Common Features for Point of Sale

Setting up the common features CCS uses for any kind of business type. The following sections review the other items of the Control Panel.

Office Toolbar - System - Terminal Settings - Credit Card Processing Credit Card / Debit / Gift Card Processing: CCS uses two types of credit processing, X Charge and PC Charge. Once installed they must bet assigned in Terminal Settings. There is an option for “Update Once.” Some readers will read the entire credit card at once, others will read one track at a time. If the reader reads tracks together, enable this option, if not, disable this option.

      If using PC Charge:
      1. Set the Credit Card Processor to PC Charge
      2. Set the name of the PC Charge Host to the name of the computer running PC Charge.
      3. Set the User ID of the computer. The first computer is User1, the second is User2 etc...
      4. Set the Processor to your Credit Card Processor.
      5. Choose the Directory.
      
      If using X-Charge:
      1. Set the Credit Card Processor to X-Charge
      2. Verify the correct path is input.

      If using No Processor:
      1. Set the processor to: No Processor.

Follow the on screen instructions provided by X-Charge.

Select the detail level print on daily reports.

The grid displays options for sub reports that may display on the end of day report.

The end of day reports may email to specified locations if desired. However, this setting requires outlook be installed on the computer closing the day.

Gift cards contain a length to process for track one and 2. If you would like to purchase gift cards, or VIP cards, CCS provides sources to purchase from.

If it is a single computer system, leave all information in the default format.

For folder sharing of contact folders, file sharing must be enabled: To enable file and printer sharing use the Windows Network Setup Wizard. From the Windows Start button, go to My Network Places then from the side bar, choose Set up a home or Small Office.

CCS Settings:

If this computer is going to be set for a network, the following settings should be understood. They apply to Sales, Marketing and Medical Services.

1. Number of terminals. This is for reference purposes. 2. Mapped Drive Letter. This feature is no longer necessary, but resides for older versions. 3. Name of Server is the path to the server files. The server files are documents assigned to contacts, events and orders. It should be mapped to the directory of Cafe Cartel that the server is. For example, if the Server's name is Bob, the Name of Server would be \\bob\Cafe Cartel.

The data connection button allows the site to be changed. This option is also available from System - Connections - (then choose the site connection).

These options are for receipts for retail and restaurants that print from the POS terminal.

1. Show Customer Information on the bottom of the Receipt. - Shows contact information when there is a contact assigned to the order. 2. Print Option - Always print is the default method. The receipt will print when the order closes. 3. Receipt Type. There are two kinds of printers CCS will print to, Thermal or 8 1/2 X 11. If you choose thermal, the default printer must be set to the receipt printer. 4. Prep Print out Detail Font: The default font size for the prep printer for restaurants. 5. Don't Print Modifier notes on Receipt. For restaurants this may be important. Employee input notes will not print out on customer receipts if this is checked. 6. For restaurants this can be helpful for customers. 7. Some restaurants print out the total for an item, including any modifiers that may add to the item, such as alcohol's. 8. Print Credit Card Receipt separately. This option designed to reduce paper and most locations prefer this option. 9. For Restaurants: If the location has an expediter for orders, this option prints out the total items for each location of prep on one expediting print out. 10. Receipt, Invoice, Quote Footers. These are common footers. They are overridden if the Service type has an independent footer.

For phone support, input the area codes of your local area. These are just for quicker entry of new customers.

Only credit card readers that support keyboard emulation are supported. Installation is simple, by plugging in the credit card reader it will automatically work. To test the reader, open notepad and swipe a card, the data will display in the notepad. Magtek are the recommended readers with USB and keyboard emulation.

Cash drawers that are Epson compatible are acceptable. Supported cash drawers use a serial port, or come with a special cable that plugs into the into the printer.

Locate the com port the pole display is connected to. Then enter the codes required by the manufacturer of the display.

Refer to http://cafecartel.com/supporteddevices.htm for more information.

Any Elo or Elo compatible touch screen works well. 15“ screens with a 1024 X 768 resolution screens are a required minimum. We strongly recommend serial rather then USB connections for the monitors, USB occasionally get pulled out of the monitor and make the system “appear” to be frozen.

Touch screens require software be installed to calibrate and use the touch feature. Refer to your touch screen documentation.

Control how the Menu screen displays the order. After adjusting the savings, press the save button to refresh the changes.

Office Toolbar - System - Taxes

There are two types of tax CCS Supports. Taxes per item, and Canadian PST & GST Tax.

Taxes are edited and added in the tax grid.

Multiple tax rates can be entered. These taxes are associated with products. If an item is never taxed it's tax rate should be zero.

Items may be taxed according to transaction or always taxed.

Canadian tax rules can apply to items in combination with the type of item they are.

Office Toolbar - System - Tender Types

It may be necessary to add, edit or delete the default tender types. This screen allows the tender types to be managed. If using integrated credit card processing, it is vital the Is Credit option be checked.

For the POS terminal, to make images match custom tender types, add the image to the file path: c:\Program Files\Café Cartel\Images\CC. The image must be a bmp.