Integrating POS

ID

Unique ID of this POS. The ID is assigned automatically across clients and cannot be changed.

Copy

Creates a new POS with the settings of the POS currently displayed. Only the name and the referrer are changed.
Note: You can only copy a POS if you have booked a sufficient number of POS.

Device

If this POS is linked to a device, the unique ID of that device is displayed.

Delete

Deletes the POS from the system.

Name

Enter a name for the POS.

Referrer

When you book a POS, a new referrer is generated automatically. This allows you to identify orders generated with this POS. The POS is assigned to an available POS referrer (103.01 to 103.99) automatically.

Default customer

Select the default customer created for POS orders to which you want to assign orders generated with this POS.

Item filters

Apply market availability

Select if the market availability is to be applied as a filter for this POS. The market availability is activated in the Markets area of the variation’s Availability tab.
Check mark = Only variations are available in this POS for which the POS’s referrer has been activated in the Markets area of the Availability tab of the variation.
No check mark = Variations for which the POS’s referrer has not been activated also are available for this POS and can be accessed and sold.

Include active variations only

Select if active variations only are to be made available for this POS. Variations are activated in the Settings tab of the variation.
Check mark = Only variations are available in this POS for which the option Active is activated in the Settings tab of the variation.
No check mark = Active and inactive variations are available for this POS and can be accessed and sold.

Location

Name 1-4;
Address 1-4;
Postcode;
Town;
Country

Enter the company name and the address of the retail outlet in which the POS is to be operated.
Note: In Germany and other countries, saving the address is a legal requirement. Contact your tax consultant for legal advice. Your tax consultant can advise you on the correct location details.
Location Austria: Once a start receipt has been created for the POS, the location country can no longer be changed.

Sales warehouse

Sales warehouse

Select the sales warehouse to which you want to book orders generated with this POS.
Note: In the POS shopping cart, items with no net stock are shown in red but can be sold. As such, mathematical overselling can occur.

Returns

Default repair warehouse

Select the warehouse that is suggested for returned items by default.

Default rack

Select the rack of the warehouse that is suggested for returned items by default.

Default repair storage location

Select the storage location that is suggested for returned items by default.
Tipp: Click the arrow key of your keyboard twice to show a list of storage locations.

Refund customer with gift card

Select if POS users are allowed to hand out a gift card to the value of the refund amount instead of paying out the amount in cash.

Variation ID of return item

Enter the ID of the variation that serves as the gift card item for refunds.

Item movement

Reverse stock if order is cancelled

Activate to reverse stock automatically if the order is cancelled.

External order: Book outgoing items automatically
(version 1.9.2 and higher)

Select if outgoing items are booked automatically for external items that are payed for at the POS.
Activated (default setting) = Items are booked out automatically. The Book outgoing items button is not shown.
Not activated = Items are booked out only if the POS user taps the Book outgoing items button.
Tip: Deactivate the option if your customers do not receive their goods at the POS.

Outgoing items for external orders: Book items out of POS sales warehouse
(version 1.9.2 and higher)

Select from which warehouse the order items are to be booked out when external orders are completed at the POS.
Not activated (default setting) = The order items are booked out of the warehouse that was assigned to the order when the order was created.
Activated = The order items are booked out of the Sales warehouse saved for the POS. The warehouse originally saved for the order is overwritten.

Operation

Query price if price is 0.00

Activate to enter the price manually if an item with a price of 0 is added to a POS order.

Add favourites with quantity 1

Activate to select a quantity of 1 for favourites added to a POS order. Add the item to shopping cart again to increase the quantity.
Tip: The quantity of favourites that were added via the item search must still be entered manually.

Numpad (tablet view): Show quick buttons for quantity and exact payment

Return for a main order: Manually select order items for return

Select if order items should be selected for return when a main order opens.
Not activated = Default setting. All order items are selected for return when you open the order. POS staff removes those items from the return that the customer does not want to return.
Activated = No order items are selected for return when the order opens. POS staff adds those items to the return that the customer wants to return.
Tipp: Activate this option if your POS does not have a scanner and if your orders typically contain a large number of order items.

Loyalty card

Customer identification
(version 1.9.2 and higher)

Select what contact data is to be searched when a barcode with a plus sign prefix (+) is scanned.
Contact ID (default setting) = Select if barcodes contain the contact ID.
Customer number = Select if barcodes contain the customer number.
Tip: If you select Customer number, this allows you to print loyalty cards with barcodes in advance. The barcode code minus the plus sign is then entered into the Customer number field of the contact.

Austria

AES key
(new POS with location in Austria only)

Enter the AES key to be used for encrypting the POS’s revenue counter. You can enter any AES key. However, once a start receipt has been created for the POS, the AES key can no longer be changed.
Tipp: Click Generate key to generate a random key.
Note: Existing POS cannot be made tamper-proof. Create a new POS to activate the signature unit.

Certifier
(new POS with location in Austria only)

Enter the name of the signature service provider (Vertrauensdiensteanbieter) you bought the certificate from.
Note: Existing POS cannot be made tamper-proof. Create a new POS and deactivate the old POS to activate the signature unit.

Certification number
(new POS with location in Austria only)

Enter the serial number of the signature certificate. You can find this serial number in the documentation you received from the service provider (Vertrauensdiensteanbieter).
Note: Existing POS cannot be made tamper-proof. Create a new POS and deactivate the old POS to activate the signature unit.

Receipt settings

Print and save gift card receipt

Receipt content

Image

Activate the option and select a PNG file to display on the receipts generated by the POS. The file must have been uploaded to the CMS » Image gallery menu.

Header

If the component is selected, the field’s content is displayed as a header on all receipts issued by the POS. By default, the header contains the information saved in the System » System settings » Settings » Master data. Make changes as needed.

Footer

Activate option and enter additional text.

List identical order items

Select how to list several identical variations on receipts.
Individually = Every variation is shown individually irrespective of the quantity being sold. Example:
----------------------------------------------------
Cat food CaTasty Deluxe           6.99 GBP
Cat food CaTasty Deluxe           6.99 GBP
Cat food CaTasty Deluxe           6.99 GBP
----------------------------------------------------
In aggregate = Identical variations are shown in aggregate. Example:
----------------------------------------------------
Cat food CaTasty Deluxe           20.97 GBP
3 x 6.99 GBP
----------------------------------------------------

Comments

Mobile

CRM

Orders

Stock

CRM » Campaign » Code (optional)

Visible functions

POS

Allows POS user access to plentymarkets POS.

POS functions

Edit price

Allows POS user to edit prices of order items.

Rename order item

Allows POS user to change the name of order items.

Give discount

Allows POS user to give discounts on order items or complete orders.
Note: Items with the option Promotional coupons/POS discount set to Not permitted cannot be discounted.

POS

Allows POS user to check out items.

Lock POS

Allows POS user to lock a POS.

Deposits and withdrawals

Allows POS user to deposit and withdraw cash from the POS.

Cash up

Allows POS user to record the result of till counts.

Z report

X report

Item synchronisation

Allows POS user to synchronise item data with the POS.

Upload orders

Allows POS user to upload POS orders to the plentymarkets back end.

Create return

Allows POS user to book returns.

Select customer

Allows POS user to look up customer data from the POS shopping cart and to select an existing customer for the order.
Note: For this right to come into effect, you must also activate the right Account » Contact » Address » Show address in the REST API tab.

Cancellation

Allows POS user to cancel orders.

Language

Select a language. The following options are saved for the language selected: Name, Info page, Info page (internal), Logo and Upload logo.

Name

Enter the external name that should be displayed on the POS receipt, in the online store and on invoices. If no name is saved, the back end name of the payment method is displayed on the POS receipt.
Tip: The external name is printed on the receipt in the language that the POS user selects when logging into the POS.

Info page

Only change the default setting --- if the payment method is also used in an online store.

Countries of delivery

Select one or more countries of delivery.
Note: Only select countries of delivery if the payment method is also used in an online store.

Client

Select the client of the POS.

Logo

Only change the default setting Show standard logo if the payment method is also used in an online store.

Costs: Flat rate or percentage

Enter 0.00 for all costs to make sure no surcharges are applied to POS orders.

Name (en)

Enter a name, for example Pickup.

Name (back end)

Enter an internal name, for example Pickup.

Shipping service provider

Select the option Self pickup from the dropdown list.

Shipping service provider

Select the shipping service provider Self pickup from the dropdown list.

Clients (stores)

This option is only displayed if at least one client is set up. Select client(s) or ALL if you want to use the shipping profile for all online stores.

Order referrer

Select plentymarkets POS as the order referrer.

Blocked payment methods

Select the payment methods that should not be offered for the shipping profile Self pickup.

Position

Enter the position number. Sales prices are sorted in ascending order in the Sales prices area of item variations.

Internal name EN

Enter the internal name. The internal name is used in the plentymarkets back end only and is not visible for the customers.

External name EN

Enter the external name. The external name is displayed in the online store and is visible to customers.

Minimum quantity

Enter a quantity value. Sales prices with different minimum quantities can be used to create a quantity based graduation of prices in plentymarkets.

Currency

Activate the currency in which POS orders are paid.

Price type

Activate a price type for the sales price.
UVP = Activate if the sales price is a recommended retail price (RRP). If the RRP and another sales price are linked with a variation, the RRP is displayed in the online store as red strike-through text next to the sales price.
Note: Prices of the type RRP only serve to visualise the price difference between the RRP and a sales price. Variations cannot be sold at this RRP price.
Special offer = Activate to mark the sales price as a special offer.

Client

Activate the clients (stores) for this sales price.

Country

Activate the country in which the POS is to be used.

Referrer

Activate one or several plentymarkets POS referrers. The sales price is activated for the activated referrers.

System » System settings » Client » Select client » Locations » Select location » Accounting

Number of decimal places

System » System settings » Client » Select client » Locations » Select location » Accounting

Round totals only

System » System settings » Client » Select client » POS » Open POS » Tab: Receipt

List identical order items

Campaign

Name

Enter a name for the campaign.
Tip: The name should contain the name of the POS and the gift card value.

Description

Enter a description (optional).

Concept: Code

Select Several codes so that each gift card code can be redeemed only once and any remaining balance is calculated correctly when the gift card is redeemed.

Concept: Redemptions

Select One-time redemption until the value is depleted.

Use

Select Single orders, Subscriptions or both.

Minimum order value

Do not enter a value. This is because gift cards are to be treated as a payment method. As such, they cannot be subject to a minimum order value.

Validity

Start date

The date when the campaign is activated.

End date

The date when the campaign is deactivated.

Code validity in weeks

Enter 0.

Coupon

Coupon type

Select Coupon.

Type of coupon

Select Gift card.

Code length

Select the number of characters to generate for gift card codes.

Discount type

Select Fixed amount.

Discount value

Enter the gift card value, for example 10.00 = 10 GBP.
Note: Do not change the discount value once the first gift card has been sold.
Tip: This value is assigned to codes automatically when you Generate gift card codes manually in the Codes tab without entering an amount in the Value field.

Incl. Shipping costs

Do not activate option.

Filter

Items coming from price comparison portals

Select Do not permit because plentymarkets POS is not connected to a price comparison portal.

Categories

Select the categories in which the gift card can be redeemed. The sub-categories of a selected category are included automatically.

Items

Do not enter a value. This is because gift cards are to be treated as a payment method. As such, they cannot be limited to specific items.

Clients (stores)

Select the clients (stores) for the gift cards of the campaign.

Customer classes

Select the customer class for the gift cards of the campaign.

Customer types

Select the customer type for the gift cards of the campaign.

Client

Select the client for which the POS was created.

POS

Select POS.

Price

Select if orders are to be created gross or net.

Receipt printer

Enter the IP address of the receipt printer.
Tip: Tap Print test receipt to print a receipt with test data.

Printer

You can also operate additional printers using the plugin plentyBase.

Automatic printing

On = Default setting. POS receipts and documents are printed automatically once a process is complete.
Off = POS users must trigger printing of POS receipts and documents manually.

Schema
(tablets only)

Smartphone = Optimised view for smartphones; landscape or portrait.
Tablet = Optimised view for tablets; landscape only.

Create start receipt
(new POS with location in Austria only)

Select to create the start receipt (Startbeleg). This will activate the tamper-proof signature unit for the POS. After the start receipt is created, the location country of the POS cannot be changed.

Create end receipt
(POS with location in Austria and activated signature unit only)

Select to create the end receipt (Endbeleg). This will deactivate the tamper-proof signature unit for the POS. Once an end receipt has been created, the POS can no longer be operated.

Event

Documents: Receipt generated

Filter 1

Order > Order type

Order
Return

Filter 2

Order > Referrer

Select the POS for which you want to email receipts.

Procedure

Customer > Send email

Template: Select the email template you set up for sending receipts
Recipient: Select the option Customer

Default printer

Select the default printer for the POS from the drop-down list. The receipt printer is selected by default.
Note: The drop-down list shows the receipt printer and those printers in the network that the POS can access. If you can only select the receipt printer or the default printer from the drop-down list, perform a troubleshooting.

Purchase receipt;
Z report;
X report;
Cash up;
Cancellation receipt;
Deposits and withdrawals;
Coupon receipt;
Return receipt;
Credit note receipt

The default printer is selected by default. If you want to print all receipts on the default printer, you do not need to change any settings. If you want to print on different printers, select the printers on which you want to print the individual receipts from the drop-down menu.
Note: The drop-down lists show the receipt printer and those printers in the network that the POS can access. If you can only select the receipt printer or the default printer from the drop-down lists, perform a troubleshooting.

1.

Get a signature card and a signature card reader

2.

Initialise the tamper-proof POS

See Basic settings for POS

3.

Create the start receipt (Startbeleg)

See Creating the start receipt (Austria)

4

Register the signature card and POS at FinanzOnline

5.

Scan the start receipt with the BMF receipt validation app

After registering the POS at FinanzOnline, scan the QR code of the start receipt. The app checks if the signature on the POS receipts is valid.
Tip: You need to scan the start receipt within a week after registering the signature card and the POS at FinanzOnline.