In this article, you will be given insights into "General Settings", "POS Settings" and "OrderUp App Settings". To get to the general settings page, follow the steps below:
- Log in to SalesVu.com
- Click the "V" icon at the top of the left sidebar menu and go to "Location Settings"
- Select "General Settings"
| SETTINGS | DESCRIPTION | RECOMMENDATION |
| As with all settings, recommendations vary on your type of business. The suggestions are to be used as a guide only. | ||
| General Settings | ||
| Edit the "Reply To Address" for emailed receipts | This setting allows you to enter the email address where you would want to receive customer comments or concerns to handle them. | |
| Allow "Single Sign On" from apps | This setting allows you to go to the portal from the POS after only signing in one time. If this feature is enabled, the system won't ask every employee to log in to the portal. | Yes |
| Disable duplicate SKU numbers | This setting allows you to create unique SKU numbers whenever they are created by a user | Sometimes |
| Send text notification for failed recurring billing | This setting allows you to send a notification to your customers whenever their recurring billing failed. This helps your customer to be aware that it's time for their next billing and they need to add funds or review their accounts. We recommend having this enabled since it facilitates keeping a close eye on the billing cycles and completing them. | Yes |
| POS Settings |
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| Back button setting for "Transaction Completed" screen | This setting allows you to go back to the payment method screen after completing the transaction. You can decide if you want to have it enabled for everyone, if it needs permission from the manager, or if you don't want to have this button at all. We recommend having it enabled with permission since there are occasions where mistakes can be made, and in order to prevent slowing down the queue, you can have it enabled only for certain employees. | Back Button (With permission required) |
| Require customer for non-cash payments (credit card, gift card, checks) | This setting will force a customer to be added to an order when an employee selects a non-cash payment method | Sometimes |
| Require customer for cash payments | This setting will force a customer to be added to an order when an employee selects the cash payment method | Sometimes |
| Display employee list after selecting product or services | This setting allows you have the option to select the employee that is selling the products or providing a specific service. We recommend using this for commission tracking if this is something you are implementing. | Yes |
| Enable the ability to open tabs or preauthorizations | This setting allows you to have your employees open tabs or pre-authorizations. We recommend having this enabled for all employees if your business is not quick service. It will improve the customer experience if all your cashiers or servers have the possibility to open the tab for whoever needs it. | Yes |
| Request for gift card number at the time of refund | This permission allows you to request the gift card number whenever you are processing a refund. We recommend enabling this to confirm the gift card utilized as the payment method. | Yes |
| Require user to select employee after selecting product or services | This setting allows you to select the employee that is selling the products or providing a service as a requirement to add the product to the order. We recommend using this for commission tracking if this is something you are implementing. | Yes |
| Automatically open the cash drawer when deleting an order paid by cash. | This setting allows you to open the cash drawer instantly after receiving a cash payment. We recommend enabling this in the peak hours of the day to speed up the queue. | Usually |
| Disable the ability to change the shipping status of a closed order. | This setting allows you to restrict your employees from changing the shipping status of an order. We recommend having this enabled to avoid confusion on the date of the order. | Sometimes |
| Check for open orders before closing the shift report | This setting restricts the possibility of closing the shift whenever there are open orders. We recommend enabling this to avoid confusion of orders that were left open or closing tabs after the shift has ended. Your staff member will need to close or delete every open order in order to finish their shift. | Yes |
| Display the "closed" filter on the order list screen | This setting allows you to view closed orders under the order screen on your POS by default instead of 'Open' orders. We recommend having this enabled in order to review details of orders that were closed, confirm discounts or prevent misunderstandings. | Yes |
| Product & Category name text color | This setting allows you to change the color of the text on your POS to 'white' or 'black'. Depending on the color coding on your products you can select the color that stands out the most and is easy to read. | |
| Enable line item refunding within the SalesVu POS | This setting allows you to process refunds for each one of the items in the order. We recommend enabling this setting since customers may only want to return one item instead of the full order. It facilitates the refund process. | Yes |
| Round up to 5 cents for cash payments | This setting allows you to round up 5 cents at the moment of receiving cash payments. We recommend using this since it simplifies the change for the customers. | Yes |
| Automatically close out the shift on the POS |
This setting allows you to close the shift on the POS. We recommend using this if your employees don't have access to close out their shifts and need permission. When the manager can't close the shift, you can enable this to close it out automatically. Note: The system will automatically close a shift only if the SalesVu POS app is open on your iPad at the close-out time you selected and the iPad is not in sleeping mode or turned off |
Rarely |
| Automatically close out the employee shift | This setting allows you to close the shift for your employees at a specific hour. You can only set 2 times for this. We recommend using this whenever your shifts are very strict and almost never have changes on their time. | Rarely |
| Custom disclaimer message on transaction completed screen | This setting allows you to customize the message after the transactions are completed. You have a 200 limited characters, and you can be as creative as you want. | |
| Require employee to enter initial cash (available for employee report only) | This setting allows you to have your employees enter the initial bank before starting every shift. | Rarely |
| Require employee to log in the cash drawer (available for employee report only) | This setting allows you to have as mandatory for your employees to log in every shift before they open the cash drawer. | Rarely |
| Show change due in other currency | This setting allows you to see the change due in a different currency based on how it's set up at the back end. However, the conversion rate should be manually set. | Rarely |
| Show SalesVu customers when connected with Tessitura | This setting allows you to see the customers that are not part of the Tessitura integration but still make purchases. We recommend this to save the information of customers who might be regulars but are not utilizing Tessitura., you can store their data and complete transactions faster. | Yes |
| Search Tessitura customers as default when scan on home screen | This setting allows you to have immediate access to the Tessitura customers at the moment of attaching a customer to the order. We recommend enabling this if most of your customers are part of the Tessitura integration. | Usually |
| Print delivery status on customer receipt | This setting allows you to see the delivery status on the receipt. We recommend utilizing this only if you are using delivery options for your business. | Sometimes |
| Restrict saving the same card in multiple customer profiles | This setting allows you to prevent saving credit card information on multiple customer profiles. We recommend this to avoid inconveniences with stoles credit cards. | Yes |
| Show/print sales by category in a particular shift | This setting allows you to see the sales by category level on a shift. We recommend using this if it is relevant to your end-of-the-day report. | Rarely |
| Allow decimal quantity for the modifier item | This setting allows your customers to select a decimal unit of modifiers in the POS. | Rarely |
| Allow order tracking status notification for online orders only | This setting allows you to have notifications according to the status of the online orders. We recommend this in order to keep a close eye on the orders and update customers if they inquire. | Usually |
| Current shift "Cash in Hand" needs to be 0 after closing the shift | This setting ensures the cash in hand for the shift has been deposited after each shift and reviewed on the close shift report. We recommend enabling this to avoid misunderstandings or lost cash after the end of the shift. | Usually |
| Allow adding products after split | This setting allows you to add products to the order after the bill is split by the amount or seats. You can add more products to the order and then the system will automatically calculate the new amount to be split. | Yes |
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Consolidate Kitchen Receipt
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This setting allows you to consolidate the same products on order on the printed receipt. | Rarely |
| OrderUp Settings | ||
| Display offers, reminders & promotions |
This setting will allow you to show the customers any offers, reminders & promotions. We recommend describing your offers here to keep promoting them even without a staff member's assistance. You can customize the message to your preference. |
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| Display custom message on the transaction completed screen | This setting allows you to customize the message after the transactions are completed. You have a 200-limited character and can be as creative as you want. | |
| Order name screen title | This setting allows you to customize the order name screen title. We recommend here having the instruction of entering the name of the customer if this is how you would like to identify your orders. However, this is customizable to your preference. | |
| Enable one-time password (OTP) to verify phone number for loyalty | This setting allows you to make sure the person who is entering their phone number loyalty is the correct person to receive the loyalty cash. We recommend having this enabled as a security measure, ensuring the customer only they will access their loyalty cash to spend it. | Sometimes |
| Display the phone number field on welcome screen | This setting allows you to identify the customer by using their phone number and attaching them to the order automatically. We recommend this setting to speed up the line and reduce the steps to identify recurrent customers. | Yes |
| Mandatory the phone number field on welcome screen | This setting allows you to require from the customers their phone number in order to proceed with their order. We recommend this to ensure you are delivering the order to the correct person and not relying only on the name identification field. | Rarely |
| Display the shipping fields on welcome screen | This setting allows the customer to pick their shipping preference before starting the order. We recommend using this only for the cases where delivery options is being utilized the most in your business. | Rarely |
| Hide $0.00 from being displayed | This setting allows you to hide the price of products that are included in the order. We recommend using this to avoid confusion with the customers. | Yes |
| Change the pick up time delay printed on Square Receipts | This allows you to increase/decrease the difference between now and pick-up time on the Square side. You can control over pick-up time on the Square side. | Sometimes |
| Allow gift card sale | This setting allows you to sell gift cards on the Order-Up app. We recommend using this to keep promoting the use of gift cards since they can also be utilized as a payment method on the kiosk. | Yes |
| Hide special request | This setting allows you to hide the option for special requests. We recommend enabling this for cases where there are no resources to take into account the request of the customers. | Sometimes |
| Hide categories | This setting allows you to hide the categories on your kiosk. We recommend utilizing this whenever you want to have a different view of your product screen. | Sometimes |
| Hide SMS text field | This setting allows you to hide the text field at the end of the transaction. This way your customer won't have the option to receive their receipt on their phones. | Sometimes |
| Hide category name | This setting allows you to hide the category name on your product screen, leaving only the picture or color code that you have set up for each category. | Sometimes |
| Hide sync button from top in new view | This setting allows you to hide the sync button from the screen. We recommend this when you want to avoid customers pressing this by mistake and reloading your menu, slowing down the order process | Usually |