Bitta Apps

Chapter 4 of 8

Configure

Configure the register in the order a go-live needs it: the POS Setup card and register profiles, stores, terminals and POS users, then tenders, the catalog, pricing, tax, printing, card payments and stock visibility. The Effective Register Setup worksheet shows the result for each terminal.

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In this chapter

  1. 01Go-live checklistAn ordered go-live checklist for the POS: Business Central prerequisites, stores, tenders, users, catalog, printers and card payments, then a final check.
  2. 02POS Setup referenceEvery company-wide POS Setup setting and the 23 register profile switches that turn features on or off per store and terminal, with how the levels inherit.
  3. 03Multi-store setupRun one store or many from one Business Central company: set up POS stores with their location and tax area, the terminals that run each register, and cashiers.
  4. 04Cashier PIN securityMake every sale traceable to a person: cashier PINs, shared-terminal login, auto-lock, supervisor approvals and PIN lockouts in Bitta Retail POS.
  5. 05Tender methods setupSet up the payment buttons on your register: cash, card, voucher and on-account tenders, their settlement accounts, cash denominations and cash rounding rules.
  6. 06Item catalog setupBuild the register catalog from your Business Central items: POS categories, tiles mapped to items, auto-map, favorites and the items that still need mapping.
  7. 07Barcode setupMake items scannable with the barcodes you already keep in Business Central Item References, plus rules for weighed and price-embedded deli and produce labels.
  8. 08Touch screen layoutArrange the touch register: tile size, the favorites row, category tabs and tile order, with company defaults and per-terminal overrides in Bitta Retail POS.
  9. 09Prices and discount limitsKeep Business Central as the single source of prices: point POS pricing profiles at customer price groups and set discount caps, override rights and approvals.
  10. 10Sales tax and VATCharge US Sales Tax or VAT at the register with your existing Business Central tax setup: choose the method, decide on tax-inclusive prices and report the tax.
  11. 11Receipt printersConnect receipt printers and cash drawers to Bitta Retail POS: PrintNode, Business Central printers, USB or LAN printers, routed by company, store or terminal.
  12. 12Stripe Terminal setupConnect Bitta Retail POS to Stripe: store the secret key, pair a Stripe Terminal reader with each register, turn on QR Pay and test with no real charges first.
  13. 13Stock availabilityShow live Business Central stock on the register: low and out badges, short-stock hints, a nearby-location tip and stock by location on the Price Check card.
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