The register master file is where you will add and edit registers. This master file tells the system how you would like your register to behave. It is here where you are going to ask questions like will this be a register that takes cash, or what do want the default tender type to be. The master file is located in the Sales module (SLS), under tasting room and consumer sales (PS,) and then other file maintenance (PSFMM). The menu option is MRM; start by double clicking this option. You will see the screen below.
Central Tables that Effecv
If you are adding a register you will want to start with entering a room and a register. You should have rooms already set up, but it you need to add one this can be done in the central table TRM, please follow this link Tasting Room Master (TRM). If you are adding a register just enter a number or letter that you are not already using. You will need to add a description, like our room 1, register $ is described as Wine Club Register. If you are editing you will need to choose the register that you would like to edit. You can use the drop down menu to help choose.
The next option is to choose a terminal number and type. No two registers will have the same terminal number. It is a three digit number that must be unique within your company and it is used to identify the register. The number can be arbitrary as long as it is unique, but users tend to assign them based on the tasting room number and register number. For example, tasting room 1 register 3 would get terminal number 103. Tasting room 2 register 1 would get terminal number 201. As the system gets updated the option to enter type will no longer be an option, all systems will have the type WIN.
Cash drawer type tells the system if there is a cash drawer connected to this register and if so, is it connected through your receipt printer or routed through the serial cable. If this is the wine club register, a back office register, internet register, etc. most like you will not have a cash drawer, because you will not be taking cash. The cash drawer is necessary in the tasting room or at any register where your customers are going to be able to pay with cash.
The display pole, printer type, paper type and the three port options are set up with the help of our hardware department. If you have any questions about these you can email support@amssoftware.com.
The next field that you will need to know about is the Show receipt email option. If this option is set to Y, after an order has been tendered in the touchstone of the corresponding register the Email/Print Selection Screen will pop up.
If the there is not customer linked to the order the screen will look like the one below.
If there is a Bill to customer on the order it will be filled in for you.
To learn more about the touchscreen itself, you can follow this link: Cash Register (TCH).
The Force clerk validation option, tells the system whether you would like the clerk to log in after every completed transaction. If you multiple clerks working from one register this feature helps you track what clerk rang through what order. If you have a register that is typically only used by one clerk, forcing the clerk to log back in after every transaction would be unnecessary.
The timeout seconds option tells the system how many seconds tjne clerk is allowed to stay in the touchscreen, with no activity. If this is set to 0, the clerk can remain in the touchscreen with no activity for as long as they want. If it is set to 10 the system will log out that clerk after 10 seconds of inactivity. This option can be up to 9999. If you have the clerk validation set to N, the timeout seconds are of no consequence.
The order review timeout seconds, tells the system how long the clerk has review the order after it has been tendered. If it is set to 0, there will be no time to review the order. The next option is to choose whether this register will be in batch mode or not. Batch mode is for registers that you don't cash in or out. This mode also allows the clerk to accept order that have yet to be tendered i.e. they have no tender line. Your back office registers, like your club resister and your internet register should be in batch mode. As for your tasting room registers, these registers should not be in batch mode; you will want these registers cashed in and out at the beginning and end of each day.
Mode is how you want the register to process orders. If this is a back office register with no cash drawer you will want to have this option set to O for Order. This a basic setting; strictly for a register that processes back office orders. R for Register mode would be just your basic tasting room register, with a cash drawer. If you have selected T for table mode the register will behave more like a register would at a restaurant, see Tab Mode for more information on how this mode functions. P for tip mode will allow customers to leave a tip on their credit card, see Register in Tip Mode for more information on how this mode functions.
CC Verify Mode:
- S- swipe
- O- back office, processed as entered
- M- only manually processed- no swipe button
- B- batches for $ register
- A- auto verified- no card actually charged. For practice and fixit register.
Default transaction type- This an optional field. When filled in, the register will default to the transaction type so that clerks do not have to manually choose a transaction code when entering Cash Register (TCH).
Default Contra trans type-
Allow editing of line items- It is recommended that registers live with cash should say no and back office registers should say yes. Even if the clerk has permission to edit orders in the Maintain Clerk Master File (MCL), the register master will override this.
Allocations Check- This looks at wholesale or OE allocations to see if the part a clerk is ringing up is allocated to the OE customer on the Tasting Room Transaction Code (TTX) or the OE customer on the Customer Maintenance (Page 2). If the customer that is being rung up by the clerk has an OE number on page 2 of their customer record, this will override the OE customer on the Tasting Room Transaction Code (TTX). The options for the allocations check is to stop, warn or do nothing if allocations are not available for the OE customer.
Show cust tender info- This will just show the Tender type, last 4 digits of the credit card and expiration date on the Use Card on File button.
Print on act receipt- If the clerk gives a customer products for an on account order or enters in the on account transaction, this gives the clerk the option to print out a receipt if Yes is selected in this field
Default browse method for browse sales- When selecting browse sales on Cash Register (TCH), this field tells the system how to browse teh orders. The choices are to browse all orders by order number, not register specific or to browse the orders for the specific register the clerk is logged into.
AVS and CVV2- If Yes(Y) is selected, during the card process the billing address on file will be verified before the card is processed. There is also an option to only use AVS when manually entering cards. If a limit is entered in there, then the system will only check AVS on orders above the amount entered in the field. CVV2 can be required when the credit card is entered. There is also a field for limit so that if the CVV2 is set to Y and there is an amount entered in the limit field, then the CVV2 will only be required on orders over the amount entered in the limit field.
Touchscreen button code-This is the code that needs to be on the first column of the Touchscreen Button Programming (Button Spreadsheet) in order to load buttons on the register.