Set Up Item Settlement
You can start the Item Settlement program in the System area of the POS Settings program group.
You create an umbrella term. You select this generic term and assign releasing items to it. You then assign billable items that are allowed in the transaction. A Releasing Item allows a Billable Item. You can combine these settings as you like and thus release as many items as you like.
| Element / Switch | Function / Description |
|---|---|
| New Clearing List |
With the button New allocation list you create a new list. In the free area at the top left you enter an umbrella term for your list. In the following the list Releasing items and Billable itemsare associated. There is a hook in front of each of the hyperlinks. With this you can deactivate the action by deactivating the check mark (temporarily) without having to delete the settings. |
| List above Links | Here, all billing lists are listed with their generic term. |
| Delete | Existing lists can be selected and deleted. |
| Releasing items | Releasing items release the items in the Billable Items list. |
| item search |
In the field below left the item search and selection takes place. There you can quickly access all items via a group filter and a full text search. Several items can be selected here and these can be assigned by the respective "+" buttons above the lists. In the lists item search, releasing items and chargeable items a context menu can be opened with the right mouse button and copied, pasted and deleted. Thus a selection of items can be quickly transferred to other lists. The button - removes marked entries. |
The settings are the same for all allocation lists.
| Element / Switch | Function / Description |
|---|---|
| Check and Action |
You specify which situation is to be checked and whether only one message appears here (standard) or whether settlement of the transaction is to be blocked. Overbooking: More items from the Billable Items list are posted than releasing items were posted. Subposting: Fewer items posted from the Billable Items list than releasing items were posted. |
| Inspection only for free items | The system only checks the billable items if they were posted with a price of 0 (zero). |
| Participating checkout stations | Select the POS stations at which the item settlement is used. |
| Display options |
Sorting of the lists can be activated under the display options. If the check mark is off, the items are displayed in the order in which they were entered. |
| reference texts | The texts appear on the POS terminal or mobile device depending on the situation and setting. |
Content example for a message in case of underbooking and blockbilling. The dialogs appear differently on the respective device.
The settlement checks whether the items could be posted, but the sales price is not changed. The free or discounted item must therefore be created and posted as such. In most cases you have to create the item (again) with zero price. For example, "Item xy on the combo".
Each booked item is checked whether it exists in a list of billable items. The system then checks whether a suitable posting exists in the corresponding Releasing Items list. If this is the case, the items will be invoiced.
Depending on the items booked, this results in an under- or overbooking of the billable items. This is displayed depending on the settings. The lists are always to be understood as "OR" or selection. For example, if "Combo 1, or Combo , or Combo 3 ..." was booked once, exactly one releasing item from the list may be booked.
If, for example, an item ( combo) is to be allowed to activate several identical beverages, a new billing list must be created for each item. If, for example, the booking "Combo xy" allows a selection of 2 cold drinks, 2 identical billing lists must be created. However, this can be done quickly by copying and pasting.
Web clearing transfers the settings from the head office to the branches. In the branches, it is only necessary to set once which cash registers participate in item settlements.
In the Options menu there is an item Item Billing - this can be used to check the table without closing it.
POS multi payment
The item settlement function is deactivated for parked transactions, so that you can still post items if necessary and are not automatically forwarded to multi-payment.
Back to the parent page: Item billing