Our final step will be setting up the POS Settings. This tutorial will help you to navigate this section and understand how to customize your Floranext POS to your liking.

To start, we will navigate to Settings > POS Settings.

 

Ticket Options

Ticket Type: Select the kind of paper your tickets are printed on. (If you are unsure, you can look at this Help Desk entry.)

Ticket Format: There is two selections, "classic" and "new". We recommend "new".

Add Store Info To Ticket: If you would like to add your store logo and/or site url, select "Yes" from the drop-down. Otherwise, leave at "No".

Custom Message: Use this section to add text that will appear on the back of the folded card. 

Ticket Left Margin: You shouldn't have to worry with this section - however, if you find your ticket is printing slightly off, you can adjust the margins by inches here.

Ticket Top Margin: You shouldn't have to worry with this section - however, if you find your ticket is printing slightly off, you can adjust the margins by inches here.

 

Card Message Options

Font: Choose the font style of the messages on your printed cards. You can pick between Script, Times New Romans & Arial.

Font Size: Choose the size of the font of the messages on your printed cards. You can pick between Small, Medium & Large.

Align: Choose where you want the card message to be aligned. You can choose between Center, Left or Right.

 

House Account Options

Statement Format: Choose the default for how your House Account Statements appear. We recommend "List View" - which will show you all of your House Account statements. However, you can also choose the "30/60/90 List" which is the aged view. This will break down your statements into 30 days, 60 days and 90 days.

Statement Invoice Number: If you have a customer that works with a business that needs to have an invoice number on the print-out, you would select "Yes" on this drop down. Otherwise, you can leave it at "No".

Add Store Address To Statement: If you would like your store's address shown on the House Account Statement, select "Yes". If not, select "No".

Add Store Info to Invoice: If you would like your store's information show on the Invoices, select "Yes". If not, select "No".

Custom Text For Statement: You can use this section to enter the "Payment Due" information on your House Account Statements. (For example, "Thank you for your business.  Payment is due upon receipt and will be subject to a 5% late fee if payment is not received by Aug 1. 2014.  Please remit payment to The Flower Shop.")

Print Select Invoices on House Account: If you would like to be able to print individual orders onto an invoice, select "Yes". If you would like to keep your House Accounts to printing only a full statement, select "No".

Generate Statements by: You can have the House Account statements generated by the day the order was placed, or the delivery date. 

Email Statement Custom Text: You can use this section to enter the invoice number and other information on your House Account Statements. (For example, "Your invoice from _____ is attached. Thank you for trusting our shop with you order. Please submit payment as indicate on the attached document.")

 

Take Order Options

Default Region: If you would like the system to automatically fill in the default region (Country, State and/or City) when you go to take an order, select "Yes". If not, select "No".

(Optional) Country: If you say "Yes" to Default Region, fill in the default country here.

(Optional) State: If you say "Yes" to Default Region, fill in the default state here.

(Optional) City: If you say "Yes" to Default Region, fill in the default city here.

Use Receipt Printer: If you will be using a receipt printer, set to "Yes". If you are no, set to "No".

Receipt Type: Select the receipt type that you are using. (If your receipt has a yellow and white section to it, you would select "Impact". If it is only one white paper, you would select "Thermal".)

Use Cash Drawer: If you will be using a cash drawer, set this to "Yes". If you will not, set it to "No".

Use Events: We recommend you leave this to "Yes". It will allow you to select what kind of event the order you are taking is for, and thus will allow the system to send out an annual reminder to the customer. (For instance, if they buy flowers for a "Birthday" event, an email will be sent to them next year to remind them to order more.)

Search Product Upgrades: If you set this to "Yes", whenever you search for a product, it will show it by all size (Good, Better, Best). If you choose "No", it will only show you the smallest size.

Card Message Shortcuts: We recommend you leave this set to "Yes". It will allow you to use quick, easy shortcuts to fill in the message section with commonly used card messages. (ie: Happy Birthday, Congratulations, I love you, etc.)

Use Wire Out: Select whether you will be using Wire Out or no.

Tax Per Item: If you would like to tax each item, click "Yes". If you will not be applying tax to all items, select "No".

(Optional) Tax Item by Default: If you select "No" to Tax Per Item, you can decide here if you would like the default for your items to be taxed. If you would not, click "No".

Validate Address: This will enable a "Validate" button the Take Order page that you can click to make sure that the address is correct. 

Auto-Select Employee: If you want the system to automatically fill in who is placing the order select "Yes", if not select "No".

Show Customer Info for Taken Order?: Enabling this will give you a customer info section for Taken orders. 

 

Other Options

Gift Cards: If you would like to accept Gift Cards on your POS, click "Yes". If not, select "No".

Barcode Scanning: If you would like to use a barcode scanner, you can click "Yes" to enable, select "No" to disable. 

 

Payment Methods

CC Terminal/Square: Enable if you have a using a stand alone terminal or credit card swiper. 

Debit: Enable if you take debit. Disable if you don't. 

Donation: Enable if you plan on giving an order as a donation. 

Promotion: Enable if you plan on having promotions for certain products. 

Write Off: Enable if you plan on having any write-off orders.

 

Custom Payment Methods

To add a custom payment method, click on the orange "Add New Payment Method" button. 

 

A pop-up will appear.
In this pop-up, you will enter the custom payment method.
Make sure you set the status to "Enabled".
Click "Submit".
Screen_Shot_2015-11-05_at_3.10.13_PM.png

Employee

To add an employee into your Take Order tab, click the orange "Add" button to the right of the Employee section.To add an employee into your Take Order tab, click the orange "Add" button to the right of the Employee section. 

 

A pop-up will appear.
In this pop-up, you will enter your employee's name.
Make sure you set the status to "Enabled".
Click "Submit".
Do this for as many employees as you have in your shop taking orders.
Screen_Shot_2015-11-05_at_3.12.30_PM.png

 


Events

We have already listed the annual events that you are likely to need into this section. You can skip this section.

 

Address Shortcuts

If there is a funeral home, business, hospital, church, etc. that you tend to work with fairly often, you can save their address and information here so as to pull it up quickly and easily.

To add a saved address, click the orange "Add Address Shortcut" button to the right of the Address Shortcut section.

 

A pop-up will appear.
Company: Enter the company name.
Street Address: The company street address
City: The company city.
Country: The company's country.
State/Province: The company's state/province.
Zip/Postal Code: The company's zip/postal code.
Telephone: Telephone number for the company.
Address Type: select from the drop-down what kind of a business this is.
Status: Make sure you set to Enabled.
Click "Submit".
Do this for as many shortcuts as you would like to add.
Screen_Shot_2015-11-05_at_3.15.52_PM.png

 

Card Message Shortcuts

We have already listed the most commonly used Card Messages. You can skip this section.

 

Product Shortcuts

To add a product shortcut, click the orange "Add Product Shortcut" button to the right of the Product Shortcuts section.

A pop-up will appear.
In this pop-up, you will enter your Product Shortcut name.
Select the Product Category this shortcut will be linked to in the dropdown.
Make sure you set the status to "Enabled".
Click "Submit".
Do this for as many product shortcuts as you would like to create.
Screen_Shot_2015-11-05_at_3.17.16_PM.png

 

And that's it! You've done it! You have now set up your Floranext POS.