Overview #
The Settings module in RetailzPOS Back Office allows you to configure Tax, General Settings, Tender, Price Level, Barcode Settings, and Employee Commissions.
Tax Settings #
Tax Settings are available to set up your store’s sales tax. With RetailzPOS, you will have the ability to create Five Taxes.
Select Tax #
Open the dropdown and select Tax.
View the Five Tax Levels #
View the available Five Tax Levels in the store.
Set Default Tax #
Slide the button to set a tax as the default.
Confirmation #
Select YES to confirm or NO to cancel.
Deactivate Tax #
Tap the slide button to deactivate a tax.
Edit Tax #
- Hover over the tax and select the Green Edit Icon.
- Input the Tax Name and Percentage (%).
- Click Submit to save changes.
Input Tax Name and Percentage #
Submit #
Select Submit to save the new Tax Level (Percentage %).
If you have multiple Taxes in your business, repeat steps 1-7 as needed.
General Settings #
General Settings from the RetailzPOS back office enable you to set up essential features like Timezone and Age Check. These configurations help ensure that your business records match your current time zone, as well as provide sales control over your employees.
Select General Settings #
Navigate to Settings > General Settings.
Set Timezone #
- Select your correct timezone from the dropdown.
- Click Save.
Below Cost Feature #
Enable this to allow selling promotional items at a price below their purchase cost.
Show Purchase Item in Descending Order #
Enable this to list scanned items in descending order on transactions.
Save #
Select Save to apply the changes you’ve made.
Age Check #
Age Check is a built-in feature within RetailzPOS. By requiring a default age for verification, it will make it so anyone under your selected age will not be eligible to purchase the age-restricted products (ex. Tobacco and Alcohol).
Configure Age Check #
Go to Settings > General Settings.
Set Age Requirement #
Select the Required Age #
Select the required age from the dropdown.
Add Message #
Input a sales message.
Default Age #
Toggle Default Age on.
Save #
Click Save.
Tender Setup #
Tender is a setting available that allows you to customize the payment options that customers can use within your business. From here you can create payment options like Card, Cash, Check, EBT, Uber, and House Accounts.
Select Tender #
Navigate to Settings > Tender.
Once the Tender menu is open you will be able to view your active list of Payment Tenders in your store.
Add New Tender #
Select Add.
Fill Tender Details #
Input Tender Name and Tender Type.
Submit #
Once all information is filled out, select Submit to confirm the creation of your new Tender.
Price Level #
Price Level is an available option that will allow you to create different payment levels in your store. These Price Levels can be set up for Retail Price or Cost, and can be set up by Percentage or Amount. You will also have the option for the price level to be added or Taken Off of the customer transaction on the POS.
Configure Price Level #
Go to Settings > Price Level
Once the Price Level menu is open, you will be able to view your active list of Price Levels in your store.
Add Price Level #
Select Add to create a new Price Level.
Input Price Level Details #
- Price Level Name
- Price Level Percentage (%)
- Price Level Amount ($)
Save Price Level #
Click Submit to save.
Barcode Settings #
Barcode Settings are a feature available that allows you to correctly set up scanner settings if you plan to do any Barcode Scanning from the back office. You can choose the type of barcode (such as UPC-A, UPC- E and EAN13) and generate the barcode.
Select Barcode Setting #
Navigate to Settings > Barcode Setting.
Configure Barcode Scanner #
Once the Barcode Settings menu is open, you will be able to view your active Barcode Scanner setup.
It is important to know that:
- UPC-E Settings consists of 6-8 digit barcodes
- UPC-A Settings consists of 10-12-digit barcodes
- EAN Settings consists of 13-digit barcodes
Choose Barcode Scanner Settings #
Select your necessary Barcode Scanner Settings.
Save #
Click Save.
Employee Commissions #
Employee Commissions is an option that allows you to offer sales incentives to your employees. This feature can be set up through the Departments in your store and is based on a percentage (%) of sales. By implementing Employee Commissions, you encourage your employees to work harder to promote products, which in turn increases their earnings.
Configure Employee Commissions #
Go to Settings > Employee Commission.
Once the Commission’s menu opens, you will be able to see all of your active Commission Packages in your business.
Add Commission Package #
Select Add to create a New Employee Commissions Package.
Employee Package Name #
Once the Employee Commissions menu opens, you will be able to create a Commissions Package Name.
Set Commission Percentage (%). #
Once the Commission Package Name is created, you will be able to input the Value (Percentage %) of commissions your employees will receive through each Department’s Sales in your business.
Select Employees #
Once each Department Commission’s Value is input, you will be able to select the Employees who will receive the Commission Package.
Check off the Employees who will be a part of the Commissions Package.
Save #
Once all of the Employees are selected, select Save to confirm your New Commission Package.
