How To: Modify the Terminal Configuration in the Administration section at Ginesys POS

The POS Terminal option provides information about the terminals that are attached to a particular POS Server. Ginesys POS system has a POS Server and a number of terminals attached to it. An user with the required privileges can view and modify the settings that are available. It allows the user to modify configurations like document numbering schemes, report formats, POS Modes, Out stock points, third party integrations, etc.

Pre-requisites

1. The users' role must have access to the Terminal feature by enabling the Modify app operation for the feature in Ginesys POS - Administration - Security - Roles (Cashier etc) - Access Rights - Administration - System.
   
   
2. The Document Numbering Scheme which the user wants to modify must be present. (Optional - for updating the document numbering scheme)
   
   
3. Report format must be defined at HO and synced to POS. (Optional - for updating report format)
   
   
4. The terminal must be already set up and running. (Related Article - How To: Setup a POS terminal)

Step-by-step guide

The steps are as follows:

1. Go to Ginesys POS - Administration - System - POS Terminals. The POS Terminals module opens.
   
   
2. Select the required terminal and click on the Edit button (or double click on it). The Terminal window opens.
   
   

3. Under the Terminal tab, modify the desired fields like Out stock point,Terminal Access,POS Mode, etc. You can make required selection from the On saving POS Bill / Collection Bill and On saving POS Order sections.

   The On saving POS Bill / Collection Bill and On saving POS Order sections, allows you to decide how the document numbering scheme and report template would work in the event of saving a POS bill / Collection Bill or a POS Order respectively.

4. In this tab, you can also select the required document numbering scheme for the following from the lookup button beside each:
   
   

   1. POS Document Numbering Scheme (for POS Bill)

   2. GV Document Scheme (for Gift Voucher)

   3. Deposit Bill Document Scheme

   4. Refund Bill Document Scheme

   5. Petty Cash Document Scheme

   6. Delivery Slip Document Scheme

   7. POS Order Document Scheme
      
      

5. Under the Integration tab, add the desired third party softwares like Plutus (software and hardware - EDC machine - required to scan debit / credit cards), CRM (Customer Relation Management - refers to loyalty cards or EasyRewardz (software and hardware like card reader) and devices like Weighing Machine, VFD, Cash Drawer etc.
   
   

6. Under the Report tab, select the report type from the left-hand side and select the desired report format settings from the Report Format lookup button provided beside the field.

   The report formats can be updated only if the new report formats are defined at the HO and synced to POS.

   
   

7. Here you can also change the configured printer, paper size, etc.
   
   
8. Once done, click OK.
   
   
9. Record saved successfully. - message is displayed on the screen. Click OK.