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.
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- 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:
- 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 is not available, then the user will get a Negative Stock warning message. |
| Allow blind session closure | 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 report | If the value of the policy set as Yes, it allows to run drawer summery report for the current POS session after closing a session. |
| Validity of credit notes (issue against POS bill) in days | How many 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 policy value set as Yes, then the users 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 policy value set as Yes, then the 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 | POS will automatically print the specified number of copies of a Sale (no return item present) Bill |
| Number of copies of return / Exchange Bill to print | 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 | POS will automatically print the specified no. of copies of a Delivery Slip. |
| Allow item level discount | If this policy value set as Yes, then the users will be allowed to give the Item Level discount. |
| Allow bill level discount | If this policy value set as Yes, then the users will be allowed to give the Bill Level discount. |
| Maximum allowable discount percentage | User will be allowed to provide manual discount (Item/Bill level) upto the given percentage limit. |
| Maximum allowable discount amount | User will be allowed to provide manual discount (Item/Bill level) upto the given amount limit. |
| Allow to clear promotion | If 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 policy value set as Yes, then the users will be allowed to return item without sales bill as reference. |
| Sale person tagging mandatory | If this policy value set as Yes, then users 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 users have to select customer. |
| Bill expiry for item return (in days) | 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 policy value set as 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 policy value 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 | The users will be allowed to edit price of a bill item. |
| Allow change the auto adjust credit note amount | If this policy value set as Yes, then the users 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) | 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 | 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 | If this policy value set as Yes, the user will be allowed to modify the mode of payments. |
| Allow to void POS bill in which the credit note was issued. | 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 policy value set as Yes, then on voiding POS Bill, users have to provide Valid Reason. |
| Void Delivery Slip reason entry required | If this policy value set as Yes, then on voiding Delivery Slip, users have to provide Valid Reason. |
| Allow void bill printing | If this policy value set as Yes, users will be allowed to print void bill. |
| Allow void delivery slip printing | If this policy value set as Yes, users will be allowed to print void Delivery Slip. |
| Goods Receive & Return : | |
| Short 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 Advice | Action to perform when overdue GRT Advice found while settling a date. |
| Other Bills : | |
| Number of copies of Refund Bill to Print | System will automatically print the specified no. of copies of a Refund Bill. |
| Number of copies of Deposit Bill to print | System will automatically print the specified no. of copies of a Deposit Bill. |
| Number of copies of Gift Voucher Issue to print | System will automatically print the specified no. of copies of a Gift Voucher Bill. |
| Customer selection mandatory for Deposit / Refund bill | If this policy value set as Yes, then users have to select the customer for Deposit / Refund bill. |
| Customer selection mandatory for GV issue | If this policy value set as Yes, then user have to select the customer for Gift Voucher Issue. |
| Allow discounting in Gift Voucher issue | Users will be allowed to issue Gift Voucher at Discounted Value if this policy value set as Yes, |
| Void Deposit Bill reason entry required | Users will be forced to provide a reason for voiding the Deposit Bill if this policy value set as Yes, |
| Void Refund Bill reason entry required | Users will be forced to provide a reason for voiding the Refund Bill if this policy value set as Yes, |
| POS Order : | |
| Number of copy of POS order to print | System will automatically print the specified no. of copies of a POS Order. |
| Due date mandatory in POS Order | Users will be forced to provide due date in POS Order if this policy value set as Yes, |
| Minimum percentage of advance against 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 this policy value set as Yes, then the users will have to provide a reason for cancelling the POS Order Items. |
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