General Settings

Application name in App Store: GO ERP POS Cofigurations (Back Office -> Apps -> App Store)

General

On-screen keyboard

• Feature allows a virtual keyboard to appear whenever you need to input text or numbers in the POS
• If you select "Yes":
  • The on-screen keyboard will pop up automatically whenever you click on a text or numeric input field.
  • Example: When entering a customer's name or a product quantity, the keyboard will appear on the screen for easy input.
• If you select "No":
  • The on-screen keyboard will be disabled, and you won’t see it, even when interacting with input fields.

Show 100% payment buttons in cart

• 100% Payment Buttons feature adds quick payment options for cash and card transactions, allowing you to complete transactions with a single tap.
• If you select "Yes":
  • The 100% Payment Buttons for Cash and Card will appear in the cart.
  • Example: Tap the 100% Cash button to instantly process a full cash payment for the total amount.
• If you select "No":
  • The 100% Payment Buttons will not be displayed in the cart, but you will still be able to process a 100% payment inside the payment window pop-up

Customer

Set the minimum number of characters required for searching by the loyalty card code

• This setting controls the minimum number of characters that need to be entered when searching for a customer using their loyalty card code in the POS.
• Enter the desired minimum number of characters required for a search to trigger results.
  • Example: If you set the minimum to 3, the system will only start searching after at least 3 characters are entered in the loyalty card code field.

Apply restrictions to selling tobacco products

• Allows you to restrict the sale of tobacco products to only those customers who have a valid tobacco certificate in their attributes. Tobacco products are identified by a specific code in the system.
• If you select "Yes":
  • Only customers with a valid tobacco certificate in their attributes will be able to purchase tobacco products.
  • Tobacco products are identified by a "code3" value set to "true" in the Back Office.
• If you select "No":
  • There will be no restrictions on selling tobacco products and they can be sold to any customer, regardless of their certificate status.

Tobacco certificate attribute name

• Allows you to specify the name of the attribute used to identify a customer's tobacco certificate in the system. 
• Enter the exact name of the customer attribute that stores the tobacco certificate information.
  • Example: If the attribute name is "Tobacco_Certificate", enter this exact name in the setting.
• The system will check the customer’s profile for this specific attribute when processing tobacco product sales.
• If the customer has a valid tobacco certificate linked to this attribute, the sale will proceed. If not, the sale will be blocked (if restrictions are enabled).

Tobacco certificate expiry attribute name

• Allows you to specify the name of the attribute that stores the expiration date of a customer's tobacco certificate. 
• The system will check the tobacco certificate’s expiration date during transactions involving tobacco products. If the certificate is expired, the system will show a pop-up warning about the expiry.
• If a customer has added tobacco products to their cart but the certificate is expired, and the sales order was created before the certificate expired, the tobacco products will be automatically removed from the cart upon completing the transaction.

Sales

Pending sales can be opened on Location level

• Refers to accessing and managing pending sales specific to a particular store or branch.
• Yes - You can view the pending sales for that specific location across all registers. This means that all cashiers within the branch can access and manage these pending transactions.
  • Once it is set to "Yes", this process will be able to function.
• No - Each register will only be able to view its own pending sales. This limitation prevents cashiers at one register from accessing pending sales initiated at another register within the same branch.

Disable selling to default customer

• This setting can be enabled or disabled in POS configuration by going to the general settings and selecting “Disable selling to default customer” Yes or No.
• How to make a sale with this limitation.

Customer group based tax

Customer group

• Select the customer group you want to apply a tax rate to. The customer group you select will determine which customers are affected by the tax rate you assign.
• If no customer group is selected or no tax rate is assigned, the system will default to the global tax settings for all customers.

Tax Rate

• After selecting the customer group, choose which tax rate should apply. 
• The selected tax rate will automatically be applied to customers in the chosen customer group during checkout.
  • For example, a Wholesale customer might get a 5% tax rate, while a Retail customer might get the standard 10% tax rate.

Payment

Customer must confirm the payment on Customer Display

• This setting enables the customer to confirm their payment on the Customer Display before proceeding to checkout.
• Yes - Customers will be required to confirm the payment amount on the Customer Display before finalizing the transaction.
• No - Customers will not be required to confirm the payment amount.
• This is the process in customer display.

Enable custom payment types

• Configure the payment types from Back Office to be able to add another tender type at the POS.

Surcharge percentage value %

• This is the rate at which the surcharge is calculated. It is a percentage of the total transaction amount, and it determines how much extra the customer will pay when using a credit card.
• This term typically refers to the actual dollar amount that is added to the transaction as a result of the surcharge percentage. 
  • Example:
    • If the total transaction on a credit or debit card is $100 and the surcharge rate is 2%, the surcharge amount would be $2. This means the customer will pay a total of $102, including the fee.
    • If the customer splits the payment with 50% on card and 50% in cash, only the 50% paid by credit/debit will incur a 2% charge.

Surcharge attribute name

• This is an attribute custentity_xxxx_cust_ccsurcharge_exempt that the system uses to detect whether the customer will incur a surcharge fee. This information comes from NetSuite with a value true or false.
  • False - the customer will get a surcharge fee
  • True - the customer will not get a surcharge fee
• How to know if the customer has the surcharge attribute.

Surcharge product value

• This is the specific product code assigned to the surcharge within the system. It represents the surcharge as a distinct product in the transaction. This allows the surcharge to be tracked, reported, and managed like any other product in the system.
• This product will automatically be added to the shopping cart if the customer has the attribute value FALSE and is paying by card. As a result, they will be charged a fee based on the percentage value of the card transaction.

Allowed tenders on return with receipt

• This setting is for referenced returns. You can choose whether to allow only original tender types or other tender types for refunds.
• Only original tender types are allowed (Yes or No)
  • Yes - Once this is enabled, refunds will only be issued using the original payment method. For example, if the customer paid in cash, the refund will be provided in cash.
  • No - Once this is enabled, the tender types will be displayed below, allowing you to select which types are permitted for returns. For example, if the customer paid in cash and the card option is enabled, the cashier can process the refund via card.
• Tender Types - can be chosen based on the payment methods allowed during a return with a receipt.
  • by wire transfer
  • in cash
  • by card
  • by credit invoice
  • with check
  • custom tender
• Limit - This field sets the maximum amount that can be refunded. For example, if it's set to 50 for card transactions, only 50 dollars can be refunded to the card. Leave it blank if the limit is not needed.

Allowed tenders on return without receipt

• This setting is for unreferenced returns. You can choose whether to allow only original tender types or other tender types for refunds.
• Tender Types - can be chosen based on the payment methods allowed during a return without a receipt.
  • by wire transfer
  • in cash
  • by card
  • by credit invoice
  • with gift card
  • with check
  • custom tender
• Limit - This field sets the maximum amount that can be refunded. For example, if it's set to 50 for card transactions, only 50 dollars can be refunded to the card. Leave it blank if the limit is not needed.