How To: Check the Master Policy at POS Administration

Allow back dated entry up to (in days)

This policy allows the users to make backdated entry up to specified number of days. It is only applicable in POS Back Office

Example: Suppose system date displays 10-Jul-2010 and the Allow back dated entry up to (in days) policy is set to:

• 3 Days: Then the user cannot make entry before 07-Jul-2010. Value should be excluding current date.
• 0 Days: Then the user cannot make entry before 10-Jul-2010, that means only current date is applicable

Restrict Goods Return Entry

If this checkbox is selected, then this policy will restrict the users from creating Goods Return documents, which means that in such cases stores can return goods only based on Goods Return Advice from the HO.

Allow Discount in Gift Voucher Issue

If this checkbox is selected, then this policy will allow the users to issue Gift Vouchers at a discounted value.

Display transaction rate

If this checkbox is selected, then this policy will allow the users to view rate and amount values at various Back Office transaction modules.

Allow Damaged Goods Receive

If this checkbox is selected, then this policy will allow the users to receive damaged quantity through Goods Receive document. However, if the checkbox is unchecked, i.e. Policy does not allow Damaged Goods Receive, then all goods must be received as normal and later on may be returned or worked on as per company business practise.

Customer Selection Mandatory for GV Bill

By this policy, HO can enforce customer selection to be mandatory while issuing GV bills. 

Customer Selection Mandatory for Deposit Refund Bill

By this policy, HO can enforce customer selection to be mandatory while issuing Deposit-Refund bills. 

List of Values

• Always: If this option is selected, then it is mandatory to tag a customer.
• Never: If this option is selected, then it is not mandatory to tag a customer.
• Only when credit note is issued: If this option is selected, then it is mandatory to tag a customer only when a Deposit-Refund bill is issued along with a Credit Note.

Packet Creation Mode

According to this policy, users will be allowed to create packets against GRT Advice / on Adhoc basis / both.

List of Values

• Against GRT Advice: If this option is selected, then the users will be allowed to create packets against GRT Advice sent from HO. This allows the HO to have greater control over the store inventory.
• Adhoc: If this option is selected, then the users will be allowed to create packets only on Adhoc basis. GRT advice is then not sent to such stores. The stores can decide what has to be returned to the HO.
• Any: If this option is selected, then the users has a choice of creating packets using both GRT Advice and Adhoc basis. This option allows the HO to have control over store inventory but with some flexibility in the Packet creation.

Allow Packet Reconciliation

This policy allows the store to receive entire packets without scanning its contents individually. In other words the full packet must be received without any focus on the contents of the packets. However in case of multiple packets being received in a Goods Receive, some of the packets can be selected for receipt. Rest can be received as and when required. The policy is necessary to save time and effort. Items can be received using a Goods Receive document using the Reconcile Packet button. 

Checkbox

Allow Blind Session Closure

If this checkbox is selected, then this policy will allow the users to close session blindly without providing Opening / Closing amount of the running POS session. In other words, this policy allows the POS to be closed in an emergency without going through a cash reconciliation.

Checkbox

Allow to run Drawer Summary Report

If this checkbox is selected, then this policy will allow the users to run Drawer Summary report for the current POS session. The Drawer Summary Report provides a snapshot of the transactions executed in a particular cash-till for a particular session, it allows the cashier to know the current status of his cash-till at the end of his session.

Checkbox

Maximum Allowable Discount Percentage

Maximum Allowable Discount Amount

This policy allows the users to provide manual discount (Item / Bill level) upto the given amount limit. In certain cases, the cashier may need to be provide a manual discount on an item or the entire bill, this policy enforces a cap on the amount of discount that the cashier can provide. If the value for this policy is set to ₹100 - then on any bill, the user can provide a maximum discount of ₹100 only (irrespective of the bill value).

Allow Item Level Discounting

If this checkbox is selected, then this policy will allow the user to provide Item level discount. In other words, discounts on individual items cannot be applied unless this policy is enabled.

Allow Bill Level Discounting

If this checkbox is selected, then this policy will allow the user to provide Bill level discount. In other words, discounts on the entire bill cannot be applied unless this policy is enabled.

Allow adhoc return without sale bill reference

If this checkbox is selected, then this policy will allow the user to return items without sale bill as reference. If the customer needs to return items and cannot produce the sale bill reference (sale bill is lost / item was received as gift); adhoc return may be made if this policy is applied.

Sales Person tagging Mandatory

If this checkbox is selected, then this policy will restrict the user from saving the bill / delivery slip, if sales person is not tagged in any of the billed item. This policy allows the store to track who made the sale and often the performance analysis of the sales person may depend on it.

Allow Cash Refund

If this checkbox is selected, then this policy will allow the user to refund cash to customer (other than change refund). This policy becomes applicable when the customer who has deposited some amount or returns an item asks for a refund. In case this policy is not applicable, only credit notes are issued against cash deposited or item returns.

Accept Quantity in multiple of Sale Factor

According to this policy, if this checkbox is selected, then it will be mandatory for the user to accept quantity in multiple of sale factor, as specified in item definition.

No. of copies of Sale Bill to print

According to this policy, POS will automatically print the specified number of copies of a Sale Bill. Often hard copy of bills might be maintained for business purposes.

Bill expiry for item return (in days)

According to this policy, a bill will expire after the specified number of days from it's creation date. Once it expires, it will not be considered for return.

Example: Suppose a POS bill has been generated on 10-Jul-2010. and the Bill expiry for item return (in days) policy is set to:

• 0 Days: Return will be accepted on 10-Jul-2010 only.
• 3 Days: Return will be accepted upto 13-Jul-2010. After which, it will expire automatically.
• Left Blank: Bill will never expire.

Negative stock checking mode

As per the settings made in this policy, the system decides what to do in case of negative stock.

List of Values

• Warn: If this option is selected, then the system shall warn the user about negative stock but the decision lies with the user. He can either choose to ignore the warning and proceed with the transaction, or to stop it.
• Ignore: If this option is selected, then the system shall automatically ignore the absence of stock and allow the customer to proceed with the transaction.
• Stop: If this option is selected, then the system shall automatically stop the transaction. In such cases the user has to select another item to proceed.

Allow price overwrite

If this checkbox is selected, then this policy will allow the user to edit the price of an item in a bill. If the policy is disabled, the items will be billed on their HO decided price.

Validity of Credit Notes (issued against POS Bills) in days

This policy decides the validity of issued Credit Notes in days.

Example: Suppose a Credit Note has been issued on 10-Jul-2010 and the Validity of Credit Notes (issued against POS Bills) in days policy is set to:

• 0 Days: Credit Note will be accepted on 10-Jul-2010 only.
• 3 Days: Credit Note will be accepted upto 13-Jul-2010. After which, it will expire automatically.

• Left Blank: Credit Note will never expire.

  Note: It is usually left blank.

Void Bill Reason entry Required

If this checkbox is selected, then the user has to provide a valid reason while voiding a POS Bill. The possible reasons or scenarios for voiding a bill are already provided from HO. In cases where the policy is enabled, the user has to select his reasons for voiding a bill.

Allow void bill printing

If this checkbox is selected, then this policy will allow the user to print void bills.

Allow to clear promotions

If this checkbox is selected, then this policy will allow the user to clear / resume both item level & bill level promotions.

No. of copies of Return / Exchange Bill to print

According to this policy, POS will automatically print the specified no. of copies of a Return / Exchange Bill.

No. of copies of Delivery Bill to print

According to this policy, POS will automatically print the specified no. of copies of a Delivery Bill.

Void Delivery Slip reason entry required

If this checkbox is selected, then the user has to provide a valid reason while voiding a Delivery Slip.

Allow void Delivery Slip printing

If this checkbox is selected, then the user will be allowed to print the void delivery slip affter voiding it.

No. of copies of Refund Bill to print

According to this policy, the system will automatically print the specified no. of copies of Refund Bill.

No. of copies of Deposit Bill to print

According to this policy, the system will automatically print the specified no. of copies of Deposit Bill.

No. of copies of Gift Voucher Bill to print

According to this policy, the system will automatically print the specified no. of copies of Gift Voucher Bill.

No. of copies of POS Order to print

According to this policy, the system will automatically print the specified no. of copies of POS Order.

Minimum percentage of advance against POS Order

According to this policy, the user will not be allowed to save POS Orders, if specified percentage of order value is not received in advance from the customer

Allow to change the auto-adjusted credit note amount

As per the settings made in this policy, if this checkbox is selected, then the user will be allowed to modify the automatically adjusted credit note's / notes' amount in case of POS Order tagging in POS Bill.

Validity of Credit Notes (issued against other bills) in days

This policy decides the validity of issued Credit Notes in days. Beyond the validity period, the system will stop the user from selecting any credit note (issued against any bill other than POS bill) after the number of days specified here. 

Allow to add customer in POS Bill Modification after settlement

If this checkbox is selected, then the user will be allowed to add customers in POS Bill Modification for accumulating Loyalty Points for the bill.

Customer Selection Mandatory for POS Bill

As per the settings made in this policy, the system will decide whether customer tagging is mandatory while issuing POS Bills.

List of Values

• Always: If this option is selected, then it is mandatory to tag a customer.
• Never: If this option is selected, then it is not mandatory to tag a customer.
• Only when credit note is issued: If this option is selected, then it is mandatory to tag a customer only when a POS bill is issued along with a Credit Note.

Allow back dated reprints for POS Bill upto (in Days)

This policy allows the users to take back dated reprints of POS bills up to the specific number of days. It is applicable for POS Bill / Collection Bill only.

Allow mode of payment modification

As per the settings made in this policy, if this checkbox is selected, then the user will be allowed to modify the mode of payment while the user is still in the modification mode of any transaction in POS

POS Order Cancellation reason entry required

If this checkbox is selected, then the user has to provide a reason for cancelling the POS Order Items.

Due Date Mandatory in POS Order 

If this checkbox is selected, then the user must provide a while creating a POS Order

POS Return Reason Entry required

If this checkbox is selected, then the user must provide a return reason while taking a return for any item in POS Bill.

Allow Void POS Bill against Credit Note issued

If this checkbox is selected, then the user will be allowed to void a POS bill against which a Credit Note has already been issued.

Data Synchronization Schedule

As per the settings made in this policy, data sync will take place as specified in the schedule.

Application Update Schedule

As per the settings made in this policy, application update will take place as specified in the schedule.

Pending Settlement Threshold

This policy provides the maximum number of possible unsettled days.

Full Backup Threshold

This policy provides the maximum number of allowed days without full backup.

CRMRFID Service

This policy is allows the user to utilise integrated RFID Service for Loyalty Cards.

Footfall for the day entry required

As per the settings made in this policy, if this checkbox is selected, then settlement of the day will be restricted if the footfall for the day value is not provided.

Maximum allowable discount policy validation mode

This policy provides the maximum allowable discount policy validation mode.

• Validate individually: If this value is selected, then the discounts need to be selected manually.
• Whichever is lower: If this value is selected, then the system will automatically select the discount which has a lower value.

Allow to specify Audit Book Stock Date manually

As per the settings made in this policy, if the checkbox is selected, then the user will be allowed to specify and modify Book Stock Date in Audit Journal manually.

OTP authentication mandatory for credit note adjustment in POS transactions

As per the settings made in this policy, OTP validation could be enabled or disabled at the time of credit note adjustment during POS transactions, if the checkbox is selected.

Promotion applicability on POS order items in POS bill

Depending on the selection made in this policy, the user will be able to apply promotions in a POS bill. The system will allow the user to apply promotions on POS order items in POS bills (at the time of delivery) as per the setting done here.

List of Values

• Both, item and memo level promotion: If this value is selected, then the user can apply both item level promotion and bill level promotion in POS bills.
• Only item level promotion: If this value is selected, then the user can apply item level promotion only.
• Only memo level promotion: If this value is selected, then the user can apply memo level promotion only.
• Do not apply: If this value is selected, then the user cannot apply any promotion in POS bills.

POS functional behavior for login, backup and data sync after abnormal shutdown

Depending on the selection made in this policy, the system will decide the POS functional behavior for login, backup and data sync after abnormal shutdown.

List of Values

• Restrict: If this value is selected, then the system will restrict normal functioning after an abnormal shutdown.
• Basic: If this value is selected, then the  system will allow normal functioning of POS after an abnormal shutdown.

Settle with Open Documents

As per the settings made here, the system shall decide what action to perform when open documents are found while settling a date.

• Ignore: If this value is selected, then the system will ignore the open documents and allow the user to settle the date.
• Warn: If this value is selected, then the system will give a warning to the user about the open documents but the decision to close the open documents or to proceed without closing them, remains with the user.
• Stop: If this value is selected, then the system will stop the user from settling the date until the open documents are closed or cancelled.

Number of digits to capture for Credit Card number

This policy provides the number of digits to store Credit Card numbers.

Item Service

This policy is used to view items on a stock point basis in POS

Allow Bill value rounding

As per the settings made in this policy, if the checkbox is selected, then the user will be allowed to round of POS Bill value.

Customer loyalty points redeemer

If this checkbox is selected then the terminal / user will be able to redeem loyalty points as per the custom method (if defined).

Is EasyRewardz Integrated

This checkbox, if selected, means that EasyRewardz has been integrated.

Rounding behavior in POS Bill

As per the selection made in this policy, the rounding off behavior in POS bills are configured. 

List of Values

• Upper: If this value is selected, then the system will round off the amount to the number greater than itself.
  The number 4500.65 will be rounded off to 4501.
• Lower: If this value is selected, then the system will round off the amount to the number lesser than itself.
  The number 4500.65 will be rounded off to 4500.
• Round: If this value is selected, then the system will round off the amount to the number greater than / lesser than it, depending on the value present. If the numbers present after the decimal are between .00 to .04, then the number will be rounded off to the number itself. If the numbers present after the decimal are between .05 to .09, then the number will be rounded off to the higher number.
  The number 4500.65 will be rounded off to 4501. but the number 4500.35 will become 4500.
• None: If this value is selected, then the system will keep the value as it is.
  The number 4500.65 will remain as it is.

Rounding limit in POS Bill

This policy would round the bill value by adding / subtracting the value defined in the policy.

Default behavior for auto-start data sync scheduler service post DB Backup 

If selected 'Yes' then the system will auto-start data sync scheduler service upon successful POS DB backup. If selected as 'NO' then the system will NOT auto-start data sync scheduler service upon successful POS DB backup.