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Procedure documentationGeneral Department Details

Procedure

Use this procedure to complete the General tab of the Department window.

Note Note

Some options appearing on this window can be defined on an item-by-item basis on the PLU window. If the Use Dept check box is selected on the General tab of the PLU window, the tax, itemizer, discount, return, and scale item options defined on this window are used for the item. If the Use Dept check box is not selected, the options defined on the PLU window are used for the item

End of the note.

  1. Complete the following pricing information for the items in this department as applicable:

    • Preset Amount: If all PLUs in the department will be sold at the same price, type, and amount, including decimal places

    • Force Preset: To prevent cashiers from overriding the Preset Amount, select this check box

    • Min Price and Max Price: Type the minimum and maximum prices, including decimals places, for all PLUs in this department

    • Allow Zero Price: To allow an item in this department to be sold for a 0 price, select this check box

    • Add. Amt Desc. and Add. Amount: If an additional amount, for example, a bottle deposit, will be charged for items in this department, type a description and amount.

  2. In the Auth Level field, type or select the minimum authority level required for a cashier to sell an item in this department. The lowest authority level is 1; the highest is 5.

  3. In the Menu No field, do one of the following:

    • If this department will appear on a menu at the POS terminal, type the number of the menu provided by your head office

    • If this department will not appear on a menu, type 0.

  4. In the Prompt ID field, type the number that defines the sequence of prompts issued for a transaction when a cashier enters an item in this department. The prompt ID number is defined by your head office.

  5. Beside Positive Dept, do one of the following:

    • To ensure that the prices of the items in this department are positive, select this check box

    • To allow negative prices, for example if the items in the department are bottle returns and steam cleaner deposit refunds, leave this check box unchecked.

  6. Beside PLU Required, do one of the following to define how cashiers can sell items in this department:

    • To require cashiers to select only the department, not a specific PLU, and then enter a price, leave this check box unchecked

    • To require cashiers to enter specific a PLU associated with the department, select this check box.

  7. For packaged items in this department that must be weighed, if any, to define the weight of the packaging, do one of the following:

    • If the same tare weight is used for all items in the department, in the Tare Weight field type a tare weight identification number: The weight is deducted from the item’s total weight to calculate the price. The tare weight is only applied to items that are weighed

    • If different tare weights are used for various items in this department, use the Tare Weight field on the General tab of the PLU window to assign tare weights on an item-by-item basis.

  8. If some or all of the items in this department must be weighed, do one of the following:

    • If all items must be weighed, select the Scale Item check box

    • If only some items in the department must be weighed, select the Use Scale check box on the General tab of the PLU window to enable weighing on an item-by-item basis.

  9. To define how cashiers handle quantities of the items in the department, use the following fields:

    • Qty Mode: Select an option to define whether or not cashiers are allowed to enter quantities for items, and if so, whether or not they are required to

    • Qty Desc: Type up to 15 characters to describe the unit of measurement, for example, grams, liters, lbs, that prints on a receipt when a cashier sells an item in this department

    • Allow Decimal Qty: If cashiers are allowed to enter partial quantities, for example, half a pound, select this check box.

  10. To define how cashiers handle discounts for items in the department complete the following fields:

    • Allow Discount: To enable cashiers to make discount transactions for items in this department, select the check box

    • Auto Disc. ID: If an automatic discount is to be applied to items in this department, type a discount identification number defined by your head office. If an automatic discount is not to be applied, type 0

    • Allow Empl Disc: To enable employee discounts on items in this department during an employee sale transaction, select this check box

    • Empl Disc %: Type an amount as a percentage that represents the discount that is allowed on employee sale transactions.

  11. To define the types of transactions for which cashiers are allowed to use items in this department, select the applicable check boxes from among the following:

    • Allow Sale: regular sale transactions

    • Allow Exchange: exchange transactions

    • Allow Returns: return transactions

    • Allow Rtn w/o Rcpt: return transactions without a receipt

    • Allow Pend. Trans.: pending transactions.

  12. To enable the printing of a single line on a receipt to represent all department-relevant items in a sales transaction, from the Register Group drop down list, select a receipt group description. This description is printed on the receipt instead of individual itemized descriptions.

  13. Click Save.