The General Settings page has several settings that can change how your POS works. In this section, you can adjust settings that are applied to all aspects of your business. This article will explain what the General Settings affect and how to change them.
Overview
To set these defaults, head to Configuration > General Settings in Bypass Manager.
Here you can change the following:
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Surcharge Defaults
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Discount Defaults
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Gratuity Defaults
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Custom Discounts
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Validate Loyalty Cards to Apply Promotions
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Allow for Manual Card Entry
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Enable Nickle Rounding
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Enable Cash Drawer Controls
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Set Offline Credit Card Limits
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Digital Signatures settings
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Signature Legal Statement
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Receipt Footer Message
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Automatic Logout Settings
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Preorder Cut Off Time
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Toggle Receiving Customer Preorder Emails
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Enable Tablet settings on Register
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Venue Logo
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Venue Contact Information
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Order Status Board URL
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Inventory Reset
- Inventory Reset
To learn more about these settings continue reading below.
Orders
The Orders section controls the following:
- Surcharge Group - The default surcharge fees automatically applied to every order
- Discount Group - The default discount group available to all locations
- Gratuity - The default gratuity settings for locations
- Allow Custom Discounts - enables the custom discount button for all locations
- Validate Loyalty Cards to Apply Promotions - Enables loyalty accounts for Promotions
Payments
The Payments section controls the following:
- Manual Card Entry - Allows for manual card entry. Please note: This is currently only available on the Flex device, and will be sunsetted the summer of 2024.
- Nickel Rounding - Rounds up cash orders to the nearest nickel amount
- Cash Drawer Controls - If enabled cashiers will not be able to process another transaction until the cash drawer is closed (Only works with USB cash drawers)
- Offline Credit Card Amount Limit - Orders that exceed this amount will not be taken in Offline Mode (having a 0 amount here will allow all orders to be accepted in Offline Mod). Instead, you will be prompted to reduce the order to below the threshold.
- Always ensure that you have a value inputted here.
- Most Concessions operate at $50 or more in offline mode, while Premium Areas are typically higher, $250 or more. It is up to each venue what they would like their offline credit limit to be.
Receipts
The Receipts section controls the following:
- Accept Digital Signatures - Enables electronic signatures on the register for any orders that exceed the Signature Required Threshold
- Signature Required Threshold - The dollar amount of an order that requires a signature
- Signature Legal Statement - Edits the legal message below the signature line
- Receipt Foot Message - Message that will appear at the bottom of a Receipt
Server Station
The Server Station (restaurant and commissary locations only) section controls the following:
- Automatic Logout - If using Server Station this setting will automatically log out users after inactivity
- Automatic Logout Time Threshold - The amount of time a Sever Station user can be inactive for (in seconds)
Suites
If your venue has purchased the Premium add-on for Clover Sport, additional options related to Suites will be made available.
The Suites section controls the following:
- Customer Preorder Cut Off Time - Amount of time before an event customers are able to submit preorders through the suites customer portal
- Receive Emails for Submitted Customer Preorders - Set-up email alerts to new incoming preorders
Tablet Settings
The Tablet Settings section controls the following:
- Display Tablet Settings on Home Page - Allows for hiding of the Settings icon from the Access home screen
Venue Info
The Venue Info section controls the following:
- Venue Logo - Here you can upload an image to be visible on customer-facing displays
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Contact Information - Used for digital receipts (Only used by Canadian Venues)
- Order Status Board URL - Used to download a csv file of your venue's Order Status Board URLs
Inventory Reset
The Inventory Reset section controls the following:
- Inventory Reset - set all inventory counts for all stock items in all locations to zero on the Inventory Status page
- Note: This button should be used with CAUTION. When resetting inventory counts to 0, your cost queue current quantities will NOT be reset to 0.