Configure
Multi-store setup
Run 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.
updated: applies-to: 1.0.0.141
Bitta Retail POS organizes every register in a three-level structure: a store owns one or more terminals, and POS users are the cashiers and supervisors who work them. Every sale carries its store and terminal, so shifts, reports and settings can always be scoped to the right register. This page covers all three setup lists, whether you run one store or several.
Prerequisites
- The
BAA POS - Adminpermission set. - In Business Central: the Locations your stores sell from, Tax Areas if you use US Sales Tax, the salespeople you attribute sales to, and the Business Central users who run the registers (several POS users can share one login). See POS prerequisites.
- The setup wizard has created the first store and terminal. See Run the setup wizard.
Stores
- Open Stores from the Setup menu of the Bitta Retail POS Admin role center. POS Stores is an editable list without a card: add a line for each store.
- Fill in the fields below. Active is selected for a new store; clear it to take a store out of use.
| Field | What it does |
|---|---|
| Store Code, Name, City, Phone No. | Identity and contact details. |
| Location Code | The Business Central location where the store's inventory lives. Price Check shows this location's availability first; when blank, all locations are listed in code order. |
| Tax Area Code | The Business Central Tax Area for in-store sales tax. Delivery sales use the ship-to destination instead. See Sales tax and VAT. |
| Tax Liable | The default liability when a sale has no mapped customer. A mapped customer keeps its own taxable or exempt status. |
| Cash Customer No. | The walk-in customer for this store's anonymous sales. Blank uses the company cash customer from POS Setup. |
| Register Profile Code | The store's register profile. Blank inherits Default Register Profile Code from POS Setup. Effective Register Profile and Resolved From show the result. |
| Loyalty Time Zone ID | The time zone that freezes loyalty earning and expiry dates for sales at this store. |
Setup -> Cash Rounding Policies opens the cash rounding rows for the selected store; see Tender methods setup.
Terminals
A terminal is one register. It belongs to exactly one store, and most of its fields override a company default from POS Setup.
- Open Terminals from the Setup menu. POS Terminals is also an editable list. Select a line to see that terminal's tender overrides in the Tender Overrides FactBox.
- Add a line per register and fill in the fields below.
| Field | What it does |
|---|---|
| Terminal ID, Description, Store Code, Active | Identity and the store the register belongs to. |
| Shared Terminal | Marks a register used by several POS users. With Require Terminal Password on POS Setup, each user signs in with a PIN. |
| Drawer Open Mode | When the cash drawer opens after a sale: Default (use POS Setup), On Cash Only, On Every Sale or Never. |
| Auto-Lock (min) | Idle minutes before this register locks. -1 uses the POS Setup value, 0 never locks, 1 or more locks after that many minutes. |
| Tile Size, Show Favorites | Item grid size (Small, Medium, Large) and the favorites row (Yes, No). (Default) uses POS Setup. See Touch screen layout. |
| Disable Price Check | Turns off Price Check mode on this register, for example on a customer-facing till. |
| EFT Terminal ID | The card reader paired with this register. For Stripe it is the Terminal reader id (tmr_...) from the Stripe dashboard. Leave blank when the register takes no integrated card payments or the provider is Simulated. See Stripe Terminal setup. |
| Register Profile Code | The terminal's own profile. Blank inherits from the store and then POS Setup. |
Receipt routing columns (Receipt Transport Override, PrintNode Printer ID Override, Receipt Printer Name Override, LAN Printer Endpoint URL, LAN Printer Protocol) are hidden by default; show them with Personalize and see Receipt printers. Setup -> Scale Setup opens the live scale settings for the selected terminal; see Sell by weight with scales.
Tender overrides
Assignments -> Tender Overrides chooses which tender methods a terminal offers and in what order. While a terminal has no override lines it offers every active tender method. The first line you add makes the list authoritative: from then on only the lines marked Visible appear, and a Sort Order of 0 keeps the tender method's own order. In the demo data, DEMO-T2 shows CASH and CARD and hides VOUCHER. Tender Methods and Denominations in the same group open the company lists.
Users
A POS user is the identity the register attributes each sale to. One Business Central login can map to several POS users, which is how several cashiers share one register.
- Open POS Users from the Setup menu. The list shows PIN Set in red for an active user without a PIN.
- Choose New to open the POS User card and fill in the fields below.
| Field | What it does |
|---|---|
| POS User No. | The cashier number used at sign-in and on approvals. |
| User ID | The linked Business Central user. Is Shared User is read-only and maintained by the app. |
| Store Code, Terminal ID | Restrict the user to one store or one terminal. A user assigned elsewhere cannot work another register. Leave blank to allow any. |
| Salesperson Code | Stamped on the user's sales and carried into the posted documents. When blank, the Default Salesperson Code from POS Setup is used. |
| Active | Clear it to retire a user. A user with sales, shifts, cash movements or approvals cannot be deleted; retiring keeps that history linked. |
| Supervisor | Lets the user approve over-limit discounts, price overrides and other supervisor-gated actions for other cashiers. |
| Max Discount % | The user's own discount limit. 0 inherits Default Max Discount % from POS Setup. |
| Can Override Price | Lets the user override prices without approval, still subject to the POS Setup switch and the item's own Allow Price Override. |
- Choose Setup -> Set PIN to give the user a PIN. A register needs it to identify the cashier. See Cashier PIN security.
The demo data creates three POS users in store DEMO: DEMO-CASH (cashier, PIN 3333, Max Discount % 10), DEMO-SUPER (supervisor, Max Discount % 25) and DEMO-ADMIN (supervisor). The two supervisors have no PIN until you set one.
NOTE
POS users are not Business Central permissions. What a person may open in Business Central still comes from the permission sets on their Business Central user. See POS user permissions.
What's next
Protect the registers and decide who approves what: Cashier PIN security.