Devices New Version

Devices New Version

Devices - New V2
This is the first section of OpSuite that employs are new "no scroll" and "no slide" user interface. This design is much more screen efficient and uses a menu found at the top of each screen to allow the user to navigate to the appropriate sections quickly.

OpSuite Point of Sale (POS) "Devices" configuration 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.  

View/Edit Modes

To View an existing device, click on the Blue Eye box; the device will be viewed in the version 1 format.  There are two options for editing. Click on the first Blue pencil box  to edit in the Original format.  Click on the last Blue pencil  box to edit in the V2 Format.  See below for reference:

Upon initial deployment, your devices will be set up and tied to the locations you initially indicated.  The location selected will determine what tenders, items, customers, employees, taxes, and much more, are available.  If you determine that you need additional devices, contact your account manager or send an email to, and we will get you started. Here is a sample of what the new device management screens look like:

 Once the basic Device information has been saved, all settings and features will appear.  

General Setting

The General Settings section includes Security, Hardware, and End of Day Report options.  
  1. Security - select if you want associates to sign in after every transaction.  
  2. Session Timeout - select how many minutes will go by before the system times out and returns to the sign-on screen.
  3. Hardware - Click on the down arrows to choose options for the following:
    1. Device Model
    2. Cash Drawer Connection
    3. Printer Model
    4. Connection Method
  4. End-of-Day Reports - there are four options to customize your X and Z Reports.  
  5. Note:  If making any changes under any tab that does not display a SAVE button, you MUST click on another tab for Auto Save.  You will see in the upper right-hand corner, next to the Blue Back to Lookup button, a Green Save will appear.  

Transaction Setting
  1. Transaction Close Process
    1. Manual - You will be asked if you want to close the transaction
    2. Automatic - The transaction will be closed after the completion of tendering
    3. Disabled - The transaction will not close (NOT RECOMMENDED)
  2. Loyalty Redemption
    1. Disabled Points Redemption - Points cannot be used on transactions
    2. Always Prompt to User Points - Prompts cashier to ask the customer if they want to use points for a transaction
    3. Prompt if Customer Has Points - Prompts cashier to ask the customer if they're going to use their accumulated points for  a transaction
    4. No Prompt, Always Use Points when Available - Points will always be used if a point redemption campaign exits
  3. Device Language: English, Spanish, or French
  4. Default Page (Landing Page)
    1. Inventory - The landing page on the device will show the items at the location
    2. Customer Lookup - The landing page will show the list of customers for the location
    3. Quick Picks - The landing page will show Favorite and Quick Pick item
  5. Display Customer Profile - Shows the customer information on the right side of the screen in the transaction module
  6. Prompt for Transaction Comment - The device will prompt for a comment for a transaction (not required)
  7. Customer Always Required - A customer must be selected for every transaction
  8. Enable Automatic Donation Prompt - The device will prompt the cashier to ask the customer if they want to donate to a cause (set up in Donation)
  9. Enable Orders - Orders (enabled in Locations) will be available on the device
  10. Enable Out of Stock Prompt - When an item is sold and is currently Out of Stock, and message will appear on the item line on the transaction.
  11. Enable Automatic Customer Association - OLD FEATURE not in use with OpSuitePOS.
  12. Show in Transaction:
    1. Display SKU on Quick Picks - the SKU will be displayed on each Quick Pick
    2. Show Sales Rep Selector - Enables the ability to select a sales representative at the transaction or line item level
  13. Reason Codes: 
    1. Require Reason for Discount - when a Discount is applied, a reason code must be entered.
    2. Require Reason for Price Change - when a Price Change takes place on the POS, a reason code must be entered.
    3. Require Reason for Sales Tax Change - if the Sales Tax is Changed, a reason code must be entered.
  14. Customer Display Options:
    1. Display Pole (20 characters per line) for old text-style customer displays. When selected gives you options for three lines of text that will cycle when pos is not performing a transaction.
    2. Genius Line Item Display - This works only with Global/Genius credit card processing.
    3. Customer Facing Transaction Display - This is for hardware that features customer-facing screens on the POS system. This will show images you create for when a POS station is not in use and different images that will show on half the screen during a transaction. These screens are controlled under the "External Display" area of OpSuite.
    4. Customer Facing Transaction Display - Simple View - A simplified view of just items being sold on POS with customer-facing screens.
  15. Note:  If making any changes under any tab that does not display a SAVE button, you MUST click on another tab for Auto Save.  You will see in the upper right-hand corner, next to the Blue Back to Lookup button, a Green Save will appear.  
  • 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
  • Default Receipt Delivery Options:
    • Print - Standard receipt
    • Email - Prompts for the customer's email address and a receipt will be emailed to them
    • Gift - Standard receipt without prices and totals shown
    • Invoice - Full-page receipt
  • Always Try to Email Receipts - If a customer is selected and has an email on file, an emailed receipt will always be sent.
  • Always Try to Print Receipts - A receipt will always be printed if a receipt printer is attached.
  • Print Options:
    • Print Multiple Transaction Receipts: This option allows you to set the number of printed receipts per transaction.
    • Print Duplicate Signature Receipt (Customer): 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.
    • Print Gift Card Activation Receipts:  Print the date, time, gift card number, and amount placed on the card.
    • 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 payout amount.
    • Print Duplicate Void Receipt:  Prints a second Void receipt for the store to keep or to give to the customer.


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.  

  1. Note:  If making any changes under any tab that does not display a SAVE button, you MUST click on another tab for Auto Save.  You will see in the upper right-hand corner, next to the Blue Back to Lookup button, a Green Save will appear.  


Payment Settings

Your implementation specialist will set this section up, as it requires information from your payment processing company.  Each processing company requires different information to be set up to integrate with OpSuite Point of Sale.

  Changing the Payment Settings may result in your credit card failures.



This tab controls the various third-party solutions that are integrated with OpSuitePOS.  These configurations will be setup by your implementation specialist if they are required for your deployment.  

Customer Settings

  • Customer Quick Add Fields to Display:  
This section controls what fields are shown at the POS when a new customer is added.  Each field selected can be optional or required.
    • The first click on the box will make the field appear at the POS as an optional field to be filled out. A Green Check Mark  will appear in the box.
    • Click the box again, and the field must be filled out when entering a customer, and a Green R  will appear in the box.
  • Customer Advanced Search Options: You can select specific fields from the customer record to provide advanced searching capabilities at the POS. The available fields are all the standard customer fields and any custom fields your organization may use.  You will select the Method you wish to search by, Contains, or Equals to. You will now see these fields at the top of the customer search portal when selected at the POS.


Functions Setting


The Functions tab allows you to remove and reorder all the POS Function buttons.  To Remove any Functions from your POS system, click the Active Function Button and drag to the Available Function area.  Reorder of the Active Function Buttons can be done by clicking and dragging to the desired position.  

When all changes are completed, click on SAVE to save the changes. Note button order on the POS screen is the reverse of the designer. The Cancel button shown below will be next to the tender button, and the hold button will be the following button to the left of the Cancel on the POS Screen.  See the POS view below to compare the first line.


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