Interface

POS

Users can configure the following POS set up under this section:

• POS Mappings

• POS Revenue Categories

• POS Menu Groups

• POS Tax Groups

• POS Division

• POS Report Category

POS Mappings

Users use the POS Mappings module to post sales in Eatec through a POS system. Users can perform the following functionality under POS Mappings:

• Create POS Mappings

• Modify POS Mappings

• Deactivate POS Mappings

• Activate POS Mappings

Creating POS Mappings

Users can create POS Associations by performing the following steps:

Navigate to Setup à Interface à POS Mappings.

Click Create New. The New POS Mappings page appears.

Refer to the following table and fill in the fields:

Field	Description
POS System	Select a POS system from the drop-down list.
POS Text	Enter the POS text.
Type	Select the type from the drop-down list.
Link Item	Select an item to be linked from drop-down list.
POS Name	Enter the name of the POS.
Store ID	Enter the store ID.
Connection	Enter the connection or service manager URL.
User ID	The ID number of the user. An encrypted user ID is displayed.
Password	The password of the user. An encrypted password is displayed.
Enterprise ID	The enterprise ID of the user.
POS Site ID	The POS site ID number.
Is Active	Flag that indicates whether the POS association is active or inactive. By default, this flag appears toggled on (active) when creating a POS association and cannot be toggled off. This flag can be toggled off to deactivate the POS association when opened for modification. Once toggled off, the deactivated POS association will be displayed on the POS Association page only if the Show Active Only flag is toggled off.
Export Eligible	Enabling this toggle option: Yes - allows export of items. No - does not allow export of items.

Click Create.

Modifying POS Mappings

Users can modify the fields under POS Mappings by performing the following steps:

Select a preferred POS Mappings option.

Under Actions, click the ellipses and select Edit. The Edit POS Mappings page appears.

Modify the existing details under the Edit POS Mappings page.

Click Update.

Deactivating POS Mappings

Users can deactivate the POS Mappings by performing the following steps:

Select the preferred POS mapping option to be deactivated.

Under Actions, click the ellipses and select Deactivate. A Confirmation pop-up appears.

Click Confirm.

Activating POS Mappings

Users can activate the deactivated POS Mappings by performing the following steps:

Toggle off the Show Active Only flag to view the deactivated POS mappings. The deactivated POS Associations appear.

Select the preferred POS association to be activated.

Under Actions, click the ellipses and select Activate. A Confirmation pop-up appears.

Click Confirm.

POS Revenue Categories

Users can perform the following functionality under POS Revenue Categories:

• Create POS Revenue Categories

• Modify POS Revenue Categories

• Deactivate Revenue Categories

• Activate Revenue Categories

Creating Revenue Categories

Users can create POS Revenue Categories by performing the following steps:

Navigate to Setup à Interface à POS Revenue Categories. The POS Revenue Categories page appears.

Click Create New. The New POS Revenue Categories page appears.

Refer to the following table and fill in the fields:

Field	Description
Name	A description for the revenue category
Is Active	Flag that indicates whether the POS revenue category is active or inactive. By default, this flag appears toggled on (active) when creating a POS revenue category and cannot be toggled off. This flag can be toggled off to deactivate the POS revenue category when opened for modification. Once toggled off, the deactivated POS revenue category will be displayed on the POS Revenue Categories page only if the Show Active Only flag is toggled off.

Click Create.

Modifying Revenue Categories

Users can modify the fields under POS Revenue Categories by performing the following steps:

Select a preferred POS revenue category.

Under Actions, click the ellipses and select Edit. The Edit POS Revenue Categories page appears.

Modify the existing details under the Edit POS Revenue Categories page.

Click Update.

Deactivating Revenue Categories

Users can deactivate the POS Revenue Categories by performing the following steps:

Select the POS revenue categories to be deactivated.

Under Actions, click the ellipses and select Deactivate. A Confirmation pop-up appears.

Click Confirm.

Activating Revenue Categories

Users can activate a deactivated POS revenue categories by performing the following steps:

Toggle off the Show Active Only flag to view the deactivated POS revenue categories. The deactivated POS revenue categories appear.

Select the POS revenue category to be deactivated.

Under Actions, click the ellipses and select Activate. A Confirmation pop-up appears.

Click Confirm.

POS Menu Groups

Users can perform the following functionality under POS Menu Groups:

• Create POS Menu Groups

• Modify POS Menu Groups

• Deactivate Menu Groups

• Activate Menu Groups

Creating POS Menu Groups

Users can create POS Menu Groups by performing the following steps:

Navigate to Setup à Interface à POS Menu Groups. The POS Menu Groups page appears.

Click Create New. The New POS Menu Groups page appears.

Refer to the following table and fill in the fields:

Field	Description
Name	A description for the POS menu group.
Is Active	Flag that indicates whether the POS menu group is active or inactive. By default, this flag appears toggled on (active) when creating a POS menu group and cannot be toggled off. This flag can be toggled off to deactivate the POS menu group when opened for modification. Once toggled off, the deactivated POS menu group will be displayed on the POS Menu Groups page only if the Show Active Only flag is toggled off.

Click Create.

Modifying POS Menu Groups

Users can modify the fields under POS Menu Groups by performing the following steps:

Select a preferred POS menu group.

Under Actions, click the ellipses and select Edit. The Edit POS Menu Groups page appears.

Modify the existing details under the Edit POS Menu Groups page.

Click Update.

Deactivating Menu Groups

Users can deactivate the POS Menu Groups by performing the following steps:

Select the POS menu group to be deactivated.

Under Actions, click the ellipses and select Deactivate. A Confirmation pop-up appears.

Click Confirm.

Activating Menu Groups

Users can activate a deactivated POS Menu Groups by performing the following steps:

Toggle off the Show Active Only flag to view the deactivated POS Menu Groups. The deactivated POS menu groups appear.

Select the POS menu group to be deactivated.

Under Actions, click the ellipses and select Activate. A Confirmation pop-up appears.

Click Confirm.

POS Tax Groups

Users can perform the following functionality under POS Tax Groups:

• Create POS Tax Groups

• Modify POS Tax Groups

• Deactivate Tax Groups

• Activate Tax Groups

Creating POS Tax Groups

Users can create POS Tax Groups by performing the following steps:

Navigate to Setup à Interface à POS Tax Groups. The POS Tax Groups page appears.

Click Create New. The New POS Tax Groups page appears.

Refer to the following table and fill in the fields:

Field	Description
Name	A description for the POS tax group.
Is Active	Flag that indicates whether the POS tax group is active or inactive. By default, this flag appears toggled on (active) when creating a POS tax group and cannot be toggled off. This flag can be toggled off to deactivate the POS tax group when opened for modification. Once toggled off, the deactivated POS tax group will be displayed on the POS Tax Groups page only if the Show Active Only flag is toggled off.

Click Create.

Modifying POS Tax Groups

Users can modify the fields under POS Tax Groups by performing the following steps:

Select a preferred POS tax group.

Under Actions, click the ellipses and select Edit. The Edit POS Tax Groups page appears.

Modify the existing details under the Edit POS Tax Groups page.

Click Update.

Deactivating Tax Groups

Users can deactivate the POS Tax Groups by performing the following steps:

Select the POS tax group to be deactivated.

Under Actions, click the ellipses and select Deactivate. A Confirmation pop-up appears.

Click Confirm.

Activating Tax Groups

Users can activate the deactivated POS Tax Groups by performing the following steps:

Toggle off the Show Active Only flag to view the deactivated POS Tax Groups. The deactivated POS Tax groups appear.

Select the POS Tax group to be activated.

Under Actions, click the ellipses and select Activate. A Confirmation pop-up appears.

Click Confirm.

POS Division

Users can perform the following functionality under POS Division:

• Creating POS division

• Modifying POS division

• Deactivating POS division

• Activating POS division

Creating POS Division

Users can set up POS Division by performing the following steps:

Navigate to Setup à Interface à POS Division.

Click Create New. The New POS Division page appears.

Refer to the following table and fill in the fields:

Field	Description
Name	The name of the division.
Is Active	Flag that indicates whether the POS Division is active or inactive. By default, this flag appears enabled (Yes) when creating a POS division and cannot be disabled. This flag can be disabled to deactivate the POS Division when opened for modification. Once disabled, the deactivated POS division appears on the POS Division page only if the Show Active Only flag is toggled off.
Is Default	Flag that allows users to select the location as default location.

Click Create.

Modifying POS Division

Users can modify the fields under POS division by performing the following steps:

Select a preferred POS division.

Under Actions, click the ellipses and select Edit. The Edit POS Division page appears.

Modify the preferred details under the Edit POS Division page.

Click Update.

Deactivating POS Division

Users can deactivate the POS division by performing the following steps:

Select the POS division to be deactivated.

Under Actions, click the ellipses and select Deactivate. A Confirmation pop-up appears.

Click Confirm.

Activating POS Division

Users can activate the deactivated POS division by performing the following steps:

Toggle off the Show Active Only flag to view the deactivated POS division. The deactivated POS division appears.

Select the POS division to be activated.

Under Actions, click the ellipses and select Activate. A Confirmation pop-up appears.

Click Confirm.

POS Report Category

Users can perform the following functions under POS Report Category:

• Creating POS Report Category

• Modifying POS Report Category

• Deactivating POS Report Category

• Activating POS Report Category

Creating POS Report Category

Users can set up POS Division by performing the following steps:

Navigate to Setup à Interface à POS Report Category.

Click Create New. The New POS Report Category page appears.

Refer to the following table and fill in the fields:

Field	Description
Name	The name of the POS report category.
Code	The code for the POS report category.
Is Active	Flag that indicates whether the POS Division is active or inactive. By default, this flag appears enabled (Yes) when creating a POS division and cannot be disabled. This flag can be disabled to deactivate the POS Division when opened for modification. Once disabled, the deactivated POS division appears on the POS Division page only if the Show Active Only flag is toggled off.

Click Create.

Modifying POS Report Category

Users can modify the fields under POS report category by performing the following steps:

Select a preferred POS report category from the PO Report Category section.

Under Actions, click the ellipses and select Edit. The Edit POS Report Category page appears.

Modify the preferred details.

Click Update.

Deactivating POS Report Category

Users can deactivate the POS report category by performing the following steps:

Select the POS report category to be deactivated.

Under Actions, click the ellipses and select Deactivate. A Confirmation pop-up appears.

Click Confirm.

Activating POS Report Category

Users can activate the deactivated POS report category by performing the following steps:

Toggle off the Show Active Only flag to view the deactivated POS report category. The deactivated POS report category appears.

Select the POS report category to be activated.

Under Actions, click the ellipses and select Activate. A Confirmation pop-up appears.

Click Confirm.

POS KDS Department

Perform the following steps to create KDS department in Eatec:

Click Setup à Interface.

Click POS KDS Departments.

Click Create New.

Enter a name for the KDS department in the Name field. This is a mandatory alpha-numeric field and supports up to 256 characters.

Enter the KDS department code in the Code field. Supports 32 characters and the value ranges from 0 to 999 only. To enable the numeric validation for the Code field, enable the Enable Numeric Validation for Code Field checkbox under Setup à System Preferences à System Options.

Click Create.

POS KDS Category

Perform the following steps to create KDS category in Eatec:

Click Setup à Interface.

Click POS KDS Category.

Click Create New.

Enter a name for the KDS category in the Name field. This is a mandatory alpha-numeric field and supports up to 256 characters.

Enter the KDS category code in the Code field. Supports 32 characters and the value ranges from 0 to 999 only. To enable the numeric validation for the Code field, enable the Enable Numeric Validation for Code Field checkbox under Setup à System Preferences à System Options.

Click Create.