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Integrating plentyPOS

The mobile POS solution plentyPOS allows you to integrate your brick and mortar store seamlessly both with your online presence and your plentymarkets system. The point of sale system plentyPOS is provided as a component of the plentymarkets app.

Do not change POS settings while POS is in use

Do not change POS settings while the POS is in use. If you have to make changes to the POS settings, tell POS users to log out of the app and log back in. Otherwise, discrepancies may occur to totals especially if you make changes to the rounding settings.

1. Getting started with the plentymarkets app

The point of sale system plentyPOS is provided as a component of the plentymarkets app. Take a look at our documentation and learn:

2. Supported currencies

plentyPOS can be operated in Euro (EUR), Swiss Franks (CHF) and Pound Sterling (GBP). However, you can only operate the POS in the system currency. The system currency is set in the System » System settings » Orders » Payment » Currencies menu.

3. Book a plentyPOS

To use plentyPOS, you need to book one or more POS in plentymarkets. Visit our plentyPOS product page  to get further information on prices and terms and conditions.

4. Setting up a POS for a client

Once you have booked a POS, you configure these points of sale in the plentymarkets back end. First, you assign a POS to a client by creating and configuring a POS in the System » System settings » Client » Select client » POS menu. To do so, proceed as described below.

4.1. Creating a POS for a client

First, create a POS for the client (store) in the plentymarkets back end.

Creating a POS for a client:

  1. Go to Setup » Client » Select client » POS.

  2. Click on New POS.
    → The window New POS is displayed.

  3. Enter a name for the POS.

  4. Save the settings.
    → A referrer is assigned to the POS.
    → The POS is created and the settings are displayed.

Table 1 describes the menu bar of a POS.

Table 1. Menu bar of a POS
Setting Explanation

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.

4.2. Basic settings for POS

Now, carry out the desired settings in the Basic settings tab of the POS and save these settings. Note Table 2.

Table 2. Basic settings tab of a POS
Setting Explanation

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, which you created for POS orders and which you want to assign to orders generated with this POS.

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.

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 placed = 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 placed = 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.

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.

Return

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.
Tip: 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 coupon 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 coupon 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
(app version 1.9.2 and higher)

Select if outgoing items are booked automatically for external items that are paid 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
(app 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

Activate to show quick buttons for the numpad.
Not activated = The numpad quick buttons are not shown.
Activated = The following numpad quick buttons are shown as an additional row of the POS’s number pad:

  • X = POS users can enter a quantity before scanning an item or selecting a favourite item. If no quantity is entered before scanning, the scanned item is added to a POS order with a quantity of 1.

  • Exact cash amount = If customers pay the exact amount in cash, POS users can tap this button instead of entering the amount. The Received field is filled with the amount due.

Show expected cash on hand

Choose whether you’d like to see the expected cash on hand while creating a Z report or a till count report. This option is deactivated by default. In other words, POS users do not see how much money is expected to be in the till while they count the cash. It’s a good idea not to change this setting, as it ensures that POS users really count the cash themselves. If POS users see this information, they might be tempted to blindly accept the value rather than count themselves.

Loyalty card

Customer identification
(app 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 (recommended) = 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.

Fiscalisation (Germany)
(app version 1.10.0 and higher)

POS serial number

After successfully linking a technical security unit with the POS, the serial number is added in this field automatically.

TSE serial number

After successfully linking a technical security unit with the POS, the serial number is added in this field automatically.

TSE public key

After successfully linking a technical security unit with the POS, the serial number is added in this field automatically.

Fiscalisation (Austria)

POS identification number

The POS identification number registered with FinanzOnline.

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.
Tip:*Click on Generate key to generate a random key.
*Note: Existing POS cannot be made tamper-proof. Create a new POS and activate the old POS to set up the signature unit.

Trust service provider
(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.

Serial number of signature certificate
(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.

4.3. Managing favourites

You can add variations to the favourites list. This allows POS users to add frequently sold variations to the POS shopping cart more quickly.

4.3.1. Saving variations as favourites

Proceed as described below to save variations as favourites.

Saving variations as favourites:

  1. Go to Setup » Client » Select client » POS.

  2. Open the POS.

  3. Click on the Favourites tab.

  4. Click on the Add variation tab.
    → A list of the variations is displayed.

  5. Optional: If necessary, use the filter to limit the number of variations shown.

  6. Click on Add variations.
    → The variations are added to the list of favourites and displayed in the Favourites tab.
    → Next time the POS is synchronised, the favourites are sent to the POS.

POS users' favourites take priority

POS users can create their own favourites in plentyPOS. The POS user’s favourites take priority over those favourites saved in the plentymarkets back end.

4.3.2. Changing the order of favourites

You can change the priority of favourites using the arrow symbols in the Favourites tab. Move your most sold variations to the top of the list. The first variation on the list also is the first one displayed in the favourites list of POS users. Proceed as described below to set the order in which favourites are displayed.

Changing the order of favourites:

  1. Go to Setup » Client » Select client » POS.

  2. Open the POS.

  3. Open the Favourites tab.
    → A list of the variations of the favourites list is displayed.

  4. In the Actions column, click on the arrow of the variation you want to move.
    → Use the up arrow to increase the priority of a variation.
    → Use the down arrow to decrease the priority of a variation.

4.3.3. Copying the favourites list to another POS

You can copy the favourites list of one POS to one or several other POS of the same client. This action does not delete existing favourites from the target POS. To do so, proceed as described below.

Copying favourites to another POS:

  1. Go to Setup » Client » Select client » POS.

  2. Open the POS.

  3. Open the Favourites tab.
    → A list of the variations of the favourites list is displayed.

  4. Click on Copy favourites.
    → The Copy favourites window is displayed.

  5. Place check marks next to the POS to which you want to copy the favourites of this POS.

  6. Click on Save.
    → The favourites are copied to the selected POS.

4.3.4. Deleting variations from the favourites list

Proceed as described below to delete variations from the favourites list. Variations you delete from the list are deleted from the POS’s favourites list during the next synchronisation.

Deleting variations from the favourites list:

  1. Go to Setup » Client » Select client » POS.

  2. Open the POS.

  3. Open the Favourites tab.
    → A list of the variations of the favourites list is displayed.

  4. In the variation’s column, click on Delete.
    → The variation is deleted from the favourites list.

4.4. Editing the receipt template

In the Receipt tab of the POS settings, you specify the data to be displayed on receipts. Upload an image (optional) and specify the information to be displayed in the header and footer of receipts. By default, the header contains the information saved in the System » Settings » Master data menu. You can customise this information for each POS. Use the footer for any additional information. For example, tell your customers about special offers or your online store.

Editing the receipt template:

  1. Go to Setup » Client » Select client » POS.

  2. Open the POS.

  3. Click on the Receipt tab.

  4. Place a check mark next to the components to be shown on the POS’s receipts.

  5. Carry out the desired settings. Note Table 3.

  6. Save the settings.
    → The receipt template is created.

Table 3. Editing the receipt template
Setting Explanation

Receipt settings

Print and save gift card receipt

Select if a coupon receipt is printed and saved in the document archive.

Not activated (default) = No coupon receipt is printed.
Activated = A coupon receipt is printed when a coupon is sold or partially redeemed.
→ The coupon receipt is created and saved in the document archive.
→ If the option Automatic printing is activated in the plentymarkets app under plentymarkets app » Settings » POS, the coupon receipt is printed after the POS receipt is printed.
→ If the option Automatic printing is not activated in the plentymarkets app under plentymarkets app » Settings » POS, the POS user can print the coupon receipt manually after completing the order.
The coupon receipt shows the following information about the coupon:

  • Coupon value

  • Coupon code

  • For partially redeemed coupons: redeemed amount and remaining amount

*Note:* Irrespective of the setting you select, the coupon code is always printed on the normal POS order receipt when a coupon is sold.

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 » Settings » Master data menu. Make changes as needed.

Additional item information

Select one of the options Variation ID, Variation number, Attributes or External variation ID to display the corresponding additional information on the sold item on the receipt. The information is displayed below the item name on the receipt. Activate the option None if no additional information should be displayed.

Barcode

Should barcodes be displayed on your receipts?
In the event of returns or click and collect orders, customers typically bring their original receipts with them into your store. If a barcode was printed on the receipt, the POS user only has to scan the barcode to access the corresponding order.
In other words, barcodes help POS users find orders faster. It’s no longer necessary to manually enter a receipt number or an order ID.
Note\: The receipt number is displayed as a barcode and it includes an asterisk (*) as its prefix. When a barcode is scanned, the asterisk specifies that the user is looking for a barcode.

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
----------------------------------------------------

5. Managing user accounts for POS

The following preparations are necessary to allow POS users access to plentyPOS:

  • Create a user account of the user class Backend

  • Activate rights for POS visibility

  • Activate rights for POS functions (optional)

  • Activate rights for communication with the plentymarkets back end via REST API

  • Activate rights for visibility of key figures (optional)

  • Activate order referrers

The settings you need to create a user account for a POS user are described below. For general information about user accounts, refer to the User accounts and access page of the manual.

Tip: Create a role for POS users

To simplify rights management for POS users, create a role with those rights your POS users need, and link this role to the user accounts of POS users.

5.1. Creating an account for POS users

To give new POS users access to plentyPOS, create a user account of the user class Back end in the plentymarkets back end. To do so, proceed as described below.

Creating user accounts for POS users:

  1. Go to Setup » Settings » User » Accounts.

  2. Click on New.
    → The Create new user window opens.

  3. Enter the User name.

  4. Enter the Real name.

  5. Enter the Password.

  6. Repeat the password.

  7. Enter a New app PIN with between 4 and 12 numbers.

  8. Re-enter the app PIN.

  9. Enter the user’s email address. This allows the user to receive messages from the system.

  10. Select the user class Backend.

  11. Save the settings.

App PIN for quickly switching user accounts

The app PIN allows users to quickly switch between user accounts in some of the views of the plentymarkets app. Users always need to enter their password to log into the app for the first time. Thus, your POS users need a password and a PIN.

5.2. Activating rights for POS users

Now assign rights for the communication between plentyPOS and the plentymarkets back end via the REST API.

Activating rights:

  1. Go to Setup » Settings » User » Rights » User.
    → The overview opens.

  2. Optional: In the filter settings on the left, enter an ID or a name to limit the search results.

  3. Click on Search.
    → The user accounts that correspond to the search criteria are displayed.
    Tip: Accounts that are greyed out have admin rights.

  4. Click on the appropriate account.
    → The view Rights opens.

  5. In the Rights area, activate the rights listed in Table 4.

  6. Save the settings.

Table 4. Backend accounts
Area Right

POS

  • POS
    → The required sub-rights are selected automatically.

CRM

  • Campaign » Code » Show

  • Campaign » Code » Create

  • Campaign » Code » Delete

  • Address » Show

Orders

  • Show

  • Create

5.3. Activating POS visibility for POS users

Now you define which functions and key figures are visible to Backend users in the plentymarkets App.

Activating rights for mobile access:

  1. Go to Setup » Settings » User » Accounts.

  2. Open a user account.

  3. Click on the Mobile tab.

  4. In the Visible functions area, activate the option POS.

  5. Activate additional rights if you want to allow the user to access other areas of the plentymarkets app.

  6. Save the settings.
    → The user is able to access plentyPOS and can create POS orders.

5.4. Activating rights for optional POS functions

For POS users to edit prices, rename order items and/or give discounts, you need to assign the appropriate rights to POS users. Click here to learn how to create roles and assign them to users. You also activate additional app functions for users.

By assigning roles in the plentymarkets back end, you determine the POS functions that POS users are allowed to use. You also define which additional functions and key figures are visible in the plentymarkets app.

Activating rights for POS functions:

  1. Go to Setup » Settings » User » Accounts.

  2. Open a user account with Backend or REST-API access rights.

  3. Click on the Mobile tab.

  4. Activate the POS functions that the POS user should have access to. Note Table 5.

  5. Save the settings.

Table 5. Mobile rights for POS users
Setting Explanation

Visible functions

POS

Grants POS users access to plentyPOS.

POS functions

Edit price

Allows POS users to edit prices of order items.

Rename order item

Allows POS users to change the name of order items.

Give discount

Allows POS users 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.

Selling items

Allows POS users to sell items with the point of sale system.

Lock POS

Allows POS users to lock a POS.

Deposits and withdrawals

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

Till count

Allows POS users to record the result of till counts.

Z report

Allows POS users to create z reports.
Z reports contain the following information:

  • Cash on hand: Initial cash on hand, withdrawals, deposits, expected cash on hand, actual cash on hand

  • Revenue: since last Z report (sum) and since creation of POS (grand total)

  • VAT report: VAT rate, VAT amount and net revenue

  • Payment methods: Revenue by payment method

  • Returned items: Quantity and total

  • Cancellations: Quantity and total

  • Discounted items: Quantity and total

  • Quantity and total for sold coupons

  • Users: Revenue, cancellations and returns by user

X report

Allows POS users to create x reports.
X reports contain the following information:

  • Cash on hand: Withdrawals, deposits, expected cash on hand

  • Revenue: since last Z report (sum) and since creation of POS (grand total)

  • VAT report: VAT rate, VAT amount and net revenue

  • Payment methods: Revenue by payment method

  • Returned items: Quantity and total

  • Cancellations: Quantity and total

  • Discounted items: Quantity and total

  • Quantity and total for sold coupons

  • Users: Revenue, cancellations and returns by user

TSE unit

Allows POS users to open the menu TSE unit in the plentymarkets app. This menu displays status information on the TSE unit. POS users with this right are also authorised to create TSE exports.

Item synchronisation

Allows POS users to synchronise item data with the POS.

Upload orders

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

Create return

Allows POS users to book returns.

Select customer

Allows POS users 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, open the menu Setup » Settings » User » Rights » User and activate the right CRM » Address » Show.

Cancellation

Allows POS users to cancel orders.

5.5. Activating order referrers for POS users

Activating order referrers:

  1. Go to Setup » Settings » User » Rights » User.
    → The overview opens.

  2. Optional: In the filter settings on the left, enter an ID or a name to limit the search results.

  3. Click on Search.
    → The user accounts that correspond to the search criteria are displayed.
    Tip: Accounts that are greyed out have admin rights.

  4. Click on the appropriate account.

  5. Click on Resources.
    → A list of available order referrers is displayed. In this list, each POS system linked to your plentymarkets system is shown as a separate order referrer.

  6. Activate all POS systems on which the POS user should work.

  7. Save the settings.

Check order referrers carefully

Pay close attention to activate ALL POS order referrers for which the POS user should be able to carry out checkout activities, such as ringing up customers. If, for example, two POS are used in your store, activate both POS order referrers for the user. If you don’t do so, the user will not be able to ring up a customer at POS 1 and later process a return for the same order using POS 2. If you offer Click & Collect in your online store, you also have to activate the order referrers Manual entry, Client (store), and, if used, the specific order referrer for the market used for processing Click & Collect orders.

5.6. Unlocking a POS user

If an incorrect password is entered several times in succession, the login is blocked for a certain amount of time. As a user with admin rights, you can unlock the user manually in the plentymarkets back end.

Unlocking a user:

  1. Go to Setup » Settings » User » Accounts » Open user.

  2. Click on Unblock login.
    → The POS user is able to log into the plentymarkets App.

6. Activating payment methods for POS orders

To take payment for orders generated in plentyPOS, activate those payment methods you want to allow. As a minimum, you need to activate the payment method Pay upon pickup so customers can pay cash. All other payment methods are optional.

6.1. Activating plentymarkets payment methods

Now activate the payment methods you need for POS orders. Note that payment methods must be permitted for customer classes in another menu. For further information, refer to Permitting the payment method in a customer class.

Activate the following payment methods to process POS orders correctly:

  • 4 » Pay upon pickup for cash payments

  • 11 » Cash sale/cash card for card payments via external payment terminals

  • 1700 » Coupon for coupon purchases

Proceed as described below to activate these payment methods.

Activating payment methods for POS orders:

  1. Go to Setup » Orders » Payment » Methods.

  2. Place a check mark next to the setting Also show inactive.

  3. Open the folder International.

  4. Click on the payment method.
    → The Settings tab opens.

  5. Carry out the settings. Note Table 6.

  6. Place a check mark next to the option Active.

  7. Save the settings.

Table 6. Settings of payment methods for POS orders
Setting Explanation

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.
Payment method Cash sale/cash card

For the payment method 11 » Cash sale/cash card, also go to System » Client » Select client » POS » Open POS » Tab: Payment method and select Unconnected device in the POS terminal section.

6.2. Renaming plentyPOS payment methods

If necessary, you can assigned individual back end names to the default payment methods 4 » Pay upon pickup and 11 » Cash sale/cash card described above.

To rename the payment methods, you need the following plugin:

Check the plugin description for further information and details on how to set up the plugin.

6.3. Linking payment terminals

Some card terminals can be linked to plentyPOS by provisioning plugins in the plentymarkets back end. plentyPOS currently supports the following card terminals:

Check the plugin description for further information and details on how to set up the plugin and link it to plentyPOS.

6.4. Offering invoice and down payments

If you want to allow existing customers to buy on account or offer them the possibilty to make down payments, you need the following plugin:

Check the plugin description for further information and details on how to set up the plugin.

7. Saving booking accounts for plentyPOS events

Orders generated in plentyPOS are assigned to the revenue accounts saved in plentymarkets. Because deposits, withdrawals and till count discrepancies are not orders, you can save booking accounts for these POS events. This helps you to manage which booking accounts to associate with different POS deposits and withdrawals. In addition, you can save booking accounts for discrepancies resulting from till counts.

7.1. Saving booking accounts for till count discrepancies

If the actual cash on hand differs from the expected cash on hand after the count, you either need to balance the discrepancy or book the difference. When the difference is booked, the actual cash on hand is saved as the new expected cash on hand. At the same time, either a deposit (+) or a withdrawal (-) is booked depending on whether the difference is positive or negative. Proceed as described below to assign discrepancies resulting from till counts to booking accounts.

Saving booking accounts for till count discrepancies:

  1. Go to System » Client » Select client » Locations » Select location » Accounting.
    → The Settings tab opens.

  2. Click on the Accounts tab.
    → The Posting key tab opens.

  3. Click on the POS events tab.

  4. Go to the Withdrawal area. In the row Till count, go to the Account column.

  5. Enter the account that you want to assign to withdrawals that occur if there is more cash in the till than expected.

  6. Go to the Deposit area. In the row Till count, go to the Account column.

  7. Enter the account that you want to assign to deposits that occur if there is less money in the till than expected.

  8. Save the settings.
    → The booking accounts are saved.
    → Deposits and withdrawals that result from till count discrepancies are booked to this account automatically.

7.2. Saving booking accounts for general deposits and withdrawals

When POS users deposit or withdraw cash from a plentyPOS, they select a POS event to save a reason for the booking. By default, one POS event Withdrawal and one POS event Deposit are saved in the system. These events cannot be deleted. If you want to book deposit and/or withdrawal amounts to specific booking accounts, you can save booking accounts for these events. Proceed as described below to save accounts for these events. You also can save additional accounts if you want to assign different booking accounts to different events.

Saving booking accounts for deposits and withdrawals:

  1. Go to System » Client » Select client » Locations » Select location » Accounting.
    → The Settings tab opens.

  2. Click on the Accounts tab.
    → The Posting key tab opens.

  3. Click on the POS events tab.

  4. Go to the Withdrawal area. In the row Withdrawal, go to the Account column.

  5. Enter the account that you want to assign to general withdrawals.

  6. Go to the Deposit area. In the row Deposit, go to the Account column.

  7. Enter the account that you want to assign to general deposits.

  8. Save the settings.
    → The booking accounts are saved.
    → Deposits or withdrawals are assigned to this account.

7.3. Saving additional booking accounts for deposits and withdrawals

If you want to assign plentyPOS deposits and withdrawals to different booking accounts depending on the reason for the cash transfer, you can save additional POS events. POS users can select these POS events when they withdraw or deposit cash from the POS. Proceed as described below to save additional combinations of POS events and booking accounts.

Saving additional booking accounts for deposits and withdrawals:

  1. Go to System » Client » Select client » Locations » Select location » Accounting.
    → The Settings tab opens.

  2. Click on the Accounts tab.
    → The Posting key tab opens.

  3. Click on the POS events tab.

  4. Click on New deposit or New withdrawal.
    → A new line is inserted.

  5. Enter a name that POS users can select from the drop-down list when they deposit or withdraw cash.

  6. Enter the booking account that you want to associate with the deposit or withdrawal.
    Tip: Select the order in which the events are shown in the drop-down list by clicking on the arrows to the left of the account name.

  7. Save the settings.
    → The booking account is saved.
    → POS users can select the event from the drop-down list during deposits and withdrawals.

8. Creating the shipping method Pickup

For POS orders to be processed in plentymarkets correctly, you need to allow the shipping method Self pickup for those items you want to bill through plentyPOS. The following preparations are necessary:

  • Creating a shipping service provider for pickup

  • Creating a shipping profile for pickup

  • Activating the pickup shipping profile for an item

These preparations are described below.

8.1. Creating a shipping service provider for pickup

Proceed as described below to create shipping service provider Self pickup. Only settings necessary to configure this shipping service provider are described. For general information about shipping service providers, refer to the Preparing the shipment page of the manual.

Creating a shipping service provider for pickup:

  1. Go to Setup » Orders » Shipping » Settings » Tab: Shipping service provider.

  2. Click on New.
    → A new line is added at the bottom of the overview.

  3. Carry out the settings. Note Table 7.

  4. Save the settings.

Table 7. Creating a shipping service provider for pickup
Setting Explanation

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.

8.2. Creating a shipping profile for pickup

Now create a shipping profile for pickup. Only settings necessary to configure this shipping profile are described. For general information about shipping profiles, refer to the Preparing the shipment page of the manual.

Creating a shipping profile for pickup:

  1. Go to Setup » Orders » Shipping » Settings » Tab: Shipping profiles.

  2. Click on New.

  3. Select the shipping service provider that you just created from the drop-down list.

  4. Carry out the settings. Note Table 8.

  5. Save the settings.
    → The Table of shipping charges tab is displayed.

  6. Save the settings of the Table of shipping charges tab without making changes.

Table 8. Creating a shipping profile for pickup
Setting Explanation

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 one or more plentyPOS as the order referrer.

Blocked payment methods

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

8.3. Activating a shipping profile for an item

Now activate the shipping profile Self pickup for those items you want to sell at the POS.

Activating a shipping profile for pickup:

  1. Go to Item » Edit item.

  2. Open the item.

  3. Click on the Global tab.

  4. Activate the shipping profile Self pickup.

  5. Save the settings.

You can activate the shipping profile for a large number of items simultaneously. To do so, use the item group function.

9. Managing prices for POS orders

You need at least one sales price for which the POS referrer is activated to save POS prices for variations. Sales prices are created and managed centrally. Save prices for variations by linking variations to the sales price and saving a price.

9.1. Creating a sales price for POS orders

If you have created sales prices with the right characteristics for POS orders already, you just need to activate the relevant POS referrer for this sales price. Proceed as described below to create a sales price for POS orders. Only settings necessary to configure the POS referrers are described.

Creating a sales price for POS orders:

  1. Go to Setup » Item » Sales prices.

  2. Click on New.
    → The New tab opens.

  3. Carry out the settings according to Table 9.

  4. Save the settings.

Table 9. Creating a sales price for POS orders
Setting Explanation

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 only used in the plentymarkets back end. It is not visible to customers.

External name EN

Enter the external name. The external name is displayed in the online store. It 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

9.2. Linking a sales price with variations

Now link the POS sales price with the main variations of the items you want to sell with your POS. The sales prices of the main variation are passed on to variations. You can also link individual sales prices with your variations.

Linking a sales price with the main variation:

  1. Go to Item » Edit item.

  2. Open the item.
    → The Settings tab of the main variation opens.

  3. Go to the Sales prices area and select the sales price from the drop-down list.

  4. Select whether the price is net or gross.

  5. Optional: Select a price calculation.

  6. Click on Add.
    → The sales price is added and displayed in the list.

  7. Enter a value into the Price field.

  8. Save the settings.
    → The prices are passed to the variations of the item. Save a different price for variations with a different price.

9.3. Specifying rounding behaviour for POS orders

Totals are always shown with 2 decimal places on plentyPOS receipts. However, the settings in the plentymarkets back end determine if order prices are rounded to 2 decimal places or if 4 decimal places are used for calculations. The rounding behaviour for orders generated in plentyPOS is determined by the following 3 options:

Table 10. Options to set rounding behaviour for POS orders
Menu Option Possible settings

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

Number of decimal places

  • 2

  • 4

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

Round totals only

  • Yes

  • No

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

List identical order items

  • Individually

  • In aggregate

These settings result in 6 combinations of settings:

  • Show order items individually, round individual prices to 2 decimal places

  • Show order items individually, round individual prices to 4 decimal places

  • Show order items individually, round totals to 4 decimal places

  • Show order items in aggregate, round individual prices to 2 decimal places

  • Show order items in aggregate, round individual prices to 4 decimal places

  • Show order items in aggregate, round totals to 4 decimal places

Total sums differ depending on the settings you select. Note that these discrepancies increase the more sums requiring rounding are present in a POS order.

9.3.1. Example calculation

Table 11 shows an example calculation that illustrates rounding discrepancies resulting from different combinations of settings.

The example calculation is based on the following data:

  1. Calculation basis: Item at a price of 4.545 GBP

  2. Calculation 1: 10 items sold

  3. Calculation 2: 10 items sold at 5% discount

Table 11. Example calculation for an item price with 4 decimal places
Selected settings Calculation 1 (4.545 GBP x 10) Total on receipt Calculation 2 (4.545 GBP x 10 - 5 %) Total on receipt

Number of decimal places = 2
Order items = Individually

45.50 GBP

43.20 GBP

Number of decimal places = 4
Round totals only = No
Order items = Individually

45.45 GBP

43.18 GBP

Number of decimal places = 4
Round totals only = Yes
Order items = Individually

45.45 GBP

43.18 GBP

Number of decimal places = 2
Order items = In aggregate

43.50 GBP

43.50 GBP

Number of decimal places = 4
Round totals only = No
Order items = In aggregate

45.45 GBP

43.18 GBP

Number of decimal places = 4
Round totals only = Yes
Order items = In aggregate

45.45 GBP

43.18 GBP

For more detailed information and additional rounding examples, refer to the Accounting page of the manual.

10. Creating a default customer for POS orders

For POS orders to be saved in plentymarkets correctly, every order must be associated with a contact. As such, you need to create an anonymous default user for casual customers. Proceed as described to create a default customer for POS orders. Only settings necessary to configure the default customer for POS orders are described. For general information about creating customers, refer to the Managing contacts page of the manual.

Agree on your settings for the default customer for POS orders with your tax adviser.

Before setting up default customers for POS orders, discuss the settings to be used with your tax adviser.

Creating a default customer for POS orders:

  1. Go to CRM » Contacts.

  2. Click on Create new contact.

  3. Carry out the settings according to Table 12.

  4. Save the settings.

  5. Go to System » Client » Select client » POS » Open POS » Basic settings.

  6. Enter the ID of the default customer into the Default customer field.

  7. Save the settings.

Table 12. Creating a default customer for POS orders
Setting Explanation

Account

Enter a company name, for example plentymarkets POS.

Form of address

Select the option Company from the dropdown list.

Street;
Postcode;
Town

Enter the street, postcode and town.

Country

Select the country in which the POS is to be used from the dropdown list. Default setting is based on the option Where is the company based (for financial accounting purposes) in the System » System settings » Settings » Master data menu.

Client

Select a client from the dropdown list if you do not want to assign this POS to the default client.

Type

Select the option Customer from the dropdown list.

11. Creating a dummy item

You may find that items are to be sold for which no data record exists in plentymarkets. For instance, it is often too labour intensive to create data records for miscellaneous items or remnants. Create a dummy item to be able to sell these items anyway. POS users can then add the dummy item to the POS shopping cart and modify the price and/or the name of the order item.

The following preparations are required to work with dummy items.

  • Create a dummy item for each VAT rate you need for your product portfolio. As such, if you sell items with 19% and 7% VAT, you need two dummy items.

  • Activate the option Query price if price is 0 so POS users can enter the price manually.

  • Assign POS users the right to edit prices.

  • Assign POS users the right to rename order items (optional).

The required settings are described in Table 13. The subheadings indicate the menu in which the settings are carried out.

Table 13. Recommended settings for dummy items
Setting Explanation

Item » Edit Item » Edit item » Create new item » Tab: Settings

Limitation

Select Do not administer stock for this variation.

Preis

Select the sales price used for the POS and enter the price 0.00.

VAT

Enter the VAT rate to be used for the dummy item.

System » Client » Select client » POS » Open POS

Query price if price is 0

Activate option.

System » Settings » User » Accounts » Open account » Tab: Right » Tab: Mobile » POS functions

**

Edit price**

Activate the right for POS users to allow them to edit prices.

Rename order item

12. Multipurpose coupons and promotional coupons

In plentymarkets, multipurpose coupons are treated as a product that customers can buy in the form of gift cards. If someone has a multipurpose coupon, they can redeem it in exchange for products or services.

In contrast, promotional coupons are used for advertising purposes. If someone has a coupon, then they can redeem it to get a discount in your store, e.g. 20% off everything except garden supplies.

Even though multipurpose coupons and promotional coupons are used for different purposes, they are both configured the same way in plentymarkets. Therefore, both topics are explained here in the same chapter.

The following preparations in the plentymarkets back end are necessary to sell multipurpose coupons and promotional coupons via plentyPOS:

  • Decide which items customers should be allowed to purchase with coupons.

  • Create coupon items with 0% VAT, e.g. add the coupons to the products that your business sells.

  • Create a campaign for coupons. Use the option Coupon variety to specifiy whether it is a multipurpose coupon or a promotional coupon.

  • Link your coupon items to the campaign.

  • Optional: Generate codes or save your own coupon codes in the back end.

  • Optional: Create coupon templates and make them available to POS users.

  • Optional: Make coupon codes available to POS users.

More than one POS

Do you have more than one POS and create your own coupon codes? Divide the printed coupon codes between the different POS or create a separate coupon campaign and coupon items to make sure that each coupon code is sold only once.

12.1. Creating a campaign for POS multipurpose coupons

Now, create one or several campaigns for selling multipurpose coupons in plentyPOS. You have the following options:

  • You create one campaign for all coupons you sell in plentyPOS.

  • You create one campaign for each coupon value.
    Example: You want to sell multipurpose coupons for 10 GBP, 25 GBP and 50 GBP and a multipurpose coupon with a flexible value that POS users enter during the transaction. As such, you create 3 campaigns with the discount values 10, 25 and 50 GBP and a campaign with an amount of your choice.

If you operate more than one POS and want to use your own gift card codes it also may make sense to create separate campaigns for each POS. Proceed as described below to create a campaign for multipurpose coupons:

Creating a campaign for POS multipurpose coupons:

  1. Go to Orders » Coupons.

  2. Click on New campaign.

  3. Carry out the settings. Note Table 14.

  4. Save the settings.
    → The new campaign is created and appears in the overview.

Table 14. Settings for POS multipurpose coupon campaigns
Setting User input

Campaign

Name

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

Description

Enter a description (optional).

Concept: Code

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

Concept: Redemptions

Select One-time redemption until the value is depleted.

Use

Select Single orders, Subscriptions or both.

Minimum order value

12.2. Managing coupon codes

To redeem multipurpose coupons in plentyPOS, POS users enter the coupon code. A coupon code must be present in the plentymarkets back end at the time it is redeemed.

From the point of view of POS users, the configuration options in plentymarkets result in three possible scenarios when selling coupons:

  • The coupon code is generated automatically at the POS.

  • The POS user is issued with a list of coupon codes for each coupon value that have been saved in plentymarkets. The POS user enters a code. The value of the coupon code is retrieved.

  • The POS user is issued with a list of coupon codes that have not been saved in plentymarkets. The POS user enters a code and a value.

Find out how to configure coupon codes for these different scenarios below.

12.2.1. Automatically generating coupon codes at POS

Administratively, it is easiest if POS users generate a random coupon code when they sell a coupon via plentyPOS. When the POS order is uploaded, the coupon code and the associated coupon value are then imported to the campaign that is linked to the coupon item. The coupon code is printed on the receipt. A coupon receipt is printed (optional). In addition, POS users can write down the coupon code on a decorative coupon.

12.2.2. Working with your own coupon codes

Your administrative work increases if you want to hand out coupon codes to POS users for them to enter when they sell items. However, it also has advantages. For instance, you can create decorative coupons that already contain the coupon code or the coupon code and the coupon value. POS users can then simply hand out these coupons.

Coupon codes can be saved in the system either before they are sold or at the time they are sold.

To save coupon codes in the plentymarkets back end before selling them:

  • You generate coupon codes with fixed values in a campaign before you start selling coupons.

  • You save coupon codes with fixed values in a campaign before you start selling coupons.

In both cases, you provide POS users with a list of these coupon codes and the coupon value associated with them.

To save coupon codes when they are sold:

  • POS users enter a coupon code that is not yet saved in plentymarkets and the associated coupon value when selling a coupon.

In such cases, you provide POS users with a list of coupon codes. POS users enter the coupon value during the transaction. This value becomes the price at which the coupon is sold.

Take note of creation date

You have handed out coupon codes generated in plentymarkets to POS users already and want to generate additional coupon codes? Then take note of the coupon codes' creation dates. Coupon codes are not flagged as sold in plentymarkets. To ensure that each coupon code is only sold once, only circulate the codes you created on a particular date. We recommend that you generate coupon codes in the Orders » Coupons menu and export these coupon codes to a CSV file. Filter the CSV file by the creation date, i.e. the column GeneratedOn. This leaves you with a list of the newly created coupon codes.

12.2.3. Generate coupon codes manually

Use the coupon generator in the Codes tab of a campaign to create one or more coupon codes automatically.

Generating coupon codes with a fixed value:

  1. Go to Orders » Coupons.

  2. Click on the campaign for which you want to generate coupon codes.

  3. Click on the Codes tab.

  4. In the Generate gift card codes manually area to the left, enter the number of coupon codes you want to generate.

  5. Optional: In the Value field, enter the value to be assigned to the coupon code.
    Tip: If you leave the Value field empty, the discount value of the campaign is assigned.

  6. Save the data.
    → The coupon codes are created and added to the list of coupon codes.

  7. Click on Export to export the coupon codes.
    → A CSV export of all coupon codes of the campaign is created.

  8. Filter the GeneratedOn column of the CSV file by the current date. This results in a list of all newly created coupon codes.

  9. Provide POS users with the coupon codes and their value.
    Note: Do not circulate duplicate coupon codes. If you operate more than one POS, either split the coupon codes or create separate campaigns for each POS.

12.2.4. Saving your own coupon codes with a fixed value

Instead of generating coupon codes in plentymarkets, you also can save your own coupon codes in plentymarkets before selling them. Valid characters for coupon codes are lower and upper case letters, numbers, underscores (_) and hyphens (-).

Saving your own coupon codes with a fixed value:

  1. Go to Orders » Coupons.

  2. Click on the campaign for which you want to save coupon codes.

  3. Click on the Codes tab.

  4. In the Enter gift card code manually area to the right, enter a code with 6 to 24 characters.

  5. Save the data.
    → The coupon code is saved and added to the list of coupon codes.
    Tip: Use the data format CampaignCoupon to import several coupon codes at once. The Discount value is imported as the coupon value. As such, you need to create one campaign for each coupon value if you want to use the data format.

  6. Provide POS users with the coupon codes and their value.
    Note: Do not circulate duplicate coupon codes. If you operate more than one POS, either split the coupon codes or create separate campaigns for each POS.

12.3. Activating the printing and saving of coupon receipts

A coupon receipt can be created and printed. The coupon receipt shows the following information about the coupon:

  • Coupon value

  • Coupon code

  • For partially redeemed coupons:

    • Redeemed amount

    • Remaining amount

Activating printing of coupon receipts:

  1. Go to Setup » Client » Select client » POS.

  2. Open the POS.

  3. Click on the Receipt tab.

  4. Activate the option Print and save gift card receipt.

  5. Save the settings.
    → A coupon receipt is printed when a coupon is sold or partially redeemed.
    → The coupon receipt is saved in the document archive.
    → If the option Automatic printing is activated in the plentymarkets app under plentymarkets app » Settings » POS, the coupon receipt is printed after the POS receipt is printed.
    → If the option Automatic printing is not activated in the plentymarkets app under plentymarkets app » Settings » POS, the POS user can print the coupon receipt manually after completing the order.
    *_Note: Irrespective of the setting you select, the coupon code is always printed on the normal POS order receipt when a coupon is sold.

12.4. Creating a coupon item

Now, create one or more coupon items. Because the campaign ID is linked at the item level, you cannot use variations to create coupons. For further information about creating items, refer to the Managing items page of the manual. Only settings needed for creating coupon items are described here.

12.4.1. Creating coupon items with a fixed value

POS users are not prompted to enter a price when selling coupon items with a fixed price. This speeds up the transaction but also offers less flexibility.

When working with existing coupon codes:

  • The value of the existing coupon code must match the price of the item. Thus, the coupon item must be linked to the campaign with the coupon codes of the correct values. If you create one campaign for each coupon value, each campaign is linked to one item only. If you create a campaign with different coupon values, this campaigns is linked to more than one coupon item.

Creating coupon items with a fixed value:

  1. Go to Item » Edit item.

  2. Click on New.
    → The New item tab opens.

  3. Select the type Default.

  4. Enter a name.
    Tip: The name should include the coupon value.

  5. Enter the content 1 piece.

  6. Select a category.

  7. Select a sales price from the drop-down list.
    Note: The sales price must be linked to the order referrer of the POS.

  8. Enter the coupon value as the price.

  9. Save the settings.
    → The item is created and opened for editing.

  10. Carry out the additional settings. Note Table 15.

  11. Save the settings.

12.4.2. Creating coupon items with a flexible value

Coupon items with flexible value are items with a price of 0.00 GBP. You can control the price at which these coupons are sold at the POS in two different ways:

  • POS users enter a coupon code saved in plentymarkets. The value of the coupon code becomes the price of the coupon.

  • POS users either generate a code or save a coupon code and enter the coupon value.

Creating a coupon item with a flexible price:

  1. Go to Item » Edit item.

  2. Click on New.
    → The New item tab opens.

  3. Select the type Default.

  4. Enter a name.

  5. Enter the content 1 piece.

  6. Select a category.

  7. Select a sales price from the drop-down list.
    Note: The sales price must be linked to the order referrer of the POS.

  8. Enter a price of 0.00 GBP.

  9. Save the settings.
    → The item is created and opened for editing.

  10. Carry out the additional settings. Note Table 15.

  11. Save the settings.
    → With existing coupon code: POS users enter a coupon code of the campaign linked to this item. The item is billed at the value of the coupon code.
    → Without existing coupon code: POS users are prompted to enter a price when they place the item in the POS shopping basket.

Table 15. Item settings for multipurpose coupons with fixed or flexible values
Setting Explanation

Item » Edit item » Open item » Open variation » Tab: Settings

Active

Activate option.

Limitation

Select None.

VAT

Select 0%.

Item » Edit item » Open item » Open variation » Tab: Availability

Markets

Select those POS at which you want to sell the coupon items from the drop-down list.

Client

Select the POS’s client (store).

Item » Edit item » Open item » Tab: Fields

Campaign ID

Enter the ID of the coupon campaign to link the item to the campaign.

12.5. Selling and redeeming coupon cards

Selling coupon cards with varying values directly at the POS is a simple and practical method when dealing with coupons. This allows your POS users to sell coupon cards with the individual values desired by customers directly at the POS. To use this method, carry out the following preparatory settings first:

  • Create a suitable campaign in plentymarkets.

  • Set up a Coupon item with a flexible value for this coupon type in plentymarkets.

  • Add this coupon item to the favourites list of your POS.

  • Order barcode cards  with pre-printed codes. Most providers of barcode cards expect you to send a CSV file containing the individual codes that should be placed on the cards. Also, you should provide them a layout template in Photoshop or Adobe Illustrator format for the frame design.

Use a prefix for the codes

If you add the prefix # in front of the coupon code, the redemption process will be greatly facilitated later. Using the prefix, plentyPOS will quickly identify the code as a coupon code during the scanning process. This way, you do not have to manually press the coupon dialogue button.

The following video tutorial provides an overview of the individual steps of selling coupons.

Selling coupons

You want to know how the sold coupons are redeemed? Take a look at the video tutorial liked below for more detailed information.

Redeeming coupons

12.6. Assigning rights for selling coupons

Users with admin rights are able to create multipurpose coupons by default. Back end users must be assigned this right.

Assigning rights for selling coupon cards:

  1. Go to Setup » Settings » User » Rights » User.
    → The overview opens.

  2. Optional: In the filter settings on the left, enter an ID or a name to limit the search results.

  3. Click on Search.
    → The user accounts that correspond to the search criteria are displayed.
    Tip: Accounts that are greyed out have admin rights.

  4. Click on the appropriate account.
    → The view Rights opens.

  5. In the Rights area, activate the rights listed in Table 16.

  6. Save the settings.

Table 16. Assigning rights for selling coupons
Area Right

CRM

  • Campaign » Code » Show

  • Campaign » Code » Create

  • Campaign » Code » Delete

12.7. Notes on selling multipurpose coupons

  • Revenue does not increase when a multipurpose coupon is sold.

  • Sold coupons are shown separately on the z report. The cash on hand only increases if the coupon is paid for in cash.

12.8. Notes on redeeming multipurpose coupons

  • The value of the multipurpose coupon is deducted from the gross total.

  • The revenue is increased by the redeemed coupon amount.

  • On the Z report, redeemed coupons are shown with the payment method Gift card.

  • The cash on hand does not increase when a coupon is redeemed.

13. Preparing returns

To accept returns, all you need to do is select a default repair storage location for returns in the POS settings and set appropriate rights for those POS users that are allowed to handle returns. No other settings are necessary to return items in plentyPOS if you want to pay out refunds in cash. Note the information on handling returns. If you want to be able to convert the refund into a coupon , also prepare refund coupons.

13.1. Return information

Note the following information on handling returns in plentymarkets POS:

  • For technical reasons, refunds can only be paid out in cash.

  • Customers cannot return multipurpose coupons.

  • You can book returns for all orders saved in the system. As such, customers also can return order items they bought from other referrers, such as the online store or a market. The POS staff decides if a customer can return an item. As such, you should inform your POS staff about any referrers that are excluded from POS returns.

  • By default, POS users are shown the storage location that in the Basic settings tab of the POS is set up as the Default repair storage location. POS users can select a different storage location for returned items. The possible storage locations are shown in the following order:

    1. Storage location from order = The storage location of the item at the time it was sold.

    2. Default repair storage location = The Default repair storage location selected in the Basic settings tab of the POS.

    3. Suggested storage locations = The storage location suggestions of the warehouses linked to the variation.

    4. Used storage locations = The storage locations in which the variation is stored already. Tell your POS staff which storage location to select for returned items.

  • If the main order included shipping costs, your POS staff decides whether or not those shipping costs are refunded during the return process. As such, you should train your staff to make sure they know when to refund shipping costs.

  • Instruct your POS staff to cross out returned items on the original receipt. This helps to ensure that customers do not return items more than once.

  • If the customer was issued an invoice for the original order, they only receive money back if the price of the items they want to return is higher than the invoice amount they already paid.

  • The refund amount can be converted into a coupon instead of paid out in cash. If you want to do so, train POS users so your staff knows when to pay out refunds in cash and when to issue a coupon for the amount instead.

13.2. Preparing refund coupons

Instead of paying the refund amount in cash, a coupon can be issued for the refund amount. In these cases, the refund amount is paid out theoretically only and a coupon is bought from the amount at the same time. Thus, when a refund is converted into a coupon, a return, a credit note and a new order are created.

The following preparations in the plentymarkets back end are necessary to create coupons for refunds.

  • Create a coupon campaign of the type Multipurpose coupon.

  • Create coupon items with a VAT rate of 0% and link it to the coupon campaign.

  • Link coupon item for refunds with the POS.

  • Assign rights to Backend user accounts.

These steps are described below. Find more detailed information on creating campaigns and coupons on the Coupons page of the manual.

13.2.1. Creating a campaign for refund coupons

Proceed as described below to create a campaign for coupons for refunds:

Creating a campaign for refund coupons:

  1. Go to Orders » Coupons.

  2. Click on New campaign.

  3. Carry out the settings. Note Table 17.

  4. Save the settings.
    → The new campaign is created and appears in the overview.

Table 17. Settings for coupons for refunds
Setting User input

Campaign

Name

Enter a name for the campaign.

Description

Enter a description (optional).

Concept: Code

Select Several codes.

Concept: Redemptions

Select One-time redemption until the value is depleted.

Use

Select Single orders, Subscriptions or both.

Minimum order value

13.2.2. Managing coupon codes

Codes for refund coupons are managed like other coupon codes. You have the following options:

13.2.3. Activating the printing and saving of coupon receipts

A coupon receipt can be created and printed. The coupon receipt shows the following information about the coupon:

  • Coupon value

  • Coupon code

  • For partially redeemed coupons:

    • Redeemed amount

    • Remaining amount

Activating printing of coupon receipts:

  1. Go to Setup » Client » Select client » POS.

  2. Open the POS.

  3. Click on the Receipt tab.

  4. Activate the option Print and save gift card receipt.

  5. Save the settings.
    → A coupon receipt is printed when a coupon is sold or partially redeemed.
    → The coupon receipt is saved in the document archive.
    → If the option Automatic printing is activated in the plentymarkets app under plentymarkets app » Settings » POS, the coupon receipt is printed after the POS receipt is printed.
    → If the option Automatic printing is not activated in the plentymarkets app under plentymarkets app » Settings » POS, the POS user can print the coupon receipt manually after completing the order.
    *_Note: Irrespective of the setting you select, the coupon code is always printed on the normal POS order receipt when a coupon is sold.

13.2.4. Creating coupon item for refunds

Create a coupon item with a price of 0.00 GBP. Only settings needed for creating coupon items for refunds are described here.

Creating coupon item for refunds:

  1. Go to Item » Edit item.

  2. Click on New.
    → The New item tab opens.

  3. Select the type Default.

  4. Enter a name.

  5. Enter the content 1 piece.

  6. Select a category.

  7. Select a sales price from the drop-down list.
    Note: The sales price must be linked to the order referrer of the POS.

  8. Enter a price of 0.00 GBP.

  9. Save the settings.
    → The item is created and opened for editing.

  10. Carry out the additional settings. Note Table 18.

  11. Save the settings.

  12. Jot down the ID of the variation.

Table 18. Item settings for coupons for refunds
Setting Explanation

Item » Edit item » Open item » Open variation » Tab: Settings

Active

Activate option.

Limitation

Select None.

VAT

Select 0%.

Item » Edit item » Open item » Open variation » Tab: Availability

Markets

Select one or more POS from the drop-down list.

Client

Select the POS’s client (store).

Item » Edit item » Open item » Tab: Fields

Campaign ID

Enter the ID of the coupon campaign to link the item to the campaign.

13.2.5. Linking coupon item for refunds with POS

Linking coupon item for refunds with POS:

  1. Go to Setup » Client » Select client » POS.

  2. Open the POS.
    → The Basic settings tab opens.

  3. Activate the option Refund customer with gift card.

  4. In the Variation ID of refund gift card field, enter the ID of the variation you set up for coupon refunds.
    → The coupon item is selected automatically during a return.

13.2.6. Assigning rights for refund coupons

Users with admin rights are able to create refund coupons by default. Backend users must be assigned this right.

Assigning rights for refund coupons:

  1. Go to Setup » Settings » User » Rights » User.

  2. Optional: In the filter settings on the left, enter an ID or a name to limit the search results.

  3. Click on Search.
    → The user accounts that correspond to the search criteria are displayed.
    Tip: Accounts that are greyed out have admin rights.

  4. Click on the appropriate account.
    → The view Rights opens.

  5. In the Rights area, activate the following rights:

    • Coupon » Campaign » Code » Create

    • Coupon » Campaign » Code » Delete

    • Coupon » Campaign » Code » Show

  6. Save the settings.

13.2.7. Additional information for refunds with coupons

  • In the POS journal, refund coupons are shown as new orders with the note Gift card due to return. Just like when you pay out refunds in cash, a credit note is created. The cash on hand is reduced by the credit note. However, it immediately increases due to the new order. As such, the total cash on hand remains the same.

  • On z reports, returned items refunded as coupons are shown as cash refunds.

  • Coupons due to refunds are shown as coupon sales on the z report. The total cash on hand remains the same.

14. Managing online orders (Click & Collect)

Items ordered in your online store, on markets or via other sales channels can be paid for online and picked up at the retail store or picked up as well as paid for in the store. Follow the steps described below to set up Click & Collect and manage the process at the POS.

14.1. Preparing pickup and payment of online orders

The following preparations for the POS are necessary if you want your customers to be able to pick up and pay for online orders at your retail outlet.

  • The order ID is needed to search for orders at the POS.
    → Ensure that your order confirmations contain the order ID. Make sure that customers are aware that they need this order ID to pick up their order at your retail outlet.

  • Train POS users to verify the identity of customers who come to pick up orders that were paid for online. Otherwise your POS users may hand over paid items to the wrong person by mistake.

  • Do you use processes and/or event procedures to automatically process orders generated in the online store and/or on markets?
    → Check your event procedures and processes before you offer store pickups. → Make sure that orders are only set to the status Outgoing items booked by an event procedure or a process after the customer has picked up the ordered items from the retail outlet.
    → The POS shows that a customer has received the goods they ordered after the items have been booked out in plentymarkets. → If problems occur and a customer insists that they have not received the items, check the order in the plentymarkets back end. The items may have been booked out too early.

Also note the following information and limitations regarding payment and pickup of online orders at the retail outlet:

  • Online orders cannot be edited at the POS. POS users can only book payments or save order notes.

  • Online orders can only be paid for at the POS using coupons from app version 1.9.2 and higher using multipurpose coupons. However, coupons can only be used if no payment has been made for the order and no invoice document has been created yet.

  • Online orders cannot be cancelled at the POS.

  • Payments that are booked at the POS to clear online orders do not increase the POS’s revenue.
    → Payments that are not revenue relevant for the POS are saved as POS events of the type Payment in the Cash Journal.

  • The option External order: Book outgoing items automatically of the POS settings allows you to specify if the order items are booked out of the warehouse automatically after the items have been paid for. For POS that have been created after March 5,2019, this option is activated by default. If you deactivate this option, explain to your POS users in what cases they need to manually book outgoing items.

15. Completing online orders at the POS

Click & Collect means the process of ordering items online and picking them up at the store. In plentymarkets, such an order is loaded into plentyPOS and completed at the POS. The following scenarios are possible at the POS:

  • The order was placed and paid for online. The goods are picked up in the retail outlet.

  • The order was placed online. The goods are picked up and paid for in the retail outlet.

The following chapters show you which preparations you have to make to manage online orders at the POS.

15.1. Shipping settings

If you already have a POS, you have already created a shipping service provider Self pickup and a shipping profile Self pickup. However, we recommend that you create a separate shipping service provider and shipping profile for Click & Collect.

15.1.1. Creating a shipping service provider for store pickup

Proceed as described below to create a shipping service provider for store pickup. In this example, we call this shipping service provider Store pickup. Of course, you can also use a different name.

Creating a shipping service provider for store pickup:

  1. Go to Setup » Orders » Shipping » Settings » Tab: Shipping service provider.

  2. Click on New.
    → A new line is added at the bottom of the overview.

  3. In the Name (en) row, enter the name Store pickup.

  4. In the Name (back end) row, enter the name Store pickup.

  5. Select Self pickup from the Shipping service provider drop-down list.

  6. Save the settings.

15.1.2. Creating a shipping profile for store pickup

In the next step, create a shipping profile for store pickup. In this example, we call this shipping profile Store pickup. Of course, you can also use a different name.

Creating a shipping profile for store pickup:

  1. Go to Setup » Orders » Shipping » Settings » Tab: Shipping profiles.

  2. Click on New.

  3. From the drop-down list Store pickup, select the shipping service provider you just created.

  4. For the Name (en) option, enter the name Store pickup.

  5. For the Name (back end) option, enter the name Store pickup.

  6. Activate the Client (store) for which you want to allow store pickups.

  7. Activate the Order referrer. We recommend the referrers 0 Manual entry and the Client (store).

  8. Save the settings.
    → The Table of shipping charges tab is displayed.
    Note: No shipping costs are usually charged for store pickup. Thus, no shipping costs are saved in this example.

  9. Save the settings of the Table of shipping charges tab without making changes.

15.1.3. Activating the shipping profile for store pickup for an item

Now, activate the shipping profile Store pickup for the items that can be ordered online and picked up in the store.

Activating the shipping profile for store pickup for an item:

  1. Go to Item » Edit item.

  2. Open the item.

  3. Click on the Global tab.

  4. Activate the shipping profile Self pickup.

  5. Save the settings.

Activating the shipping profile for several items

You can activate the shipping profile for a large number of items simultaneously. To do so, use the item group function.

15.2. Activating payment method for payment at pickup

Now, activate the payment method Cash payment to allow customers to pay for online orders at the time of pickup at the store.

  • Provide the plugin Pay upon pickup  for the client.
    → By default, the payment method is called Cash payment in the online store. However, you can change the name of the payment method, for example to Store pickup.

15.3. Determine stock movements

Now, specify how stock levels of online orders are to be treated when they are picked up at the retail store.

Determine stock movements for online orders:

  1. Go to Setup » Client » Select client » POS.

  2. Open the POS.
    → The Settings tab opens.

  3. The option External order: Book outgoing items automatically is activated by default. As such, items are booked out of the warehouse automatically after payment has been received. Deactivate the option to book out items only if the POS user taps the Book outgoing items button.
    Tip: Only deactivate the option if you have a separate pickup station for items, i.e. if you do not hand over items at the POS directly after payment. Educate POS users on when they should tap the button.

  4. If items are to be booked out of the sales warehouse of the POS, activate the option Outgoing items for external orders: Book items out of POS sales warehouse.
    → If you do not activate the option, the items are booked out of the warehouse that was assigned to the order when the order was created.

  5. Save the settings.

16. Booking outgoing items automatically

The stock is not reduced automatically when you sell an item. Create the event procedure described below to book outgoing items when a POS order is created. For further information about managing stock, refer to the Booking items out page of the manual.

Booking outgoing items for POS orders

  1. Go to Setup » Orders » Events.

  2. Click on Add event procedure.
    → The Create new event procedure window opens.

  3. Enter a name.

  4. Select the event listed in Table 19.

  5. Save the settings.

  6. Carry out the settings according to Table 19.

  7. Activate the option Active.

  8. Save the settings.

Table 19. Event procedure for booking outgoing items for POS orders
Setting Option Selection

Event

Documents: Receipt generated

Filter 1

Order > Order type

Order

Filter 2

Order > Referrer

Select the POS referrers to book outgoing items for.

Procedure

Order > Book outgoing items

17. Linking a POS to a device

Now, connect the POS with the device on which the POS is to be operated.

17.1. Linking a POS to a device

Proceed as described below to link a POS to the device on which the POS is to be operated.

Set date and time automatically

To correctly synchronise POS orders and z reports with the plentymarkets back end, the date and time of the device must be set correctly. Thus, we recommend that you let the device set the date and time automatically to prevent z report inconsistencies.

Linking a POS to a device:

  1. Open the plentymarkets App on the device that you want to link to this POS.

  2. Go to plentymarkets App » Settings » POS.

  3. Carry out the settings. Note Table 20.

  4. Save the settings.
    → Device and POS are linked.

17.2. Unlinking a POS from a device

You can unlink a POS from a device. Instead, either link a different POS to the device or select no POS.

Unlinking a POS from a device:

  1. Open the plentymarkets app.

  2. Go to plentymarkets App » Settings » POS.

  3. For the setting POS, select a different POS or the empty option.

  4. Save the settings.
    → Device and POS are unlinked.

Unlinking is only possible on the device

You can only unlink a POS from a device in the settings of the device itself. Contact the plentymarkets support to unlink the device in case of device failure or loss.

18. Emailing receipts to existing customers

plentymarkets allows you to set up an event procedure that automatically emails POS receipts to the email address saved for a customer record. First create an email template with the PDF attachment Receipt. Then, you create an event procedure. Note that for POS orders created in offline mode, the event procedure only takes effect once the POS order is uploaded to the plentymarkets back end. Before activating an event procedure for automatic emails, check the current legal restrictions regarding emailing customers.

18.1. Creating an email template

First, create an email template that is sent when a receipt is generated.

Creating an email template:

  1. Go to Setup » Client » Select client » Email » Templates.

  2. Click on New email template.
    → The New email template window opens.

  3. Enter a name for the template.

  4. Select an owner or the setting All from the drop-down list Owner.

  5. Click on Save.
    → The email template is created and saved in one of the three folders based on the owner you selected.

  6. Select the PDF attachment Receipt.

  7. Carry out the additional settings. Note creating a new email template.

  8. Save the settings.

18.2. Creating an event procedure for automatic emails

Now, create an event procedure that triggers an email to the customer when a receipt is generated.

Creating an event procedure for automatic emails

  1. Go to Setup » Orders » Events.

  2. Click on Add event procedure.
    → The Create new event procedure window opens.

  3. Enter a name.

  4. Select the event listed in Table 21.

  5. Save the settings.

  6. Carry out the settings according to Table 21.

  7. Activate the option Active.

  8. Save the settings.

Table 21. Event procedure for automatically sending receipts
Setting Option Selection

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

19. Setting up printing of POS receipts on other printers

By default, all POS receipts are printed on the receipt printer that you specify in the plentymarkets App » Settings » POS menu, option Receipt printer. However, you can also print POS receipts on other printers. For example, you might like to print receipts that need to be archived for longer periods on an A4 printer instead of on a thermal printer.

To use additional printers, you need a printer that can be accessed via the network that is connected to one or more printers on which you want to print the POS receipts. On this computer, you install the plugin plentyBase . plentyBase establishes a connection between the plentymarkets app and the local computer. This allows the POS to access any printers that the local computer can also access. Go to the plentymarkets back end menu System » System settings » Settings » Printers to configure these printers.

Receipt printer does not require plentyBase

The receipt printer is connected to the plentymarkets app via the printer’s IP address. As such, you do not need plentyBase to operate the receipt printer. This means that you only need plentyBase if you want to use other printers with plentyPOS.

19.1. Installing and setting up plentyBase

plentyBase is a plugin developed by plentymarkets. Unlike many other plentymarkets plugin, plentyBase is not activated in the plentymarkets back end. Instead, you install and run plentyBase on a local computer. plentyBase establishes an interface that allows you to use the printers that are connected to the computer in the plentymarkets back end and/or the plentymarkets app.

The following steps are necessary to make the printers available to the plentymarkets app:

  • plentyBase must be installed on the computer.
    → Download the installation file in the plentyMarketplace .

  • plentyBase must be configured on the computer.
    → The plugin description teaches you how to configure plentyBase .
    Note: During configuration, activate the option HTTP server. This ensures that plentyPOS can communicate with plentyBase.

  • plentyBase must be running on the computer.
    Recommendation: Configure plentyBase to run automatically when the computer is started up.

  • The plentyBase connection data must be saved in the plentymarkets app:
    → Find out how to save the plentyBase connection data in the plugin description of the plugin plentyBase .

  • The printers must be configured in the plentymarkets back end menu System » Settings » Printers.

19.2. Saving printers for POS receipts

After you have set up plentyBase, you can select the printers that were configured in the plentymarkets back end from the drop-down lists of the Printers area in the plentymarkets App » Settings » POS menu.

Proceed as described below to select the printers for printing individual types of receipts.

Selecting a printer for each type of receipt:

  1. Open the plentymarkets app.

  2. Go to plentymarkets App » Settings » POS.

  3. Configure the settings in the Printers area. Note Table 22.

  4. Save the settings.

Table 22. Selecting printers for POS receipts
Setting Explanation

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.

19.3. Printing a test page

Proceed as described below to print a test page.

Printing a test page:

  1. Open the plentymarkets app.

  2. Go to plentymarkets App » Settings » POS.

  3. Tap the menu symbol at the top right of the screen.

  4. Tap Test print.
    → The Test print window is displayed.

  5. From the drop-down list, select the receipt for which you want to print a test page.

  6. Tap Print test page.
    → A test page is printed.
    → If no test page is printed, check the settings as described in the troubleshooting case 2.

19.4. Troubleshooting: Printer errors

19.4.1. Case 1: You are unable to select any printers in the POS settings

So far, you have not saved any additional printers in the POS settings. Only the receipt printer and the default printer can be selected from the drop-down lists of the Printers area. Note that in this case, the receipt printer and the default printer are identical.

  • Did you install plentyBase on a computer in the network?
    → Download the installation file in the plentyMarketplace .

  • Did you configure plentyBase correctly?
    → The plugin description teaches you how to configure plentyBase .
    Tip: Did you activate the option HTTP server and specify an HTTP port?

  • Did you save the plentyBase settings in the app?
    → Find out how to save the plentyBase connection data in the plugin description of the plugin plentyBase .
    Tip: Did you save the correct HTTP port in the app?

  • Is plentyBase running on the computer?
    Recommendation: Configure plentyBase to run automatically when the computer is started up.

  • Has the printer been saved and configured in the plentymarkets back end?

19.4.2. Case 2: Printers are saved in the POS settings but are not available

A printer was selected for printing one or more types of receipts and the selection was saved. However, the printer is now flagged with a warning symbol and printing is not possible.

  • Is the computer running on which plentyBase is installed?

  • Is the printer switched on and ready?

  • Is the printer connected to the computer?

  • Is plentyBase running on the computer?

  • Did someone recently change the plentyBase configuration settings, for example the HTTP port or the access token?
    → If so, did you save the new settings in the plentymarkets app?

  • Was the printer configuration removed from the plentymarkets back end?
    → Configure printers in the Setup » Settings » Printers menu.

20. Setting up printing of item labels

For further information about creating label templates and printing the labels in the item search of the plentymarkets app, refer to Setting up labels.

Configure plentyBase

To print labels, you need the free plugin plentyBase. plentyBase establishes an interface that allows you to use the printers that are connected to the computer in the plentymarkets back end and/or the plentymarkets app. Find out how to install and configure plentyBase in the plugin description of the plugin plentyBase .

21. Searching POS transaction in the cash journal

All POS transactions are documented in plentymarkets. Use the Orders » POS » Cash journal menu to search, show or export POS transactions. Use the filters in the Filters tab to limit the number of POS transactions shown in the cash journal to those meeting specific criteria. The POS transactions found are listed in the Cash journal tab. By default, results are sorted by date. Proceed as described below to search POS transactions in the POS journal.

Searching for POS transaction in the cash journal:

  1. Go to Orders » POS » Cash journal.

  2. Select filters. Note Table 23.

  3. Click on Search.
    → The POS transactions that correspond to the search criteria entered are listed in the Cash journal tab.

Table 23. Menu Cash journal
Setting Explanation

Tab: Filter

Search

Click on Search without selecting any filter settings. This displays all POS transactions.
Or: Limit the search results by using filters and click on Search. The POS transactions found are listed in the Cash journal tab.

Reset

Resets the selected filter criteria.

Receipt number: from;
Receipt number: to

Enter the receipt numbers of the first and last receipt to search for receipts of a specific receipt number range. To show a single receipt, enter the same receipt number in the field Receipt number: from and the field Receipt number: to.

Posting account

Enter a booking account to display the POS transactions for that booking account.

Include gift card sales

Do you want to treat sold coupons like revenue?
Check mark placed = Sold coupons contribute to the total revenue. The amounts are listed as “revenue (R)” in the cash journal. Sold coupons contribute to the value displayed in the Amount column on the right. Coupons are also treated like revenue in the PDF export and the CSV export.

Client (store)

Select a client (store) from the drop-down list to limit the results to POS transactions that were carried out for a specific client.

POS

Select a POS from the drop-down list to limit the results to POS transactions that were carried out with a specific POS.

User

Select a user from the drop-down list to limit the results to POS transactions that were carried out by a specific user.

Payment method

Select a payment method from the drop-down list to limit the results to POS transactions that were carried out using a specific payment method. Only active payment methods are listed.

Period

Select a period to limit the POS transactions shown to those that were created during this period.
To only show receipts of a custom period, select Date selection. Then select the starting date from the calendar in the from field and the ending date from the calendar in the to field.

Type

Select a type from the drop-down list to limit the results to POS transactions of this type.

Tab: Cash journal

Date

Date and time of the POS event

Event

Indicates if the POS transaction can be categorised as revenue (R) or as spending (S).

Amount

The value of the POS transaction

Receipt number

The number of the receipt created for the POS transaction. Click on the receipt number to open a PDF file of the receipt.

Type

The type of the POS transaction

Cash on hand

The cash on hand after the POS transaction was completed

Order ID

The ID of the order created in plentymarkets

VAT rate

The VAT rates that apply for the order.

VAT

The VAT amount of the order

Booking text

The booking text for the POS transaction. For deposits and withdrawals, the booking text is the reason entered for the cash movement.

22. Changing POS orders in the plentymarkets back end

An order is created for POS orders in the plentymarkets back end. After the order has been created, legally relevant order details can no longer be changed. Only order details that change in the course of processing and fulfilling orders or that document the order history can be changed:

  • Language

  • Status

  • Amount paid

  • Payment status

  • Reasons for return

  • Assign order to a multi-order

  • Delivery address

  • Emailing

  • Order note

  • Shipped on

  • Return date

23. Decommissioning a POS

Delete a POS to permanently take the POS out of commission. After deletion, the transactions generated with the POS remain saved in the system and can be analysed for tax purposes at any time.

Points of sale in Austria

To take a POS with location in Austria out of commission, you need to create an end receipt (Endbeleg) once the signature unit was activated for the POS. This deletes the POS automatically.

Deleting a POS:

  1. Go to Settings » Client » Standard » POS.

  2. Click on the POS.
    → The Basic settings tab of the POS opens.

  3. In the top left corner, click Delete.
    → The POS is deleted.
    Note: If the POS is located in Austria and the signature unit is activated, an end receipt must be created in the app. This deletes the POS automatically.

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