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Branches and locations, and what each setting changes · lesson 3 of 7 · for the whole-system operator — you run the books Read the full lesson · Back to the course

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Step 1 — Link settlement methods to the branch, or the counter has no buttons

The till can take money.

What this step names
  1. A settlement method — cash
  2. Card
  3. E-wallet
  4. Voucher
  5. Cheque
  6. Bank transfer — is created in the Cashbook applet

Step 2 — Give every method a cashbook and a GL code before you use it

The money you take will actually post.

What you do
  1. Check it for every method the branch offers rather than the one you tested…

Step 3 — Set the per-tender default where the point of sale will read it

The right button is pre-selected at the counter.

Screen capture pending the demo tenant

Cashbook applet, Settings, Branch Settings, the Default Settlement Method tab for one branch with a method named against each tender type

Step 4 — Decide what this branch may sell, and at which prices

A branch sells what it is meant to sell.

What this step names
  1. The point of sale keeps its own settings per branch…
  2. A menu list
  3. A pricing scheme with a priority
  4. The receipt header and footer

Step 5 — Register the machines the branch sells from

You will know why a working till suddenly refuses to trade.

Screen capture pending the demo tenant

Point of sale, Settings, Device Settings, the device list for one branch showing code, name, hardware address and branch

Step 6 — Round the way this branch rounds

Your totals come out as the shop expects.

What this step names
  1. Five-cent rounding
  2. The rounding item and the group discount item are set on the…
  3. The counter uses the branch's values

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