How to Upload Items to Cash Register

CStoreOffice® Support & Learning

SmartPOS Cash Annals Settings

You lot tin configure settings for SmartPOS greenbacks registers in CStoreOffice®. The cash register settings determine the rules for advice and data exchange between CStoreOffice® and the SmartPOS terminal.

To access the SmartPOS settings in CStoreOffice®:

1. From the chief carte in CStoreOffice®, select Data Entry >Dashboard.
2. In the Station Options section, select Cash Register.
3. From the Station list at the top of the form, select the necessary location.
4. At the top of the Cash Register form, select Avant-garde.
5. From the CR brand list, select SmartPOS.

You can view and configure the following cash register settings for the SmartPOS terminal:

SmartPOS Settings

• SmartPOS token: The activation key for SmartPOS. The value in this field must match the central you have specified during SmartPOS activation. The activation key must exist entered in the string format without spaces or dashes (-).

  When y'all identify the cursor to the SmartPOS token field, CStoreOffice® displays all bachelor activation keys. Instead of entering the activation key manually, you lot can select the necessary key from the list.

• NAXML primary study period: The primary reporting period for the cash register. For SmartPOS, this setting must ever be set to Shift.
• Ship full item description in update: Enable this option to send the item description instead of the item receipt CR description to the cash register with Price Book updates.
• SmartPOS Price Volume Control: Enable this option to be able to manage the Price Volume from the SmartPOS terminal. You must as well enable the SmartPOS Price Volume Control option in the POS > Cash Settings section at the terminal. For more details, see SmartPOS documentation.
• Paypoints for greenbacks reconciliation: Enable this pick to employ paypoints data for cash reconciliation. With this selection enabled, CStoreOffice® volition parse the cash annals reports to get paypoints data and present more detailed information on cash reconciliation in the Cash Reconciliation >Cash Register form. As a result, you will be able to trace every cashier's activities at each cash register separately.

  If the Paypoints for greenbacks reconciliation option is disabled, the greenbacks register reports are not parsed for paypoints data and cash is reconciled by shifts. For more data about reconciling shifts by pay points, see Cash Reconciliation by Paypoints.

• NAXML version: The version of the NACS XML Information Interchange protocol used for communication betwixt CStoreOffice® and SmartPOS. This setting must non exist changed.
• Folders: Paths to folders where data is stored at the greenbacks register:
• CR inbox folder: The path to the binder where incoming information is stored.
• CR outbox folder: The path to the folder where outgoing data is stored.
• CR archive folder: The path to the folder where archive data is stored.
• CR mistake folder: The path to the folder where error messages are stored.
• Set Defaults: Apply this button to set up default values for paths to folders.

In addition to configuring settings, you lot can perform the following activities:

• Wipe Out Price Book: Utilise this push to delete the Price Book at the greenbacks register and upload the Price Book from CStoreOffice® to the cash register instead.

How does the Wipe Out Cost Volume feature piece of work?

1. All price book data, including departments, promotions, items, is cleared from the cash register.
2. All price book data is populated at the cash annals from the account's price book in CStoreOffice®.

Please annotation that the wipe out procedure may take from 10-fifteen minutes to 1 hour. During this process, the cash register will be unavailable.

• Upload Full Items Price Volume: Use this push to upload the Toll Book from CStoreOffice® to the cash annals. This performance is used in conjunction with items updates. Afterwards clicking this button, you need to accept changes in the Cash Annals Updates Manager. Equally a effect, full price book is uploaded to the cash register. For details, meet Reviewing and Accepting Changes.

  After the Upload Full Items Price Volume button is clicked, it changes its color to signal the process of pushing the price book data. Once the price book updates are accepted, the push returns its initial color.

• Send Users to SmartPOS: Use this button to ship all user records created in CStoreOffice® to the cash register.

Shared Options

To work with the shared options settings, in the Cash Register form, click Advanced and navigate to the Shared Options department. You can view and configure the following settings:

• Allow CR updates: This option allows sending updates to the SmartPOS last. This pick must be enabled to allow CStoreOffice® send the Cost Volume information and the list of users to SmartPOS.
• Max CR Price Book capacity: This setting is free floating. It defines the maximum number of items in the Cost Book at the SmartPOS terminal. The number must be greater than the electric current number of items in the Price Book in CStoreOffice®.
• CR is on and active: When enabled, this choice informs CStoreOffice® that the SmartPOS terminal is on and functional.

Advanced Settings

To work with the advanced settings, in the Cash Register form, click Avant-garde and navigate to the Advanced department. Yous tin view and configure the following settings:

• Practise not upload departments to CR: This option prohibits sending departments data to the greenbacks annals. For SmartPOS terminals, this option must e'er exist disabled.
• CR connection monitoring: This option allows checking if the connectedness to the SmartPOS last is established. For SmartPOS terminals, this option must e'er exist enabled.
• Allow Mix&Match and Combo: This pick allows using promotions of the Mix&Match and Combo types at the cash register. For SmartPOS terminals, this option must always be enabled.
• Send updates for accepted changes: This option allows sending updates, that have been accepted, to cash registers. For SmartPOS terminals, this option must always exist enabled.

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Source: https://help.petrosoftinc.com/Content/SmartPOS/smartpos_cr_settings.htm?TocPath=SmartPOS+Cloud+Settings%7C_____1

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