Shared Options

The Shared Options section allows you to define how you want to process Price Book updates and shifts data, configure product code and taxation settings and so on.

The shared options are displayed in the simple and advanced views of the Cash Register form. You can use either of the views to configure these settings.

You can view and configure the following shared settings:

Allow CR Updates: Enable this option to activate the following settings:
To generate the files with price book updates from CStoreOffice®. If the option is not selected, the files with price book updates are not generated and, therefore, cannot be sent to the cash register. You can do the following with generated files with price book updates:
Send them automatically to the cash register. In addition, you will need to select the Send updates for accepted changes option. For more information, see Advanced Settings.
Download them from the Accepted PLU Batch Updates report. At the bottom of the Cash Register Updates Manager, click View changes history. For more information, see Viewing Accepted PLU Batch Updates.
To be able to select the inventory method either By Parents or By Children while accepting the pending invoice. When the Allow CR Updates option is disabled, the By Children inventory method is applied by default during acceptance of the pending invoice. For details, see Accepting Pending Invoice.

For consigned stations, the Allow CR Updates option is disabled by default. For details, see Setting Up Consigned Stations.

Enable CR data processing: This option allows CStoreOffice® to receive and parse shifts data, as well as receive and parse PJR files from the cash register.
By default, this option is enabled. You can disable this option to stop receiving and parsing shifts data and PJR files from the cash register. This scenario can be helpful, for example, if there are some stores on the account to which the CStoreOffice® subscription no longer applies, and you want to stop collecting and processing data for these stores.
It is strongly recommended to keep the Enable CR data processing option selected for all active stores at your account as it also allows CStoreOffice® to monitor location's connection.
Send upcoming price changes to POS: Enable this option to send upcoming price values to the cash register on the date of their setup. If this option is disabled, upcoming price values are sent to the cash register on the date when the new prices must take effect. For details, see Setting Up Upcoming Retail Changes.
Default CR product code: By default, CStoreOffice® allows setting up product codes at the CR department or item level. In some cases, however, the product code may be missing, for example, the CR department is not set for the item or the CR department has no product code. Use this field to specify the default product code that must be sent to the cash register in such situations. Default value is 400. In case this field is empty, 400 is sent to the cash register. Only numeric values are supported.
Max CR Price Book capacity: The total number of items that the cash register can hold.
Accepted shift alive time: The lifetime period for accepted shifts. After this period is exceeded, accepted shifts are archived. Data of archived shifts is not displayed in shift reports. For more information, see Changing the Shift Acceptance Alive Time.
CR is on and active: Enable this option to inform CStoreOffice® that the cash register is on and functional.
Accept shifts automatically: The mode for accepting shifts at the location. Possible variants:
Off: Select this option to disable automatic accepting of shifts at the location.
Wait for Day Close: Select this option to automatically accept all shifts at the end of the day and at the end of the last shift for this day.

Although all shifts are accepted at once in this case, each shift is saved separately in the system.

Direct Accept: Select this option to automatically accept each shift immediately after it comes to the system. The shift acceptance date in this case is equal to the shift open date.
Direct Accept based on shift period: Select this option to set the shift acceptance date equal to the date with the most of the shift time. For example, if the shift start date and time is 9 Jan, 2017 23:00:00 and the shift end date and time is 10 Jan, 2017 23:00:00, the shift acceptance date will be 10 Jan, 2017.

Please note that when the Direct Accept based on shift period value is selected in the Accept shifts automatically list, the Sabotage Prevention System option is selected automatically.

Auto-accept overlapping shifts: This option is available only for Radiant cash registers. Select this option, if you need to accept automatically the shifts that have overlapped ending and starting time.
Accept Price Book changes automatically: Enable this option to automatically accept item and promotion changes from the Cash Register Updates Manager. For details, see Accepting Item Changes from PIM Automatically and Accepting Promotion Changes Automatically.
Upload product stocks automatically: This list is available only for 1.4.5 and 1.4.6 versions of ITL ClearVision cash registers. In this list, you can configure product stocks uploading from CStoreOffice® into your system:
Select On accepted shift, if you need to upload centralized data on product stocks automatically after each shifts acceptance.
Select Off, if you need to turn off the automatic product stocks upload.
Apply CR taxation: This option is supported only by Radiant cash registers. It defines the level from which item taxes must be sent to the cash register:
by Departments: The item taxes specified at the department level are sent to the cash register.
by Items: The item taxes specified at the item level are sent to the cash register.

For more information on how to work with item taxes, see Setting Up Item Taxes.

Apply CR product codes: This option is supported only by Radiant cash registers. It defines the level from which the item product codes must be sent to the cash register:
by Departments: The item product codes specified at the department level are sent to the cash register.
by Items: The item product codes specified at the item level are sent to the cash register.

For more information on how to work with item product codes, see Setting Up Item Product Codes.

Apply CR Radiant Item Type attribute: This option is supported only by Radiant cash registers. It defines the level from which the Radiant Item Type attribute must be sent to the cash register:
by Departments: The Radiant Item Type attribute specified at the department level is sent to the cash register.
by Items: The Radiant Item Type attribute specified at the item level is sent to the cash register.

For more information on how to work with the Radiant Item Type attribute, see Setting Up Item Attributes.

Apply CR Transaction Quantity Limit: This option is supported only by Verifone cash registers. It defines the maximum quantity of the items which can be sold per one transaction. To define the level of the transaction quantity limit settings for the location, select one of the following options:
by Items and Departments independently: Select this option if you need to download from the cash register the transaction quantity limit settings at both Items and Departments levels independently.
by Departments: Select this option, if you need to download from the cash register the transaction quantity limit settings only at the Departments level.
by Items: Select this option, if you need to download from the cash register the transaction quantity limit settings only at the Items level.

For more information on how to configure the Transaction Quantity Limit settings, see Setting Up Transaction Quantity Limit.

Enable sales location for car wash items: Enable this option to sell car wash items outside at the pump. CStoreOffice® will provide an option to select the sales locations for car wash items in the Item form. For details, see Car Wash Items.
Schedule: Use this table to set up the time schedule when shifts data must be downloaded from the cash register. Do the following:

In the Hour and Minute fields, set the exact time when shifts data must be downloaded.
In the CR UpId field, select this check box to enable sending the price book updates at the specified time.
Repeat steps a-b for all time intervals when shifts must be downloaded.

To allow CStoreOffice® to download shifts by the configured schedule, make sure the Ignore Schedule for Downloading Shifts option is disabled in the advanced settings of the cash register. For details, see Advanced Settings.