Cash - Customising Cash

Customising Cash

Optisoft Cash is provided with a default set of Sell Item buttons and Payment Types configured. These can, of course, be customised to meet your own needs.

Payment Types

Optisoft Cash comes pre-configured with a number of standard payment types that are accessible from the Pay button in the till.

Adding Payment Types

You can add a new payment type button to the list or you can also add a sub-category to an existing payment type.

New Payment Type

Adding a new payment type will create a new first level button on the Payment Type screen.

• Click on the in the top left hand corner of the screen.
• Go to Maintain > Cash > Payment Categories to open the Payment Method maintenance screen.

• Type in the name for the new payment type in the Description box.
• Use the Button Colour dropdown box to assign a colour to the new button.
• Use the Change checkbox to specify whether change can be provided for the payment type.
• Use the Voucher checkbox to specify if the new payment type is a voucher. If this is ticked then the payment will appear on the Reconcile Voucher screen and the Voucher reports. See Vouchers for more information.
• Use the Open Drawer checkbox to specify whether the till drawer will open when this payment type is used.
• Click the button to save the new payment method.

New Payment Sub-Category

Adding a new payment sub-category will create a new second level button underneath an existing payment type button. This can be used to group similar payment types together.

In our example we will add a new sub-category to our Credit Card payment type.

• Click on the in the top left hand corner of the screen.
• Go to Maintain > Cash > Payment Categories to open the Payment Method maintenance screen.
• Click on the Built-In Lists button to provide a list of the payment types on the system.
• We will select Credit Card here and then click . This will bring up the existing Credit Card payment type for editing.

• Click the button to open the Sub Payment dialogue.
• Type in the name for the new payment sub-type in the Description box.

• Use the Button Colour dropdown box to assign a colour to the new button.
• Use the Change checkbox to specify whether change can be provided for the payment type.
• Use the Voucher checkbox to specify if the new payment type is a voucher. If this is ticked then the payment will appear on the Reconcile Voucher screen and the Voucher reports. See Vouchers for more information.
• Use the Open Drawer checkbox to specify whether the till drawer will open when this payment type is used.
• Click on the button to add the sub-type, it will now appear in the list on the payment method.
• Click to save the changes.

Deleting Payment Types

You can delete a payment type from the till so that it no longer appears. If you delete a first level payment type then all of the sub-types of that payment will also no longer appear.

Deleting Payment Types

• Click on the in the top left hand corner of the screen.
• Go to Maintain > Cash > Payment Categories to open the Payment Method maintenance screen.
• Click on the Built-In Lists button to provide a list of the payment types on the system.
• Select the payment type to delete and click the button.

• Click on the button to delete the payment type.

Deleting Payment Sub-Types

• Click on the in the top left hand corner of the screen.
• Go to Maintain > Cash > Payment Categories to open the Payment Method maintenance screen.
• Click on the Built-In Lists button to provide a list of the payment types on the system.
• Select the payment type that contains the sub-type you wish to remove and click the button.
• Select the sub-type in the list box at the bottom of the payment method screen.
• Click the button, and you will see a (d) next to the payment.

• Click on the button to remove the payment sub-type.

Editing Payment Types

You can edit the existing payment types’ properties. You cannot rename an existing payment type.

You can add sub-types to payment categories, this will create a new second level button underneath the existing payment type button. This can be used to group similar payment types together.

• Click on the in the top left hand corner of the screen.
• Go to Maintain > Cash > Payment Categories to open the Payment Method maintenance screen.
• Click on the Built-In Lists button to provide a list of the payment types on the system.
• Select the payment type to edit and click the button.

• Use the Button Colour dropdown box to assign a new colour to the button.
• Use the Change checkbox to specify whether change can be provided for the payment type.
• Use the Voucher checkbox to specify if the new payment type is a voucher.
• Use the Open Drawer checkbox to specify whether the till drawer will open when this payment type is used.

Product Categories

Optisoft Cash comes pre-configured with a number of standard product types that are accessible from the Sell button in the till.

Adding Product Categories

You can add a new product category button to the list or you can also add a sub-category to an existing product type.

New Product Category

Adding a new product category will create a new first level button on the Sale Item screen.

Click on the in the top left hand corner of the screen. Go to Maintain > Cash > Product Categories to open the Product Type maintenance screen.

Type in the name for the new product type in the Button Text box. Use the Cash Category dropdown box to assign a cash category to the new button Use the Button Colour dropdown box to assign a colour to the new button. Click the button to save the new product category.

New Product Sub-Category

Adding a new product sub-category will create a new second level button underneath an existing product category button. This can be used to group similar product types together.

In our example we will add a new sub-category to our Examination product category.

Click on the in the top left hand corner of the screen. Go to Maintain > Cash > Product Categories to open the Product Type maintenance screen. Click on the Built-In Lists button to provide a list of the product categories on the system. We will select Examination here and then click . This will bring up the existing Examination product category for editing.

Click the button to open the Sub Category dialogue.

Type in the name for the new product type in the Button Text box. Use the Cash Category dropdown box to assign a cash category to the new button. This can be the same cash category as the parent button or an entirely different one. Use the Button Colour dropdown box to assign a colour to the new button. Click on the button to add the sub-type, it will now appear in the list on the payment method. Click to save the changes.

Editing Product Categories

You can edit the existing product category’s properties, rename its button etc.

You can add sub-types to a product category, this will create a new second level button underneath the existing product button. This can be used to group similar products together. See New Product Sub-Category for details.

Click on the in the top left hand corner of the screen. Go to Maintain > Cash > Product Categories to open the Product Category maintenance screen. Click on the Built-In Lists button to provide a list of the product categories on the system. Select the product category to edit and click the button.

Update the category as required and click to save the changes.

Editing Product Sub-Categories

Click on the in the top left hand corner of the screen. Go to Maintain > Cash > Product Categories to open the Product Category maintenance screen. Click on the Built-In Lists button to provide a list of the product categories on the system. Select the product category that contains the sub-type you wish to remove and click the button.

Select the sub-type in the list box at the bottom of the product category screen. Click the button to open the Sub Category dialogue.

Make the required changes and then click the button Click the button to save the changes.

Deleting Product Categories

You can delete a product category from the till so that it no longer appears. If you delete a first level product category then all of the sub-types of that product will also no longer appear.

Deleting Product Types

Click on the in the top left hand corner of the screen. Go to Maintain > Cash > Product Categories to open the Product Category maintenance screen. Click on the Built-In Lists button to provide a list of the product categories on the system. Select the product category to delete and click the button.

Click on the button to delete the product category.

Deleting Product Sub-Types

Click on the in the top left hand corner of the screen. Go to Maintain > Cash > Product Categories to open the Product Category maintenance screen. Click on the Built-In Lists button to provide a list of the product categories on the system. Select the product category that contains the sub-type you wish to remove and click the button. Select the sub-type in the list box at the bottom of the product category screen. Click the button, and you will see a (d) next to the product.

Click on the button to remove the product sub-type.