Overview
Point of Sale (POS) Maintenance is a fundamental module within the LinkWeb Application Portal, specifically designed for administrators to configure, organise, and manage the core operational settings, data, and rules that govern sales, customer interactions, and inventory within the LinkSOFT POS system. It provides essential tools to ensure that the POS environment is tailored to specific business needs, supporting efficient, compliant, and user-friendly sales processes across an organisation.
Here are the key aspects and functionalities of the Point of Sale Maintenance module:
General POS Configuration: This section handles application-wide and module-specific settings, including defining the default landing page for users upon login. It allows for customisation of receipts, such as managing footer messages, and includes configurations related to tax application on prescriptions and behaviour for returning items. System health checks are also set up here, alongside configurations for customer displays, allowing adjustments to font size, welcome messages, and full-screen presentation. It also covers defining the number of days for a return policy and setting up prompts for additional notes during transactions.
Payment Method Management: This area is crucial for setting up and maintaining all accepted payment types within the POS system. It allows for the configuration of payment surcharges and facilitates the review of banking reconciliation processes. Adjustments to the payment method grid can be made automatically when new payment types are added or removed, ensuring a streamlined checkout experience. Additionally, it enforces validation rules to prevent overpayments in cash sales.
Loyalty Program Setup: This functionality provides tools for configuring and managing customer loyalty programs. It enables the automation of loyalty points redemption and allows for the creation and adjustment of loyalty-related transactions. The system supports detailed calculation of loyalty discounts, including the use of multiple decimal places, and offers the flexibility to define how discounts are applied, either by value or percentage.
Customer and Fleet Management: This module encompasses the maintenance of comprehensive customer profiles, including their unique identifiers and email addresses for communication like sending statements. It handles the management of credit limits and enables detailed setup of fleet card functionalities. This includes the implementation of driver-specific security PINs, restrictions on product categories for vehicles, mileage tracking, and time-based limits for transactions. It also ensures that specific customer types, like "POSCASH" accounts, are excluded from certain transactional processes.
Product and Pricing Configuration: This section allows for the detailed maintenance of product master data, including product codes, brand, engine, vehicle details, and the ability to load product images. It simplifies item creation by pre-populating default values and supports the automatic generation of product codes based on categories. Furthermore, it enables the display of profit margins and dollar values for each product location. Pricing adjustments and validation of minimum profit percentages for prescription sales are also managed here.
Operational Settings & Utilities: This area focuses on configuring various operational aspects and providing essential utilities. It includes managing POS station settings and defining reasons for different transactions such as cash in/out or stock adjustments. Utilities like the "Product Maintenance" screen are available for quick updates, and the system offers options to manage and remove prescription lines. It also covers the handling of barcode scanning, user barcode logins, and enables specific health checks for the POS system to ensure smooth operation.
Maintenance menu contains "POS Configuration" and "Setup" details for the below functionalities: