The POS profiles has various options that change how the POS functions. It also has settings for hardware devices like printers and credit card terminals.
To access the POS Profiles, navigate to Settings > POS Profile.
POS Settings
Cent Input: Makes the numbers for prices and payments act as cents rather than dollars. For example, 100 becomes $1.00 without needing to type the decimal.
Require Payment Amount: This will require an amount to be manually typed on the total screen, rather than copying the total automatically.
Automatic Finalization of Payments: Closes out the current receipt automatically after the customer has paid in full or more than needed. Turning this off requires the cashier to press enter after taking payment to close the transaction.
Force Closed Drawer: Prompts to close cash drawers after a transaction. *Note: This is only compatible with certain devices. Leave it disabled unless you have confirmed with KORONA Support that your model is supported.
Force Drawer Selection: Only works with certain cash drawer models, leave disabled unless instructed otherwise.
Offer receipt printing with open cash drawer: Only works with certain cash drawer models, leave disabled unless instructed otherwise.
Quick Key Return: When this is enabled, selecting a product from a sub-menu will return you back to the main Quick Keys menu. With this disabled, you will stay on the current menu you are on after adding a product to the transaction.
Capture Digital Signature: Requires the customer to put a signature on the customer display before processing a transaction.
Create Customer on Customer Order: With this enabled, entering the customer information on the Customer Order screen will permanently create that customer entry (Sales > Customers). With this disabled, it will only save their name to the customer order, instead of creating a permanent customer entry.
Limit receipt parking to 1 element: When this is enabled, only 1 receipt can be parked at a time.
Display only bank notes for cash payment types: Will only show the cash icons when the payment method service is set to cash.
Cancel Parked Receipts On End of Day Statement: Clears your parked receipts after performing an End of Day/Balance POS when enabled.
Force Receipt Reversal Reason: Requires the cashier to input a reason when reversing a receipt.
Force Starting Balance: Requires the cashier to enter a starting balance before starting any sales.
Notify about open receipts when logging out: Gives the cashier a notification when there are parked receipts after logging out.
Maximum Cash Amount: Notifies the cashier when the drawer reaches a certain balance.
Order Number Required: This is mainly used for restaurants, and it requires a table number input before a transaction can be carried out.
Master Data Refresh Interval: The POS will automatically Retrieve Master Data at the time interval set.
Product
Easy Product Repeating: After the most recent product has been scanned, you can press enter to repeat that same code.
Behavior During Unknown Product: There are three options from the drop-down.
- External System Call can be used to manage unknown products externally. You are able to send those scanned products outside of KORONA using an External System Call. This will expand what you can do with the information, but will likely need a third-party developer to help put it together.
- Open form: extended product handling will open a page to allow you to assign the unknown product code to a product on the POS. To finalize these changes, you will need to go to the cloud, click the bell on the top left, select the product code recommendations notification, and then choose what to do with those codes. To learn more, read our manual page here.
- Show message: product not found simply alerts the cashier that the product code does not exist.
Filter products using the organization’s assortment validity: Will check the assortments from the organizational unit (Settings > Organizational Units) and only allow those products to be valid at the POS. This can be used to set certain products to be available at only certain stores.
Surface
Standalone Mode: Makes the POS client window full screen so that there is no window borders. If the computer is only being used for KORONA POS and regular computer functions (like a web browser) are not needed then this should be enabled.
Widescreen Mode: Allows for a 4×9 Button layout at the POS.
Theme: Changes the design of the POS.
Receipt
Automatic Receipt Print: Prints the receipt automatically after every transaction.
Digital Receipt: Selecting this option gives the customer the ability to receive a receipt via email.
Receipt Layout: Select the receipt layout for your POS. If one is not available for selection, you will need to create one. For more information on how to do so, please navigate to our Receipt Layout manual page.
Receipt Layout File: If you have had KORONA Support create a custom layout for the receipt, that will be selected here.
Login
Cashier Password Required: Requires the cashier to enter their Password after entering their code.
Automatic Cashier Logout Delay in seconds: If no action is carried out by the cashier within a certain time, the POS will automatically log them out.
Removal of break lock is only allowed for the registered cashier: If a cashier is in the middle of a transaction and then logs out, only that cashier will be able to log back in and continue the transaction.
Balance
Disable Blind Balance: Once a cashier balance is carried out this will notify the cashier of the expected balance amount. Leaving this off means the cashier will not know how much the POS thinks is in the drawer.
Maximum Balance Attempts: How many attempts a cashier gets to enter a cash amount during a cashier/POS balance before it finalizes when the expected amount does not match the drawer.
Carry out End of Day Statement: Will automatically do an End of Day when performing a Central Balance.
EOD Statement
Print End-of-Day Report: This automatically prints out an end-of-day statement once a cashier balance or POS balance has been carried out
Automatic end of day: Runs an automatic POS balance report at the specific time selected (24-hour format).
Invoicing
Number of invoice receipt copies: The number of invoicing receipt copies the system will print
Devices
Devices is where you can configure the hardware or connected peripheral devices you are using with the particular point of sale this POS profile is assigned to.
By clicking +Add Device, a pop-up box will appear. You may select the type of device and the device brand you wish to connect. This would be for things like Printers, Payment Terminals, and Cash Drawers.
For more information on specifically configuring devices, please refer to our Adding Devices manual page.
Payment Service and External System Calls
Payment Services: These are for specific integrations to Mercury and Merchant Warehouse.
External System Calls: You may set up external calls on the following categories: On Book Receipt, On Total Receipt, On Reject Receipt, On Void Receipt, On Booked Delivery Note.
To configure External System Calls, navigate to Settings. If you can not locate it there, you will need to Edit Menu Entries.
To learn more, please visit External System Calls.
