Configuring Retail Settings

Configuring Retail Settings

Overview

This guide will walk you through the critical retail settings and its business impact in iVendNext.



Accessing Retail Settings

Navigate to: Home > Retail > Retail Settings or alternatively, use the Awesome Bar (global search) and type "Retail Setting".



Key Retail Settings & Their Functions

1. Details Section


Tax Inclusive Pricing

  • Purpose: Prices display including tax (e.g., $110 for a $100 item + 10% tax).

  • Use Case: Simplifies pricing for customers in regions where tax-inclusive pricing is standard.

Bypass Credit Limit Check

  • Purpose: Overrides customer credit limits during checkout.

  • Use Case: Useful for trusted customers or emergency purchases.

Allow Zero Price Sale

  • Purpose: Permits free items (e.g., giveaways or samples).

  • Caution: Enable only for authorized staff to prevent misuse.



2. Suspend/Recall Transactions


Enable Suspend/Recall

  • Purpose: Pause transactions and resume later (e.g., when fetching additional items).

  • Best Practice: Combine with Print Suspended Transaction for audit trails.

Delete Suspended Transactions at Day End

  • Purpose: Automatically clears unfinished transactions.

  • Use Case: Reduces clutter but disable if pending orders need follow-up.



3. Smart Search


Open Product Search if Barcode Unrecognized

  • Purpose: Auto-opens search when scans fail.

  • Pro Tip: Pair with Prevent Further Scan to avoid duplicate errors.

Allow Customer/Transaction Scanning

  • Purpose: Fetch customer or past transaction data via barcodes.

  • Use Case: Speeds up returns or loyalty redemptions.



4. Reason Code Required



Mandate reason entries for:


  • Void Sales | Price Overrides | Cash-Out

  • Why It Matters: Ensures accountability and reduces fraud.


Example: A "Price Override" reason log for manager-approved discounts.



Real-World Configuration Scenarios

Scenario 1: High-Volume Retail Store

  • Recommended Settings:

    • Enable Multiple Tender (split payments).

    • Disable Allow Zero Price Sale (prevent errors).

    • Use Rollup Posting (simplify end-of-day accounting).


Scenario 2: Luxury Boutique with Personalized Service

  • Recommended Settings:

    • Enable Reason Codes for all discounts/voids.

    • Disable Delete Suspended Transactions (preserve order drafts).



Common Pitfalls & Solutions

Issue

Fix

Tax calculations inconsistent

Verify Tax Inclusive Pricing is correctly enabled/disabled.

Suspended transactions lost

Disable Delete at Day End or train staff to recall promptly.

Barcode scans slow down checkout

Adjust Smart Search to limit unrecognized barcode alerts.



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