How to edit store settings

How To

How do I edit or change store settings?

Follow these steps

1. Access store settings by selecting Settings > Store Settings.
2. From the top right, select Edit Store or Other Settings.
3. Select Edit Store to update the following settings:
   
   
   Basic Information

   Name

   The store name.

   Store Legal Name

   The store legal name, which may be different than the name the store is commonly known as.

   Address

   This is the address field that is used for printing receipts at the POS. You can include additional information aside from the address if required. For example, in Canada, the GST # is required on receipts and can be included here.

   AR Address

   This is the long address without abbreviations.

   AR Phone Number

   This format is similar to [phone]. It is used for click-to-call functionality.

   Email

   The store's email address.

   Taxes

   GlobalTill allows up to 4 different tax rates. For more information, see the article How to set up tax rates.

   Register Settings

   Receipt Trailer Message Long

   This is the trailer message displayed to all customers on the receipt.

   Additional Receipt Info Block

   Information block to display on receipts such as store operating hours.

   Enter the Default Register Float

   This is the starting cash (float) in the register. For more information, see the article How to set up a default register float.

   Default Gift Card

   If your store accepts or sells plastic gift cards as a payment method, you will need to add the gift card as a product within GlobalTill before selecting it as the default. For more information, see the article How to set up a gift card product.

   Liquor and Cannabis

   For Liquor Stores

   Use Connect Categories

   Check this to use categories of Connect Logistics instead of ones you create for your store. This setting is for the Alberta Liquor industry only.

   Liquor License Number

   You must enter the liquor license number to enable BDL automation. Alberta, Canada Liquor License number must have VSA at the end and it must be capitalized.

   Liquor Connect User Name and Password

   Enter this in order to use the purchase order integration. This setting is for the Alberta Liquor industry only.

   Cannabis Settings

   Set Cannabis Sale Limit in g

   This is a cannabis industry setting to limit the grams sold at the POS. The default is set at 30g to comply with Health Canada regulations. Purchases at the POS exceeding the number entered here will be blocked.

   Leafly Dispensary Client Key

   This is the dispensary's menu integration key, which is provided by Leafly.

   Template & Design

   Add Logo

   You can add your store logo here. It should be a JPEG or PNG file only.

   Receipt Logo

   Optional secondary logo for receipt printing at the POS and also in select other areas where low-res or greyscale versions are required. This will be used for receipts only in place of the regular logo at the POS.

   Logo Print Size

   The size in mm that the logo prints at in documents such as invoices, quotes, etc.

   Default Label Template

   You can change your default label template here.

   Default Invoice Template

   You can change your default invoice template here.

   Default Order Template

   You can change your default order print/picklist template here (note it only supports visual templates).

   Advanced

   Store Timezone

   This is the time zone this store operates in.

   Select the Default Customer

   This is usually Walk-in. It is used when a salesperson does not select a customer profile.

   Select the Default Storage Location

   This specifies the store's main inventory location. It is usually called Main. 

   Select a Default Safe

   Select your default safe for the safe management functionality.

   Show Cash Management.

   This will show an optional, cash management selection in side-navigation of the GT Backend.

   Scan Coupon Prefix

   This is the store's coupon prefix. Barcodes scanned with this prefix at the POS will initiate a coupon lookup.

   Scan Employee Prefix

   Barcodes scanned with this prefix at the POS will initiate an employee look up.

   Scan Customer Prefix

   Barcodes scanned with this prefix at the POS will initiate a customer lookup.

   Scan Gift Card Prefix

   Barcodes scanned with this prefix at the POS will initiate a gift card redemption look up.

   Default Shipping

   Select a default shipping product. This must be created as a product first before selecting it. For more information, see the article How to add a shipping charge.

   Alternate ID

   An alternate identifier for this store. Often used in integrations with other systems where GlobalTill reports based on a company specific ID, such as an internal cost center.

4. Select Other Settings to update the following settings:
   
   
   Other Settings

   Count Block Posting Units

   Block users from posting inventory counts if they surpass this unit threshold.

   Count Block Posting Dollar

   Block users from posting inventory counts if they surpass this dollar threshold.

   Count Strict Mode

   In strict mode, all count discrepancies require a reason code and note added before posting

   Auto Email Reports

   Automatically emails select reports to the email addresses. Separate multiple addresses with commas.

   Maximum Product Name Length

   The maximum character length of product name allowed if store desires less than GlobalTill maximum of 85.

   Dropbox API Key

   API key for your DropBox integration.

   Add Delete Categories

   Check this to enable the ability to delete and add categories in the GT Backend.

   Square Feet*

   The square footage of the retail space. It is used for reporting purposes in certain industries.

   Show Duplicate Supplier Codes

   Check this to display any duplicate supplier codes in the main product list.

   Show Differential Count

   Check this to allow users to perform differential-based inventory counts.

   Can Print Quantities

   Check this to allow users to show on-hands quantity in printed count sheet.

   Auto Add from BC EP

   Check this to attempt to automatically add products from the BC EPL when importing a BC LDB supplier invoice.

   Show Pin Numbers

   When checked, GlobalTill will display the PIN numbers in the user list so they can be used as sign-in numbers rather than true PINs.

   Finalize Sessions Strict Mode

   Check this to block finalizing shifts unless notes are entered for discrepancies over $15.

   Label Queue

   Check this to display an optional label queue and associated functions for maintaining a pending list of labels to print. For more information, see the article How to set up a label queue.

   Clear Parked Transactions Nightly

   This will clear all transactions parked at the POS overnight. For more information, see the article How to clear parked transactions nightly.

   Qz Printer

   The OS printer name for the QZ printer target or the hostname and port in the format protocol://hostname: port.  For more information, see the article How to print labels from a QZ printer. 

   Default Web Product

   Check this to make all products web products by default.

   Auto Invoice API Orders

   Check this to automatically invoice customer orders received via select API endpoints (enable or disable this only with direction from GT Support).

   Allow PO Export Bottles

   For BC LDB exports, allow the PO system to export BTL unit of measure if the quantity entered is less than a full case. This setting is for the British Columbia liquor industry only.