Configuration

April 22, 2020 10:49

Overview

Company Details

The Company Details section allows the user to modify the information on their company, it also where POS logos can be modified and cost centers and corresponding overtime rules are managed for payroll purposes.

Payment Settings

POSiTrak is currently certified on RedFin (Zivo), Authorization.net emulation, and Tsys. This section allows authorized users to manage their Payment Settings, including setting up the Payment Processor and card type information. If you intend to use authorize.net emulation please make sure that your processor has certified that their emulation gateway supports card swipe transactions. We support most processors through one of our certified gateways, please contact Customer Service if you need an updated list of gateways.

Payment processing settings are managed by users with appropriate rights. If using a gateway, make sure that you have obtained your payment information from your payment processor. If using PC Charge your payment processor will be able to assist you with your settings. Please refer to the PC Charge Implementation Guide for best practices

POS Settings

POS Settings can be modified at the CAS at an enterprise, venue, store or specific register level, in addition to being modified at the POS. This section configures POS backups, Cashier Bank Settings, Speed Keys, Recommended Items, and other POS level settings.

Customer

This is where the Customer Groups are defined, what the static categories are as well as what the frequency groupings are. VIP level customers are also defined here.

Dashboard Settings

This is where the Dashboard Settings defines what will be displayed on their dashboard. It is a good opportunity to glance at critical sales or inventory statistics in an easy to perceive format.

Integrations

This is where the Integrations features are set up and maintained. Key CRM building features can be activated.

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