sale Lines When Adjusting Quantities: If the quantity in the cart is adjusted, the additional items will be added as separate line items in the cart. For example, if you changed the Ceramic mug item quantity to 2, a new Ceramic mug sales line will be added with Qty. 1, and the original sales line will revert to Qty. 1 (total of 2 mugs in the cart).
3. Click Save Changes.

Viewing registers

Once you've added registers to your location, you can view them from the location settings:

1. Navigate to Settings > Locations.

   

2. In the Location row, click Customize.

   

3. Click Registers.

   

You can view and manage your registers from the location's Registers page.

Assigning registers to iPads

Each iPad must be assigned to a location and register. You can view the register assigned to the iPad in Retail POS on the Profile, New Sale, and Lock screens.

To update a register assignment:

1. Under Devices, tap Register assigned.

   

2. Choose the register you want to assign to the iPad.

   

3. Tap Save.
4. Tap Assign.

   

Restricting employee access by location

If you have multiple locations, employee sign-in access can be restricted to one location.

To set an employee’s location access:

1. Navigate to Settings > Employee Setup.

   

2. Click the employee's name.
3. Under Basics, toggle off Allow access to all.

   

4. Click Edit to open the Location access window.
5. Use the search bar to add locations. Click Remove next to a location to remove it. Click Remove all to remove all locations.

   

6. Click Save.

Merging registers

You can combine multiple registers to create one register by merging them. Once merged, all sales assigned to each register will be reassigned to the new single register.

To merge registers:

1. Navigate to Settings > Locations.

   

2. In the Location row, click Customize.

   

3. Click Registers.
4. Under Registers, check the boxes next to the registers you want to merge.

   

5. Click Merge.
6. Click OK.

Archiving registers

If a register has associated sales, you can archive it to hide it from your location's list of registers.

1. Navigate to Settings > Locations.

   

2. In the location row, click Customize.

   

3. Click Registers.
4. Click the file box icon (Archive) next to the register's name.

   

5. Click OK.

All sales associated with the archived register will remain in your reports.

Restoring registers

If you need to return an archived register to your location's list of registers, you can restore it.

1. Navigate to Settings > Locations.

   

2. In the Location row, click Customize.

   

3. Click Registers.
4. Check the Show Archived box.
5. Click Search.
6. Click Un-Archive next to the register's name.

   

7. Click OK.

Deleting registers

If a register doesn't have any associated sales, you can delete it from your location's list of registers.

1. Navigate to Settings > Locations.

   

2. In the location row, click Customize.

   

3. Click Registers.
4. Click the trash icon (Delete) next to the register's name.

   

5. Click OK.

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