Polygon Add-On Modules

From Polygon POS Management,

Access the POS Network File by clicking the POS Network button on the toolbar,

Right-click on the POS Location which you wish to configure,

Select POS Location Settings from the popup menu which appears,Select POS Location Settings from the popup menu which appears,

Expand Polygon Add-On Modules from the tree menu at the left of the form.

This section refers to the web based Customer Displays available for Polygon POS only.

Enable Customer Display integration

This setting needs to be enabled for the POS terminal to send data to the Customer Display.

Endpoint: The default endpoint is 127.0.0.1

Port: The default port is 8085

Do not change these values unless instructed by Redcat.

The display is programmed as a peripheral on the POS Terminal.

You can find details on programming the peripheral here.

Polygon Customer Ordering allows customers to place orders online.  These orders are integrated with the POS terminal and form part of the sales for the day.  Orders are released to production at the time predetermined to allow the order to be completed at the time requested by the customer.

General

Enable the Polygon Customer Ordering Interface module

This setting needs to be enabled to use the Polygon Customer Ordering module.

Choose the Web Framework Type - Legacy is used for SmartLoyalty systems, while Polygon Central is for Polygon Loyalty.

Polygon Customer Ordering Server Address: Enter your Polygon Central URL.

Port: The port should be 443.

Enable SSL: This security setting should be enabled.

Use Redcat Web Ordering infrastructure

This must be enabled for Redcat native ordering.

Polygon Customer ordering file server address: The default server address is ftpso.redcat.com.au

Port: The port shoudl be 443.

Enable SSL: This security setting should be enabled.

Server poll interval: The default interval is 5 seconds.

SmartOrder server: Choose the terminal that will poll for and receive web orders - this is usually the master terminal.

Print Web Order Manifest dockets: Enable this setting if you need a manifest docket printed to accompany web orders.

Enable Web Table Ordering: Enable this setting if you choose to offer Order to Table via online orders.

Kiosks

Enable Kiosk functionality

This setting must be enabled if you want customer self-ordering kiosks to interact with the POS terminals.

Polygon Loyalty is a membership system which allows members to accrue points with purchases and redeem points for goods later.

General

Enable the Polygon Loyalty module

This setting needs to be enabled to use the Polygon Loyalty module. Select either the Desktop Based or Cloud Based version of the Polygon Loyalty module.

•Desktop Based - This version of Polygon Loyalty does not require any internet connectivity and the member database is managed from the back-of-house.

•Cloud Based - This version of Polygon Loyalty utilises an internet connection and the member database is managed online.

Cloud Based Loyalty System

Choose the Web Framework Type - Legacy is used for SmartLoyalty systems, while Polygon Central is for Polygon Loyalty.

Polygon Loyalty Web Server Address: Enter your Polygon Central URL.

Port: The port should be 443.

Enable SSL: This security setting should be enabled.

Loyalty Redemption Scheme: Choose either Points or Currency.

Loyalty Program Name: Enter the name for your loyalty program

Loyalty Points name: The name you enter here will be the how the POS refers to points/rewards.  For example, these could be 'Member Points' or 'Pesos'

Loyalty Cash Card Name: The name you enter here will be how the POS refers to hybrid cash on member cards.

Print member points balances on receipts: If you want the member points balances to be printed on tax invoices enable this setting.

Default points redemption management account: Choose the management account which is to be used when members redeem loyalty points from the pick list.

Do not accrue points on discounted sales for: Choose how accruals will work when discounts are included in the sale.  Your choices are:

•None (always accrue points on sale items whether there is a discount in the sale or not)

•All (if a discount is included in the sale, no points accrual will occur for any time in the sale)

•Discounted Items only (loyalty points will accrue for any item in the sale that is not discounted - note, a subtotal discount type means that all items in the sale have been discounted).

Do not allow discounts on gift cards: If you enable this setting, your staff will not be able to apply a discount to the sale of a Gift Card.

Retrieve Free Gift: If you enable this setting the POS will query to determine if a Free Gift is available to the loyalty member.

Member Birthday Discount Name: Choose the programmed discount that is the 'birithday' discount applicable to your members.

Enable Customer Lookup by mobile phone: For Polygon POS users only, if you enable this setting the Customer Lookup function can be utilised at any time and will not be dependent upon the programming for any particular sale type.

Retrieve last transaction details: If this setting is enabled, the POS will include the details of the last member transaction when a member card is scanned.

Retrieve favourite item details: If this setting is enabled, the POS will display the details of the member's favourite item (if available).

Show short member names (no surname): If this setting is enabled, the POS will only list the member first name(s) instead of detailing the member's full name.

Enforce alphanumeric loyalty card values (company prefixes): For PolygonPOS users only, if you enable this setting the POS will only query for loyalty members if the entry includes the alpha company prefix.  This may be required so that scanning of PLU barcodes of the same length as loyalty card profiles do not try to trigger a loyalty member lookup.

Do not download coupon images: For PolygonPOS users only.  If the image assigned to a member coupon is large, or not one of the supported files types for display at the POS it may cause a lag or have the POS appear non-responsive to the POS staff member while it tries and fails to download the image.  This setting will tell the POS not to attempt to download images associated with member coupons.

Do not synchronise POS clock with loyalty server: If this setting is enabled, the POS will NOT update the computer clock to match the time on the Loyalty server.

Loyalty Card Profiles: This where you can configure non-standard member card formats.  This is especially useful for clients who come to Redcat from another POS and already have existing member card details that need to be recognised at the POS.

Use the pick list button to open the Loyalty Card Profiles File.

Use:

•the New button to add a new record,

•the New From button to create a new record from an existing profile,

•or the Change button to modify an existing profile.

•Enter the Profile Name

•Complete the Prefix and Suffix details

•Enter the PAN Length

•Finally, choose the Input Device Type.

Details for Redcat default card sets are:

Enable geo-shape suburb filtering: For PolygonPOS users only.  If you enable this setting the POS will check for geo-shapes programmed in Polygon Central when entering orders for the Delivery sale type, allow only orders where the delivery address falls within a valid geo-shape and apply the delivery fee associated with that geo-shape.

Updated member info request format:  For PolygonPOS users only.  This setting is visible only to the Redcat user, is a HQ setting only and forms part of Redcat's security review and update.  If enabled, the member information will be removed from the GET request URL and instead POSTED in a JSON request.

Loyalty Prompt (for Polygon POS only)

Enable loyalty prompt at end of sale: If enabled, the loyalty prompt message will be displayed when moving to finalise the sale if there is no member associated with the sale.  If provides the opportunity for staff to ask the customer to scan their loyalty card, or provide details on the loyalty program if the customer is not already a member.  The actions available to the POS user are:
- Go Back (abort the payment)
- Continue (proceed with finalising the sale)

Message to display: Enter the text to be displayed on the message.

General

POS terminals inherit the parent POS Location department

If you enable this setting the POS Location department will override any departments that have been set for POS Terminals at that location.

Enable Virtual Brands functionality

This setting is required if Virtual Brand data is to be passed through the Enterprise.

Check for Internet Updates on Application Entry

This setting instructs the system to automatically check for updates that may have been sent to the POS terminal either from the Head Office or the Franchisee BOH database when the POS Terminal application is launched.

This is useful to ensure that each store in the enterprise starts the trading day with the latest information available.

Web Connectivity

These read-only settings are used by Redcat support staff.

The Polygon Payments Interface module enables POS terminals to communicate directly with integrated EFTPOS pinpads.  This can improve the speed of EFTPOS transactions and reduce the chance of user error.

General

Enable the Polygon Payments Interface module

Ticking this tick box will activate the Polygon Payments Interface integrated EFTPOS module.

Enable tip adjustments

This setting allows you to handle tip adjustments on finalised EFTPOS sales, when using Polygon Payments Interface.

Print two copies of the EFT receipt

If you enable this setting the system will automatically print two copies of the EFT receipt, so you can keep one copy and give the customer the other copy.

EFT Media / Merchant card assignment

This is a Default System Setting and only applies to users with the Polygon Back Office module. It allows you to map integrated EFTPOS codes to Merchant Cards in Polygon Back Office.

Once you have enabled Polygon Payments Interface you will need to configure the connection between your pinpad(s) and your terminal(s), and also setup a button to be used at the FOH when finalising EFTPOS payments.  

See section Polygon POS Management > POS Peripheral Details for instructions explaining how to configure an EFTPOS pinpad peripheral connection .  

See section Polygon POS Management > Media Type Details for more information about creating an integrated EFTPOS Payment button.

Enable the Zip Payment Gateway

If you enable this setting, the POS terminal will be able to accept payment from either a ZipPay or ZipMoney account to finalise a sale.  The payment will be processed via the PCEFTPOS payment gateway and will require the customer to enter an authorisation code on the pinpad.  Note: this functionality is currently not available via any other eftpos payment gateway.

Enabling this setting will create a system merchant card (Zip) to facilitate the payment process.

Once you have enabled the Zip Payment Gateway you will need to create a media button to be used at the POS when accepting Zip payments.

See section Polygon POS Management > Media Type Details  for information about creating a merchant card media button.

Eftpos Configuration

This section is used with Adyen eftpos integration to enable functionality where a payment request can be issued from any POS terminal in the network to any Adyen eftpos pinpad.

Enable Cloud EFT Config

Ticking this tick box will instruct the POS system to use the cloud configuration for integrated payments with Adyen pinpads.  If this is not enabled, the POS will use the local configuration programmed in the EFTmgr application.

   Adyen Global Config
  Enter the relevant details required by your Adyen integration.
   You can find more information on how to obtain the relevant field values in this article: Adyen Eftpos Interface Guide.

Enable real-time transaction processing

When this setting is enabled, POS terminals will send the gross, GST, net figures of every sale to Polygon Web Reporting when the sale is finalised.  

Post speed-of-service data from Paperless Kitchen in real-time

When this setting is enabled, records detailing the length of time taken to either serve orders in the Paperless Kitchen, or progress them through each step of a programmed workflow will be sent to Polygon Web Reporting as they are served/pushed.

Post directly to Polygon Central database

When this setting is enabled, Paperless Kitchen records will not be recorded in the Polygon POS Management database.  This setting is designed for use in conjunction with a Polygon Central configuration setting that will not pass the real-time transactions to the BOH database.

Polygon Real-Time server address:  Enter the relevant server address - [clientname].redcatcloud.com.au.  This will be set by Redcat staff.

  Port:  Enter the relevant port (443)

  Enable SSL:  SSL should be enabled.

Legacy (SmartReports)

Enable the Polygon Web Reporting module

Tick this setting to enable the online reporting Polygon Web Reporting module.

Polygon Web Reporting server address

This setting is read-only and used by Redcat staff.

Port

This setting is read-only and used by Redcat staff.

Post Z-reads at real time

If this setting is enabled, basic sales information will be sent directly to Polygon Web Reporting after a sales reset (see section Closing Procedure).

Note: Detailed sales information is still sent to the Polygon POS Management back-of-house, and then sent to Polygon Web Reporting after a Revenue Download is performed.

Post each POS transaction at real-time

When this setting is enabled, POS terminals will send the gross, GST, net figures of every sale to Polygon Web Reporting when the sale is finalised.  

Daily Automated Balance Sheet (DABS)

Post Daily Automated Balance Sheet (DABS) totals

This setting enables the DABS functionality. DABS is an optional feature of Polygon Web Reporting. If enabled, extra information will be generated as part of FOH sales resets and a web based data entry form will automatically load at the FOH when sales are reset.