Page Comparison

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.   

Site Policy is the policy by which HO can allocate the specific action for particular site. Those action allow/disallow specific actions for each site. In other words, HO can control the actions only applicable in that site only. Site Policy always Override overrides (get priority over) Master Policy.   For example, Suppose suppose HO allocates 30% discount on specific items for all the stores including a store named 'XYZ' through the Master Policy, but allocates flat 50% maximum allowable discount as a Master Policy, in other words, a maximum discount of 30% is applicable across all stores. But now the HO allocates a 20% maximum allowable discount specially for the store 'XYZ' through Site Policy. Then flat 50% discount will be applicable in the store 'XYZ'  will be able to provide a maximum discount of 20% only and not a discount of 30% like other stores. 

This article will describe how to manage Site Policy in Ginesys HO.

Pre-requisites

1. The users' role must have access to the the Site Policy feature by enabling enabling Add / Modify app operation for the feature in Admin - Security - User - Role through  through Retail Management - Setup - Manage.

Step-by-step guide

The steps are as follows:

1. Go to 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
   title a. Configured User Settings
   Expand title Common : 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 greater 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. Expand title Application of Negative Stock Check Negative Stock Check will be applied and based on what value is specified for it in the Item definition / User Profile. Item definition for Negative Stock Check can be set to Profile, Warn, Ignore or Stop. User Profile for Negative Stock Check can be set to Warn, Ignore or Stop.  Tip title Important information The priority of Item Definition logic is more than User Profile logic; in other words, if the value of Negative stock check is Stop in Item Definition, then for a negative stock of that particular item, the entry of the particular document will stop with proper message to user; even if Negative stock check value is Ignore in User Profile. Suppose Negative stock check value for Item - A001 is set to Stop in Item Definition and Negative stock check value is Ignore in User Profile of the user. Then if A001 goes into negative stock, the user will find that the entry of the particular document will stop with a negative stock warning. Setting                                                                                     Effect Ignore                                                                                      User will not know if stock goes to negative Warn                                                                                        User will get a warning and may choose to ignore or cancel. Stop                                                                                         User will not be able to proceed. To illustrate, Stock-in-hand – 10 Issued quantity – 25 Received quantity – 12 Negative Stock check is set to Warn in both User Profile and Item Definition. Image Added 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  Number of days from the issue date of the credit note, issued against POS bill, remains would remain valid.  Validity of credit notes (issue against other bill) in days - How many days  from the issue date of  Number of days the credit note, issued against other bill (Gift Voucher bill etc.), remains would remain valid.  Display transaction rate - If this policy value set as Yes, then the users users will be allowed to view rate of items 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 during any transaction, the users will be forced to accept quantity of items in multiple of sale factor specified in Item definition. Otherwise they can sale the item out of sale factor. If it is not specified, then the component units of the item can be billed separately. For example, suppose Item A001 has three components to it - a tiffin box, a water-bottle and a carrying bag and has a sale factor of 3. But if this policy does not have any specific value; the three components of A001 (the tiffin box, the water-bottle and the carrying bag) may be sold separately. Expand title Delivery Slip and POS Bill :  Number of copies of Sale Bill to print - POS  POS will automatically print the specified number of copies of a Sale (no return item present) Bill i.e. total number of bills printed would be the number of copies +1 (the original). In simpler terms, if the value for this policy is 2, then a total of (2+1= 3) bills would be printed. Number of copies of return / Exchange Bill to print - POS  POS will automatically print the specified no. of copies of a Return / Exchange (any return item present) Bill i.e. total number of bills printed would be the number of copies +1 (the original). In simpler terms, if the value for this policy is 2, then a total of (2+1= 3) bills would be printed.. Number of copies of Delivery slip to print - POS  POS will automatically print the specified no. of copies of a Delivery Slip i.e. total number of Delivery Slip printed would be the number of copies +1 (the original). In simpler terms, if the value for this policy is 2, then a total of (2+1= 3) Delivery Slips would be printed. .Allow item level discount - If this policy value set as Yes, then the users will be allowed to give the Item Level discount.  Maximum allowable discount percentage - User  User will be allowed to provide manual discount (Item/Bill level) up to the given specified percentage limit. Maximum allowable discount amount - User  User will be allowed to provide manual discount (Item/Bill level) up to the given specified amount limit. Allow to clear promotion - If this policy value set as Yes, then the users will 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 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 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 customercustomer must be mentioned in each bill. Bill expiry for item return (in days) - Bill  Bill will be expired expire 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 user will be forced to provide a reason while taking a return for any item in POS Bill. The return reason will be configured and synced to POS by HO. Allow cash refund - If this policy value is set as Yes, then it allow allows the user to refund cash to the customer in time exchange of return items returned. Otherwise, the concern person of the store will give cashier will only issue the credit note in at the time of return returning an item. Allow price overwrightoverwrite - The  The users will be allowed to edit price of a bill item. Allow to change the auto adjust credit note amount - If this policy value set as Yes, then the users 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  Users will not be allowed to take back dated reprints of POS bills after specific number of number of days.  Allow to add customer in POS bill modification after settlement - If  If this policy value set as Yes, users will be allowed to be add customers in through POS Bill Modification for accumulating loyalty points for the bill. Allow mode of payment modification - If  If this policy value set as Yes, the  the user will be allowed to modify the mode of payments. Allow to void POS bill in which the credit note was issued - Users  Users will be allowed to Void the POS Bill against Credit Note issued if this policy if this policy value set as Yes. Void Bill reason entry required - If  If this policy value set as Yes, then on on voiding POS Bill, users have to provide Valid Reason. Allow void bill printing - If  If this policy value set as Yes, users users will be allowed to print void bill. Allow void delivery slip printing - If  If this policy value set as Yes, users  users will be allowed to print void Delivery Slip. Expand title Goods Receive & Return : Short Goods Receive Tolerance % - Users  Users will be allowed to make short entry upto specified tolerance %. Excess Goods Receive Tolerance % - Users  Users will be allowed to make excess entry upto specified tolerance %. Allow damage Goods Receive - User  User will be allowed to receive damage quantity in Goods Receive Document if this policy 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  Action to perform when overdue GRT Advice found while settling a date. Expand title Other Bills : Number of copies of Refund Bill to Print - System  System will automatically print the specified no. of copies of a Refund Bill. Number of copies of Deposit Bill to print- System  System will automatically print the specified no. of copies of a Deposit Bill. Number of copies of Gift Voucher Issue to print -  System   System will automatically print the specified no. of copies of a Gift Voucher Bill. Customer selection mandatory for Deposit / Refund bill - If  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  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  Users will be allowed to issue Gift Voucher at Discounted Value if this policy if this policy value set as Yes. Void Deposit Bill reason entry required - Users  Users will be forced to provide a reason for voiding the Deposit Bill if this policy if this policy value set as Yes. Void Refund Bill reason entry required - Users  Users will be forced to provide a reason for voiding the Refund Bill if this policy if this policy value set as Yes. Expand title POS Order :  Number of copy of POS order to print - System  System will automatically print the specified no. of copies of a POS Order.  Due date mandatory in POS Order - Users  Users will be forced to provide due date in POS Order if this policy Order if this policy value set as Yes.  Minimum percentage of advance against POS order - Users  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 If this policy value set as Yes, then the users users will have to provide a reason for cancelling the POS Order Items.

   
   

   Expand
   title b. Configured System Settings
   Data Synchronization Schedule - Data  Data synchronization will take place as per specified schedule. Application Update Schedule - Application  Application update will take place as per specified schedule. Full Backup Threshold - From  From this policy HO can set maximum allowable days without full backup POS can run. Pending Settlement Threshold - HO  HO can set maximum possible unsettled days in this policy.  CRMRFID Service - HO can enable or disable integrated 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.  Allow to specify Audit Book Stock Date manually - Users  Users will be allowed to enter and modify Book Stock Date in Audit Journal if this policy if this policy value set as Yes. PAN no is mandatory in POS bill for specified bill value - User  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 transaction - This  This will enable or disable OTP validation at the time of credit note adjustment in POS transactions. Promotion applicability on POS order item in POS bill - System  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 policy HO decides the POS function behavior after abnormal shut down.  Cash Limit for POS Bill in Drawer - User  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  Sync will get executed automatically on Settlement if this policy Settlement if this policy value set as Yes. Settle with Open Documents - Action  Action to perform by the site when open documents found while settling a date. Number of digit to capture for Credit Card number - From this policy HO decide how many digits are allowed to enter for credit card number. Item Service - To  To view stock point wise item stock in POS. Allow Bill value rounding - If this policy value set as Yes, then the users can rounded of the bill value from a decimal value.  Custom loyalty point redeemer - Loyalty  Loyalty points will be redeemed as per the custom method if defined.  Is Eazy Rewardz Integrated - From this policy HO decides Eazy Rewardz, the third party application, will be integrated with the site or not. Rounding behavior in POS bill - Rounding  Rounding behavior in POS bill can be configured using this policy. Rounding limit in POS bill - This  This policy would round the bill value by adding/subtracting the value defined in the policy by HO. Email Domain for Email2SMS Service Provider - HO decides which Service Provider will work on the particular site.  Display item image at POS based on - Users  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 configure for the site and click on the right arrow (->) to move the selected policy in the Configured Settings area. 

      9. In the Configured Settings area, you will get four columns - Settings, Value, Can Change, Can Delegate.  

   10. If you want to remove any configured policy from the Configured Setting area, select the policy and click on the left arrow (<-). Then the policy will be removed from the Configured Setting area.

   11. Click on Save & Close button to save the policies for the particular site. 

Related articles