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Version 3 Documentation 1 - Installation 2 - Configuration Configuring Default Currency Configuring Monitor & Customer Display Screen Configuring Bar Code & Swipe Readers Configuring Printer & Cash Drawer Settings Configuring Taxes Configuring Login Screen Configuring Payment Methods Configuring Ingenico Desk/Move 5000 Connecting to PrestaShop Connecting to VirtueMart Connecting to WooCommerce Creating A Security Group Creating New Users 3 - Terminals 4 - Accounts 5 - Inventory 6 - Invoicing 7 - Purchasing 8 - Reporting 9 - Tools


Configuring Login Screen

Operators can login using an I.D. number, and a PIN (if applicable). Enabling this feature will allow you to use Payroll functions, Chat functions, and Sales Tracking.

 

Enabling Operator Login Screen Globally
  1. Login to the Back Office.
  2. On the left menu, click "Settings", under "System", click "Settings".
  3. Select "Terminals" in the left sub-menu.
  4. Find "Require Login" and change to either Enabled or Disabled (see Figure A below).
  5. Press "Save Changes" to finalize changes made.
  6. The terminal must synchronize before the changes are discovered (see Figure B below).
Figure A

Cash Out screen showing "Customer Entitlement" option which will display the customers total loyalty points.

Figure B

Adjust Loyalty points on the Customer Profile screen by going to More > Loyalty.

Enabling Operator Login Screen On A Specific Terminal
  1. Login to the Back Office.
  2. On the left menu, click "Settings", then click "Terminals".
  3. On the "Action" drop-down menu, select "Edit" (see Figure C below).
  4. On the left sub-menu, click "Settings".
  5. Find "Require Login" and change to either Enabled or Disabled, or use Global Settings (default) (see Figure D below).
  6. Press "Save Changes" to finalize changes made.
  7. The terminal must synchronize before the changes are discovered (see Figure E below).
Figure C

Adjust Loyalty points on the Customer Profile screen by going to More > Loyalty.

Figure D

Adjust Loyalty points on the Customer Profile screen by going to More > Loyalty.

Figure E

Login screen with system time and information buttons.

Configuring Taxes
Configuration

About eQuate Point Of Sale

eQuate Point Of Sale (POS) is a point of sale system that can run independently, or synchronized with various online shopping carts (like Virtuemart or Prestashop). Allowing inventory to be combined into one database for store front selling and online selling. It allows your website to be completely synced with your store/warehouse levels. Customers enjoy the ability to see real time stock on your website, and it also prevents back ordering issues, and messy situations. Start a Free Trial today!

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