Policy is the course of action introduced or pursued by an organisation or individual. In Ginesys HO, there are two types of policy - Site Policy and Master Policy.
...
- The users' role must have access to the Site Policy feature by enabling Add / Modify app operation for the feature in Admin - Security - User - Role through Retail Management - Utilities - Setup - Configure.
Step-by-step guide
The steps are as follows:
- Go to Retail Management > Setup> Manage > Site Policy.
- Site Policy window will open.
- Click on Add button.
- Policy window will open.
- Put in the Policy Name (mandatory field) and Remarks.
- You will get two tabs - Configured User Settings and Configured System Settings.
- Configured User Settings:
Settings | Explanation |
|---|---|
Common: | |
| Allow back dated entry upto (in days) | It allows users to entry the Back Dated data in store if HO provides the value which is grater than zero (0). |
| Negative stock checking mode | If the stock of an item less than entry item in the bill, then the user will get a Negative Stock warning message. |
| Allow blind session closure | It allows user to close a session without entering opening and closing in emergency situation. |
| Allow to run drawer summery report | It allow to run drawer summery report in a site after closing a session. |
| Validity of credit notes (issue against POS bill) in days | How many days from the issue date the credit note, issued against POS bill, remains valid. |
| Validity of credit notes (issue against other bill) in days | How many days from the issue date the credit note, issued against other bill (Gift Voucher bill etc.), remains valid. |
| Display transaction rate | If this setting set as Yes, then the transaction rate will be displayed in that particular store. |
| Accept quantity in multiple of sale factor only. | If this setting set as No, then the store can sale the item out of sale factor. |
| Delivery Slip and POS Bill : | |
| Number of copies of Sale Bill to print | This number decides how many number of copy of Bill will be print per transaction in the store. |
| Number of copies of return / Exchange Bill to print | This number decides how many number of copy of Bill will be print in time of items return or exchange in the store. |
| Number of copies of Delivery slip to print | This number decides how many number of copy of Delivery Slip will be print. |
| Allow item level discount | If this setting is set as Yes, then the concern person of the store can give the item level discount. |
| Allow bill level discount | If this setting is set as Yes, then the store can give the bill level discount. |
| Maximum allowable discount percentage | The store can give maximum percentage discount which is provided by HO in this setting. |
| Maximum allowable discount amount | The store can give maximum amount discount which is provided by HO in this setting. |
| Allow to clear promotion | The store can clear or deactivate promotion if this setting set ass Yes |
| Allow adhoc return without sale bill reference | If this setting set as Yes, then adhoc return possible without sale bill reference in that store. |
| Sale person tagging mandatory | If this setting set as Yes, then with every bill user have to tag sale person in that particular store. |
| Customer selection mandatory for POS bill | If this setting set as Yes, then with every bill user have to tag customer in that particular store. |
| Bill expiry for item return (in days) | Within how many days from the billing date customer can return items. |
| POS return reason entry required | If this setting set as yes, then user have to enter return reason in the particular store. |
| Allow cash refund | If this setting set as yes, then it allow user to refund cash to the customer in time of return items. Otherwise the concern person of the store will give the credit note in time of return item. |
| Allow price overwright | Store can change the item price over HO if the this setting set as Yes. |
| Allow change the auto adjust credit note amount | If this setting set as Yes, then the cashier can adjust credit note in time of billing without asking the customer. |
| Allow back dated reprint for POS bill up to (in days) | This setting defines how many back date reprint allow of a POS bill. |
| Allow to add customer in POS bill modification after settlement | This setting allows to add customer in POS bill modification even after settlement. |
| Allow mode of payment modification | This Setting allows user to modify mode of payment |
| Allow to void POS bill in which the credit note was issued. | This setting allow user t void POS bill even after credit note was issued. |
| Void bill reason entry required | If this setting set as Yes, then user have to entry reason for void the bill. |
| Void delivery slip reason entry required | If this setting set as Yes, then user have to entry reason for void delivery slip. |
| Allow void bill printing | This setting allow user to print void bill]. |
| Allow void delivery slip printing | This setting allow user to print void delivery slip. |
| Goods Receive & Return : | |
| Short goods receive tolerance % | How many percentage of shortage of goods allow to receive in store from HO. |
| Excess goods receive tolerance % | How many percentage of excess goods allow to receive in store from HO . |
| Allow damage goods receive | This setting decides that the store will receive the damage goods or not. |
| Allow packet reconciliation in goods receive | |
| Packet creation mode | |
| Restrict goods return entry | |
| Settle with overdue GRT advice | |
| Other Bills : | |
| Number of copies of Refund Bill to Print | This setting decides how many copies of Refund bill will be printed in the store. |
| Number of copies of Deposit Bill to print | This setting decides how many copies of Deposit bill will be printed in the store. |
| Number of copies of Gift Voucher Issue to print | This setting decides how many copies of Gift Voucher will be printed in the store. |
| Customer selection mandatory for Deposit / Refund bill | If the setting is set as Yes, then user have to select the customer for Deposit / Refund bill. |
| Customer selection mandatory for GV issue | If the setting is set as Yes, then user have to select the customer for Gift Voucher Issue. |
| Allow discounting in Gift Voucher issue | If the setting is set as Yes, then discount allowed in time of issue gift voucher. |
| Void Deposit Bill reason entry required | If the setting is set as Yes, then user have to entry the reason for void Deposit Bill |
| Void Refund Bill reason entry required | If the setting is set as Yes, then user have to entry the reason for void Refund Bill. |
| POS Order : | |
| Number of copy of POS order to print | This setting decides how many copies of POS Order receipt will be printed in the store. |
| Due date mandatory in POS Order | If the setting is set as Yes, then Due Date entry is mandatory in POS order. |
| Minimum percentage of advance against POS order | This setting decides the minimum amount of advance percentage which customer have to pay against POS Order. |
| POS order cancellation reason entry required | If the setting is set as Yes, then the user have to entry POS order cancellation reason. |
b. Configured System Settings
Settings | Explanation |
|---|---|
Related articles
| Filter by label (Content by label) | ||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
...
| hidden | true |
|---|
...