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Function documentationDefining General System Parameters

 

Before you can define options for specific functions in Store Manager, you must define the general system parameters.

General System Parameters

  1. On the Main Menu, click Parameters Setup.

  2. On the Parameters Setup menu, click General Parameters. The General Parameters Setup window appears.

General Company and Store Information

  1. In the Company field, enter up to 50 characters to define the name of the company as it will appear on reports.

  2. In the Logo field, type the full path and file name of the store logo.

  3. In the Store Name field, enter up to 50 characters to define the name of the store that will appear on reports.

  4. In the Address 1 field, enter the street portion of the store’s address, and if necessary, in the Address 2 field, enter the remainder of the address that will appear on reports. These fields are limited to 50 characters each.

Server Communication Parameters

  1. In the Update Term. Interval field, enter the number of minutes after which the message window will shut down and communication between the Store Manager and the server will be terminated. Ensure that the interval is no longer than the time required for communication during the End of Day function or for the function that requires the longest communication.

  2. To define how often the Store Manager searches for new electronic documents sent from your head office, in the Elec. Doc. Search Interval (minutes) field, enter the number of minutes between searches.

  3. To determine how often the server requests the status of each POS terminal, in the Status Refresh Time (seconds) field, enter the number of seconds between requests.

  4. In the Maximum Retrieve Threshold field, enter the maximum number of records that can be retrieved from a table and displayed in a selection window.

Configure the Generation of Unique PLUs

  1. Beside Unique PLU Generation, to define whether or not a unique PLU is generated whenever Generate Unique PLUis selected on the PLU window, do one of the following:

    • If a unique PLU is to be generated, check this check box, and then proceed to step 2.

    • If a unique PLU is not to be generated, leave this check box unchecked and proceed to step 6.

  2. In the Leading Digit field, enter the number that will be used as the first character for each unique PLU that is generated.

  3. In the Merchant ID field, do one of the following:

    • To specify the merchant ID that will follow the leading digit for each unique PLU that is generated, enter up to five characters of the merchant ID.

    • If you do not want the merchant ID to appear in the PLUs, leave this field blank.

  4. In the No of Digits in Sequence field, enter a number defining the length of the sequence portion of the PLUs. The sequence number follows the merchant ID and increments each time the Store Manager generates a PLU. For example, entering 2 will specify that the Store Manager generate PLUs comprised of a leading character, merchant ID, 2–character sequence number, and a check digit.

  5. In the Check Digit ID field, enter the number of the check digit obtained from your head office.

  6. In the Quick PLU New Item Default field, choose a default option.

  7. In the Default Vendor field, choose the vendor that will be entered in fields by default when no vendor is selected.

  8. To print price stickers automatically, choose Auto-Print Price Sticker Labels.

  9. In the Individual Label Lookup field, select the field by which individual labels will be looked up.

  10. To print shelf labels automatically, choose Auto-Print Shelf Labels.

Cash/Safe Management Parameters

  1. In the POS Balance Threshold field, do one of the following:

    • To require the cashiers and registers to balance exactly, leave this field blank.

    • To define the maximum amount by which the cashier or register’s actual tender amount can be above or below the system amount during balancing, enter a dollar amount, including decimals.

      If the difference is greater than the threshold, the cashier or register is not balanced. The balance transaction cannot be completed until the actual amount and the system amount are balanced to within the threshold.

      Your head office uses the Configurator to define whether balancing is performed by a cashier or a register.

  2. In the Safe Balance Threshold field, do one of the following:

    • To require the safe to balance exactly, leave this field blank.

    • To define the maximum amount by which the safe’s actual tender amount can be above or below the system amount during balancing, enter a dollar amount, including decimals.

      If the difference is greater than the threshold, the safe is not balanced. The balance transaction cannot be completed until the actual amount and the system amount are balanced to within the threshold.

  3. The EOD Pickup button creates and completes a pickup-to-safe transaction for the tenders in the POS balance transaction. To enable the EOD Pickup button on the POS Balance Maintenance window, choose Enable EOD Pickup.

  4. To enable or disable additional pickup options, choose any of the following options as required:

    • Retrieve System Amounts on Pickup

    • Hide System Amounts (Blind Pickup)

    • Issue Warnings on Over-the-Limit Pickups

  5. Under Mandatory Reasons, chose any of the following options as required:

    • POS Pickup

    • POS Loan

    • POS Balance

    • Safe Withdrawal

    • Safe Deposit

    • Safe Balance

  6. Click Save.