OpSuite Point of Sale (POS) devices can be found under Point of Sale / Devices.  Each device will have a unique Device Key that will aid in setting up the device.  In this section, you will learn the different settings and features available on the OpSuite POS. 

• Default Cashier: This is used if you are assigning a primary cashier to the device (not typical).
• Device Active: If the device is active, it is available to use. 
  

• Hibernate: if the device will be used for seasonal stores, you can choose to Hibernate the device during the off-season.  The Device Status will show if it's Hibernating,  Pending Hibernation Confirmation, or Awake
  • Hibernating a device can be done immediately from OpSuite, or you can require the POS user to confirm the hibernation on the device.  It is recommended that all sales and batches be closed and synced with OpSuite before hibernating the device.
    

Transaction Settings

• Display Customer Profile: Shows the customer identity in the transaction module.
• Transaction Close Process
  • Manual - You will be asked if you want to close the transaction
  • Automatic - The transaction will be closed after completion
  • Disabled - The transaction will not close (NOT RECOMMENDED)
• Prompt for Transaction Comment: You will be asked for a comment for a transaction (not required)
• Customer Always Required: A customer must be selected for every transaction
• Loyalty Redemption
  • Disable Points Redemption - Points cannot be used on transactions
  • Always Prompt to User Points - You will be asked if you want to use points for a transaction
  • Prompt if Customer Has Points - You will be asked if you want to use points ONLY if the customer has points to use
  • No Prompt, Always Use Points When Available - Points will always be used if a point redemption campaign exists
• Enable Automatic Donation Prompt: You will be prompted to ask the customer if they want to donate to a cause (set up in Donations)
• Device Language:  English, Spanish or French
• Enable Orders:  Orders (enabled in Locations) will be available on the device 
• Require Reason for Discount:  If a discount is applied, a reason why must be entered
• Use Only Approved Discount Codes:  Only discounts set up in OpSuite POS Discounts can be used
• Default Page
  • Inventory - The landing page on the device will show the items at the location
  • Customer Lookup - The landing page will show the list of customers for the location
  • Quick Picks - The landing page will show Favorite and Quick Pick items
• Show Sales Rep Selector/Show Line Sales Rep Selector: Enables the ability to select a sales representative at the transaction or line item level

Receipt Settings

• Enable Receipt Prompt: A pop-up window appears to select which receipt to print or email.  You can select which ones to be automatically selected in the pop-up window.
  • Print - Standard receipt
  • Email - Prompts for the customer email address and a receipt will be emailed to them
  • Gift - Standard receipt without prices and totals shown
  • Invoice - Full page receipt
• Print Multiple Transaction Receipts: This option allows you to set the number of receipts that will print per transaction.
• Print Duplicate Signature Receipt: Prints a second signature receipt when a credit card is used
• Print Store Copy for Credit: Prints a standard receipt for the store in addition to the customer's copy
• Receipt Delay: The receipt will not print until the credit card is removed from the credit card reader
• Always Try Email Receipts: If a customer is selected and has an email on file, an emailed receipt will always be sent  
• Always Try Print Receipts: A receipt will always be printed if a receipt printer is attached
• Print Cash Drop Receipts:  Prints the date, time, cashier and amount of the cash drop
• Print Paid Out Receipts:  Prints the date, time, cashier and amount of the pay out
• Print Duplicate Void Receipt:  Prints a second Void receipt for the store to keep, or to give to the customer
• Print Gift card Activation Receipt:  Prints the date, time, gift card number and amount placed on the card

Here you can also see the assigned receipt templates.  You can view the receipt by clicking the eye icon.  If your role permits, you can edit the assigned receipts.

Security

• Login Required After Every Transaction:  The cashier will have to log into the device after every transaction using their PIN
• Session Timeout:  The device will remain logged into OpSuite POS for the set amount of time after a transaction

Payment Settings

This section will be set up by your implementation specialist, as it requires information provided by your payment processing company.  The different processing companies required different information to set up and integrate with OpSuite Point of Sale.  Changing the Payment Settings may result in your payment processor to not operate. 

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Hardware

The Hardware section is set up by your Implementation Specialist. 

Customer Settings

• Customer Quick Add Fields to Display: This allows you to select which fields will be shown when you quick add a customer
• Required Customer Quick Add Fields:  Which fields will be required to quick add a customer
• Customer Advanced Search Options: You can select certain fields from the customer section, including custom fields, to search by

Display Settings

The Display Settings allows you to move or hide completely the special function buttons on your POS. If you do not wish to use the feature select the hide button at the end of the explanation. If you want to move the button in the order, grab the explanation by holding down your mouse button and drag it to the desired position in the list. Note positions start on the bottom row and position 1 is the first row right most position. 

Device Image Settings