POS Overview

This is a reference for general access of the Connect™ Point of Sale (POS). Connect can be both a mobile POS (thin client) and terminal (thick client) based upon your contractual setup. Clients interested in learning more about Connect options, please contact Customer Support.

Activation

Thin clients require an Activation Token generated in the POS Replication Manager. Tokens are stored locally but can be re-used on multiple terminals by requesting CORESense enable 'Enable Thin client token sharing'.

If this system setting is enabled, in the POS Terminal Manager allow viewing the authorization token for THIN client POS Terminals by adding a View link next to the currently displayed text of "In Use [Reset]": "In Use [Reset] [View]" and View would show the current authorization token being used.
When activating a terminal, if a thin client token is provided that is already in use and the new system setting is enabled, provides the option to choose 'Share Token' when displaying the error message that this token is already in use. Clicking the Share Token will store the authorization token in the local storage / cookie./span>

Login

The Connect interface is accessible from your POS terminal or any held-hand device with Internet access. Each terminal is assigned a token to activate the new system. Your CORESense Administrator assigns a Username and Password to each user, which is typically the same login as your Back Office access.

Header Toolbar

MENU includes:

Close Register
Help documentation
Back Office access. Login into Back Office and when you want to return to the POS, select the Back button on the upper left hand corner.

Terminal Setting information and:

- Connection to Payment Processor (Online or Offline)
- Connection to CORESense (Online or Offline)
- Shutdown and Restart terminal
- Calibrate Touchscreen (thick client)
User Log off
Reports

FUNCTIONS include:

Gift Certificate sales
Layaway
Open Cash Drawer
Order Search
Reprint Last Receipt
Resume Order/Suspend Order
Return/Exchange Order
Save order as quote
Tax exemption for an order
Time card sign in/out
Value card

VOID includes:

Void the current order

SHIP ALL / MIXED includes:

The delivery option defaults to "Mixed" which is a Take Now method (however, specific line items can be identified as ship later). If the whole order is to be shipped later, select the Ship All option.

USER NAME:

Identifies current POS login, click on button to assign order to another sales person.

IHA includes:

Indicates when an order is being processed as an In House Account order per the customer assigned to the order.

PERMISSIONS:

Used for managers to perform an override for logged in users who do not have permission to perform certain POS functions.\

Information Bar

The information bar contains various data related to the order and the customer. Additional information can be assigned to this bar using the POS Replication Manager settings. These settings are labeled as "infobar.display" and include items such as time, customer credit, etc.

Order Footer Bar

The Order Foot Bar tracks the monetary information for an order. The Order Discounts button is used to enter coupon codes for coupon based discounts. The Order Adjustments button is used to make any order level adjustments based on the order sub-total.

Footer Toolbar

The Footer Toolbar includes:

Name of current active customer or default customer (store terminal location)
Customer search
Product search
Price look up of item (opens Product Manager in the Back Office)
Initiate barcode scan or manually enter barcode
Reprint receipt of most recent order
Checkout button to payment screen