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POS Replication Manager

The POS Replication Manager is used to manage the following:

 

 

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Path: Back Office > System Admin > Systems Settings Manager > POS Replication Manager

 

 

Terminal Status

The Terminal Status box is a dashboard view of all POS for your system. Replication is used internally to alert CORESense that there is a POS issue and basic troubleshooting. The data contained within the columns are described as follows.

 

Using the Active/Inactive drop-down allows you to sort the POS terminals those statuses.

 

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Column

Purpose

POS #

The ID assigned to each POS setup.

Label

Common name for the POS ID.

Type

Identifies wether POS is a Legacy configuration or a Connect POS.

Store

The location of the POS.

Legacy Replication Enabled?

Identifies if replication action has been setup for Legacy POS.

Server to POS Replication Status

Displays status of data exchange from server to POS.

POS to Server  Replication Status

Displays status of data exchange from POS to server.

Last Replicated

 Date stamp of last data sync from POS to server.

Last Status Change

 

Activation Token

Displays the available token for the Connect POS. If In Use, it can be reset if it has expired.

IP Address

Associated IP address for POS.

Last User

User stamp of last login.

Last Visible Activity

Identifies most recent action taken on POS.

Settings

Click on hammer/wrench icon to have a terminal specific settings box display below on screen.

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Create New Terminals

This is to be used by CORESense staff in conjunction with configuring any new POS.

 

Global Settings

Initially these values are setup by CORESense POS implementation and are applied across all POS terminals. Additional Global settings can be added by selecting a label from the drop-down box. It is recommended that you consult with CORESense Support before adding any new settings.  Updates can be made after the fact using the hammer/wrench icon. For example, if a user wanted to change the messaging on receipts.

 

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Required Customer Contact Fields

The POS terminal setting noCustomerFieldsRequired is used to bypass the required check when creating a new customer or contact. The noCustomerFieldsRequired setting is off by default.

  1. To turn it on, go to Office > POS Replication Manager, choose a particular POS to edit or change Global Settings.
  2. In the setting dropdown, choose noCustomerFieldsRequired. Set value to 1 to turn it on.
  3. Create a new customer or use an existing customer to add new contact to verify setting change.
  4. You must log out and log in again to reload the setting changes.

 

System Setting Options

Below is a list of options available from the drop-down list. Please note that after enabling a setting, you will need to log off the POS and sign back in to view any changes.

 

Setting Name

Description

cashReceivableTypeId

The receivable type ID for cash.

customOrderFields

Which custom order fields to display on the checkout page.

customerSearch.keywords.billingContacts

This provides customer search option for the Connect POS > Customer Searc, when doing a keyword search, to return only billing contacts. If doing a search under the 'Simple' or 'Advanced' drop-downs, it will continue to look at all contacts.

  •  If not set, the default is to look at active contacts.

  •  If it is set, the default is to look at active billing contacts.

customerCreditReceivableTypeId

The receivable type ID for customer credit.

customerIHAReceivableTypeId

The receivable type ID for IHA.

defaultCardEntryMode

The card entry mode. One of "swipe" or "manual".

defaultCustomerId

The ID of the customer record that should be used for anonymous POS orders.

defaultLocale

Normally, the user's locale is determined from their browser settings. If that fails or is not set, this value will be used instead.

defaultShipMode

The ship mode for orders. Either "all" or "mixed" (default).

defaultTimeZone

Normally, the user's timezone is determined from their browser settings. If that fails or is not set, this value will be used instead.

displayOversaleWarning

Whether or not a warning indicator will be displayed for oversales. Set to 1 to display warnings

displayPole.type

The type of display pole connected to this terminal.

displayPole.offlineMessage

Show this message on the display pole when not logged in.

displayPole.onlineMessage

Show this message on the display pole when logged in but the cart is empty.

eft.enabled

Whether or not the terminal is equipped with an external EFT device. Set to 1 if the terminal is equipped with an external EFT device.

eft.device

The type of EFT device. One of "ingenico" or "tempus".

eft.host

The EFT device network address.

eft.port

The EFT device network port.

eft.model

The EFT model. One of "i6580", "isc250" or "ipp320". Note not all combinations of device and model are supported.

eft.offlineMessage

Show this message on the EFT device when not logged in.

eft.onlineMessage

Show this message on the EFT device when logged in.

externaURL.backoffice

This value can be used to override the Back Office URL.

giftReceipt.footer.align

The alignment of the gift receipt footer. One of "left", "right", or "center".

giftReceipt.footer.text

This text will be printed at the bottom of gift receipts.

giftReceipt.header.align

The alignment of the gift receipt header. One of "left", "right", or "center".

giftReceipt.header.text

This text will be printed at the top of gift receipts.

hideReturnRefundMethods

Which Return Refund Methods to hide, based on the receivable types' label. It should be delimited by commas if there is more then one refund method to hide. Ex: American Express,Customer Credit. It should be delimited by commas if there are more than one refund method to hide. Ex: American Express,Customer Credit. It also restricts what payments are pre-populated for returns.

infobar.displayAverageSpent

Controls the display of the customer's average spent per order. Enter 1 to display.

infobar.displayCustomerSince

Controls the display of the date that customer was created. Enter 1 to display.

infobar.displayLoyalty

Controls the display of the customer's loyalty reward. Previously, the reward value displayed if it was greater than zero. Now it displays only if this setting is 1.

infobar.displaySalesRep

Controls the display of the name of the customer's primary sales rep. Enter 1 to display.

infobar.displayTime

Controls the display of the time clock. It defaults to 0. Enter 1 to display.

 infobar.displayTotalSpent

Controls the display of the customer's total spent. Enter 1 to display.

jquery.mobile.mini.header

Set to 1 to use small buttons on the header menu bar. Set to 0 for large buttons.

noCustomerFieldsRequired

Required customer contact fields are universal across all channels so this setting allows you to override those required fields for the POS.  If this setting is enabled, when creating or saving contact information, no fields will be checked for required and the contact will be saved with whatever information was provided. Enter 1 to enable.

priceOverride.enabled

Allows toggling this feature per terminal, enter a 1 to enable. The feature uses the same permissions as price adjustment: POS Price Adjustment:

- A Price Override choice is made available in the cart item menu. When selected, a dialog box displays where the override amount can be entered. If there is already an override amount set, you'll also get a Remove button, which will clear it and reset the original unit price.

- Applying a price override will remove any previous price adjustments on that line.

- Applying a price adjustment will remove any previous price overrides on that line.

publicCommentName

Make User Name an Option for Public Comments on for Sales & Return Receipts

product.image.baseHref

If specified, this value will be used as the base HREF when building links to product images. If not specified, the application's default will be used. (I.e., the value from the base_href tag.) This must end with a slash.

receiptPrinter.device

The type of receipt printer. Currently only "epson" is supported.

receiptPrinter.enabled

Whether or not the terminal is equipped with an external receipt printer. Set to 1 if the terminal is equipped with an external receipt printer.

receiptPrinter.epson.gateway.allowed

If set to 1 on a terminal that has a local receipt printer, it will be made available as a remote to other terminals.

receiptPrinter.epson.pageMode

Enables "Page Mode" commands needed by some ESC/POS printers. If the printer is a Star Micronics printer, and receipts are not printing, try setting this to "1".

receiptPrinter.epson.remote.host

The hostname or IP address of the remote printer or host.

receiptPrinter.name

The system name of a system printer.

receiptPrinter.type

The type of receipt printer. Must be one of "local", "remote", "network", or "system".

returns.allowSaveAsOpenReturn

Whether or not to allow a user to save a return as an open return. Enable equals 1, which is the default.

returns.defaultValueCardPayment

Controls whether value card payments are pre-populated on returns.

returnReceipt.printPublicComment

Whether or not to print public comments on return receipt.

returnReceipt.receiptCount

Indicates how many receipts to print per return.

returnReceipt.email.from

The FROM: address used for email return receipts.

returnReceipt.email.subject

The SUBJECT: used for email return receipts.

returnReceipt.footer.align

The alignment of the return receipt footer. One of "left", "right", or "center".

returnReceipt.footer.text

This text will be printed at the bottom of return receipts.

returnReceipt.header.align

The alignment of the return receipt header. One of "left", "right", or "center".

returnReceipt.header.text

This text will be printed at the top of return receipts.

rootCategory

Enter category ID so that Category Search displays on POS Product Search button. Selecting this button will show a list of categories that are children of the selected category.

  • Selecting a child category will refresh the screen to show children of that child.

  • A breadcrumb selector has been added at the top of the page. If you drill down deep enough to get to a category that no longer has subcategories, the screen will transition to the product search, and show products in that category. From here, products may be added to the cart as normal.

salesReceipt.creditCardCustomerCopy  

If set to a truthy value, a separate customer copy of each credit card payment receipt will print. If set to a falsy value, the customer copy will not print and the credit card transaction ID and authorization code will instead print at the bottom of the main sales receipt.

Values: Yes = 1, No = 0 

salesReceipt.customOrderFields

Which custom order fields to display on the sales receipt.

salesReceipt.email.default

Whether or not to email a receipt when a transaction is completed. Set to 1 to enable.

salesReceipt.email.from

The FROM: address used for email sales receipts.

salesReceipt.email.subject

The SUBJECT: used for email sales receipts.

salesReceipt.footer.align

The alignment of the sales receipt footer. One of "left", "right", or "center".

salesReceipt.footer.text

This text will be printed at the bottom of sales receipts.

salesReceipt.header.align

The alignment of the sales receipt header. One of "left", "right", or "center".

salesReceipt.header.text

This text will be printed at the top of sales receipts.

salesReceipt.print.default

Whether or not to print a receipt when a transaction is completed. Set to 0 to disable.

salesReceipt.printPublicComment  

Whether or not to print public comments on sales receipt.

salesReceipt.receiptCount  

Indicates how many receipts to print per order.

scanQuantityValues

Values for the quantity shortcut buttons on the scan item window. The first value is the default. Default values are 1,2,3,4,5,6,7,8,9.

session.idleTimeout

Used to manage the amount of time for a POS session before the POS is locked, requiring the user to login again. The value is measured in seconds.

session.keepData

Set to 1 to keep session data intact if a user gets logged out by the idle limit. I.e., if a user has an order in process and the idle limit kicks them out, setting this to 1 will allow them to resume where they left off once they log back in. Setting this to 0 will clear their session data and start them with an empty order.

session.maxTransactions

Automatically log the user out after this many transactions. Clear or set to zero to allow infinite transactions.

shipLater.reserveInventory

If this setting is enabled, the POS will reserve inventory for Ship Later items from the warehouse it is attached to, if the inventory is available in that warehouse. Enter 1 to enable.

staticSalesTax

This allows users the ability to specify per POS terminal, a static sales tax percentage that will be charged for ALL transactions processed at the POS, regardless of delivery timing and shipping address. The value of this setting is empty by default. If the value is greater than 0, sales tax amount will be charged based on the percentage of this value to the order.

timezone

Normally, the user's timezone is determined from their browser settings. If this value is set, it will be used instead. Link available to list of valid timezones.

transferFrom.enabled

Enable Transfer From feature. Enter 1 to enable.

transferFrom.shippingMethodId

The Transfer From shipping method ID.

useLocalData

Whether or not to keep an additional local copy of financial data on the POS. This should be enabled only in the case where a POS terminal has unreliable Internet connectivity which prevents timely transactions. Enter 1 to enable.

verifyAddresses

Whether or not address verification is performed. Setting this to 1 requires additional configuration.

 

 

Payment Methods

Below is an image of the standard Connect POS payment methods and how they should be setup per receivable type. Positions can be ordered in any preference. This is a permission based access labeled 'POS Replication Manager - Adjust Payment Settings, that allows a user to adjust the payment type settings in the POS Replication Manager to Connect POSs. By default, only the CORESense Admin users get this permission.

 

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Payment Method Label

Class

Receivable Type

Position

Cash

cash

Cash

Optional

Check

check

Check

Optional

Credit Card

credit card

Leave as "Please Choose" - DO NOT select Credit!

Optional

Value Card

value card

Leave as "Please Choose"

Optional

Gift Certificate

gift certificate

Leave as "Please Choose"

Optional

Customer Credit

customer credit

Credit

Optional

 

 

 

 

 

 

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