Selling Merchandise

The POS application provides sales functions for retailers’ business transactions. Retailers can enable the POS application to validate item bar codes through a check digit validation process. Item codes from legacy merchandising systems can also be validated depending on the item bar code entry method, whether scanned or entered. For more information, refer to Item Setup.

Configurable features

The POS application can be configured with the following features.

• Capture the cross-reference key code of line items and send the POSLog data to the Database Server. Refer to the following option:
  • Item Setup > POSLog Cross Reference Key
• Specify the gift card item code then capture the specified data in the POSLog. Refer to the following option:
  • Gift Card Setup > Item Code
• Accept the lowest price embedded on the price tag or on file. When the price tag of an item differs to the price on file, the POS application checks the Product Catalog for the lowest price. This option requires the following configuration for the POS to recognize the price tag bar code:
  • Validation Definitions
  • Configurable Inputs (Input Validation)
• Scan and accept 16-digit SKU bar codes on the Sale Main Menu and Transaction Types screens. For more information, refer to Configurable Inputs (Input Validation).
• Enable transaction tagging. Sales can be tagged by transaction-level or item-level. Refer to the following options:
  • Menu Buttons > Enable Item Tagging Button
  • Menu Buttons > Enable Transaction Tagging Button
  • Tagging Definitions > all options
• Configure the application to collect additional item information, such as serial number, IMEI, electronic serial number, or email address. This feature may requires an Information Set to be added as an attribute using the Products API. Refer to the following sections:
  • Information Form Definitions
  • Information Field Definitions
  • Adding Product Attributes
• Sell items that do not have bar codes through merchandise menus. For more information, refer to Selling merchandise menu items.

Customer Information

• Capture customer demographic information in the transaction based on the tender type. Refer to the following option:
  • Tender Definitions > Allow Demographic Fields Prompting
• Specify which customer information is collected when a quantity-restricted item is added to the transaction. Refer to the following option:
  • Information Form Definitions > Info Set Name > QuantityRestrictedInfoPrompt
• Enable the PIN pad to accept the customer’s e-mail confirmation or opt-in or opt-out options for promotional e-mails when the POS is integrated with Common Client. Refer to the following options:
  • Customer Configuration > Email Confirmation and Opt in
  • Customer Configuration > Email Confirmation
• Use the PIN pad to enter customer information when integrated with a payment solution and when the Customer Entry button is selected. Refer to the following options:
  • Communication Displays > Enable Customer Entry in Telephone and Zip Code Prompt Views
  • Customer Configuration > Enable Customer Entry in Customer Email
  • Customer Configuration > Enable Customer Entry in Customer Lookup
  • Customer Configuration > Enable Customer Entry in Customer Enrollment

Display

• Define the reminder text that is displayed on the POS application at the start of every sales transaction. Refer to the following option:
  • Local Customization > Start of Transaction Notification Message
• Enable the Frank button. By default, the Frank button is disabled. Refer to the following option:
  • Menu Buttons > Enable Frank Button
• Sell items that do not have bar codes through merchandise menus. For more information, refer to Selling merchandise menu items.
• Display or hide the zero amount discount applied as part of a promotion in the Item Details column and the Item Options panel on the POS application and on the receipt. Refer to the following option:
  • Discounts > Display Zero Amount Discount
• Display the Remove Manual Discounts button to enable the associate to remove item-level amount off and percent off discounts that were applied during sale transactions. If this feature is enabled, the POS application can be configured to require authorization when the associate removes the applied discounts. Refer to the following option:
  • Menu Buttons > Enable Remove Manual Item Level Markdowns for Sale Items
  • Authorization Overrides > Authorization Functions > RemoveItemLevelDiscounts
• Display item-based messages on the PIN pad for the customer or on the POS application for the associate during a sale transaction. Refer to the following section:
  • Adding Product Features

Loyalty

• Confirm if customer is a member before completing the sales transaction. Retailers can then add the member to the transaction or proceed with the transaction without a member. Refer to the following option:
• Display the Customer Lookup screen for member entry before starting the sales transaction. Retailers can enter a member to the transaction or skip the member entry to proceed with the transaction.

For more information, refer to Loyalty Options. For more information about adding members, refer to Looking up customers.

Tax Options

• Display a Non-Tax indicator when an item or service has a zero tax rate. Refer to the following option:
  • Tax Properties > Non-Taxable for Zero Tax Rated Items
• Define the decimal precision of tax types to calculate the total tax. When a decimal precision is set, it will be applied across all tax types. Refer to the following option:
  • Tax Properties > Decimal Precision For Tax Calculation
    Note

    This parameter does not affect rounding. Total tax will always be rounded to two decimal points.

• Calculate and round total tax to two decimal places based on item-level tax. The amount value for the individual item is calculated by rounding the item-level tax to two decimal places. Refer to the following option:
  • Tax Properties > Calculate and Round Tax At Item Level

Tenders

• Accept specific tenders. Refer to the following option:
  • Tender Definitions > Active Tender
  For more information about the payment methods, refer to Accepting Payments. 
• Determine the suggested cash tender amounts displayed on the Cash screen. Refer to the following option:
  • Local Customization > Available Cash Denominations

Receipts

• Enable the POS application to print transaction-level discount details on sales and exchange receipts using a condensed format. The condensed format removes the transaction-level discount details from each item on the receipt. The tax and discount details are printed below the item list instead. Refer to the following option:
  • Receipt Printing > Print Condensed Sales Receipt
• Print the savings summary on the sales and exchange receipts. Refer to the following options:
  • Receipt Printing > Print Savings Summary on Receipt
  • Discount ID Types > all options
  • Printing the savings summary
• Print the Stock Keeping Unit (SKU) number on the receipt and display it on the screen regardless of whether the item is entered using the SKU or UPC number. Refer to the following option:
  • Receipt Printing > Print product code (SKU) on receipt and POS UI regardless of method of lookup
• Print the reduced tax line in the sales tax area on the receipt. Refer to the following option:
  • Receipt Printing > Print Reduced Tax Line On Receipt
• Specify which information is printed on the receipt for items that require additional information from the customer. Refer to the following option:
• Information Field Definitions > Custom Input Data