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.