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Administration Options View

Tools > Administration > Options

What is the dialog/view used for?

ClosedLocalization tab

Set name and address conventions.

Tab/Field name Description
Name

Select the conventions for names on the system from the drop down list.

  • First name first: The first name will appear before the surname/last name.
  • Last name first: The surname/last name will appear before the first.
Address

Select the conventions for Addresses on the system from the drop down list.

  • Generic with state:
    Address
    City / State / Zip code
    Country
  • Generic without state:
    Address
    Zip code / City
    US:
    Address
    City
    State / Zip code
    Country
  • Canadian:
    Address
    State / Zip code
    Country
  • Indian:
    Address
    State / Zip code
    Country
ClosedSecurity tab

Set login rules, enable an active directory, turn auditing on.

Tab/Field name Description
Logins Configure password settings.
Password never expires If this check box is selected, the password on the Site Manager never expires.
Maximum password age Type in or edit the maximum number of days that the password can exist for.
Lock out after Type in or edit the maximum number of login attempts allowed before the system disables the user's login.
Active Directory  
Enabled Enable creation of active directory users
Domain Enter the domain for the active directory. See more information on how to create an active directory user.
Auditing  
Write auditing

Auditing registers changes made to the data, who changed it and when. When auditing is on, all of its data is stored in a separate database. The auditing database has the database name with _Audit added to it.

Choose from the drop down menu options:

  • On: Turn auditing on.
  • Off: Turn auditing off.
ClosedActive price/discount tab

Set discount rules.

Tab/Field name Description
Price: Select the check boxes to allow discounts on the item price of the:
Item
  • Customer:
  • Customer group
  • All customers
Line discount: Select the check boxes to allow line discounts on the:
Item
  • Customer
  • Customer group
  • All customers
Discount group
  • Customer
  • Customer group
  • All customers
All items
  • Customer
  • Customer group
Multiline discount: Select the check boxes to allow multiline discounts on:
Discount group
  • Customer
  • Customer group
  • All customers
All items
  • Customer
  • Customer group
Total discount: Select the check boxes to allow total discounts on:
All items
  • Customer
  • Customer group
ClosedDiscount settings tab

Set calculation settings.

Tab/Field name Description
Calculation settings: Set how the discounts are calculated on the POS.
Discounts

Set the calculation settings for when there are both line and multiline discounts on an item.

  • Line: Only give the line discount.
  • Multiline: Only give the multiline discount.
  • MAX (Line, Multiline): Give the higher discount, either line or multiline.
  • MIN (Line, Multiline): Give the lower discount, either line or multiline.
  • Line + Multiline: Add the discounts together.
  • Line * Multiline: Multiply line discount by multiline discount.
Customer discounts
  • Always calculate
  • Calculate on total
Periodic discounts
  • Always calculate
  • Calculate on total
ClosedScale units tab

Select the units that will be used when weighing scale items.

Tab/Field name Description
Grams Select the unit for grams.
Kilogram Select the unit for kilograms.
Ounce Select the unit for ounces.
Pound Select the unit for pounds.
ClosedNumber sequences tab

Create and edit number sequences that are used in numerical data records, from item IDs to gift card numbers.

Tab/Field name Description
Description The description of the number sequence.
Highest The highest number allowed in the number sequence.
Next record The next available number of the next record for the number sequence. If you have created two Size Groups, the next number available will be “3.”
Format The way in which the sequence is displayed. The # is a symbol for any number, allowing the system to create its own sequential numbers.
Embed store ID

Embed store ID as a prefix on store level for the number sequence value. This means that if you are in the store, the store ID will come before the number sequence and the next in the number sequence will be determined by the store data:

  • Yes Embed store ID in number sequence
  • No: Do not embed ID
Edit Highlight a line and select the Edit button to edit the number sequence. Opens the Edit number sequence dialog.
Add Select the Add button to create a new number sequence. Opens "New number sequence dialog."
Delete Highlight the line and select the Delete button to delete the number sequence.
ClosedWeb service license tab

The username and password of your LS POS license online.

Tab/Field name Description
Web service login name Type in the login name for the web service license.
Web service password Type in the password for the web service.
ClosedStore management tab

Set default tax calculations, settings for manual ID entry, recalculate prices based on default tax settings, upgrade price values from versions released before 2011.x

Tab/Field name Description
Default tax calculation store Select a store from the drop down list as the default store for this Site Manager. Note that you need to select the store in order to get all of the default data for currency.
Edit Select edit to edit settings in the store that you have selected from the drop down menu in the field, Default tax calculation store. Opens the Store view
Allow manually entered ID

Select the check box next to the following options to allow the ID to be entered manually:

  • Item ID
  • Customer ID
  • Vendor ID

Recalculate prices (based on default store)		 Recalculate and update prices to reflect default store. For example, if you have changed the tax settings for your store so that the prices should be calculated with tax rather than without.

Upgrade prices

You have to select this button once if you are upgrading from version release 2011.x or older.

How to use this:

First see if your system is calculating prices with or without tax:

  1. In earlier versions this is set in the price group of the default calculation store.
  2. Navigate: Tools > Administration > Options > Store management > Select Edit button, opening Store view > Select Price groups tab
  3. Take a note of which tax group has the lowest Level.
  4. Go to the home view and navigate: Retail > Price/discount > Price/discount groups
  5. See if the price group in step 4 has Prices include sales tax set to “Yes” or “No.”
  6. If “Yes,” your prices are set with tax.

Calculating prices with tax:

  1. Press button: Upgrade prices.
  2. Press button: Recalculate prices.

Calculating prices without tax:

  1. Press button: Recalculate prices.
ClosedKitchen Manager tab * Not implemented in current release

Manage the connection settings. Note: If you do not have this in your settings, you are not using the Kitchen Manager.

Tab/Field name Description
Kitchen manager host Type in the Kitchen manager host.
Kitchen manager port Type in the Kitchen manager port number.
Database host Type in the database host.
Database name Type in the database name.
Database password Type in the database password.
Use Windows authentication Select the check box to use windows authentication to login to the Kitchen Manager.
Data area ID Enter the data area ID.
Connection type

Select the connection type from the drop down menu:

  • Shared memory
  • TCP/IP
  • Names pipes
Get configuration Select this option to get the current configuration for the Kitchen Manager on the given host and port.
Site Manager user Type in the login name for the Site Manager user.
Send configuration Select this option to send the configuration for the Kitchen Manager.
Debug level

The debug level determines what information is logged and what you can view in the monitor window when you select the monitor button. This can help you have the information you need at hand if you get an error regarding the Kitchen Manager.

  • None: No information is logged. If this level is set then no history will be available to you when you want to view it later. To get the information necessary, set the debug level to Trace and recreate the situation that caused the problem.
  • Error: Critical errors are logged. It is a good idea to have the debug level set to this level at least. Warning: Critical and non-critical errors are logged.
  • Trace: Everything is logged. It is recommended to use this level when setting up.
Monitor Select this button to view the debug log.
ClosedInventory settings tab

Manage the number of items that are allowed to be higher than the ordered quantity when receiving items.

Tab/Field name Description
Max over goods receiving How many units, exceeding the ordered amount, you can receive.
ClosedLoyalty tab
Tab/Field name Description
Data source

Select one of the options depending on your settings:

  • Local database: Select this option if the POS is one stand alone terminal
  • Site Service: Select this option if you have more than one terminal talking to the same database
ClosedCustomer ledger tab
Tab/Field name Description
Recreate customer ledger Deletes all customer ledger entries and recreates them.
ClosedSite Service tab
Tab/Field name Description
Site Service Profile Select a site service profile.
Edit Select this button to open the Site service profile view and add or edit them.
Site Service Host Displays the Site Service Host ID.
Site Service Port Displays the Site Service Port ID.
Test connection Select Test connection to set up the connection to the Site Service. An error message will be returned to you if the connection has failed.
ClosedDecimal formats tab
Tab/Field name Description
ID The ID of the Decimal format.
Description The Description of the Decimal format.
Minimum decimals The minimum number of decimals allowed.
Maximum decimals The maximum number of decimals allowed.
Edit Highlight a line and select the edit button to edit decimal settings. Opens Edit decimal setting dialog.
ClosedBlank operations tab
Tab/Field name Description
Operation Name The operation name.
Parameter The parameters of the operation.
Description The operation‘s description.
Origin Whether the Blank Operation was created in the Site Manager (SITE MANAGER) or on a Point Of Sale (POS) terminal.
Edit Highlight a line and select the edit button to edit a Blank operation. Opens New blank operation dialog.
Add Select the add button to add a new Blank operation. Opens New blank operation dialog.
Delete Highlight a line and select Delete to delete a Blank operation.

Actions

See also

Related field help:

Related guides:

Last updated: 22nd December 2014
Version: LS One 2014

 

 

 

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