Settings

To personalize your settings, tap on the Menu icon to expand and access the side menu bar. From your Settings, you can adjust your Orders, Quick Sale, Receipts, Devices, and Permissions. You can also access the About page for the application, Legal information, Help section, and the option to submit your Feedback.

Orders

General

The General setting of your [Itemized] Order Settings allows you to customize the following:

  • Default Sales Type
  • Description of the receipt
  • Tax Rate (%)
  • Terminal #
  • Next Order #
  • Order # Increment
  • Prompt for Tip
  • Hide Disabled Products
  • Auto Print Customer Receipt
  • Auto Print Merchant Receipt
  • Prompt for Signature

Itemized Order Settings

Default Sales Type

Select your default Quick Sales type: ‘Sale’ or ‘Auth Only’. Note: Auth Only transactions are going to show as preauthorized, which can be viewed in your Queued Transactions on the Merchant Console.

Tax Rate (%)

Enter a default tax rate for all your orders.

Terminal

This setting allows you to assign a number for the terminal, to determine the POS device being used, its location, or its user.

Next Order

This setting allows you to set your starting order number. The next order placed will be one greater than the number stored in the system.

Order # Increment

This setting sets the incremental order for your order numbers. For example, as shown in the image above, the Next Order # is at ‘10019’ and the Order # Increment is set at ‘1’. This means that your next order numbers will be ‘10020’, ‘10021’, ‘10022’, and so on.

Prompt for Tip

This setting allows you the ‘Prompt for Tip’ feature for all Itemized Orders. The Prompt for Tip appears after you have entered the customer’s credit card information or swiped their credit card.

Hide Disabled Products

This setting allows you to hide products from being listed for sale on the app when they have been disabled. Note: Products can be disabled via the Merchant Console.

Auto Print Customer Receipt

This setting allows your customer receipts to print automatically, after a transaction is processed.

Auto Print Merchant Receipt

This setting allows your merchant receipts to print automatically, after a transaction is processed.

Non-Cash Adjustment

This setting, once enabled, allows you to add a discount to each transaction and it will be labeled as a "Non-Cash Adjustment". This setting is off by default.

Prompt for Signature

This setting allows you to enable and disable the capture signature screen after each transaction.

Itemized Order Settings

Payments

The Payments section of Order Settings allows you to customize payment methods: Credit Card, Cash, Check, Customer, and PayPal Here.

Order Payment Settings

Custom Fields

The Custom Fields section of Order Settings allows you to choose whether or not you would like the Custom Fields you entered on the Merchant Console to show on your mobile app. Note: The Custom Fields when entered on the Merchant Console must be made “searchable” in order to appear on the mobile interface. Any additional Custom Fields must be first typed into the Merchant Console before it can be viewed in the mobile application.

Custom Fields Setting

Warehouse Location

This setting allows you to set the warehouse location where product inventory will be pulled from when processing itemized orders. Note: This setting can also be changed on the Merchant Console under Settings.

Warehouse Location Setting

Quick Sale

General

The general section of Quick Pay Settings allows you to customize the following:

  • Default Sales Type
  • Tax Rate
  • Next Invoice #
  • Increment Invoice
  • Prompt for Tip
  • Auto Print Customer Receipt
  • Auto Print Merchant Receipt
  • Prompt for Signature

Quicksale Settings

Default Sales Type

Select your default Quick Sales type: ‘Sale’ or ‘Auth Only’. Note: Auth Only transactions are going to show as preauthorized, which can be viewed in your Queued Transactions on the Merchant Console.

Tax Rate

Enter a default tax rate (in percentage % form) for all your Quick Sale transactions.

Next Invoice

This setting allows you to set your starting order number. The next order placed will be one greater than the number stored in the system.

Increment Invoice

This setting sets the incremental order for your order numbers. For example, as shown in the image above the Next Order # is at ‘10018’ and the Order # Increment is set at ‘1’. This means that your next order numbers will be ‘10019’, ‘10020’, ‘10021’, and so on.

Prompt for Tip

This setting allows you the ‘Prompt for Tip’ feature for all Quick Sales. The Prompt for Tip appears after you have entered the customer’s credit card information or swiped their credit card.

Auto Print Customer Receipt

This setting allows your customer receipts to print automatically, after a transaction is processed.

Auto Print Merchant Receipt

This setting allows your merchant receipts to print automatically, after a transaction is processed.

Prompt for Signature

This setting allows you to enable and disable the capture signature screen after each transaction.

Payments

The Payments section of Order Settings allows you to customize payment methods: Credit Card, Cash, Check, and PayPal Here.

Quick Sale Payment Settings

Receipts

Business Information

The Retail POS app allows you to customize your receipt with the following information: Header, Company Name, Address, Phone, and Footer. Signature and Email Agreement can also be edited here.

Other

Additional information may also be included in your receipt by enabling and disabling the following: Line Item Detail, Show Barcodes, Signature Agreement, and Email Agreement.

Email Receipt

The option at the bottom of the page allows you to change the template of your email receipt. When you tap Template, a list of your available email receipt templates will be displayed. Once you select a template, it will be displayed in the section.

Note: Email receipt templates can only be edited on the Merchant Console.

See images below for a receipt sample template.

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Devices

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Printer

This shows the printer connected to the Retail POS application and to your device. A wireless or bluetooth printer may be connected, in addition to printers that support the lightning port or audio jack.

Regular Swiper

This shows the swiper connected to the Retail POS application and to your device.

BT Swipers

Tap the device from the BT (Bluetooth) Swiper list to connect. You may only connect one bluetooth swiper at a time.

For directions on how to connect the MP200 via Bluetooth, click this link here

Cloud Devices

Allows the app to communicate over WiFi to compatible EMV readers. Has the same functionality as the Device Manager on the merchant console, albeit with slight differences.

For more detailed information, please navigate to the Cloud Devices page.

BT Printers

Tap the device from the BT (Bluetooth) Printer list to connect. You may only connect one bluetooth printer at a time.

Cash Drawer Settings

Enable this setting to set your cash drawer to open automatically.The cash drawer will automatically open when a transaction is approved.

MP200 Timeout settings

This feature allows you to adjust how long you would like the MP200 to idle before it goes into sleep mode. The default is 60 minutes, but lowering the timeout can save battery, by putting the MP200 in a sleep state sooner.

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To test if a printer device is connected, tap on "Print Test Receipt"

Your receipt should print automatically.

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Permissions

The Retail POS app allows you to customize your Permission Settings: Security and App Restrictions.

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Security

Enabling this security feature, requires users to enter a pin number when using the application.

To set a security pin, tap on ‘Security Pin’. The pin must be 4 characters.

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You may also set the security pin to Auto-lock to the following options: ‘Immediately’, ‘1 minute’, ‘5 minutes’, ’15 minutes’, ‘1 Hour’, ‘8 Hours’, or ‘Never’.

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App Restrictions

Enable this security feature to apply restrictions when using the application. When this is enabled, you must set a ‘Manager Pin’. The pin must be 4 characters. To set up specific app restrictions, tap on ‘Restrictions’.

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Once you tap on ‘Restrictions,’ the pop up window will appear where you can enable or disable following options: ‘Add Product,’ ‘Edit Product,’ ‘Delete Product,’ ‘Add Customer,’ ‘Edit Customer,’ ‘Delete Customer,’ ‘Refund,’ ‘Void,’ ‘Close Batch,’ ‘Tran (Transaction) History,’ or ‘Clear Database.’

About

This section of your Settings displays the following information: App Version, Gateway, Software Key, Source Key, Username, total Products, total Customers, total Transactions (per day), and DB (Database) Size. This section allows you to clear your database and update your application.

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Clear Database

Clearing your database will remove all products, customers, and transactions for your account in the device used. Any changes made on the device used, that has not been sent to the gateway will be lost. Note: This feature only resets your information, it will not delete anything.

To clear your database, tap on "Clear Database"

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Update

To update your app, tap on "Update". You will be directed to the iTunes App Store to update your Retail POS application.

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Legal

This section will display the Retail POS App’s copyright information and terms of acknowledgement.

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Help

This section displays your merchant account hotline or customer support phone number, along with the Newtek Gateway wiki page. To submit a report, tap on "Open Support Ticket." You will then be taken to the Newtek Gateway Contact page.

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Feedback

Your feedback is important to us. This section allows you to submit a review, email a review, or call a representative.

  • Submit your review: To submit your application review, tap on "Submit Review", You will be directed to the Retail POS page in the iTunes App Store.
  • Email Your Review: To email us your review, tap on "Email Us Your Review"
  • Give Us A Call: To talk about your review or ask for support from a representative, tap on " Give Us A Call"

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