Overview

Admin Options is a module on POS terminals which provides access to administrative settings to manage and maintain individual POS units. Admin Options can be accessed from the main POS screen (figure 1).

Some Admin Options provide access to functions that can also be configured in the BackOffice.

^{Figure 1 - POS main screen.}

Option Buttons

Admin Options are available as a series of customizable buttons (figure 2). Buttons can be configured, added, or removed to the Admin Options screen from the BackOffice. In addition, access to buttons can be controlled based on security settings in the BackOffice.

Options are accessible as buttons that toggle the available Admin Option, or buttons that lead to subsequent dialogue boxes containing configuration options for the available Admin Option.

^{Figure 2 - Admin Options screen.}

Configuring Buttons

Go to Screen Config in the BackOffice.
Select the Order Menu Screen Button Setup button.
Select the Management Options tab (right pane).
Select Admin Options in the drop-down list under Action Commands (left margin).
To configure buttons, select the desired Admin Option and drag it over to the desired button on the right.

^{Figure 3 - Screen Config modules in the BackOffice.}

The Level buttons across the top of the window allow switching between pages. Buttons can be arranged in any order, as well as placed on multiple pages.

Button details such as font colour, font size, button size etc. can be configured by right-clicking on the desired button.

Admin Options

The following sections provide details on available Admin Options.

Change Price Level

This option allows selection of price level(s). Multiple price levels can be selected.

Auto Price Level [ ON |OFF ] , Press to Turn [ ON | OFF ]

This option allows scheduled price levels to be toggled on or off.

The button face will indicate whether the option is on or off.

Integrated Credit & Debit Card is [ ON | OFF ], Press to turn [ ON | OFF ]

This option allows credit/debit card integration to be toggled on or off. When turned off, Volante will no longer handle these transactions.

The button face will indicate whether the option is on or off.

Manager EOD

See EOD Report; this option is the same.

NTEP

This option displays NTEP version information.

For further information, see:

Synch Status Manager

This option brings up the Sync Point Command Center window to manage sync.

This option can also be accessed from the BackOffice Data Synch module.

An additional button is available in this screen that is not available in the BackOffice Data Synch module, called, Resync. This button forces sync of all data since the previous sync up to the selected date.

Global 86 Item

This option allows Items to be removed from the list of 86ed items. This means that items will be available for order once again.

Employee Shifts

This option allows managers to view shifts (i.e. clock-in/out employees) as well as make adjustments to shifts.

For further information, see Employee Shift.

Close Day

This option allows the Close Day to be processed for each day.

The Department name field allows for filtering of the view of listed close outs based on department.

Close day can only be processed for the department that the current terminal is part of. Close day cannot be processed for departments that the current terminal is not part of.

Configure Cash Drawers

This option allows management and reporting of cash drawers.

Cash Drawer Assignment Tab

Allows management (assigning/removing) of users assigned (signed in) to cash drawers.

Reporting Tab

Shows user cash drawer assignment details such as when a user signed in/out, starting ending float etc.

About Volante

This option displays general information about the system such as contact and dealer information, as well as additional notes.

Integrated PMS [ ON | OFF ], Press to turn [ ON | OFF ]

This option allows PMS integration to be toggled on or off.

The button face will indicate whether the option is on or off.

Log Files

This option displays the Volante Log Viewer. The log viewer lists log files for the current POS systems.

Logging Categories

Logging categories include:

POS Logs
Backoffice Logs
Sync Server Logs
DBML Sync Logs
System Logs*
User History Logs*
Root History Logs*

*Supported on Linux only

Deleting Logs

We do not recommend deleting recent logs.

To delete logs, select Delete to delete individual logs, or Delete All, to delete all selected logs. You will be prompted with a delete confirmation dialog to confirm deletion.

For this option to be available in Admin Options, Audit logs must be enabled in the BackOffice, otherwise this button will not work.

Refresh/Change Menu Type

This option allows selection of menu set(s) to be activated.

Auto Menu [ ON | OFF ], Press to Turn [ ON | OFF ]

This option allows scheduled menu sets to be toggled on or off.

The button face will indicate whether the option is on or off.

Access Reports

This option displays reports.

Custom reports configured in the BackOffice appear here for convenience.

BO End Of Day and Server Shift End are default reports and will always appear in this list.

Opening Adv. Report will launch the Reporting module (as seen in the BackOffice).

This option can also be accessed from the BackOffice Reporting module.

Access Reports V2 (Deprecated)

See Access Reports; this option is the same, but appears as Access Reports V2 on Volante 6.

Add Credit Batch

This option forces processing of credit card transactions by allowing them to be manually sent to the payment processor in bulk.

EOD Report

This option displays the report configured as the Manager EOD report under Hardware in the BackOffice.

Force Synch

This option forces sync of data currently stored on the BackOffice.

Get GiveX Certificate

This option will retrieve the GiveX certificate from the GiveX server.

Printer Re-routing

This option routes which printer print jobs should be sent to.

Printer rerouting is used for testing purposes, or to temporarily replace defective printers with working ones.

Routing printers using this option will override printer routing configured in the BackOffice.

For further information, see Printer Re-routing.

Employee Setup

This option allows for basic user account management. User accounts along with basic user information can be created/edited/deleted.

Job-types can be assigned to user accounts, however specific security settings cannot be configured.

For more granular control, user accounts must be managed from the User/Security module in the BackOffice.

For further information, see Users and Securities.

Transaction Checker

This option opens the Transaction Checker which is used to view all currently open transactions.

For further information, see TransactionChecker.

Closed Drawer Required For Sale [ Enabled | Disabled ]

This option toggles whether the cash drawer must be closed (Enabled), or if it can remain open during transactions (Disabled).

The button face will indicate whether the option is enabled or disabled.

Assign Menu Item Barcode

This option allows barcodes to be assigned to individual items.

For further information, see POS Terminal - Add Barcode _ UPC _ Scan Codes per Menu Item.

Grouped 86 Items

This option displays a listing of items that have been 86ed listed by terminal group.

Item 86 status can be manually disabled or enabled.

Integrated PMS

See Integrated PMS [ ON | OFF ], Press to turn [ ON | OFF ]; this option is the same.

SRM is [ Enabled | Disabled ]

This option only applies to POS units deployed in Quebec.

SRM (Sales Recording Module) is a hardware device used to record sales and taxes mandated by the Government of Quebec.

This option provides status information, and allows SRM integration to be toggled on or off.

The button face will indicate whether the option is enabled or disabled.

The button will display Enabled only if the SRM has been setup and configured correctly. Setup requires an interface link.

If the SRM is enabled, this option can be toggled to Disabled to disable integration of the device.

For further information on SRM, see:

Paid Out

This option reflects cash removed from the terminal for purposes other than a transaction such as cash removed for general petty cash purposes.

The amount removed is reflected in the Cash Drawer Config report.

For further information, see Paid In Paid Out.

Paymentech Direct Diagnostic Tool

This option allows diagnostic tests to verify the firmware version on the PIN pad, and to test connectivity to the payment processor.

This option is only for diagnostic testing of Verifone VX 820 PIN pads that use Paymentech as the payment processor.

Exit/Restart/Minimize POS

This option allows Exiting, Restarting the POS, or Minimizing the POS window.

Restart in Kiosk Mode

This option will exit (close) the POS software and re-launch it as a Kiosk. The main Kiosk screen will be displayed and the device will now behave as a Kiosk.

This option must be configured on Kiosk hardware only. It is to allow Kiosk devices to revert from operating in POS mode back to Kiosk mode.

Enabling this option on POS hardware can lead to significant problems.

Select Close as Term

This option allows the terminal associated with a closed transaction to be changed to a different terminal.

Switchboard Diagnostics

This option displays diagnostic information about connectivity to the Volante Switchboard.

Applies to

Volanté 1758 and up

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