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 only applicable in that site only. Site Policy always Override (get priority over) Master Policy. For example, Suppose Ho allocates 30% discount on specific items for all the store through Master Policy including a store named 'XYZ' but allocates flat 50% discount specially for the store 'XYZ' through Site Policy. Then flat 50% discount will be applicable in the store 'XYZ' only.
This article will describe how to manage site policy in Ginesys HO.
Pre-requisites
- 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 | Expatiation |
---|---|
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. |
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