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 - Setup - Manage.
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 billis not available, then the user will get a Negative Stock warning message. | |
| Allow blind session closure | It If the value of the policy set as Yes, it allows user to close a session without entering opening and closing amount for the current POS session in emergency situation. | |
| Allow to run drawer summery reportIt | allow If the value of the policy set as Yes, it allows to run drawer summery report in a site for the current POS session after closing a session. | |
| Validity of credit notes (issue against POS bill) in days | How many days days from the issue date of 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 of the credit note, issued against other bill (Gift Voucher bill etc.), remains valid. | |
| Display transaction rate | If this setting policy value set as Yes, then the transaction rate will be displayed in that particular storeusers will be allowed to view rate and amount values at various back office transaction modules. | |
| Accept quantity in multiple of sale factor only. | If this setting policy value set as No Yes, then the store users will be forced to accept quantity in multiple of sale factor specified in Item definition. Otherwise they 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 | POS will automatically print the specified number of copy of Bill will be print per transaction in the store.copies of a Sale (no return item present) Bill | |
| 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. | POS will automatically print the specified no. of copies of a Return / Exchange (any return item present) Bill | |
| Number of copies of Delivery slip to print This | number decides how many number of copy of Delivery Slip will be printPOS will automatically print the specified no. of copies of a Delivery Slip. | |
| Allow item level discount | If this setting is policy value set as Yes, then the concern person of the store can give the item level users will be allowed to give the Item Level discount. | |
| Allow bill level discount | If this setting is policy value set as Yes, then the store can users will be allowed to give the bill level Bill Level discount. | |
| Maximum allowable discount percentage The store can give maximum percentage discount which is provided by HO in this setting | User will be allowed to provide manual discount (Item/Bill level) upto the given percentage limit. | |
| Maximum allowable discount amountThe store can give maximum amount discount which is provided by HO in this setting | User will be allowed to provide manual discount (Item/Bill level) upto the given amount limit. | |
| Allow to clear promotion The store can clear or deactivate promotion if this setting set | ass YesIf this policy value set as Yes, then the users will be allowed to clear/resume both item level & bill level promotions. | |
| Allow adhoc return without sale bill reference | If this setting policy value set as Yes, then adhoc return possible without sale bill reference in that store then the users will be allowed to return item without sales bill as reference. | |
| Sale person tagging mandatory | If this setting this policy value set as Yes, then with every bill user have to tag sale person in that particular storeusers will be restricted from saving the bill/delivery slip if sales person is not tagged in any Item. | |
| Customer selection mandatory for POS bill | If this setting set as Yes, then with every POS bill user users have to tag select customer in that particular store. | |
| Bill expiry for item return (in days) | Within how many days from the billing date customer can return items. Bill will be expired after the specified number of days from its creation date and it will not be considered for return purpose. | |
| POS return reason entry required | If this setting this policy value set as yes, then user have to enter return reason in the particular store. Yes, then user will be forced to provide a reason while taking a return for any item in POS Bill. | |
| Allow cash refund | If this setting this policy value set as yes Yes, then 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 | The users will be allowed to edit price of a bill item. | |
| Allow change the auto adjust credit note amount | If this setting this policy value set as Yes, then the cashier can adjust credit note in time of billing without asking the customerusers will be allowed to modify the automatically adjusted credit notes amount in case of POS Order tagging in POS Bill. | |
| Allow back dated reprint for POS bill up to (in days) This setting defines how many back date reprint allow of a POS bill. | Users will not be allowed to take back dated reprints of POS bills after specific number of days. | |
| Allow to add customer in POS bill modification after settlement This setting allows to add customer in POS bill modification even after settlement | If this policy value set as Yes, users will be allowed to be add customers in POS Bill Modification for accumulating loyalty points for the bill. | |
| Allow mode of payment modification This Setting allows | user If this policy value set as Yes, the user will be allowed to modify the mode of paymentpayments. | |
| 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 Users will be allowed to Void the POS Bill against CN issued if this policy value set as Yes |
| Void Bill reason entry required | If this setting this policy value set as Yes, then user have to entry reason for void the bill. Void delivery slip then on voiding POS Bill, users have to provide Valid Reason. | |
| Void Delivery Slip reason entry required | If this setting this policy value set as Yes, then user have to entry reason for void delivery slip. , then on voiding Delivery Slip, users have to provide Valid Reason. | |
| Allow void bill printing | This setting allow user If this policy value set as Yes, users will be allowed to print void bill. | |
| Allow void delivery slip printing This setting allow user | If this policy value set as Yes, users will be allowed to print void delivery slipDelivery 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. Goods Receive Tolerance % | Users will be allowed to make short entry upto specified tolerance %. |
| Excess Goods Receive Tolerance % | Users will be allowed to make excess entry upto specified tolerance %. | |
| Allow damage Goods Receive | User will be allowed to receive damage quantity in Goods Receive Document if this policy value set as Yes. | |
| Allow packet reconciliation in goods receive | User will be allowed to receive items packet wise if this policy value set as Yes. | |
| Packet creation mode | From this settings HO can decide in which mode the packet will be created. The mode mode can be Adhoc or against GRT. | |
| Restrict goods return entry | HO can restrict the goods entry into the site for particular reason. | |
| Settle with overdue GRT adviceFrom this setting HO decides whether the overdue GRT advice will settle or not. Advice | Action to perform when overdue GRT Advice found while settling a date. | |
| Other Bills : | ||
| Number of copies of Refund Bill to PrintThis setting | decides how many System will automatically print the specified no. of copies of Refund bill will be printed in the storea Refund Bill. | |
| Number of copies of Deposit Bill to printThis setting | decides how many System will automatically print the specified no. of copies of Deposit bill will be printed in the store. a Deposit Bill. | |
| Number of copies of Gift Voucher Issue to print This setting decides | how many System will automatically print the specified no. of copies of a Gift Voucher will be printed in the store. Bill. | |
| Customer selection mandatory for Deposit / Refund bill | If the setting is this policy value set as Yes, then user then users have to select the customer for Deposit / Refund bill. | |
| Customer selection mandatory for GV issue | If the setting is this policy value set as Yes, then then user have to select the customer for Gift Voucher Issue. | |
| Allow discounting in Gift Voucher issue | If the setting is Users will be allowed to issue Gift Voucher at Discounted Value if this policy value set as Yes, then discount allowed in time of issue gift voucher. | |
| Void Deposit Bill reason entry required | If the setting is Users will be forced to provide a reason for voiding the Deposit Bill if this policy value set as Yes, then user have to entry the reason for void Deposit Bill | |
| Void Refund Bill reason entry requiredIf | the setting is Users will be forced to provide a reason for voiding the Refund Bill if this policy value 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 storeSystem will automatically print the specified no. of copies of a POS Order. | |
| Due date mandatory in POS Order If the setting is | Users will be forced to provide due date in POS Order if this policy value 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 Users will not be allowed to save POS Order if specified percentage of order value is not received in advance from the customer. |
| POS Order cancellation reason entry required | If the setting is this policy value set as Yes, then the user users will have to entry POS order cancellation reasonprovide a reason for cancelling the POS Order Items. |
b. Configured System Settings
Settings | Explanation | |
|---|---|---|
| Data synchronization schedule | From this setting HO decides the data synchronization schedule. That means time gap between two synchronization. | |
| Application update schedule | From this setting HO decides the application update schedule. That means time gap between two synchronization. | |
| Full backup threshold Synchronization Schedule | Data synchronization will take place as per specified schedule | |
| Application Update Schedule | Application update will take place as per specified schedule | |
| Full Backup Threshold | From this policy HO can set maximum allowable days without full backup POS can run. | |
| Pending settlement threshold Settlement Threshold | HO can set maximum possible unsettled days in this policy. | |
| CRMRFID Service | HO can enable or disable integrated RFID Service for Loyalty Cards. | |
| Footfall for the day entry required | Footfall is the number of customers who visit the store per day. Ho can decide the store will count the Footfall number or not. | |
| Maximum allowable discount policy validation mode | Allow to specify audit book stock date manually From this setting HO decides the user can specify the audit book stock date manually or automaticallyAudit Book Stock Date manually | Users will be allowed to enter and modify Book Stock Date in Audit Journal if this policy value set as Yes. |
| PAN no is mandatory in POS bill for specified bill valueFrom this setting HO decides that PAN no is mandatory for how much bill | User will be asked to tag a customer (with PAN No.) if the bill value is equal to or more than the provided value. | |
| OTP authentication is mandatory for credit note adjustment in POS transactionFrom this setting HO decides OTP authentication is mandatory or not for | This will enable or disable OTP validation at the time of credit note adjustment in POS transaction. transactions | |
| Promotion applicability on POS order item in POS bill From this setting HO decides that in POS bill, promotion applicable or not on POS order. | System will apply promotions on POS order items in POS bills (at the time of delivery) as per the setting done here. | |
| POS function behavior for login, backup, data sync after abnormal shut down | From this setting policy HO decides the POS function behavior after abnormal shut down. | |
| Cash limit Limit for POS bill Bill in drawer | HO decides that the user can store how much amount of cash in drawer for certain time period. | |
| Auto sync on settlement | From this setting HO decides that Auto Sync on Settlement will run or not | |
| Settle with open Drawer | User will be asked to drop the cash if the total cash value in the drawer is equal to or more than the provided value. | |
| Auto Sync on Settlement | Sync will get executed automatically on Settlement if this policy value set as Yes. | |
| Settle with Open Documents | Action to perform by the site when open documents found while settling a date | |
| Number of digit to capture for credit card Credit Card number | From this setting policy HO decide how many digits are allowed to enter for credit card number | |
| Item service Service | To view stock point wise item stock in POS | |
| Allow bill Bill value rounding | If this setting policy value set as Yes, then the cashier users can round up rounded of the bill value from a decimal value. | |
| Custom loyalty point redeemer | Loyalty points will be redeemed as per the custom method if defined. | |
| Is Eazy Rewardz integratedIntegrated | From this setting policy HO decides Eazy Rewardz, the third party application, will be integrated with the site or not | |
| Rounding behavior in POS bill | ||
| Rounding limit in POS bill | This policy would round the bill value by adding/subtracting the value defined in the policy by HO | |
| Email domain Domain for Email2SMS Service Provider | Ho decides which Service Provider will work on the particular site. | |
| Display item image at POS based on | Users will be shown Item Image at store end as per the configuration done here. |
7. Change the Policies as per requirement from the Configured User Settings and Configured System Settings tabs.
8. Select the Policy which you want to configured for the site an click on the right arrow to move the selected policy to the Configured Settings area.
...