The configuration tab includes :
This page allows you to configure your device settings.
Consolidated Checkout : This allows merchants to turn off/on consolidated checkout, which means whether the same item is consolidated when rang up or each item will show per line.
Customer Facing Mode : This allows merchants to turn off/on customer facing mode, which means if they want to have customer sign on the tablet screen or have them sign the receipt when doing credit card sales.
Enable Grid View : This allows merchants to turn off/on Grid View, which means how the items are being displayed on the items screen. If disabled the items will be shown as List View.
Enable Quick Pick View : This allows the transaction cart to show the quickpick by default (Only works if using old transaction screen)
Enable Transaction Screen 2 : This allows the user to switch from the old transaction screen to the new transaction screen.
Enable Variable Item Quantity KeyPad : This allows the user to enable/disable variable item quantity keypad.
Arrange Item by : This allows merchants to arrange their default item screen, by default is Style. If a merchant does not have any Styles and wants to see a different Classification (Dept, Cat, SubCat) or Attribute (Size, Color, Brand, Vendor) on the item screen just select from drop down and it will save.
This page allows merchants to configure what store information they want printed on receipts. The Receipt Header and Footer text can be added/modified here.
Merchants can set this up on CAS but changes made here will supersede the settings on the CAS.
Header: This allows merchant to configure the header of the receipt
Footer: This allows merchant to configure the footer of the receipt
Promotional Message: This allows merchants to add Promotional Message to display on the customer receipt. Promotional Message (can be up to 250 characters).
Receipt Settings: This allows merchants to Enable the POS to print Tax1 and Tax2 on receipt printer if you have it setup that way.
Global Comments : This allows merchant to add global comments (Upto 10 comments)
Custom Labels : This allows merchants to add receipt custom surcharge labels.
Promotional Message :
Receipt Settings :
Global Comments :
Custom Labels :
This allows merchants to set up their payment gateway credentials. We recommend setting this up on CAS so once it's saved on CAS it will push to your POS and you don't have to manually add the information.
Credit Card: This allows merchants to manually add their credit card gateway credentials on the tablet so they can ring up credit card sales
Gift: This allows merchants to manually add their gift card credentials on the tablet so they are able to ring up and activate gift cards and let people purchase with gift cards from their store.
Settings : This allows the merchant to configure payment settings.
This is where you set up your peripherals, including printers, type of hardware, credit card device, pole display, and scanner
Primary Receipt: This allows merchants to select what printer they want their receipts to print. Default is set to USB, but you can choose Network or Bluetooth Printers. We support Star and OTG USB Printers, and Bluebamboo and Star Bluetooth Printers. and Star Network Printers.
Secondary Receipt: This allows merchants to set up a Secondary Printer. This is useful for Merchants that want Kitchen Printing which lets you print a copy of transaction receipt to a secondary location like the kitchen. We support Star Network Printers.
This allows you to choose to use other devices to pair with your tablet. You can choose from supported devices like POWA or MPOP.
Connecting Star Wifi Printers
Step #1: Connect to wifi and get an IP address.
Step #2: Once you have the IP Address, you can pair with retailcloud as below
Go to Configuration--> Hardware -->Search for Kitchen printing. Enter the IP address in the field provided.
This allows you to choose what device you want to use to take credit cards. You can choose from supported HID Swipers (IdTech S.Mag or Magtek uDyn) or if you have a PAX Terminal device you just enter the IP address and you are ready to take credit cards.
For automatically pairing pax devices, Select PAX POS LINK → TCP and click on the Pair button to fetches all the available PAX's devices. Select the desired PAX device (MAC address). This will auto pair the device to your pos terminal.
This allows you to choose what Pole Display you are using. We only support Bixolon and OTG.
This allows you to choose if you are going to use a socket scanner. Scanners are plug and play so don't need to be configured but the socket scanner is bluetooth so will need to be configured before using.
This allows to set up scale configuration.User can search devices from the device list.
This allows to set up the customer display screen
Choose what you want the screen to display to customers. The Resting Screen has four display options available :
Digital Display Text: Displays customizable digital text on the customer screen
Digital Display Image: Displays dynamic and custom imagery on your Customer Display System
Digital Display Carousel: Displays slideshows of a series of images on the screen.
Company Logo: Customize your user-facing display system with your business logos and images. Enter the logo image URL in the field provided or upload a logo from the device by simply clicking on the 'tree' icon.
Customer Display Carousel
This page allows you to configure your general settings on the TabPOS.
Enable QSR Mode: This allows the merchant to enable our Quick Service Restaurant Mode
Enable Decimal Mode: This allows you to enable decimal. By default is disabled Decimal will allow for inventory in decimal numbers. The decimal application is used for businesses that use bulk sales
Enable Negative QOH: This allows you to sell items that have 0 or negative QOH. By default is Enabled. If you disable you will not be able to sell items that have 0 or negative quantities.
Enable Verified Refund: This allows you to do only verified return meaning that you will need to see the receipt. By default is Enabled. If you disable you will be able to return items without having to verify the receipt.
Auto Sync on DSR: This allows your app to sync transaction data when the Daily Sale Report is run on the POS
Multi Item Discount: This allow the app to recognize that multiple item discounts should be accepted on the app (By default this is turned off - so if you are doing multiple item discount you will need to turn on)
Enable Auto Print Receipt: This allows you to enable auto receipt prints. By default is disabled. If enabled the app will always print receipt it will not prompt you if you want to Email, Print,or Skip receipt.
Enable Signature Capture: This allows you to disable signature capture. By default is Enabled. If you disable you will be turning off the signature capture and customers will not have to sign on tablet screen when doing credit card transactions.
Enable Tip: This allows you to Enable Tip. By default is Disabled. If you enable it you will now be able to take Tips when you are doing credit card sales.
Enable Easy Pay: This allows you to Enable Easy Pay. By default is Disabled. If you enable any retail or qsr merchants will be allowed to skip the signature panel if the total transaction amount is under $25.
Hide Quick Pick OOS: This allows you to enable quick pick out of stock. By default is disabled - so you will be able to sell items from quick picks if they have zero QOH or negative QOH, If enabled all quickpick items that are zero or negative QOH will not show up on quick picks and won't able to be sold.
CRM Builder: This allows you to Enable CRM Builder. By default is Disabled. If you enable it you will now be able to add customers to your system on the transaction screen.
Purge Data: This allows you to change numbers when you need to purge your old data. By default is 500 transactions. So after the 500th transactions it will ask you to Purge Data.
Sync Interval: This allows you to change when you want your system to sync with the CAS. By default it is every 15 mins.
This allows to configure department exclusion QSR settings.
This page allows you to configure customer display screen settings on the Tabpos
CDS Recommended Items
This allows to enable or disable light theme/web view. The CDS Web View URL can be updated here.
This allows to enable or disable CDS recommended items
Articles in this section
- Getting Started
- Merchant Info
- Misc Cash: Payouts