PETROSOFT 4.0 SmartPOS 129 Cash Register User Guide

: June 13, 2024
: Petrosoft

Table of Contents

PETROSOFT 4.0 SmartPOS 129 Cash Register
Product Information
Table of Contents
Product Usage Instructions
GETTING STARTED
References
Read User Manual Online (PDF format)
Download This Manual (PDF format)

PETROSOFT 4.0 SmartPOS 129 Cash Register

PETROSOFT-4.0-SmartPOS-129-Cash-Register

Product Information

The SmartPOS is a versatile point-of-sale system that offers a wide range of features and functions to enhance your business operations. With version 4.0, the SmartPOS provides a user-friendly interface and comprehensive tools for managing sales, inventory, promotions, and more. This user guide will walk you through the various operations and settings of the SmartPOS.

Getting Started
SmartPOS Operations
Placeholders and Favorites
Restaurant / Bar Operations
Fuel Module Operations
Car Wash Operations
Alarms
Qwickserve Embedded
Electronic and Video Journals
Reports
Price Book
Departments
Items
Taxes
Fees
MOPs (Methods of Payment)
Fuel Products
Discounts
Seats
Multi-Terminal Mode
Work with Back-Office Systems
Upgrade SmartPOS
House Accounts in SmartPOS
Settings

Product Usage Instructions

Getting Started
To begin using the SmartPOS, follow these steps:

Log in to the system.
Clock out when necessary.
Manage pay points by opening, closing, or finalizing them.
Shut down the system when finished.
Refer to the Help and Support section for assistance if needed.

SmartPOS Operations
The SmartPOS offers various operations for managing sales and transactions. Some of these operations include:

Adding items to an order
Deleting items from an order
Applying discounts and tax exemptions
Processing refunds
Performing softkey functions
Searching for specific items
Managing pendings and departments
Accessing and using placeholders and favorites

For detailed instructions on each operation, refer to the corresponding sections in the user guide.

Restaurant / Bar Operations
If you are using the SmartPOS in a restaurant or bar setting, you can take advantage of additional features such as tabs, split tabs, and seats. These features allow you to manage multiple orders and seats simultaneously.

Fuel Module Operations
If your business involves selling fuel, the SmartPOS provides specific operations for managing fuel prices, tiers, and car wash services.

Qwickserve Embedded
The Qwickserve Embedded feature allows you to access and switch between the SmartPOS system and Qwickserve for additional functionalities.

Electronic and Video Journals
The SmartPOS keeps track of electronic and video journals to provide a detailed record of events and transactions. You can view and manage these journals in the system.

Reports
The SmartPOS generates various reports to help you analyze sales, shift details, inventory, and more. These reports provide valuable insights into your business performance.

Settings
The Settings section allows you to configure general information and device settings for the SmartPOS system. For detailed instructions on each feature and operation, refer to the corresponding sections in the user guide.

GETTING STARTED

Logging In Clock Out Managing Pay Points Shut Down Help and Support

Logging In
To start working with SmartPOS, a user needs to log in the system.
1. On the left panel, select your user name. 2. Enter your PIN in the corresponding field. You can access various features without opening a paypoint. However, to access the cashier’s interface, you need to open the paypoint first.

Clock Out
To finish working with SmartPOS, a user needs to clock out to keep track of the work hours.
1. On the left panel, select your user name. 2. Press the Clock Out button. 3. Enter your PIN in the corresponding field. Prior to clocking out, you need to close all pending transactions under Pendings (for regular) or Tabs (for Qwickserve Embedded).
Managing Pay Points
You can perform the following actions with pay points:
Open Pay Point Close Pay Point Finalize Pay Point Open Pay Point The first action of the cashier who is working with the POS terminal is to open the pay point, which is entering the amount of cash currently present in the cash drawer.
1. On the left panel, select your user name. 2. Press Open Pay Point. 3. Enter your PIN. 4. In the Open Pay Point window, enter the amount of cash you currently have in the cash drawer. 5. Press Open.
You can have only one pay point open for the cash register, unless you have the double drawer option on. For more information, see System Settings.
If you have Qwickserve Embedded integrated with our SmartPOS device, your users with the “Waiter” role can open paypoints regardless of the quantity of available cash drawers. For more information, see User Role and Permissions.
Close Pay Point When the cashier is done for the day, it is necessary to close the Pay Point, which is calculating the amount of cash present in the cash drawer at the end of the current shift.

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1. On the left panel, select your user name. 2. Press Close Pay Point. 3. Enter your PIN. 4. Finalize the Pay Point. For more information, see Finalize Pay Point. Finalize Pay Point When a cashier is done for the day, it is necessary to close the Pay Point, which is calculating the amount of cash present in the cash drawer at the end of the current shift. Having calculated the amount of the payment units (cash, coins, coupons and so on) it is necessary to finalize the Pay Point by entering this amount into the system.
1. On the left panel, select your user name. 2. Press Finalize Pay Point. 3. Enter your PIN. 4. In the Finalize Pay Point window, enter the amount of cash you currently have in the cash drawer. 5. Enter the amounts for the other available MOPs. 6. Press Finalize Pay Point.
Shut Down
To shut down the device, at the top left corner of the screen, press the power button and confirm the action by pressing Yes.
Help and Support
To view Help or get remote support, press the button in the top right corner, and press one of the following options:
Help: pressing this menu leads you to the SmartPOS help system. Remote support: pressing this menu leads you to the remote support page. Read the instructions
on the page, and press Request support.
Make sure the device status in the top right corner is “Online”.

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SMARTPOS OPERATIONS
About SmartPOS Operations Add Item Add Linked Item Instant Price Book Delete Item Delete Last Item Cancel Unpaid Order Age Restriction Transaction Hold Price Override Discounts Tax Exemption Drops Refund Softkey Tips MOP Search Pendings Departments Pendings No Sale History Pay In Pay Out Promotions Inventory Print Placeholders and Favorites Using Placeholders and Favorites Using Bookmarks Card Balance Stored Value Cards

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About SmartPOS Operations
You can perform the following operations from the cashier’s screen: Common operations: standard sale operations, such as adding, holding, searching items, holding transactions, and so on. Specific operations: operations of the relevant modules only.
Some operations are permission-based. For more information, see User Role and Permissions.
Add Item
To add the item to the item queue: Scan the item’s bar code. Enter the code manually and press PLU/SKU.
Once entered, PLU is stored in the POS memory.
Press Departments or Favorites, and then select the item from the corresponding department. To add the specific number of items, enter the number of items, press @/for, and then press the item.

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___S_m_a_r_tP_O_S_U_s_e_r_G_u_ide/_V_e_rs_io_n4.0_ To add the additional item to the queue, press the + sign for the item you wanted to add. The additional item is added to the existing one. Continue until you have the quantity you need.
If you are scanning an item absent form the Price Book, it is possible to add the item to the Price Book on condition the Instant Price Book feature is on for the device.
For information on item configuration, see Departments.
Add Linked Item
To add the linked item to the primary or parent item:
1. Add the primary or parent item. For more information, see Add Item. 2. Select the linked item from the list displayed on the screen.
The list of linked items is displayed if the Parent Child Items Display option is selected at Cash Settings.
After the item is added to the basket, the list of linked items is closed automatically.
Instant Price Book
The Instant Price Book feature is available from SmartPOS when the Instant Pricebook module is turned on at the back-office side. When you scan an item which is not currently present in the Price Book, you can add it to both sale and Price Book in the middle of the sale process. To add an item in the Price Book:
1. Press Add Item. 2. Specify the following information for the new item:
o Description o Price o Size o Department 3. (Optional) Select the suggested item from the list and edit it to save time. 4. Press Save. The item is added to both the sale and Price Book.

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Delete Item
To delete an item from the queue, press the delete sign for it. If there are more than one item, press the minus sign until you get the quantity you want. This feature is permission-based. For more information, see User Role and Permissions. For information on how to delete the last added item (error correction) from the queue, see Delete Last Item. For information on how to delete all items from the queue, see Cancel Unpaid Order.
Delete Last Item
To delete the last added item from the queue (error correction), press this item and then do one of the following:
Press the delete sign for this item. If there are more than one item, press the minus sign until you get the quantity you want.
Press the Cancel button. This feature is permission-based. For more information, see User Role and Permissions. For information on how to delete all items from the queue, see Cancel Unpaid Order.
Cancel Unpaid Order
To cancel (void) the unpaid order (transaction), including the order came from Qwickserve Embedded, press and hold the Cancel button. Once canceled, all the items in the queue are deleted. This feature is permission-based. For more information, see User Role and Permissions. For information on how to delete one item from the queue, see Delete Item and Delete Last Item.
Age Restriction
There is a certain group of items that can only be sold to the customers of the full legal age. Once you scan one of such items, do one of the following:
Ask the client to provide the ID and enter the date of birth in the corresponding field or press the 30+ button.
Scan the client’s ID.
The type of age verification – manual year entry or ID scanning – is set at POS Settings > Age Restriction. For more information, see Restriction Settings.

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Transaction Hold
Transaction hold function is supposed to put the current transaction on hold for some reason, while cashier can start working with the next customer. To put the transaction on hold, press Hold. To get back to the transaction on hold, select it in the list of pending items in the Pending tab.
Price Override
Price override feature allows the cashier to sell the goods at a price lower or higher than it is stated on the product label. Common override reasons include:
Unhappy customer Damaged product Employee discount To override the price for an item, select the item, enter the amount and press Price Override. This feature is permission-based. For more information, see User Role and Permissions.
Discounts
With Discounts feature a cashier can apply discounts to specific items in the sale or the whole transaction. There are discounts of two types available:
Percentage discount Fixed amount To apply an item discount , select the item > press Discount > select the discount type for the list of available ones. To apply a cart discount, select a sale, press Discount, select the discount type for the list of available ones. This feature is permission-based. For more information, see User Role and Permissions.
Tax Exemption
With the tax exemption feature you can exempt the tax for the specific items.
1. Select the item in the queue. 2. Press Tax Exempt.

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___S_m_a_r_tP_O_S_U_s_e_r_G_u_ide/_V_e_rs_io_n4.0_ This feature is permission-based. For more information, see User Role and Permissions.
Drops
When a certain amount of cash is accumulated in the cash drawer, the corresponding button starts flashing. Press the Drops button, and then enter the amount you want to drop. You can set the drop amount (once it accumulated, the Drops button starts flashing) at Cash Settings.
This action is unavailable for users with the “Waiter” user role. For more information, see User Role and Permissions
Refund
To refund a transaction: 1. On the History tab, select the transaction you are going to refund. 2. Press Refund.
To be able to select items to refund manually without selecting the transaction, the corresponding permission should be turned on at User Role and Permissions.
3. Scan the item.
It is possible to enable refund of PLU items without scanning at User Role and Permissions.
4. (Optional) To refund several similar items, enter the number of items and press a/for. 5. Enter the amount and choose the necessary MOP.
Refund operation can be limited to a certain number of days. You won’t be able to refund the overdue transaction. To view or edit this limit, go to Settings

POS Settings > Cash Settings.
The number of uncompleted refunds for the pump is displayed at the bottom left corner of the pump. This feature is permission-based. For more information, see User Role and Permissions. Mind the following:
If you are trying to refund an item which is a part of a price modified promotion, a modified price is returned. If the item was sold as a part of a regular transaction, the regular price is returned correspondingly.

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If an item for which you perform refund has child items, when you scan such item, SmartPOS displays the list of child items linked to the scanned item. Choose the item for which you want to perform refund from the list.
Child items are displayed if the Display parent-child items option is enabled in the POS > Cash Settings view. For details, see Cash Settings.

Softkey
Softkey is a feature using which you can turn a button into a softkey leading to the Website you want.
The URL and image are assigned to a button at your request by the support representative.

Tips
You can add tips to a credit card transactions. You can add a tip during the transaction or after the transaction.

During the transaction. To add a tip to a sale, press Other > Add Tip > enter the tip amount. After the transaction (for Qwickserve Embedded ). Customer enters the tip amount on the empty
tip line at the bottom of the receipt.
The information on the received tips is available in the printouts of the cashier’s, day and shift reports, and on the printed transaction receipt.
MOP
With SmartPOS you can use various popular methods of payment (MOPs), customize them to your business needs and create your own ones.
SmartPOS supports the following popular MOPs:

Cash Credit Card Gift Card Loyalty

Coupon EBT Card House Accounts

These MOPs are configured automatically and cannot be deleted. You can also create and configure your own custom MOPs.

For more information on how to manage predefined and custom MOPs, see MOPs.

You can perform a transaction using one of the MOPs in the following way:

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Cash. Enter the amount and press Cash, or press the exact amount provided by the customer. Credit Card. Press Credit, swipe the card and enter the amount on the PIN pad. Gift Card, Coupon, EBT, House Account, or your Custom MOP. Enter the amount, press Other
and press the corresponding option. Loyalty. Press Other > Loyalty, enter the customer phone number and then enter his PIN. All operations performed by a cashier using MOPs are displayed in the Cashier Summary section > Total Sales subsection in the Cashier Report.
Search
To enter the search mode, press the search button on the cashier’s screen. To exit the search mode, press the closing button. Select the tab to target you search:
To search for items and departments, select Departments. It is possible to view the actual on hand quantity of the searched items. For more information, see Inventory.
To search for sales, payouts, safe drops and no sale events, select History. For information on viewing the transaction history, see History.
Pendings
The Pendings tab contains the list of the pending orders sent to hold via the Hold button.
Pendings is replaced with Tabs when the Restaurant/Bar module is turned off at the back-office side. For more information, see Tabs.
To get back to processing the pending order, select it on the Pending tab. For more information on putting the transaction on hold, see Transaction Hold.
Departments
The departments tab contains all the item departments you can use to add the items to the item queue.
o To add the item in the item queue, press Departments, and then select the item form the corresponding department.
o To search for the item, enter the item UPC in the search box. o To make an open department sale, enter the amount, and then press the corresponding
department. For more options of adding items, see Add Item.

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___S_m_a_r_tP_O_S_U_s_e_r_G_u_ide/_V_e_rs_io_n4.0_ For information on departments setup, see Departments.
Pendings
The Pendings tab contains the list of the pending orders sent to hold via the Hold button.
Pendings is replaced with Tabs when the Restaurant/Bar module is turned off at the back-office side. For more information, see Tabs.
To get back to processing the pending order, select it on the Pending tab. For more information on putting the transaction on hold, see Transaction Hold.
No Sale
To open the cash drawer not for the selling purposes, press No sale. All no sale transactions are available on the History tab and in the About Electronic Journal.
This action is permission-based. It is unavailable for users with the “Waiter” user role by default. For more information, see User Role and Permissions.
History
The History tab contains the list of all completed orders, payouts, safe drops, no sale events and outdoor fuel sales (in case the Fuel module module is turned on at the back-office side), and presents the following information on the order:
Time: Time the order was made. Transaction #: Order, payout, outdoor fuel sale or safe drop number. Qty: Quantity of items within the order. MOP: Method of payment used to pay for the order. Total: Total amount paid. You can reprint the receipt for any transaction except for no sale by selecting the transaction and pressing Print. For information on searching for the specific order, see Search.
Pay In
Pay In feature is designed to enter the specified amount of money to your loyalty card to be able to pay by it for your orders using the House Accounts MOP.

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1. To enter a pay in, enter the amount. 2. Press Pay In. 3. Scan the card.
The Card MOP button is disabled during the pay in process.
For more information, see MOP.
Pay Out
Payout feature is designed for removing the certain amounts of cash from the cash drawer to pay to the vendors or for some other expenses.
1. To issue a pay out, enter the amount. 2. Press Pay Out. 3. Do one of the following:
o Select a vendor from the corresponding list. Use the search if necessary. o Select the No Vendor option if the pay out is not addressed to the vendor. 4. Press Done. This feature is permission-based. For more information, see User Role and Permissions.
Promotions
To get information about promotions that are in effect at the store, you can use the Upsale Widget at the left of the cashier’s screen. The Upsale Widget displays information about current promotions available for items added to the basket. You can drill down to promotion details and provide customers with information, rules and recommendations. For example, how many items a customer must purchase for the promotion to be applied, whether the loyalty card is required and so on.
For the Upsale Widget to be displayed, the POS screen resolution must be 1366×768.
To view information about promotions available for items:
1. Add items to the item queue. For details, see Add Item. Result: Promotions available for the added items are displayed at the left of the cashier’s screen. The most relevant promotions are displayed at the top of the list.
2. Do one of the following:
o To view promotion details, press the promotion in the list. To hide promotion details, at the top right corner of the Upsale Widget, press the close icon.

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o To view information about all items included in the promotion or information about items combination, in the promotion box, press Show All.
If there are no active promotions for items added to the item queue, the SmartPOS logo is displayed in the Upsale Widget.
Inventory
The Inventory feature is available in SmartPOS when the Real Time Inventory module is turned on at the back-office side. With the Inventory feature on, you can view the on hand quantity of the sale items.

And you can also view the on hand quantity of the searched items.
© Petrosoft LLC. All rights reserved. Confidentiality level Public use

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To turn of the inventory view mode, press Inventory. The inventory view mode is turned on when the Inventory button is blue.
Print
The Print feature is used to print receipts for the orders. To print a receipt, on the History tab select an order and press Print. You can also print bills for Qwickserve Embedded orders under Tabs. For more information, see Tabs.
Placeholders and Favorites
With this feature you can place the buttons configured to work with departments, items, and softkeys in your own way on the following possible positions:
Normal. The buttons are placed on the Departments tab. This is the default position for all placeholders.
Top. The buttons are placed in the first rows of the Departments tab.

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Favorites. The buttons are placed on the Favorites tab that appears on the right (the last tab) when the Fuel module is turned on at the back-office side. When it is turned off, the tab appears on the left (the first tab).

You can also place Car Wash products or Actions in these positions working with the Fuel module or the Qwickserve Embedded module correspondingly.
For information on using placeholders and favorites, see Using Placeholders and Favorites.
Using Placeholders and Favorites
To place an object to one of the positions: 1. Open Placeholder Setup. In the Departments tab, press the add button. 2. Select the object type, value. 3. Press the priority button to select the Normal, Top or Favorites position.

4. Press Save.
You can scan the item to add it to placeholder.
© Petrosoft LLC. All rights reserved. Confidentiality level Public use

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To change the placeholder position, press and hold it, then in Placeholder Setup, press the priority button to select the position and then press Save. To remove the placeholder from its position, press and hold it, and then in Placeholder Setup, press Delete.
Using Bookmarks
It is possible to bookmark transactions and use them as a filtering criteria in the Electronic Journal. To bookmark a transaction, press the bookmark sign in the top-left corner of the cashier’s screen.

The bookmarked transactions appear with the mark in the transaction history and in the Electronic Journal. For more information, see History and About Electronic Journal.
Card Balance
With the Card Balance feature, you can check the available balance on a card by a customer request. The feature is supported for the following types of cards:
Credit cards Fleet cards Gift cards Loyalty cards To check the card balance:
1. Press Card Balance. 2. Swipe the card on the PIN pad and choose the card type: Credit, Fleet, Gift or Loyalty.
Result: SmartPOS prints a receipt with information about the available card balance.

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Stored Value Cards
With the SVC feature, you can activate stored value cards and load additional funds on these cards. A stored value card is a card with some amount stored on the card itself, not in an external account.
The SVC feature can be used only if the Activate/Load SVC department with product code 533 is configured in CStoreOffice®.
To activate a stored value card:
1. Press SVC. 2. Press Activate SVC. 3. Enter the amount for which you want to activate the card. 4. Swipe the card on the PIN pad or enter the card number. 5. Press OK.
Result: The card is activated for the specified amount; SmartPOS prints a receipt. To load additional funds on a stored value card, do the following:
1. Press SVC. 2. Press Load SVC. 3. Enter the amount that you want to load on the card. 4. Swipe the card on the PIN pad or enter the card number. 5. Press OK.
Result: The specified amount is loaded on the card; SmartPOS prints a receipt.
ABOUT RESTAURANT / BAR
With the Restaurant / Bar module, designed for food service industry, you can:
Create, join and split food orders/tabs Move items between tabs and seats Assign seats and waiters Add tips Print bills For more information about Restaurant/Bar operations, see Tabs. To manage seats, see Seats. This feature is permission-based. For more information, see User Role and Permissions.

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Tabs
Tabs appears instead of Pendings when the Restaurant/Bar Tabmodule is turned on at the back-office side. For more information, see Pendings. This tab contains information on the open orders.
To create a new tab, swipe the card or add an item to sale in a regular way. To delete a tab, press the tab and press Cancel. To assign a seat to a tab, select the tab and press Assign Seat, and then select a seat from the list
of available seats. For more information, see Seats. To assign a waiter to a tab, select the tab and press Assign Waiter. To join tabs, select the parent tab, press Join Tabs, and press the tab you want to join.
It is not possible to join tabs if one of the tabs already contains payment.
To split tab, select a tab, enter the number of seats/persons, and then press Split Tab. For more information on operations with split tabs, see Operations with Split Tabs.
To print a bill, select the order/tab and press Print Bill.
Operations with Split Tabs
After splitting the tab between a certain number of seats/persons, you can perform the following operations:
o To split the order amount between the seats/persons equally, select the tab, press Split Basket, select seats, and then press OK.
o To split the item amount between the seats/persons equally, select the item, press Move/Split Items, select seats, and then press OK.
o To move the item to the specific seat/person, select the item, press Move/Split Items, select the seat, and then press OK.
The Move/Split Items button appears instead of the Split Basket button when the order item is selected.
o To pay for a separate seat/person or pay for the entire order, select the seat or order, and then press MOP.
o To add more seats, at the end of the seats list, press the Add button.

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o To delete seat, press it, and then press Delete Seat.
Paid seats can not be deleted.
Tips
You can add tips to a credit card transactions. You can add a tip during the transaction or after the transaction.
During the transaction. To add a tip to a sale, press Other > Add Tip > enter the tip amount. After the transaction (for Qwickserve Embedded ). Customer enters the tip amount on the empty
tip line at the bottom of the receipt. The information on the received tips is available in the printouts of the cashier’s, day and shift reports, and on the printed transaction receipt.
Seats
On the Seats tab, you can view and manage the list of the seats of your location into the SmartPOS device.
This tab is available only when the Restaurant/Bar module is turned on at the back-office side.
You can view the name and status of each seat in the list of seats. To manage seats, use the following buttons at the top right of the list:
Press this button to search for seats.
Press this button to edit the selected seat.
Press this button to delete the selected seat.
Press this button to add new seat.
For more information on adding a new seat, see Create New Seat.
Create New Seat
To create a new seat, on the Seats tab, press the add button, enter the following information, and then press Save:
Name: name of the seat Enabled: whether the seat is enabled or disabled

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FUEL
Fuel Module Car Wash Car Wash Refund Alarms

Fuel Module
The Fuel tab is available at the cashier’s screen when the Fuel module is turned on at the back-office side. On the Fuel tab, you can manage the fuel sale process. Operations for Wayne Prepay
1. Enter the prepay amount.
2. Select the destination pump. 3. (Optional) To move the prepay to the next pump, press Move Prepay.

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4. Enter the amount paid. 5. Select the MOP: Cash or Credit. Postpay
1. Select the destination pump. 2. Press Authorize. 3. After fueling is complete, press Lock For Pay. 4. Select the MOP: Cash, Credit or House Account. 5. Finalize the payment: enter the exact amount in cash and press OK or press Card, swipe the card
at the card reader and press OK. Preset
1. Select the destination pump. 2. Enter the preset amount. 3. Press Authorize. 4. After fueling is complete, press Lock For Pay. 5. Select the MOP: Cash or Credit. 6. Finalize the payment: enter the exact amount in cash and press OK or press Card, swipe the card
at the card reader and press OK. To suspend all active fueling pumps at a time, press Stop All. To resume all suspended pumps, press Start All. Operations for Verifone Commander Prepay
1. Enter the prepay amount.
2. Select the destination pump. 3. Enter the amount paid. 4. Select the MOP: Cash or Credit. Postpay
1. Select the destination pump. 2. Press Authorize. 3. After fueling is complete, press Lock For Pay.

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4. Select the MOP: Cash or Credit. 5. Finalize the payment: enter the exact amount in cash and press OK or press Card, swipe the card
at the card reader and press OK. Preset
1. Select the destination pump. 2. Enter the preset amount. 3. Press Authorize. 4. After fueling is complete, press Lock For Pay. 5. Select the MOP: Cash or Credit. 6. Finalize the payment: enter the exact amount in cash and press OK or press Card, swipe the card
at the card reader and press OK. To suspend all active fueling pumps at a time, press Suspend All. To resume all suspended pumps, press Resume All. Operations for PSS 5000 Prepay
1. Enter the prepay amount.
2. Select the destination pump. 3. Enter the amount paid. 4. Select the MOP: Cash or Credit. Postpay
1. Select the destination pump. 2. Press Authorize. 3. After fueling is complete, press Lock For Pay. 4. Select the MOP: Cash or Credit. 5. Finalize the payment: enter the exact amount in cash and press OK or press Card, swipe the card
at the card reader and press OK. Preset
1. Select the destination pump. 2. Enter the preset amount. 3. Press Authorize.

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4. After fueling is complete, press Lock For Pay. 5. Select the MOP: Cash or Credit. 6. Finalize the payment: enter the exact amount in cash and press OK or press Card, swipe the card
at the card reader and press OK. To suspend all active fueling pumps at a time, press Stop All. To resume all suspended pumps, press Start All.
The pumps working in the Self Service mode are not available for indoor transactions.
Car Wash
Car Wash products are available for selling from SmartPOS, if the Car Wash terminal is connected to Fusion and the Fuel module is turned on at the back- office side. To turn on the Car Wash module on SmartPOS, go to Settings > Fuel Settings, select the Car Wash Module option and then press Save. To sell the Car Wash product from the cashier’s screen, do the following:
1. On the Departments tab, press the Car Wash placeholder. 2. Select the Car Wash item and press it. 3. Select MOP and press it. To download the Car Wash product settings from Fusion, at Fuel Settings, press Sync Data with Controller. After synchronization, Car Wash product is added automatically to the following SmartPOS sections:
To the Departments list of the Price Book Departments section, and To the Departments tab of the cashier’s screen as a separate placeholder.
Car Wash items are not added to the Items list of the Price Book Items section. They are available for selecting and selling from the cashier’s screen only.
To update the Car Wash product settings from Fusion, press Sync Data with Controller again.
Car Wash Refund
You can refund a car wash transaction. This operation may be required if a customer paid for the car wash service but did not use it for some reason. When refunding a car wash transaction, you need to check the car wash code and cancel it. To do this, use the original receipt with the code or print a copy of the receipt at SmartPOS.

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Car wash refund can be performed by a user to whom the Car Wash Refund permission is granted. For more information, see User Role and Permissions.
1. On the History tab, select the car wash transaction that you want to refund. 2. Press Refund. The system is in the refund mode. 3. Scan the car wash code or enter the car wash PLU. 4. Enter the amount and finalize the transaction with the necessary MOP. For more information, see
Refund. 5. After the refund transaction is completed, cancel the car wash code at the car wash controller.
You can perform refund for car wash and other items within the same transaction.
Alarms
The Alarms tab is available on the cashier’s screen if Verifone is selected in the Forecourt Controller list in the System settings view. The Alarms tab displays the list of alarms received from devices with which the forecourt controller communicates. With the help of alarms, a cashier or manager working with SmartPOS gets notified about problems and urgent events that occur in the business unit environment and require user’s attention. SmartPOS notifies about the following alarms coming from the forecourt controller:
FDC Alarms EPS Alarms System Alarms There are two types of alarms in SmartPOS:
Regular alarms remain active until a user explicitly takes some actions to acknowledge and remove the alarm.
One-short alarms remain active for a specific period of time and are automatically removed after a certain timeout. These alarm are displayed on the cashier’s screen for 5 seconds and then closed.
To view the alarms list, at the top right corner of the cashier’s screen click the alarm icon. The number over the alarm icon specifies the number of alarms that have occurred and are active at the moment.
If SmartPOS terminals operate in the multi-terminal mode, alarms are sent at all terminals and can be accessed from any terminal in the network.

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Tank Alarms The Alarms view also displays Verifone-specific notifications coming from the Tank Level Sensor. These notifications are displayed as alarms on the Reset Alarms tab. A cashier can view these notifications and reset them. To reset an alarm from the Tank Level Sensor, do the following:
1. Press the alarms icon on the cashier’s screen. 2. Press the Reset Alarms tab. 3. Select the pump for which you want to reset the alarm. 4. Select the notification type that you want to reset. 5. Press Reset.
QWICKSERVE EMBEDDED
About Qwickserve Embedded Qwickserve Embedded Order

About Qwickserve Embedded
Qwickserve Embedded (QS) is a foodservice application integrated into SmartPOS device.

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With Qwickserve Embedded a cashier can create a QS order based on the customer’s phone call or for the live customer in the store. Takeout and delivery options are available. QS is available from SmartPOS when the QS Embedded module is turned on at the back-office side.
Accessing QS and Switching Back to POS
To start placing the QS order, press the Qwickserve button, which leads you to the Qwickserve Embedded device. For more information, see Qwickserve Embedded Order. To get back to POS, press the POS button in the Qwickserve Embedded interface.

Qwickserve Embedded Order
To make an order from the Qwickserve Embedded application, do the following:
1. Open the Qwickserve Embedded application from SmartPOS device. For that, press the Qwickserve button.
2. In the Qwickserve Embedded application, make order and press Done. 3. In SmartPOS, on the Pendings tab, press the QS order and select a MOP for paying the order.
QS order is marked with the basket icon at the right bottom corner.

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ELECTRONIC AND VIDEO JOURNALS
About Electronic Journal About Video Journal Events Log Presets Event Details Cameras Navigation Panel

About Electronic Journal
Electronic Journal displays system and user events logged by SmartPOS. To view the Electronic Journal screen on SmartPOS with the events history, the user must have the Video Journal permission. For more information on how to assign permissions to users, see User Role and Permissions. The Electronic Journal consists of the following sections:
1. Events Log. For more information, see Events Log. 2. Event Details. For more information, see Event Details.

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3. Navigation Panel. For more information, see Navigation Panel. 4. (Optional) Cameras. For more information, see Cameras.
The Cameras section is available only when the Video Journal module is turned on at the back-office side. For more information on how to work with Video Journal, see About Video Journal.
About Video Journal
With the Video Journal module turned on you can record and view the video or screenshots of the events in the Cameras section of the Electronic Journal. For more information on how to work with Electronic Journal, see About Electronic Journal. To work with video journal ensure that the following requirements are met:
The Video Journal module is turned on at the back-office side. The Video Journal permission is assigned to the user. For more information on how to assign
permissions to users, see User Role and Permissions. The Video Settings are configured properly. For more information, see Video Settings. (Optional) The Preset Settings are configured. For more information, see Presets.
Events Log
Events Log contains system and user events grouped by the dates they occurred. You can view the following information about each event in the events log:
The time the event occurred. Short event description. The bookmark status: if the event is bookmarked or not. For more information on how to
bookmark events, see Using Bookmarks. You can filter events by one or several of the following criteria:
l Filter by User:
o To view the activity of a specific user, select this user name. o To view system events only, select System. o To reset the filter, select All. Filter by Event Type: o To filter events by the event type or the group of event types, create a preset. For more
information, see Presets.

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o To reset the filter, select All. Filter by Bookmark Status:
o To view the bookmarked events only, press the Bookmarks button. o To reset the filter, press the Bookmarks button again.
Presets

You can create your own filtering presets by pressing the corresponding button Event Type filter of the Events Log.
To create a new preset, follow the steps:

at the right of the

1. Press Create New Preset or the corresponding button . 2. Enter preset name. 3. Select the event types to be included into preset.

4. (Optional) Specify the following preset video settings by pressing corresponding button :
o Display mode: you can choose between the video or screenshot mode. o Main camera: you can select the main camera to be displayed at a larger size than the other
cameras. For more information on how to use cameras, see Cameras.

You can manage the preset settings only when the Video Journal module is turned on at the back-office side.

To delete a preset, select it in the presets list and then press the corresponding button .
Event Details
Event details contain the following information:
Event information: Date, time, cashier, register and ticket number. Action/transaction information: Item UPC, item name, quantity, price, including fees and taxes,
and total. There can be single (one action, for example, the cashier’s authorization on the POS) and multiple events (several items were sold). For the case with the multiple event, the subtitles are played for each subevent within the complex transaction.
Cameras
There are 4 cameras simultaneously recording the events from different points.

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___S_m_a_r_tP_O_S_U_s_e_r_G_u_ide/_V_e_rs_io_n4.0_ To zoom the specific camera display, tap the specific video. Subtitles are played for the leading camera describing the transaction in progress.
This option is available only when the Video Journal module is turned on at the back-office side.
Navigation Panel
Navigation Panel consists of the following elements: Date and time selectors. To specify the date and time of the period you want to view, use the corresponding selector. Timeline. To adjust the minutes and hours, use the corresponding timeline. Navigation buttons.
Press the button to go to previous event
Press the button to go to previous sub-event (part of the complex event)
Press the button to play the event video, if any
Press the button to pause playing the event video
Press the button to go to next event
Press the button to next sub-event (part of the complex event)
ABOUT LOTTERY GAMES
Lottery games are available from SmartPOS when the Lottery module is turned on at the back-office side. The Lottery module on SmartPOS includes the following features:
Managing the lottery departments. For more information, see Create New Department. Managing games. For more information, see Games. Setting up the lottery gap calculation. For more information, see Cash Settings. Scanning and tracking the lottery tickets, sending statistics to the back-office. For more
information, see Lottery Inventory.

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Viewing the Inventory reports and sending them to the back-office. For more information, see Inventory Reports.
Games
On the Games tab, you can view and manage the list of lottery games. You can view the following information about each lottery game in the list:
Game Name: Lottery game name. Game UPC: Lottery game UPC. Game Price: Lottery game price. To manage games, use the following buttons at the top right of the list:
Press the button to edit the selected game.
Press the button to delete the selected game.
Press the button to add a new game.
For more information on adding a new lottery game and editing its options, see Create New Game.
Create New Game
To create a new game, on the Games tab, press the add button, enter the following information, and then press Save:
Game Name UPC Price Tickets QTY: number of the tickets First Ticket #: the number of the first ticket in the game To enter the game serial numbers for the lottery pack, press the add button, and then enter the serial number. To track the number of remaining lottery tickets in the pack, use the Status field of the Game Serial Numbers table. When all the lottery tickets are sold out, the Status field displays the number of sold out tickets.

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Lottery Inventory
To start the process of the lottery inventory, press Start Scanning and scan the top ticket in the pack (ticket supposed to be sold next). The following information is displayed:
Game Name: Name of the lottery game. UPC: UPC of the lottery game. Serial: Serial number of the lottery ticket. Price: Price of the ticket. Opening: Number of tickets for the beginning of the inventory period. Quantity: Number of tickets sold + the one just scanned. Sold: Number of tickets sold. Status: Over and short if any. When inventory is complete, press Done. The report is sent to back-office automatically.

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REPORTS
About Reports Shift Reports Day Reports Pay Point Reports Inventory Reports EPS Reports Postponed Transactions Reports PJR Report

About Reports
In the Reports section you can perform the following operations with the cashier’s, day, shift and other management reports:
To view the current day and shift data: o Day of the week, date, number of the current day report o Current shift number, date, number of the current shift report, time

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To close the day by pressing the Change Day button. Closing the day automatically closes the shift. In case the EPS Pin Pad is used, SmartPOS attempts to close credit card batches automatically when the Change Day operation is performed. The result of the operation is printed on the receipt.
To be able to close a day without closing a batch, make sure the corresponding permission is turned on for the user. For more information, see User Role and Permissions.
To close the shift by pressing the Change Shift button.
Before closing a day or a shift, make sure all cashier reports and all postponed transactions are closed. For more information, see Close Pay Point and Postponed Transactions Reports.
When closing a day or shift with no open day or shift reports within it, it results in sending empty reports to the back-office.
To open other reports by pressing the Reports button. For more information, see Reports.
To view the open and closed reports of the cashiers who have been working with SmartPOS opening pay points within a shift and/or a day. The cashier’s report contains the following information: o Cashier ID o Cashier report number o Shift period – for closed reports o Cash Drawer ID o POS number o Time o Date o Short/Over – items in brackets are shortages

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Shift Reports
On the Shift Reports tab, you can view and manage the list of shift reports. You can view the following information about each report in the list:
Shift ID Date Time AVG Scan Rate: average scan rate (the percentage of the scanned items versus the ones entered
manually) Voids: amount of voids (on condition the cashier has the relevant permission to make voids) No Sales: no sale instances Customer Count: number of customers Refunds: amount of refunds Error Correct: amount of error corrections To manage shift reports, use the following buttons and search box at the top right of the list:
Press the button to send an email with the selected report.
Press the button to print the selected report. Press the button to upload the selected report to the back-office. Press the arrow, select the search criterion (Shift ID or Date), and then enter the required value.
Day Reports
On the Day Reports tab you can view and manage the list of day reports. You can view the following information about each report in the list:
Day ID Date Time AVG Scan Rate: average scan rate (the percentage of the scanned items versus the ones entered
manually) Voids: amount of voids (on condition the cashier has the relevant permission to make voids) No Sales: no sale instances Customer Count: number of customers

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Refunds: amount of refunds Error Correct: amount of error corrections To manage day reports, use the following buttons and search box at the top right of the list:
Press the button to send an email with the selected report. Press the button to print the selected report. Press the button to upload the selected report to the back-office. Press the arrow, select the search criterion (Day ID or Date), and then enter the required value.
Pay Point Reports
On the Pay Point Reports tab, you can view and manage the list of pay point reports. You can view the following information about each report in the list:
Pay Point ID Date Time AVG Scan Rate: average scan rate (the percentage of the scanned items versus the ones entered
manually) Voids: amount of voids (on condition the cashier has the relevant permission to make voids) No Sales: no sale instances Customer Count: number of customers Refunds: amount of refunds Error Correct: amount of error corrections To manage pay point reports, use the following buttons and search box at the top right of the list:
Press the button to send an email with the selected report. Press the button to print the selected report. Press the button to upload the selected report to the back-office. Press the arrow, select the search criterion (Pay Point ID or Date), and then enter the required value.
Inventory Reports
On the Inventory Reports tab, you can view the list of inventory reports with the following information about each report:

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Inventory ID: inventory identifier in the list Date: date of scanning the lottery ticket Time: time of scanning the lottery ticket Employee: name of the user who scanned the lottery ticket Status: scanning status
Press the button to upload the selected report to the back-office.
EPS Reports
The EPS Reports tab is available only when the Fuel module is turned on at the back-office side. Under this tab, you can request EPS reports from Fusion and print them. EPS Reports list contains the following reports data:
Report Type: identifier of the report or its type Report Type Name : name of the report type Data Input: additional data, if required To request a report, select the report type and press the Request Report button; then select the report and press the Request Report button again.
The Request Report button becomes unavailable, until SmartPOS receives a response from Fusion.
The requested report is automatically sent to the connected printer.
Postponed Transactions Reports
On the Postponed tab, you can view and manage the list of transactions postponed from the cashier’s screen due to the failures with PIN pad. You can view the following information about each postponed transaction in the report:
Report record ID Date Transaction # Authorisation code Sale ID MOP: MOP name Name

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Operation type: type of the postponed transaction Amount: transaction amount In case of open postponed transactions, it is not possible to close a day and/or a shift. For more information, see About Reports. To search for a transaction by its identifier, enter the identifier in the search box. To close a postponed transaction, do one of the following:
To retry the transaction processing, press Retry. To stop the transaction processing by SmartPOS, press Force Close. Forcibly closed transactions
are marked as processed outside the system manually or over the phone.
PJR Report
On the PJR tab, you can view the list of PJR events and resend specific PJR files to the back-office system if necessary. PJR files are POS journal files that contain transaction details from the cash register. Viewing PJR Events You can view the following information about each PJR event in the report:
ID #: The identifier of the transaction log record in the database Time: The time when the event occurred Event: The event name PJR Event: The PJR event name Sale ID: The sale ID Sale Total: The total sale amount To search for an event by its identifier, enter the identifier in the search box at the top of the view. Resending PJR Events In some cases, information from one or more PJR files may not be available in the back-office system. You can resend a specific PJR file to the back-office system manually from the SmartPOS terminal.
To be able to resend PJR files to the back-office system, you must enable export of sales data (PJR files) in the Settings view at the terminal. For details, see Journal Data Export Settings.
To resend a PJR file to the back-office system:
1. At the terminal, swipe to the Reports view. 2. Press the PJR tab.

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3. In the search box at the top of the view, enter the sale ID.
4. In the events list, select the event.
5. At the top of the list, press the Upload button.
Result: The PJR file is sent to the back-office system. The PJR has been successfully uploaded to the back-office message is displayed at the top of the view.
PRICE BOOK
Departments Create New Department Items Create New Item Create New Linked Item Taxes Create New Tax Taxes Types Explanation Fees Create New Fee MOPs Fuel Products Managing Fuel Prices Managing Tiers for Fuel Prices Viewing Actual Fuel Prices Managing Car Wash Prices Discounts Create New Discount Seats Create New Seat

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Departments
On the Departments tab, you can view and manage the list of the Price book departments, assign fees and taxes to the departments. You can view the following information about each department in the list:
ID: Price Book department ID Department Name: Price Book department name Items QTY: number of items within the department Min Age: age restriction set for the department if any Tax: tax set for the department To manage departments, use the following buttons and search box at the top right of the list:
Press the arrow, select the search criterion (Department Name or ID), and then enter the required value. Press the button to edit the selected department.
Press the button to delete the selected department.
Press the button to add a new department.

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You cannot delete a department with items within it.
For more information on adding a new department and editing its options, see Create New Department.
When the Fuel module is on, the Fuel Products and Car Wash departments are added to the list automatically.
Create New Department
To create a new department, on the Departments tab press the add button, enter the following information, and then press Save:
Name: New department name. Product code: Payment system product code. Min Age: Age restriction applied to all items within the department. Time Restricted: Select this check box to set a limitation to sales within this department after a
specified period. Allow negative transactions: Select this check box to allow negative transactions within
department. Allow EBT: Select this check box to enable EBT MOP for the department. Allow direct sale: Select this check box to allow direct sales for the department. By default, direct
sales are allowed for departments. Taxes: Select the tax from the list to assign it to the whole department. Fees: Select the fee from the list to assign it to the whole department. Transaction Quantity Limit: Enter the limit for the items quantity in the transaction for this
department. Lottery type: Select one of the following options depending on the department type:
o None: Select this option for the non-lottery department. o Online net sales: Select this option if this lottery department relates to this lottery type. o Instant sales: Select this option if this lottery department relates to this lottery type. o Instant payouts: Select this option if this lottery department relates to this lottery type.
When Instant payouts is selected, the Allow negative transactions option is selected automatically and then becomes unavailable.

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Items
On the Items tab, you can view and manage the list of the Price Book items, assign fees and taxes to the items. You can view the following information about each item in the list:
UPC/PLU: UPC or PLU code of the item Item Description: item description set up in the Price Book Department: name of the Price Book department Size: item size Price: item price To manage items, use the following buttons and search box at the top right of the list:
Press the arrow, select the search criterion (Item Description, Department or UPC/PLU), and then enter the required value.
Press the button to edit the selected item.
Press the button to delete the selected item.
Press the button to add a new item.
It is also possible to add the item to the Price Book after scanning it at the cashier’s screen, on condition the Instant Price Book feature is available from SmartPOS.
For more information on adding a new item and editing its options, see Create New Item.
Create New Item
To create a new item, on the Items tab, press the add button, enter the following information, and then press Save:
Description: Item description. UPC: Item UPC. Price: Item retail price. Size: Item size. Department: Item department. Taxes: Tax from the list to assign it to the item.

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Fees: Fee from the list to assign it to the item. Transaction Quantity Limit: Enter the limit for the items quantity in the transaction for this item. Linked Items: Linked items, if any. For information on how to create a linked item, see Create New Linked Item.
Create New Linked Item
To create a new linked item: 1. Open the item you want to link the item to. 2. Press the add button. 3. Select the item from the list and press Done. Use search, if necessary. 4. Press Save.
For information on linked items, see About Linked Items.
Taxes
On the Taxes tab, you can view and manage the list of taxes. You can view the following information about each tax in the list:
Tax Name: Name of the tax set up on the SmartPOS register. Abbreviation: Tax abbreviation. Value: Tax value. Type: Tax type. Rounding: Tax rounding. To manage taxes, use the following buttons at the top right of the list:
Press the button to search for taxes.
Press the button to edit the selected tax.
Press the button to delete the selected tax.
Press the button to add a new tax.
For more information on adding a new tax and editing its options, see Create New Tax.

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Create New Tax
To create a new tax, on the Taxes tab, press the add button, enter the following information, and then press Save:
Tax Name: Unique name of the tax set up on the SmartPOS register. Abbreviation: Tax abbreviation. Value / Start BP #: Tax value or starting breakpoint (if Breakpoint Table is selected). Type: Tax type.
Taxes Types Explanation
Percent: Select one of the following rounding types:
Truncate: The tax value is truncated to two decimal points. For example, 4.11232 is truncated to 4.11.
Taxes are applied to each item and then summarized. For example, a tax of 6.4% is applied to 50 items at a retail price of $2.00 in the following way: – The amount of tax for 1 item = 6.4% $2.00 = $0.128. This value is truncated to $0.12. – The amount of taxes for 50 items = 50 $0.12 = $6.00.
Up on 1/2: Half-way values are rounded up. For example, 4.50 and more is rounded up to 5.00. Up on Any: Any values are rounded up. For example, all values more than 4.01 are rounded up to
5.00. Fixed Amount per Unit: Specify the fixed amount value. Value-added Tax: Specify the tax value. Breakpoint Table: Enter the starting breakpoint, and set the exact amount of tax for the specific sum of money (must be greater than zero).
Fees
On the Fees tab, you can view and manage the list of fees. You can view the following information about each fee in the list:
Fee Name: name of the fee set up on the SmartPOS register Amount: fee value Type: fee type Enabled: whether the fee is on or off To manage fees, use the following buttons at the top right of the list:

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Press the button to search for fees.
Press the button to edit the selected fee.
Press the button to delete the selected fee.
Press the button to add a new fee.
For more information on adding a new fee and editing its options, see Create New Fee.
Create New Fee
To create a new fee, on the Fees tab, press the add button, enter the following information, and then press Save:
Enabled: whether the fee is on or off Name: unique name of the fee set up on the SmartPOS register Value: fee value Type: fee type–amount or percent
MOPs
On the MOPs tab, you can view and manage the list of MOPs, which includes predefined and custom MOPs. You can view the following information about each MOP in the list:
MOP: method of payment name Maximum: maximum amount of money accepted by this method Enabled: whether the MOP is turned on or off To manage MOPs, use the following buttons at the top right of the list:
Press the button to edit the selected MOP.
Press the button to delete the selected MOP.
Press the button to add a new MOP.
The predefined MOPs cannot be deleted. You can only turn on or off some of them and edit their certain options. For more information on adding a new MOP and editing its options, see Create New Custom MOP.

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Create New Custom MOP
To create a new MOP, on the MOPs tab, press the add button, enter the following information, and then press Save:
MOP Name: Unique name for the method of payment Enabled: Whether the MOP is turned on or off Favorite: Whether this MOP is set up as favorite and has quick access to it Auth method: This option is applicable only for loyalty MOPs. It defines the loyalty MOP
authorization method: o Scan Loyalty Card: Select this check box to let customers authorize loyalty items purchase by
their loyalty cards. o Phone Number Input: Select this check box to let customers authorize loyalty items purchase
by their phone numbers. Type: Cash or non-cash Maximum Amount: The maximum amount of money accepted by this method
This option sets the limit for the actual transaction amount.
Options: Select the following options for the MOP: o Open Cash Drawer: Select this check box to enable the cash drawer opening for the MOP transaction. o Allow Refund Transactions: Select this check box to enable the transactions refund for this MOP. o Allow Payout Transaction: Select this check box to enable the payout transactions within the MOP. o Allow Cash Back: Select this check box to turn on the Cash Back feature for this MOP. o Allow Negative Transactions: Select this check box to make this MOP available for department sales with allowed negative transactions. o Apply Tender of Payment: Select this check box to allow split tender transactions for this MOP. o Adjust Drawer Total: Select this check box to enable the cash total changing for the MOP transactions (is used for Cash only). o Enable External EBT: Select this check box to enable the secondary PIN pad (used for EBT MOP only). o Run as Credit Only: Select this check box to process non-cash payments as the credit transactions only (used for Credit MOP only).

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External Reference ID: ID in the internal cash register database
Create Loyalty MOP
To create a new loyalty MOP, on the MOPs tab, press the add button, enter the following information, and then press Save:
MOP Name: Unique name for the method of payment Enabled: Whether the MOP is turned on or off Favorite: Whether this MOP is set up as favorite and has quick access to it Auth method: This option is applicable only for loyalty MOPs. It defines the loyalty MOP
authorization method: o Scan Loyalty Card: Select this check box to let customers authorize loyalty items purchase by
their loyalty cards. o Phone Number Input: Select this check box to let customers authorize loyalty items purchase
by their phone numbers. Maximum Amount: The maximum amount of money accepted by this method
This option sets the limit for the actual transaction amount.
Host: Select one of the following values: o C-Store Office: Select this option, to process loyalty promotions through the in-house cash register loyalty logic. In addition, the In-house Loyalty mechanics option must be selected in the CStoreOffice® CR settings. o Conexxus Loyalty: Select this option, to process loyalty promotions via external Loyalty Host. Configure IP and Port of the external Loyalty Host. In addition, the In-house Loyalty mechanics option must be unselected in the CStoreOffice® CR settings.
For more information on how to configure loyalty logic for SmartPOS in CStoreOffice® and what loyalty promotions are affected, see SmartPOS Settings.
Options: Select the following options for the MOP: o Open Cash Drawer: Select this check box to enable the cash drawer opening for the MOP transaction. o Allow Cash Back: Select this check box to turn on the Cash Back feature for this MOP. o Apply Tender of Payment: Select this check box to allow split tender transactions for this MOP.
External Reference ID: ID in the internal cash register database

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Fuel Products
Prices for fuel products are initially downloaded from the fuel system with which SmartPOS integrates. On the Fuel Products tab, you can view and manage the following data:
Pending fuel prices. For more information, see Managing Fuel Prices and Managing Tiers for Fuel Prices.
Actual fuel prices. For more information, see Viewing Actual Fuel Prices. Car wash products. For more information, see Managing Car Wash Prices.
Managing Fuel Prices
If fuel prices are changed outside SmartPOS, for example, in the back-office system, information about the new prices is displayed in the Pending Fuel Prices section in the Price Book. A manager working with SmartPOS can review the prices and adjust them if necessary. After the prices are approved and saved, the manager must initialize price data for the pumps so that new prices take effect. To review and update prices for fuel products:
1. Go to the Products tab. 2. At the top of the list, press Pending FP. 3. In the fuel products list, select the product. 4. At the top right of the list, press the edit button. 5. In the prices edit form, enter the price for each tier and MOP. 6. Press Save. 7. At the top of the list, press Initialize Price Poll. For information on managing tiers for fuel prices, see Managing Tiers for Fuel Prices.
Managing Tiers for Fuel Prices
Tiers are used to set different fuel prices depending on the weekday and time of the day. The price of Tier 1 is used by default all the time in case the prices of other tiers are not specified.
In case the multi-terminal mode is configured in your store, the tier changes on one terminal are shared by all terminals in the network through the master terminal. For more information, see MultiTerminal Mode.
To set the price of other tiers, follow the steps:

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1. Go to the Products tab. 2. At the top of the list, press Pending FP. 3. At the right of the selected tier, press the edit button. 4. Specify the following tier options:
o Start time: the tier’s start time o End time: the tier’s end time o Active: select this option to activate the tier o Weekday: select the weekdays during which the tier’s price will be applied to the fuel
products
4. Press Save. 5. At the top of the list, press Initialize Price Poll. For information on managing fuel prices, see Managing Fuel Prices.
Viewing Actual Fuel Prices
In the Actual FP section on the Producs tab, SmartPOS displays fuel product prices that are currently in effect for the pumps. You can view the following information about each fuel product:
ID: the fuel product ID Product Name: name of the fuel product on the SmartPOS register Pricing information: price per gallon that is set depending on the following options:
o MOP: Cash, Credit or House Account. o Pump service mode: Self Service, Mini Service or Full Service
For more information on pump service modes, see Fuel Settings.
o Tiers: if tiers are configured
Managing Car Wash Prices
In the Car Wash section on the Products tab, you can view and manage prices for car wash products offered in your store. To review and update prices for car wash products, do the following:

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1. Go to the Products tab. 2. At the left of the list, press Car Wash. 3. In the car wash products list, select the product. 4. At the top right of the list, press the edit button. 5. In the prices edit form, enter the necessary price. 6. Press Save.
Discounts
On the Discounts tab, you can view and manage the list of the Price Book discounts. You can view the following information about each discount in the list:
ID: discount identifier in the list Discount Name Value: discount value Type: discount type: percent or fixed amount Status: active or inactive discount To manage discounts, use the following buttons at the top right of the list:
Press the button to search for discounts.
Press the button to edit the selected discount.
Press the button to delete the selected discount.
Press the button to add a new discount.
For information on adding a new discount and editing its options, see Create New Discount.
Create New Discount
To create a new discount, on the Discounts tab press the add button, enter the following information, and then press Save:
Discount status: active or not Discount name

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Discount type: percent or fixed amount Discount amount
Seats
On the Seats tab, you can view and manage the list of the seats of your location into the SmartPOS device.
This tab is available only when the Restaurant/Bar module is turned on at the back-office side.
You can view the name and status of each seat in the list of seats. To manage seats, use the following buttons at the top right of the list:
Press this button to search for seats.
Press this button to edit the selected seat.
Press this button to delete the selected seat.
Press this button to add new seat.
For more information on adding a new seat, see Create New Seat.
Create New Seat
To create a new seat, on the Seats tab, press the add button, enter the following information, and then press Save:
Name: name of the seat Enabled: whether the seat is enabled or disabled
MULTI-TERMINAL MODE
If you have more than one SmartPOS terminal in the business unit, you can set them to work in the multi-terminal mode. The multi-terminal mode allows several SmartPOS terminals to operate together as a single system. You can keep track of sales transactions, configure system settings and change shift and day for all terminals in the business unit at a time. To let SmartPOS terminals operate as a single system, you must enable the multi-terminal mode for them and add them to the same network. For more information, see Store Level Mode. You can perform the following operations in the multi-terminal mode:

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Add and Remove Terminals from Network Work in Multi-Terminal Mode Change Day and Shift View and Print Reports Work with Qwickserve Embedded Work with Back- Office Systems Upgrade SmartPOS
Add and Remove Terminals from Network
In the multi-terminal mode, SmartPOS terminals can perform the following roles:
Master terminal: Principle SmartPOS terminal. The Master role can be assigned only to one terminal in the network.
Child terminals: Child role is assigned to all terminals in the network except the principle one. Child terminals must have the same version of the database as the Master terminal.
Prerequisites
Before you enable the multi-terminal mode for a terminal and add it to the business unit, make sure the static IP address is assigned to this terminal. To check the IP address settings, go to Settings > POS > Internet. For details, see Internet.

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Adding and Removing Terminals You can add and remove SmartPOS terminals from the network at any time.
To add a terminal to the network, in the Store Level Mode section, enable the multi-terminal mode and configure the necessary settings for the terminal. For more information, see Store Level Mode.
To remove a terminal from the network, in the Store Level Mode section, set the operation mode to Single Terminal Mode.
You cannot remove the Master terminal from the network until at least one Child terminal remains in the network. Remove all Child terminals from the network first.
Work in Multi-Terminal Mode
A SmartPOS terminal operating in the multi-terminal mode must always remain connected to the Master terminal. If the terminal gets offline, you will not be able to perform the following operations at it:
Complete an open transaction. Perform a new transaction: sales, refund, no sale, pay out, safe drop, pay in and so on.

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Edit shared settings. Change shift and day. For more information, see Change Day and Shift. Edit data in replicated data sources such as Price Book.
If a SmartPOS terminal has the Master role, the operations listed above can be performed at this terminal even if it gets offline.
You can still perform the following operations at terminals being offline:
Edit private settings. Use search, journal and lottery modules.
Configure Shared Settings
In SmartPOS, settings can be shared and private.
Shared settings apply to all SmartPOS terminals in the network. When you change a shared setting at one terminal (Master or Child one), this setting is applied to all terminals in the network.
Private settings apply only to a specific terminal and can be configured solely for it. The following settings are shared in SmartPOS:
System > Back up POS data daily POS > Back-office > Third Party Settings POS > Cash Settings > Calculate Tax POS > Cash Settings > Cash Back Limit Amount POS

Cash Settings > Parent Child Items Display POS > Cash Settings > No Scan Refund POS > Receipt Settings > Closing Phrase on Receipt POS > Shift Settings End Date Automatically At POS > Shift Settings > Print Shift Report POS > Shift Settings > Print End of Day Report POS > Sales Data Export > Export in Nielsen and PJR formats POS > Restriction Settings Fuel > Controller Settings Fuel > Prepay Only Mode

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Fuel > Self Service, Full Service and Mini Service Fuel > Include Outdoor Transaction in Shift
Change Shift and Day
In the multi-terminal mode, the Shift view displays information about shifts open at all SmartPOS terminals in the network.

You can change the shift and day for all SmartPOS terminals in the network at a time:
To close the shift at all terminals, press the Change Shift button.
To close the day at all terminals, press the Change Day button.
Here are the limitations for changings shift and day:
You can initiate the Change Shift and Change Day operations at any SmartPOS terminal in the network. The terminal can be the Master terminal or a Child terminal connected to the Master terminal. If the connection to the Master terminal is lost, these operations cannot be initiated.
If the Pay Point is open at any SmartPOS terminal in the network, SmartPOS will display a warning. You can perform the Change Shift and Change Day operations only after Pay Points are closed at all terminals in the network.
If the Pay Point is open at any SmartPOS terminal and this terminal gets offline, SmartPOS will offer you to force the Change Shift or Change Day operation. As a result, the shift or day will be

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forcibly closed at all terminals being online. After the network connection to the terminal is restored, information about the closed day and shift will be replicated to it from other terminals in the network.
View and Print Reports
In the multi-terminal mode, data in the Reports view is identical for all SmartPOS terminals in the network. To view or print a report, you can access any terminal in the network, select the necessary report and work with it as usual. For more details, see Reports.

Work with Qwickserve Embedded
If a SmartPOS terminal operates in the multi-terminal mode, Qwickserve Embedded has the following limitations:
A waiter can be logged in at one SmartPOS terminal in the business unit at a time. If the waiter logs in at one terminal and then attempts to log in at another terminal, the waiter will be automatically logged out at the first terminal.
A waiter can perform operations at different terminals in the business unit. For example, the waiter can create a transaction at one terminal, add items to it at the second one, and complete the payment and print the receipt at the third one.
A waiter can perform the Pay Out and Safe Drop operations at terminals operating in the multi-

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terminal mode. The No Sale operation cannot be performed at terminals operating in the multi-terminal mode.
Work with Back-Office Systems
In the business unit operating in the multi-terminal mode, all communication with the back-office system (third-party or CStoreOffice®) is performed at the Master terminal. The Master terminal is responsible for the following activities:
Retrieving a list of users and user permissions Retrieving a list of vendors Retrieving Price Book data Sending Day, Shift and Pay Point reports Sending PJR files Exporting PJR files to external FTP servers Exporting loyalty data to CStoreOffice®
Upgrade SmartPOS
If a SmartPOS terminal operates in the multi-terminal mode, the upgrade process is performed by the following rules:
The upgrade process is initiated for all terminals in the network at a time. The upgrade process can be performed only if all terminals in the network are online. If any
terminal is offline, an error message will be displayed, and the upgrade process will be terminated. In the multi-terminal mode, SmartPOS upgrade includes the following steps:
1. A user initiates SmartPOS upgrade at any terminal in the business unit. 2. SmartPOS checks if any product updates are available. If updates are available, SmartPOS displays
a warning message that all terminals in the network will be upgraded. 3. After the user agrees to upgrade SmartPOS, the terminal at which the upgrade process was
initiated, checks if all terminals in the network are online. 4. The upgrade process is first started at the terminal at which it was initiated, and then at other
terminals in the network. 5. After upgrade, all terminals in the network are restarted.

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If you have initiated the upgrade process at one terminal, and some other user has started checking for updates at another terminal at the same time, SmartPOS will not be upgraded at the second terminal automatically. After SmartPOS detects product updates, the user will need to start the upgrade process manually.
HOUSE ACCOUNTS IN SMARTPOS
SmartPOS supports the house account method of payment (MOP). A house account is a line of credit issued by a retailer to store customers. This MOP allows the retailer to complete a transaction without actually accepting the payment at the moment when the transaction is made. Instead, customers can pay the owed balance later. You can perform the following operations with house accounts in SmartPOS:
Configure House Account MOP Pay with House Accounts Perform Split Tender Transactions Refund to House Accounts
Configure House Account MOP
To configure settings for the house account MOP in SmartPOS:
1. On the MOPs tab, select House Acc and press the edit button. 2. Select the Enabled check box. The House Acc button will be displayed on the cashier’s screen in
the Other MOP group. 3. Select the Favorite check box to move the House Acc button to the top of the MOP list on the
cashier’s screen. 4. In the Host list, select what solution must process house account transactions:
o C-Store Office: House account transactions must be processed according to the standard logic based on loyalty programs in CStoreOffice®.
o Custom: House account transactions must be processed by a third-party solution according to the business rules and policies set up for this solution. In the URL field, specify a path to the third-party server to which requests for processing house account transactions must be sent.
If the URL field is left blank, SmartPOS automatically fails over to the CStoreOffice® transaction processing mode.

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5. (For Custom option) Select Allow Refund Transactions to let customers refund payments made with the house account MOP. For CStoreOffice®, the Allow Refund Transactions option is enabled by default.
6. At the top right corner of the MOPs view, press Save.

Pay with House Accounts
To make a payment with a customer house account:
1. On the cashier’s screen, add items to the item queue in a usual way. 2. Press Other and then press House Acc. 3. When prompted, enter the phone number associated with customer’s house account and press
Confirm. To cancel a transaction, press Cancel. After the transaction is processed, SmartPOS prints a receipt with the transaction details. A receipt for a house account payment contains the following information:
Account: FSM Loyalty Customer’s phone number Transaction ID House account balance

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Information about sale events made with house accounts is available in POS journal reports. For each sale event, the used phone number and sale amount is provided.

Perform Split Tender Transactions
SmartPOS supports split tender transactions. With split tender transactions, customers can combine different MOPs to complete a payment. For example, a customer can pay the balance partially with a card, and then pay the remainder with a house account.
For a split tender transaction, you can use up to two different house accounts.
To perform a split tender transaction using a house account:
1. On the cashier’s screen, add items to the item queue in a usual way. 2. Enter the amount that you want to pay with MOP 1 (for example, cash or card) and press the
corresponding MOP button. 3. Enter the amount that you want to pay with MOP 2 (house account MOP), press Other and then
press House Acc. 4. When prompted, enter the phone number associated with customer’s house account and press
Confirm.

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Refund to House Accounts
Customers with house accounts have a refund option. In case of the house account MOP, the sale amount is refund to the same house account with which the payment was made. To refund a payment to customer’s house account:
1. On the History tab, select the transaction that you want to refund. 2. Press Refund. The system is in the refund mode. 3. Add the necessary item to the refund transaction, for example, scan the item or enter its PLU. 4. Enter the refund amount and finalize the transaction with the necessary MOP.

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SETTINGS
General Information

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General Information
Device Information This section contains the following information:
Device connection status: online or offline Software version Device IP address Device license key To update the SmartPOS device software, press Update POS. For more information, see Updating SmartPOS Software. To update the Price Book, press Update Price Book. To clear the device history, press Clear Data Storage. Device Status This section contains information on the following device statuses (ready or not connected):
Cash Drawer Scanners Printer Payment Terminal Controller
After you connect a device, it is recommended that you clock out and clock in again to make the device available for usage.

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Updating SmartPOS Software
On the Settings screen of the SmartPOS device, you can check if there are any software updates available and update the device’s software to its latest version.
After the software update, the SmartPOS device is reloaded. Before you start to update the software, make sure all current operations are complete and critical data is saved.
To check and update the SmartPOS device’s software: 1. Go to the Settings screen > General Information tab. 2. Press the Update POS button. Result: The New update available! screen opens.
In case there are no software updates, this screen does not open.
3. To install the latest software updates, press Yes.

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After the software update is complete, the SmartPOS device is reloaded.
System Settings
On the System tab, you can manage the following settings: SmartPOS device settings. For more information, see Device Settings. SmartPOS hardware settings. For more information, see Hardware Settings.

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To apply the configured settings, press Save.
Device Settings You can manage the following SmartPOS device settings on the Systems tab:
Locale: Select the CR interface language. The English, Spanish, and Portuguese languages are available.
POS #: Enter the POS device number to include it in printable reports and receipts. Drawers Quantity: Select the number of cash drawers to be used with your device. If the double-
drawer option is selected, there can be two pay points open for the CR at the same time.
Star TSP100 printer is not supported with the double drawer option.
Region: Select the device region. Time Zone: Select the device time zone. Swipe Sensitivity: Adjust the swipe sensitivity of the device screen. Login timeout: Select the time period of inactivity after which the system logs the user out
automatically. Select Never to keep the user logged in all the time. Local Currency: Select the local currency for the SmartPOS terminal. You can change the local
currency only if all Pay Points are closed at the terminal.

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Collect and send POS performance data: Select this check box to collect statistics on SmartPOS performance data and send them to CStoreOffice®.
Back up POS data daily: Select this check box to back up SmartPOS data daily and send them to CStoreOffice®.
Send POS data to Google Analytics: Select this check box to allow SmartPOS to collect product usage statistic: CPU usage, free space on HDD, memory usage and so on. Collecting product usage statistics helps detect issues before they affect your business.
To apply the Locale, Region or Time Zone settings, press Save, and then restart your device.
Hardware Settings
When you launch SmartPOS for the first time, it automatically detects connected hardware devices and displays them in the Devices list. To refresh the status of all connected devices, press the refresh button. The following devices can be connected to SmartPOS:
System unit: If the SmartPOS Model 100 (AdvantexSP0100) is automatically detected at the first launch, this list box becomes unavailable for editing.
Printer. Customer Display: Select the customer display resolution corresponding to the physical size of
the connected display. Select VFD to set up VFD Customer Display showing the following information: o Last item added to the transaction o Last item price o Total amount of transactions
If you upload the ads image from the back-office side to be shown on the customer display, ensure that the image size is adjusted to the display size.
Scanner: The following models of Advantex barcode scanners can be connected: o SC0800 o SC1-AX2120 o SC0077 o Wireless 2400 o SC-1100: Is displayed automatically when the YHD-1100D 2D Wired barcode scanner is connected. o SC-6300: Is displayed automatically when the BaoShare EP-6300 barcode scanner is connected.

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Payment Terminal: The following models of payment terminals can be connected: o Injenico iSC-350 o PAX SP30 o PAX MT30 o Wayne Fusion o Injenico iSC-250 o Viper EPS o Cayan Genius When you set up SmartPOS for the first time or press the Refresh button, SmartPOS automatically discovers PAX payment terminals in the network. The first detected terminal is displayed at the top of the Payment Terminal list and selected by default. The terminal settings such as IP address are automatically populated on the Payment Terminal tab. Other terminals detected in the network are displayed in the list as well. Select the necessary payment terminal from the list if needed.
Forecourt Controller: You can set up a forecourt controller when the Fuel module is turned on at the back-office side.
POS Settings

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Store Information Settings In the Store Information section, you can specify general settings of the store at which the SmartPOS terminal is set up. You can provide the following information:
Store name Merchant local code number Telephone Store address Email
If you are using a Cayan Genius-powered PIN pad with SmartPOS, the Store name field is mandatory.
Back-Office Settings In the Back-office section, you can set up your SmartPOS device to work with the back-office systems.
CStoreOffice®: select this option to interact with CStoreOffice® directly. Third Party: select this option to interact with a third-party back-office.
o Specify Username and Password to access the system from the third-party back-office over SFTP (Secure File Transfer Protocol).
o Generate Cashier Report: select this option to activate the Cashier Report generation. o Generate End of the Day Report: select this option to activate the End of the Day report
generation.
When CStoreOffice® is selected, users from the third-party back-office will not be able to get access to the system.
Cash Settings In the Cash Settings section, specify how cash must be handled on the device:
Safe Drops Amount $: With this option, you can set the recommended safe drops amount. For more information, see Drops.
l Allow Lottery Gap Calculation: Select this check box to enable calculating the lottery gap. If there is a gap in lottery inventory, the corresponding message is displayed to the user.
SmartPOS Price Book Control: Select this check box to send the Price Book changes to backoffice automatically.

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Display parent-child items: Select this check box to allow a cashier to add linked (child) items to a transaction when the primary (parent) item is purchased. For more information, see Create New Linked Item.
Calculate Tax: Before Discount, After Discount: Select the method of tax calculation.
Max Refund Days: With this option, you can limit a period to during which you are able to refund transactions. For more information, see Refund.
Non Scan Refund: Select this check box to let a user add items to a refund transaction without scanning them. Instead, the user can click items placeholders on the Departments tab. To use this option, Manual Refund and/or Refund PLU Without Scanning permissions must be granted to the user. For more information, see User Role and Permissions.
Cash Back Limit Amount $: Limit the amount of cash back a client can get when paying for a purchase.
Shift Settings
In the Shift Settings section, you can specify the following settings:
End Day Automatically At: select this check box to make the system finish the day automatically at the specified time. If you still have an open transaction after the specified end-of-day period, the system will let you finish the current transaction, but you will not be able to start a new one.
Show the Reminder during: with this option, you can set the period for the end-of-day reminder. The reminder occurs after the end-of-day period.
Print Shift Report: select this check box to enable the Shift report printing.
Print End of Day Report: select this check box to enable the End of Day report printing.
Journal Data Export Settings
In the Journal Data Export section, you can enable export of sales data (PJR files) from your cash register to back-office. The following transaction data is sent:

Sale Refund Void Sale Pay-Outs

Safe Drops Day Change Shift Change Pay Point Open

Pay Point Close No Sale

Sales Data Export Settings

In the Sales Data Export section, you can enable export of sales transactions data in the XML format to the specified locations:

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Disabled: the export option is off. Nielsen Format: select this option to use the Nielsen export format. PJR Format: select this option to use the PJR export format. This option is on if you enable the
Export Journal Data option. For more information, see Journal Data Export Settings. Tax and Fee included in SaleAmount: this option is available if you select to export sales data in
the PJR format. Set this option to No to exclude the taxes and fees amount from the Sales Amount element in PJR files. The Yes option is deprecated and provided for legacy purposes only. Sales Data Export Time: select the time periods for sales data export. FTP Host. FTP Port, FTP Username, FTP Password, FTP Path: specify settings of the FTP server to which sales data must be exported in the XML file format. For more information, see Export History.
Press the button to view the sales data export history.
Export History To open the Export History tab, press Settings > POS Settings > Sales Data Export > the History button. On the Export History tab, you can view the list of sales data reports with the following information about each report:
Date: date and time when the sales data was exported (for Nielsen format data) or the transaction date and time (for PJR format data)
Format: Nielsen or PJR File Name: name of the export file Event: the event that caused report generation Status: upload status
Press the arrow, enter the date of a report to search for the report.
Press the button to upload the selected report to the back-office
Restriction Settings In the Restrictions section, you can configure the age and time restriction settings.
Allow Age Confirmation only via ID scanning: if this option is enabled, you can confirm the client’s age only with ID scanning. If the option is not enabled, you can press 30+ or enter the date

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of client’s birth to confirm the age. For more information about the Age Restriction feature, see Age Restriction. In the Time Restriction section, you can set a time period during which the sales within the departments marked as subjected to time restriction will be allowed. o Allow sales: select this check box to specify a period of time during which the time-restricted
sales are allowed and specify the time period using the from and to lists. o Show display timer: with this option, you can set the reminder to warn the cashier that the
restriction is going to be on shortly. The reminder notifies the cashier several minutes in advance and one minute before the restriction time starts. For more information on how to mark the department sales as subjected to time restriction, see Create New Department.
Receipt Settings
In the Receipt Settings section, you can specify the following settings for the SmartPOS register:
Automatically print customer copy receipt: Select this check box to have the customer copy of the receipt printed together with the merchant copy. Leave this check box not selected to have the merchant copy of the receipt printed only.
Print receipt logo: Select this check box to have the logo printed on the receipt.
The logo is set up on the back-office side. If the option is enabled but there is no logo set up, a default logo will be used by the system.
Print transaction void: Select this check box to print receipts when the transaction is canceled (voided). For more information, see Cancel Unpaid Order.
Separate Taxes: Select this check box to print subtotal for every accrued tax separately on the receipt. If this check box is not selected, Tax Total on the receipt will contain only the tax total value.
The value-added tax is not calculated as part of the tax total. For this reason, it is printed below the Total line of the receipt, not as a subtotal tax within the Tax Total section.
Print receipts for card transactions greater or equal to: With this option, you can enter the amount of credit card transactions below which the receipts are not printed.
Closing Phrase on Receipt: Enter the phrase that must be printed at the bottom of the receipt.
Internet Settings
In the Internet section, you can configure network settings for the SmartPOS device. Depending on the connection type, in the Interface list, select one of the following options:

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Wi-Fi: With this option selected, you can configure the Wi-Fi connection with the following parameters: o SSID o Security

Ethernet: With this option selected, you can configure the wired connection with the following parameters:
o DHCP: with this option selected, an IP address is assigned automatically to your cash register by the DHCP server (router). This option is selected by default.
o Static: select this option to configure internet settings manually. Specify the following parameters: Address Netmask Network Broadcast Gateway DNS- Nameservers
You do not need to restart the SmartPOS terminal to apply new network settings to it.

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Store Level Mode
In the Store Level Mode section, you can specify in which mode your business unit must operate:
Single Terminal Mode: select this option if you use one SmartPOS terminal in the business unit. Multi Terminal Mode: select this option if you use several SmartPOS terminals in the business unit
and want them to operate as a single system. To let SmartPOS terminals operate as a single system, you must enable the multi-terminal mode for them and add them to the same network.
Prerequisites
Before you enable the multi-terminal mode for a terminal and add it to the business unit, make sure the static IP address is assigned to this terminal. To check the IP address settings, go to Settings > POS > Internet. For details, see Internet.

Adding Terminals to Business Unit To add the first SmartPOS terminal in the business unit to the network, do the following:

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1. In SmartPOS at the terminal, go to the Store Level Mode section and select Multi Terminal Mode.
2. In the Terminal ID field, specify the terminal ID. The ID must be unique within the network. This ID is used as the terminal identifier for association with the terminal cash drawers, Pay Points and so on.
3. Select Initiate creation of new Network and press Save. Result: A new network is created. The terminal ID is displayed in the Master Terminal ID field. The terminal data is displayed in the Networking terminals table.
To add other SmartPOS terminals in the business unit to the network, do the following:
1. In SmartPOS at the terminal, go to the Store Level Mode section and select Multi Terminal Mode.
2. In the Terminal ID field, specify the terminal ID. The ID must be unique within the network. This ID will be used as the terminal identifier for association with the terminal cash drawers, Pay Points and so on.
3. Select Connect terminal to exiting Network. 4. In the Terminal ID of Master Workstation within Network field, specify the ID of the terminal
already added to the network. This terminal will be used as the Master terminal in the network. For more details, see Add and Remove Terminals from Network. 5. In the IP Address of Master Workstation within Network field, specify the IP address of the Master terminal. 6. Press Save. In the confirmation message, press Yes. Result: The terminal is added to the existing network. The list of terminals available in the network is displayed in the Networking terminals table.
When you add a terminal to an existing network, previously generated data, such as information about shifts and reports, is deleted at this terminal. This data is replicated to the added terminal from the Master terminal.
For more information, see Multi-Terminal Mode.
PayTerminal Settings
This tab is available only if you select a payment terminal in the list of connected devices on the System tab.
On the PayTerminal tab, you can specify settings for the payment terminal connected to the SmartPOS device.
The payment terminal settings depend on the device type:

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Enter the IP address of the payment terminal.
PAX SP30 and PAX MT30
PIN Pad IP Address: Enter the IP address of the payment terminal.
Use digital signature capture: Enable this option to use the digital signature capture feature on PAX terminals. PAX terminals allow accepting physical and digital signatures for credit card transactions. With digital signature capture enabled, customers get an ability to sign their credit card receipts on the mobile device. Once the transaction is complete, the PAX terminal prints a receipt verified with the digital signature.
Wayne Fusion
EPS: Specify connection settings for the payment terminal: IP address, point of payment identifier (POP ID), device and service waiting ports (by default, 4004 and 4005) and timeout response–the maximum time for waiting for response from the payment terminal (by default, 240 seconds).
Site Assets Data: Specify site configuration data provided from fusion via EPS: site brand, site name, site ID and site contact information, including address, city, state, ZIP code and telephone number.
Injenico iSC-250
Specify the payment terminal hardware serial number (Pin Pad HSN), merchant ID (MID), CC login and password.
Viper EPS
Specify the IP address of the payment terminal, point of payment identifier (POP ID), device and service waiting ports (by default, 4004 and 4005) and timeout response — the maximum time for waiting for response from the payment terminal (by default, 240 seconds).
Cayan Genius
Device Settings: Specify the Genius-powered PIN pad settings: IP address, port over which the PIN pad must communicate with SmartPOS and the device POP ID.
Merchant Settings: Specify the Cayan account credentials: merchant name, merchant site ID and merchant key. If automatic batch closing is enabled for the Cayan merchant account, select the Batch settlement on host check box.
To check the connection to the host, press Payment Network Test. If this button is not available, ensure that you use EPS PIN pad on your device (check System > Payment Terminal).

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After you specify and save the payment terminal settings, SmartPOS checks if connection to the payment terminal can be established. If the terminal is connected, SmartPOS displays the Ready status on the General tab in the Payment Terminal field.
Video Settings
This tab is only available when the Video Journal module is turned on at the back-office side.
Enter or edit the store cameras settings in the corresponding fields, and then press Save. Select where you want the recorded video to be stored. You have the following options:
Internal Storage: in-built hard disk. Disk capacity varies depending on the POS model. The minimal capacity is 320 GB. Once all the disk space is used, the recorded data is overwritten.
DC BOX: Direct Connect storage for videos. The videos are stored at back- office. They can be also played both at SmartPOS and at back-office.
DC BOX Settings All setting are provided by the implementation specialist during the setup process:
DC BOX IP: local IP of the DC BOX. DC BOX Port: port of the DC BOX for a local IP. DC BOX Login: login provided by the implementation specialist. DC BOX Password: password provided by the implementation specialist.
Fuel Settings
On the Fuel Settings tab, you can manage the following settings of the fuel controller (Fusion):
Register ID: Enter the register ID of the fuel controller. The ID must be in a range of 1 to 999. Controller Login: Enter the controller login in case the Verifone controller is used. Controller Password: Enter the controller password for communication with the fuel controller. Transaction Service Password: Enter the password to the fusion transaction service for uploading
the outdoor transactions data from Fusion and displaying them on the History tab. IP Address: Enter the IP address of the fuel controller. Port: Enter the port number of the fuel controller. Max Authorization Amount Prepay Only Mode: Select this check box to switch to the Prepay Only mode. In this mode,
the Authorize button is unavailable for the selected pump on the cashier’s screen.

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Sound for “Calling” pump: Select this check box to enable a sound signal for authorization requests coming to SmartPOS. This option is useful for gas stations operating in the consent mode. In the postpay fueling mode, when a customer puts the nozzle up, the cashier will get a sound signal at the terminal notifying that the pump can be authorized. The signal duration is 30 seconds or until the cashier authorizes the pump.
Service level: Depending on the model of the forecourt controller, select service level(s) for a pump. o Self Service: The client fills up his/her car with fuel and pays for the fuel him-/herself.
The pump in the Self Service mode is available for outdoor transactions only.
o Mini Service: Minimum service level, the station’s personnel only fill up the client’s car and/or provide other minimum services.
o Full Service: The station’s personnel provide the whole complex of fueling services.
At least one service level option must be selected.
Car Wash Module: Select this check box to enable the Car Wash Module on SmartPOS.
If the car wash facility is available at the station, enable the Car Wash Module option at all POS terminals. In the opposite case, the Car Wash functionality will not function properly.
To apply the changed settings, press Save. To synchronize the fuel settings with Fusion, press Sync Data with Controller.

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EPS Configuration In the EPS Configuration menu you can view the following site configuration data provided from fusion via EPS:
Site Brand Site Name Site ID Site contact information, including Address, City, State, ZIP Code, Telephone Number
Users
On the Users tab, you can view and manage the list of all users authorized to use the current device.
If you use CStoreOffice® as the back-office system, you must create and update users in CStoreOffice®, but not from SmartPOS device. For more information, see Managing SmartPOS Users in CStoreOffice®.
You can view the user ID (ID) and the user name (Name) in the list of users. To manage users, use the following buttons at the top right of the list:

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Press the button to edit the selected user information.
Press the button to delete the selected user.
Press the button to add a new user.
For more information on adding a new user and editing his properties and permissions, see Create New User. Create New User To create a new user, on the Users tab, press the add button, enter the following information, and then press Save:
User Info.: enter the user first name, last name and 4 digits PIN used to get access to the user’s account on the POS device.
Role and Permissions: select the role and permissions to be assigned to the current user. For more information, see User Role and Permissions.
If you have Qwickserve Embedded integrated with your SmartPOS device, your users with the Waiter role can open paypoints regardless of the quantity of available cash drawers. They don’t have permission to perform No Sale and Safe Drop.
To clear all favorite items and placeholders set up by the user, press Reset Placeholders. For more information, see Placeholders and Favorites.
The Reset Placeholders button is available in the editing mode only.

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User Role and Permissions
Role. Select the user role from available roles in the list.
Cashier. Allows a user to access the cashier’s interface and make a transaction.
Price Book Manager. Allows a user to edit Price Book.
Reports Manager. Allows a user to access About Reports.
System Manager. Allows a user to edit Settings.
Video Journal. Allows working with About Electronic Journal and with About Video Journal (if the Video Journal module is turned on at the back-office side.
Item Void. Allows a cashier to delete items

Allow HA Over-limit charges. Allows exceeding the House Account limit.
No Sale. Allows using the No Sale feature.
Payout. Allows using the Pay Out feature.
Safe Drop. Allows using the Drops feature.
Refund. Allows using the Refund feature.
Refund PLU Without Scanning. Allows a user to refund PLU items manually.

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(one, several or all) from the order’s queue. For more information, see Delete Item and Cancel Unpaid Order.
Tax Exempt. Allows using the Tax Exemption feature.
Discount. Allows using the Discounts feature.
Move Prepay. Allows using the Move Prepay feature. The permission is available when the Fuel module is turned on at the back-office side.
Void QS Order. Allows a cashier to cancel and remove from cashier’s screen the order came from Qwickserve Embedded. For more information, see Cancel Unpaid Order.
Error Correction. Allows a cashier to remove the last added item from the order’s queue. For more information see, Delete Last Item.

It is not possible to select “Refund PLU Without Scanning” if the “Refund” permission is not selected.
Manual Refund. Allows selecting the items to refund manually without selecting the corresponding transaction on the History tab. For more information, see Refund.
Car Wash Refund. Allows refunding a car wash transaction. This permission can be assigned to a person who can check the car wash code and cancel it at the car wash controller. For more information, see Car Wash Refund.
Price Override. Allows using the Price Override feature.
Clear of Data Storage. Allows clearing the POS history.
Close Day Without Closing Batch. Allows a cashier to close a day without closing a batch. For more information, see About Reports.

For more information on performing the permission-based operations, see Permission-Based Operations.

Permission-Based Operations

In case you are trying to perform an operation that you don’t have permission for you will be sent to the log in screen. To complete the operation, do the following:

1. In the list of logged in users, find a manager who can authorize the operation. 2. Press the manager’s name and his/her PIN. 3. Confirm the operation on the cashier’s screen. 4. Come back to the login screen and log in to the system using your user name and PIN. For more information about permission-based operations, see User Role and Permissions. For more information about all operations, see About SmartPOS Operations.

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