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General POS Settings

Nadine Zeiger

General POS settings such as settings for purchases, registration and redeeming benefits can be configured from Operation > Settings > General POS Settings.

NOTE: Settings related to points or credit can be configured from Point/Credit Settings.

Field Description
Api Key (given by Como) This is the API key that the POS needs in order to send the calls to us. 
Save Purchase Options Select which purchases to save based on which type of customer is identified on the purchase. For example, we can receive purchases (from the SubmitPurchase call) in the following ways:
  1. with the phone number of a member
  2. with no phone number
  3. with the phone number of a non-member
Select whether to save purchases only in the first case (members only), only in the first 2 cases (members or no number) or in all cases (members, no number or non-members).
Allow General Membership Submission  This field is not currently in use.
Allow Multiple Purchases for POS Identifiers To allow multiple purchases with the same transaction ID, branch ID, POS ID and date/time, select Yes. 
Automation Delay Time (Milliseconds) Number of milliseconds that an automation is delayed after the Submit Purchase call. This creates a cancellation window to allow purchases to be cancelled during this time using Cancel Purchase. NOTE: The delay shouldn't be too long (we recommend no more than 5 mins), however a delay is useful in case of immediate refunds or changes in the purchase.
Allow Cancel Purchase Outside Cancellation Window

The cancellation window is created by delaying the automation triggered when a member makes a purchase (Submit Purchase). If a purchase is cancelled during this window (using Cancel Purchase), the automation won't be triggered at all.

Purchases can also be cancelled/refunded using Cancel Purchase outside of the cancellation window (after the purchase is analyzed and automations are triggered). Once we receive the Cancel Purchase call, we turn it into a Submit Purchase call with negative amounts and the corresponding points are taken away.

NOTE: This simplifies the integration for the POS and allows us to associate the refund with the original purchase in our database.
POS Membership Purchase Flow To auto-register customers who buy a membership at the POS, select Auto Register. To send joining/coupon codes by SMS to customers who buy a membership at the POS, select Send Code by SMS.

To learn more, click here.
Registration Purchase Automation Delay (Milliseconds)  

Customers who purchase a membership at the POS can be sent a joining/coupon code to enter into the app to register. To allow members to accumulate points or other rewards for this purchase (which may also include other items), you need to delay the automation to make sure they first register before the automation is triggered (since only members can accumulate).

Select how many milliseconds to delay the automation after they're sent the joining/coupon code to register.
Code Type (to send by SMS) Select whether to send members who purchased a membership at the POS a joining code or coupon in an SMS.

To learn more, click here.
Membership Item Code Membership item code from the POS
Code Bulk Tag Code bulk tag you added when creating your bulk of joining or coupon codes. Codes from this bulk are sent by SMS to members who purchase the associated membership item
Text Message (SMS) Content Content of the text message (SMS) you wish to send customers when sending them the codes (you can also include a generic link to download the app)
Automark Redeem Codes as Used   To use the Redeem log to mark redeem codes as used (instead of Submit Purchase), select Yes. 
Redeem Code Lock Time (Seconds)   After a redeem code is entered into the POS, it’s locked for a certain period of time so that it cannot be used by another POS (to prevent members from redeeming a gift multiple times). 
Discount Strategy

Select whether to apply the discount of a smart gift/club deal to:

  • the least expensive item (best for business), OR
  • what would be the least expensive item if the member had "split the bill" by paying for the same items in different transactions to get a greater discount (best for customer).

For example, suppose members who buy two coffees get the cheapest for free and a member bought three coffees with the following prices: $4, $3 and $2. There are two ways to calculate the discount:

  1. Give the $2 coffee for free since it’s the cheapest.
  2. Give the $3 coffee for free since the member could have bought the $4 and $3 coffee separately to get the $3 coffee for free.
Discount Rounding Type  Select how to round discounts that members receive on their purchases at the POS—through gift vouchers or club deals.
  • None: not rounded ($5.40 remains $5.40)
  • Round Up: to the nearest whole unit of currency ($5.40 rounded to $6)
  • Round Down: to the nearest whole unit of currency ($5.80 rounded to $5)
  • Round: to the nearest whole unit of currency - up if discount's decimal  ≥ 0.5, down if it's < 0.5 ($5.50 rounded to $6 and $5.40 rounded to $5)
Cancel Member Benefits Item Code  If the item code appears in the purchase, club deals won't be activated.  
Allow Membership Operations   Only used when POS has its own identifier 
NOTE: This is not relevant for most businesses.
Membership Views (ex: receipt notes) - JSON Format For example, you can add a note in JSON format to be printed on the receipt.
Encryption Key  Some POS protocols require encryption keys.  




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