Setting Up Offline POS Options

Use the following procedure to set up the options that control the Offline Point-of-Sale application.

1. Display the Options Configuration window.

2. Click ID. Using the list below, enter the ID number of the option, and click OK. Click in the Current Value column, select the desired setting, and click Change. Repeat this process for all options in the list. For more information about a particular option in the list, click on its blue underlined text.

ID #5020 Print invoice # on offline invoicesIf this option is set to Yes, an invoice number will print on offline invoices. If set to No, the invoice number doesn't print, and looks similar to the following in the upper right corner of the invoice:

Doc #      /1
*****Offline*****
*   INVOICE    *
*****************

ID #5024 Warn user if Offline POS data is more than this many days oldThis option defaults to 1, but you can change this option to a different number of days if desired. It is best to work with up-to-date information created by the offline refresh (COR).  However, based on your business practices, you may have specific stations that you allow older data to reside on, without being refreshed daily.  

Allowable values for this option is between 1 and 99 days. The Kept By method for this option defaults to System, but can be changed to Store or Terminal.

Enter 99 to tell the system to not give this warning at all, no matter how old the data is. You should only enter 99 on terminals where Offline POS will not be used. You will need to change the 'Kept by' to Terminal in order to use 99."

ID #5026 Clear Offline POS transaction totals after successful uploadWhen this option is set to Yes, after successfully uploading Offline POS transactions, the Offline transaction totals will be appended to the MRGOPOS report, and cleared off the Offline POS station.

You can still view and print offline totals from the No Sale menu in Offline POS before uploading Offline POS transactions with the "Upload Offline Transactions" function.

This option defaults to Yes.

ID #5417 Offline Credit Authorization Upload for Integrated Credit CardsIf you have ProtoBase and you want to be able to process offline credit card transactions, set up this option.

See the topic Processing Offline Credit Card Transactions to determine if you want to set this up.

ID #5418 Offline Credit Authorization floor limitIf you have ProtoBase and you want to be able to process offline credit card transactions, set up this option. (Note: if you want an unlimited floor limit, enter 99999.99 in this option.)

See the topic Processing Offline Credit Card Transactions to determine if you want to set this up.

ID #1872 Enable Stand-In credit card processingThis option controls how Credit card payments will be handled when the Payment Gateway or Processor is Offline.

If set to No, all transactions will require online approvals.

If set to O, the logic will apply to Offline POS Only.

If set to Y, the logic will apply to Offline and Online POS

ID #1873 Maximum amount allowed for Offline card processingThis option controls the maximum Credit card purchase amount that can be taken if the Processor is unreachable. This is a hard ceiling amount that cannot be exceeded without an on-line approval from the card issuer. Amount range is up to 99999.99.