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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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  1. 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:

  1. Go to Retail Management > Setup> Manage > Site Policy.

  2. Site Policy window will open.

  3. Click on Add button.

  4. Policy window will open. 

  5. Put in the Policy Name (mandatory field) and Remarks.

  6. You will get two tabs - Configured User Settings and Configured System Settings.

    Expand
    titlea. Configured User Settings


    Expand
    titleCommon:
    • Allow back dated entry up to (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. 





    1. Configured User Settings:

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