POS Location Details

From Polygon POS Management,

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

Click the New button and select POS Location, or,

Highlight an existing POS Location and click the Change button.

The General tab is then further divided into four sections: General, Modules, Virtual Brands and External Web Menu Ordering Interfaces.

The General section contains information that the system needs to communicate with the POS terminals for a location.

Store ID is the location number of this site within the system hardware setting of the Head Office database. This setting is used only for multi-location franchise environments.

Location Name

Type the name you wish to give this POS Location.

Active

Locations can be set to Active or Inactive by ticking or un-ticking this tick box.  Making a location inactive indicates it is not currently in active use.  If the location is needed at a later date it can be re-activated by ticking this tick box again.  Making a location inactive is a better solution than deleting it because it preserves any records relating to the location.  

Department (Multi-Department Users Only)

This option determines which department revenue and stock transactions from this terminal are recorded to.  

Note: This will default to Admin if you do not have multi-departmental license for Polygon Back Office.  

If you do have multi-departmental Polygon Back Office you may wish to assign POS Locations to different departments.  If you will be using this setting to specify which department sales form this location will be recorded against, enable the POS terminals inherit the parent POS location department location setting in Polygon POS Management > POS Location Settings - Add on Modules.

See section Polygon Back Office > Accounts > Department Accounts File for more information about adding and managing departments.

Location Type

The three options for Location Type are described below:

•Corporate Store

A corporate store is also referred to as a company-owned store. Updates from headquarters are received at this location type by the master POS Terminal via either a LAN or Internet connection.

•Partner Store

A partner store is also referred to as an independent franchise. Updates from headquarters are received at this location type by the master POS Terminal via an Internet connection. There is a separate back-of-house that allows the partner to manage Local files (see section POS Updates).

Connection Type

The connection type refers to how Polygon POS Management will communicate with the POS Terminals. In other words, how the back-of-house will communicate with the front-of-house and vice versa. Options are:

•Local Area Network

The terminals for this location, as well as the PC on which Polygon POS Management resides are connected on a Local Area Network and will utilise this network connection to communicate

•Internet

In this instance, communication is via the Internet. Both the back of house PC with Polygon POS Management and one of the terminals in this location connect to the internet and lodge data in a secure repository there for the other to download.

Modules

If the Polygon Promo Player is required at this location ensure this setting is ticked ON.

Virtual Brands

If required, use the pick list button on the Brand Name field to select the relevant brand name from the Brands File.

Indicate this location is a Virtual Location by placing a tick in the Virtual Location box.

Choose from the Target Physical Location pick list the location to which orders for this virtual location will be directed.

For detailed information on Virtual Brands please see the section: Virtual Brands

External Web Menu Ordering Interfaces

Place a tick against any external web menu provider for which the interface is active for this location.  Note: only those Web Menu Ordering providers for which the databse has active module licensing will be available.

The Store Details tab is a convenient way for you to record and maintain information regarding the store including contact numbers and address.

Completing Store Details:

•Enter the contact person and phone numbers for the store;

•Enter the External Store ID number if you differentiate between stores using an abbreviated means.

•Enter the Date Opened that the store opened or started trading;

•Enter the Date Closed if applicable;

•Enter the Store Type, where your choices are SC (Shopping Centre), Strip, CBD and Other;

•Enter the number of Trading days the store operates per week.

Completing Business and Delivery Address:

•First enter the business address.  Click the Browse button next to the Suburb text box to auto fill the suburb, post code etc from the Post Codes file.  

•If the delivery address is the same as the business address, click the Use Business Address button to copy the business address.  Otherwise enter the delivery address here.  

If you use the Polygon Customer Ordering add-on module at this location, the following details should be entered:

General:

Latitude - Enter the latitude coordinate of this location;

Longitude - Enter the longitude coordinate of this location;

Avg. Order Production Time - Enter the average order production time for this location;

Enable the Customer Ordering Interface for this location - Tick this tick box to enable Customer Ordering Interface features at this location.

Store Trading Times:

Enter the store opening and closing times for each day of the week and public holidays here.

For more information about Polygon Customer Ordering see the Addendum section.

Quarantine updates

Note: It is important to notify Redcat before enabling Quarantined updates.  Redcat support can be contacted by phone on 1300 473 322 or by email at support@redcat.com.au

If you are making a large change which will take more than one sitting to complete, the quarantine feature will make sure the update isn't sent to the FOH until configuration is complete.  To enable quarantine for a location, load the POS Location Details form, then click on the Data Access tab, then tick the Quarantine Updates tick box.  When updates are ready to broadcast to this location, un-tick this box and send a POS Update.  

See Also:

Quarantined Updates

Sending Updates

The Notes tab is a free form field which allows you to enter additional information relevant to this location.

Note: To easily see if notes have been entered for this location.  Look for a magnifying glass icon shown on the notes tab.  If the magnifying glass icon isn't shown, there are no notes.