Attached to outlets are registers, which represent the physical points of sale. The number of registers each outlet requires is determined by how many individual devices you have 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 them as needed.
Configuring register settings
To configure your register settings:
- Navigate to Settings > General Options.
- 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 to help ensure the right user is logged for each sale.
- Require Customer For Serial Numbers: Requires a customer is attached to the sale for items with serial number tracking.
- 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 12-pack for $10, adding 12 single soda cans to a sale will charge the pack price. 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 Qty. 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).
- Click Save Changes.
Viewing registers
Once you've added registers to your location, you can view them from the location settings:
- Navigate to Settings > Locations.
- In the location row, click Customize.
- On the side bar, 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. iPads remain assigned to the register no matter which employee uses it to sign in. You can see what register to is assigned to the iPad in Retail POS on the Profile, New Sale, and Lock screens.
To update a register assignment:
- On the iPad, navigate to the Profile screen.
- Under Devices, click Register assigned.
- Choose the register you want to assign to the iPad.
- Click Done.
Restricting employee access by location
If you have multiple locations, employee sign-in access can be restricted to a location.
To set an employee’s location access:
- Navigate to Settings > Employee Setup.
- Click the employee's name.
- Under Basics, toggle off Allow access to all.
- Click Edit to open the Location access window.
- Use the search bar to add locations or click Remove to remove locations.
- Click Save.
Merging registers
You can combine multiple registers together to create one register by merging them. Once merged, all of the sales assigned to the multiple registers will be re-assigned to the one register.
To merge registers:
- Navigate to Settings > Locations.
- In the location row, click Customize.
- On the side bar, click Registers.
- Under Registers, check the boxes next to the registers you want to merge.
- Click Merge.
- Click OK.
Archiving registers
If a register has associated sales, you can archive it to hide it from your location's list of registers:
- Navigate to Settings > Locations.
- In the location row, click Customize.
- On the side bar, click Registers.
- In the list of registers, click the file box icon (Archive) next the register's name.
- Click OK.
All sales associated with the archived register will remain in your reporting.
Restoring registers
If you need to return an archived register back to your location's list of registers, you can restore it:
- Navigate to Settings > Locations.
- In the location row, click Customize.
- On the side bar, click Registers.
- Under Registers, check the Show Archived box.
- In the list of registers, click Un-archive next the register's name.
Deleting registers
If a register doesn't have any associated sales, you can delete it from your location's list of registers:
- Navigate to Settings > Locations.
- In the location row, click Customize.
- On the side bar, click Registers.
- In the list of registers, click the trash icon (Delete) next the register's name.
- Click OK.