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 stores including a store named 'XYZ' through the Master Policy, 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 - 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 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. |
| Validity of credit notes (issue against other bill) in days | How many days from the issue date the credit note, issued against other bill (Gift Voucher bill etc.), remains valid. |
| Display transaction rate | If this setting set as Yes, then the transaction rate will be displayed in that particular store. |
| Accept quantity in multiple of sale factor only. | If this setting set as No, then the store 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 number of copy of Bill will be print per transaction in the store. |
| 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. |
| Number of copies of Delivery slip to print | This number decides how many number of copy of Delivery Slip will be print. |
| Allow item level discount | If this setting is set as Yes, then the concern person of the store can give the item level discount. |
| Allow bill level discount | If this setting is set as Yes, then the store can give the bill level discount. |
| Maximum allowable discount percentage | The store can give maximum percentage discount which is provided by HO in this setting. |
| Maximum allowable discount amount | The store can give maximum amount discount which is provided by HO in this setting. |
| Allow to clear promotion | The store can clear or deactivate promotion if this setting set ass Yes |
| Allow adhoc return without sale bill reference | If this setting set as Yes, then adhoc return possible without sale bill reference in that store. |
| Sale person tagging mandatory | If this setting set as Yes, then with every bill user have to tag sale person in that particular store. |
| Customer selection mandatory for POS bill | If this setting set as Yes, then with every bill user have to tag customer in that particular store. |
| Bill expiry for item return (in days) | Within how many days from the billing date customer can return items. |
| POS return reason entry required | If this setting set as yes, then user have to enter return reason in the particular store. |
| Allow cash refund | If this setting 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 | Store can change the item price over HO if the this setting set as Yes. |
| Allow change the auto adjust credit note amount | If this setting set as Yes, then the cashier can adjust credit note in time of billing without asking the customer. |
| Allow back dated reprint for POS bill up to (in days) | This setting defines how many back date reprint allow of a POS bill. |
| Allow to add customer in POS bill modification after settlement | This setting allows to add customer in POS bill modification even after settlement. |
| Allow mode of payment modification | This Setting allows user to modify mode of payment |
| 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 reason entry required | If this setting set as Yes, then user have to entry reason for void the bill. |
| Void delivery slip reason entry required | If this setting set as Yes, then user have to entry reason for void delivery slip. |
| Allow void bill printing | This setting allow user to print void bill. |
| Allow void delivery slip printing | This setting allow user to print void delivery 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. |
| Allow packet reconciliation in goods receive | User will be allowed to receive items packet wise if this policy 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 | From this setting HO decides whether the overdue GRT advice will settle or not. |
| Other Bills : | |
| Number of copies of Refund Bill to Print | This setting decides how many copies of Refund bill will be printed in the store. |
| Number of copies of Deposit Bill to print | This setting decides how many copies of Deposit bill will be printed in the store. |
| Number of copies of Gift Voucher Issue to print | This setting decides how many copies of Gift Voucher will be printed in the store. |
| Customer selection mandatory for Deposit / Refund bill | If the setting is set as Yes, then user have to select the customer for Deposit / Refund bill. |
| Customer selection mandatory for GV issue | If the setting is set as Yes, then user have to select the customer for Gift Voucher Issue. |
| Allow discounting in Gift Voucher issue | If the setting is set as Yes, then discount allowed in time of issue gift voucher. |
| Void Deposit Bill reason entry required | If the setting is set as Yes, then user have to entry the reason for void Deposit Bill |
| Void Refund Bill reason entry required | If the setting is 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 store. |
| Due date mandatory in POS Order | If the setting is 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 cancellation reason entry required | If the setting is set as Yes, then the user have to entry POS order cancellation reason. |
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 | From this policy HO can set maximum allowable days without full backup POS can run. |
| Pending 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 automatically. |
| PAN no is mandatory in POS bill for specified bill value | From this setting HO decides that PAN no is mandatory for how much bill value. |
| OTP authentication is mandatory for credit note adjustment in POS transaction | From this setting HO decides OTP authentication is mandatory or not for credit note adjustment in POS transaction. |
| 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. |
| POS function behavior for login, backup, data sync after abnormal shut down | From this setting HO decides the POS function behavior after abnormal shut down. |
| Cash limit for POS 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 Documents | 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 setting HO decide how many digits are allowed to enter for credit card number |
| Item service | |
| Allow bill value rounding | If this setting set as Yes, then the cashier can round up the bill value from a decimal value. |
| Custom loyalty point redeemer | |
| Is Eazy Rewardz integrated | From this setting 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 for Email2SMS Service Provider | Ho decides which Service Provider will work on the particular site. |
| Display item image at POS based on |
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.
9. In the Configured Settings area, you will get four columns - Settings, Value, Can Change, Can Delegate.
Settings: Selected Policy for the site.
Value: Value of the policy for the site.
Can Change: If you checked the Check Box of this column, then the concern person of that site can change the policy from the store as per their requirement. These policies will override the policies allocated by HO.
Can Delegate: If you checked the Check Box of this column, then the concern person of the site can allocate a particular policy for a particular role from the store.
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.
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