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How to configure multiline and capitalized item names

Register Settings 5. Product Entry and Search

Product-entry formatting can make register descriptions easier to read and more consistent. Allow multiline item entry Open Settings > Register. Enable Multi-Line when sale descriptions need more than one line. Save the settings. Capitalize item names automati...

How to create and manage Quick Notes

Register Settings 6. Quick Tools and Keypad

Quick Notes provide reusable words or short phrases that employees can select instead of typing the same information repeatedly. Add a predefined word Open Settings > Register. Find Quick Note. Select Add. Enter the word or short phrase. Save it, then save Reg...

How to configure keypad tax controls and EBT

Register Settings 6. Quick Tools and Keypad

Supported register layouts provide keypad controls for tax choices and, for eligible configurations, EBT payment options. Configure tax controls Open Settings > Register. Find Keypad Settings. Enable Hide All Tax when tax controls should not appear on the keyp...

How to set up Quick Sale buttons and categories

Register Settings 6. Quick Tools and Keypad

Quick Sale places frequently used products, services, or categories within easy reach of the register. Enable Quick Sale Open Settings > Register. Find Quick Sale Settings. Enable Quick Sale. Select Add Button to configure an individual shortcut. If inventory ...

Register Settings overview

Register Settings

Register Settings control how employees search for products, build a sale, select customers, manage receipts and invoices, and use shortcuts at checkout. Settings covered in this book Checkout controls: Discounts, quantity, price confirmation, product-cost upd...

How to log out employees after every completed transaction

Security & Employee Controls 1. Session Security

Enable automatic logout after a completed transaction when each sale should end the current employee’s session. Enable transaction logout Open Settings > Security. Find Session Security. Enable Log out after every completed transaction. Save Security settings....

How to configure automatic idle logout

Security & Employee Controls 1. Session Security

Idle logout automatically signs out a register after the device has had no activity for the configured period. Set the idle timeout Open Settings > Security. Under Session Security, enable idle logout. Enter the number of idle seconds allowed before logout. Sa...

How to require employee selection on every sale

Security & Employee Controls 2. Employee Verification

Require employee selection when every completed sale must identify the cashier or employee responsible for the transaction. Enable employee selection Open Settings > Security. Find Employee Verification. Enable Ask for an employee on every sale. Save Security ...

How to require the selected employee’s password or PIN

Security & Employee Controls 2. Employee Verification

Add password verification when selecting an employee’s name is not sufficient proof of identity. Enable employee-password verification Open Settings > Security. Enable Ask for an employee on every sale. Enable the dependent option that requires the selected em...

How to configure Auto Shop transaction protection

Security & Employee Controls 3. Transaction Protection

Supported Auto Shop configurations can protect transactions until a configured receipt count is reached. Configure transaction protection Open Settings > Security. Find Transaction Protection. Enable Lock Transaction. Enter the receipt count used by the protec...

How to lock the manual cash drawer with a PIN

Security & Employee Controls 4. Cash Drawer Access

Protect the manual Open Drawer button so employees cannot open the cash drawer without entering the configured PIN. Enable the drawer lock Open Settings > Security on the register device. Find Cash Drawer Access. Enable the cash-drawer lock. Set a PIN when pro...

How to change or troubleshoot the cash-drawer PIN

Security & Employee Controls 4. Cash Drawer Access

Change the manual cash-drawer PIN when access responsibilities change or the existing PIN is no longer private. Change the PIN Open Settings > Security on the affected register. Find Cash Drawer Access. Set or replace the cash-drawer PIN. Save Security setting...

Security & Employee Controls overview

Security & Employee Controls

Security & Employee Controls protect unattended registers, identify the employee responsible for checkout, and restrict sensitive actions. Controls in this book Session Security: Log out after completed transactions or after a period of inactivity. Employee Ve...

How to create a payment method

Payments, Taxes & Pricing 1. Payment Methods

Create a payment method for each tender type employees must be able to select at checkout, such as cash, credit card, financing, or another accepted method. Create the method Open Settings > Payment Methods. Select Create or New Payment Method. Enter a clear n...

How to edit, hide, or retire a payment method

Payments, Taxes & Pricing 1. Payment Methods

Keep old payment methods available for historical reporting while preventing employees from selecting them for new transactions. Edit a payment method Open Settings > Payment Methods. Select the method to edit. Correct the name or visibility setting. Save the ...

How to create a tax or fee template

Payments, Taxes & Pricing 2. Tax Templates

Create reusable tax templates for percentage-based taxes or fixed charges that can be applied to eligible sales and items. Create the template Open Settings > Tax. Select Create New Tax Template. Enter a clear template name. Enter a short receipt symbol of up ...

How to review automatic tax application and calculations

Payments, Taxes & Pricing 2. Tax Templates

Review a tax template before using it so employees and customers see the expected charge. Check the calculation Open the tax template. Confirm whether it uses a percentage or fixed amount. Review the rate, amount, name, and receipt symbol. Use the displayed ex...

How to create a reusable discount

Payments, Taxes & Pricing 3. Discounts and Coupons

Create a reusable discount when employees need a consistent percentage or fixed reduction at checkout. Create the discount Open Settings > Discounts. Select Create Discount. Enter a clear name. Choose Percentage or Fixed amount and enter the value. Choose wher...