Config Sets

Config sets offer additional settings and controls that define the behaviour of point of sale terminals. Depending on the size and complexity of your organisation, you may have multiple config sets tailored to different needs, while smaller operators may find that just one or two are sufficient. Some settings can be enabled and will take effect immediately, whereas others may require further setup and configuration across the platform.

Additional other settings related to a selected config set are also defined within this section.

Config sets are assigned to terminals in Theme Modelling → Site Setup → Devices → Terminal Properties

Navigate to Theme Modelling → Estate Setup → Config Sets

Config Sets

Config sets are primarily composed of check boxes that activate specific functions on the point of sale terminal. The following table outlines each setting and its corresponding functionality.

Setting	Description	Additional Information
Auto End of Day	When enabled point of sale terminals will automatically session change at the given Auto EOD time	This feature can be useful for terminals that only ever process orders and no payments, allowing them to be automatically session changed saves time onsite performing this function This feature is not suitable if daily sign off is enabled in finance and has a condition of all terminals session changed as the sign off may come before the auto end of day time and therefore restrict the sign off from completing
Auto EOD Time	When Auto End of Day is enabled a time is set for which the terminals will automatically session change
Auto Declare	When enabled terminals will auto declare	Whilst this feature is typically used in conjunction with auto end of day it can be applied to auto declare for terminals that only ever process orders and no payments
Allow Password Logon	When enabled point of sale operators will be permitted to logon to the terminal with a PIN code	POS operators must have a PIN code assigned in Staff & Security in order to logon using this method
Print Split Bill on Save	When enabled a bill will be printed using the 'Split Account' function on point of sale terminals	Since this feature was introduced newer options such as 'Visual Split Bill' have been introduced which provide better functionality than the 'Split Account' option which in most customer setups is no longer used
Use Customer Name (Table Mode Per Seat)	When enabled point of sale operators will be prompted to enter an optional customer name for tables set with seats
Use Cover Count (Table Mode Per Seat)	When enabled point of sale operators will be prompted to enter a cover count for tables set with seats	Additional cover count settings can be found in: Base Data → Estate Structure → Estate Settings → Finance → Covers Definition
Auto Service Charge (Table Mode Per Seat)	When enabled service charge will be automatically added for tables set with seats
Use Customer Name (Table Mode Not Per Seat)	When enabled point of sale operators will be prompted to enter an optional customer name for tables without seats
Use Cover Count (Table Mode Not Per Seat)	When enabled point of sale operators will be prompted to enter a cover count for tables without seats	Additional cover count settings can be found in: Base Data → Estate Structure → Estate Settings → Finance → Covers Definition
Auto Service Charge (Table Mode Not Per Seat)	When enabled service charge will be automatically added for tables without seats
Use Customer Name (Bar Mode)	When enabled point of sale operators will be prompted to enter an optional customer name when saving accounts (not on a table)
Use Cover Count (Bar Mode)	When enabled point of sale operators will be prompted to enter a cover count when saving accounts (not on a table)	Additional cover count settings can be found in: Base Data → Estate Structure → Estate Settings → Finance → Covers Definition
Auto Service Charge (Bar Mode)	When enabled service charge will be automatically added for accounts (not on a table)
Print Receipt by Default	When enabled a receipt will automatically print when a payment is made	Additional automatic receipt options can be found in: Finance → Configuration → Payment Methods Theme Modelling → Estate Setup → Config Sets → Divisional Settings
Prompt to Cancel Auto Print	When 'Print Receipt by Default' is enabled this setting can be enabled to prompt the point of sale operator to check with the guest if they would like a receipt rather than it automatically printing	This setting works in conjunction with receipts printed automatically from config sets, divisional settings and payment methods If a Promotional Footer is set to print then the prompt will not be displayed and the receipt will print as normal
Print Validation Slip
Validate EFT (Bar Mode)	When this setting is enabled card validation is used with integrated card pay systems
Validate EFT (Table Mode Not Per Seat)	When this setting is enabled card validation is used with integrated card pay systems
Validate EFT (Table Mode Per Seat)	When this setting is enabled card validation is used with integrated card pay systems
Print Tip Line on EFT Bill	Discontinued Setting
Use Drawer Assignment	When enabled point of sale operators can only make payments on the drawers they have been assigned to	This configuration also requires the following other settings: Staff & Security → Front of House Job Roles → Pay if not Assigned to Drawer be set to unselected Any roles that have this option set will be allowed to pay on any terminal / drawer Assign Employee Drawer should be added to the relevant Themes / Shared Panels This button can be found in the Button Picker \| Functions \| Other
Show Change and Tip	When enabled and using serial customer displays the change and tip information is shown on the display
Show Product Name if Serial	When enabled and using serial displays when adding an item the name of that product will be shown on the display
Prompt for Cashback (Barmode)	When enabled the point of sale operator will be prompted to offer cash back for transactions on an account only	This configuration also requires an integrated payment provider who supports cash back, for more information click here
Prompt for Cashback (Table Mode Not Per Seat)	When enabled the point of sale operator will be prompted to offer cash back for transactions on tables without seats	This configuration also requires an integrated payment provider who supports cash back, for more information click here
Prompt for Cashback (Table Mode Per Seat)	When enabled the point of sale operator will be prompted to offer cash back for transactions on tables with seats	This configuration also requires an integrated payment provider who supports cash back, for more information click here
Validate Customer Age	When enabled point of sale operators will be prompted with an age check	This configuration also requires the following other settings to be enabled: Base Data → Product Configuration → Product Structure → Subcategories → Age Restriction / Minimum Age The age prompt will only show once on the first sale of a product from selected subcategory, if the account is saved the next sale will show the age prompt again
KDS Service Type	When a KDS service type is selected orders from point of sale terminals assigned to the config set will be send to the Kitchen System	The following options are available to be selected: Kitchen iQ QSR - Table Service QSR - Quick Service
KDS Receipt Printer Fallback	When enabled if the point of sale terminal cannot send an order to the kitchen system a dispense ticket printed will be printed at the local printer
Forced Selection	When enabled the point of sale operator is forced to choose selected products from the forced item selection panel which matches to the number of covers on the table	This configuration also requires the following other settings to be enabled: Theme Modelling → Themes → Theme Panel Design → Edit → Set 'Forced Item Selection' to be enabled From the selected Theme Panel Design → Design → Select 'Forced Item Selection' from the Select Panel drop down add the required products, portions and functions
Customer Display Graphic	When a graphic is selected this will be displayed on terminals from the 500 series range with graphical customer displays
Send All Barcoded Products	When enabled this setting will include all products with a barcode into the theme and not require them to be added as individual product buttons on to theme panel / shared panel designs	Caution should be taken when enabling this feature as it can dramatically increase the theme size sent to point of sale terminals, it is recommend to only this on specific config sets that need this enabled
Allow Cashback on Drive Thru Accounts	When enabled the point of sale operator will be prompted to offer cash back for transactions on drive thru accounts only	This configuration also requires an integrated payment provider who supports cash back, for more information click here
Use Fast EFT	USA Only Setting
Use Large Change Prompt	When enabled this setting will display a large change screen on the point of sale terminal	This setting can be useful where terminals are sited on back bars or counters so that customers can see this information
Use Order Number	When enabled this setting will change point of sale terminals to use the terminology of Order Number rather the Account Number	This setting can be useful for counter / quick service restaurants where the order number is often referred to rather than an account number An optional setting to reset the account / account number each day back to 1 can be found in Theme Modelling → Site Setup → Devices → Site Server Setup → Reset Acc/Ord No. Daily
Highlight Account / Order Number	When enabled this setting will print the account or order number in larger font at the top and bottom of bills / receipts
Conversational Ordering	When enabled choices will be displayed in a conversational format meaning a point of sale operator can move between the choice displayed and order items as the guest asks for them rather than in the order the choice have been configured
Conv. Ordering Auto Advance	When enabled once a choice has been completed it will automatically advance to the next choice without the point of sale operator having to select the next one
Remove AND Button from Choice Panels	When enabled the 'And' button will be removed from choice selection screens	The 'And' button enables a point of sale operator to break out from the choice flow and add an additional item to the order, when the item has been selected they will be taken back into the choice ordering journey
Remove MESSAGE Button from Choice Panels	When enabled the 'Message' button will be removed from the choice selection screens	The 'Message' button enables the point of sale operator to enter custom preparation message under the last item ordered from the choice options
Only Display Drawer Change	When enabled only drawer change will be displayed to the point of sale operator (other change will be dispensed through an automated coin dispenser)	This function is only used in conjunction with coin dispensers that automatically provide change to guests
Allow Reopening of Yesterday's Accounts	When enabled point of sale operators can reopen accounts closed yesterday	This configuration also requires permission for the front of house roles that can perform this function: (by default all roles are enabled) Theme Modelling → Themes → Available Themes → Security → Recall Account → 'Reopen Account' button set with required security
Record Barcode Usage	When enabled transactions that contain a barcode scan will be recorded into the audit trail for reporting
Enable AdMargin	When enabled AdMargin functionality will be enabled for point of sale terminals allocated the config set	This configuration also requires additional setup in: Theme Modelling → Site Setup → Configuration Settings → AdMargin Client Connection
Receipt Breakdown by Hotel Division	When enabled this setting will include a product group summary on printed bills and receipts	This configuration also requires additional setup in: Theme Modelling → Estate Setup → Global Configs → Hotel Divisions Additional if a bill print by product group only is required Divisional Totals Only button should be added to the relevant Themes / Shared Panels This button can be found in the Button Picker \| Functions \| Ordering
Open Drawer on Final Payment Only	When enabled this setting will only open the drawer when the final payment closes the account / balance is zero
Prevent Use with Open Drawer (supported hardware only)	When enabled this setting will prevent new transactions from being started when the drawer is open	The following terminal types support this function: i700 Gen 2 Z500 Gen 2 IBM SurePOS The following cash drawers support this function: TD26 - Cash Drawer Black 24v TD22 - Cash Drawer Flip Top 24v TD20 - Cash Drawer Slimline 24v In systems that are configured for two cash drawer operation, if either cash drawer is open, then sales are prevented on the POS terminal
Check Cash Drawer Status (supported hardware only)	When 'Prevent Use with Open Drawer' is enabled this setting will be also automatically enabled and should remain selected
Customer Information Prompt Text	When a Customer Information Prompt is selected this prompt will be presented to the point of sale operator before completing payment	This configuration also requires additional setup in: Theme Modelling → Estate Setup → Customer Prompts
Use POS Printing for Standard Roaming EFT
Print Price Embedded Barcode	When enabled this setting will print a barcode on a receipt which will contain the total value of the account	This function is used in conjunction with another solution, where a receipt is scanned to register a sale based on the total account value, with payment taken separately
Enable Keyboard Support	When enabled this setting allows USB keyboards to be connected to point of sale terminals and on certain screens the keyboard can be used to enter information
Auto Theme Send to Blank Terminals	When enabled this setting will detect if there is no theme information and automatically perform a Send to POS to update the point of sale terminal	This feature can be useful to have enabled so that when engineers perform terminal swap outs once configured the system will detect this and automatically send the update without the need to manually perform a send to POS
Allow Charity Donations	When enabled this setting will prompt for charity donations in conjunction with 'Pennies' and integrated payment providers	This configuration also requires additional setup
Show Exchange Rate on Receipt	When enabled this setting will print any exchange rates for foreign currency used as payments on an account
Show Exchange Rate on Bill	When enabled this setting will print any exchanges rates for foreign currency part payments on an account
Prompt for Reason on Account Merge	When enabled this setting will prompt the point of sale operator to select a reason for merging accounts	This configuration also requires additional setup in: Theme Modelling → Estate Setup → Reasons → Table Moves / Merge Reasons
Prompt for Reason on Account Move	When enabled this setting will prompt the point of sale operator to select a reason for moving an account (to a table)	This configuration also requires additional setup in: Theme Modelling → Estate Setup → Reasons → Table Moves / Merge Reasons
Prompt for Reason on Table Merge	When enabled this setting will prompt the point of sale operator to select a reason for merging tables	This configuration also requires additional setup in: Theme Modelling → Estate Setup → Reasons → Table Moves / Merge Reasons
Prompt for Reason on Table Move	When enabled this setting will prompt the point of sale operator to select a reason for moving a table to another	This configuration also requires additional setup in: Theme Modelling → Estate Setup → Reasons → Table Moves / Merge Reasons
Enable Till Camera Scanning	When enabled this setting will enable the inbuilt camera in point of sale terminals
Print All Order Lines on Bills & Receipts	When enabled this setting will include all items showing on the order display on the printed bill or receipt	Care should be taken when enabling this setting as it will include any instructions and messages that have been added
Prompt to Redeem Booking when Starting Table	When enabled this setting will prompt the point of sale operator to redeem booking deposits when starting a table

Follow these steps to add config sets:

Click Add
Enter the config set Name
Set the required options
Ensure that Subcategory, Divisional and Order Destination Settings are configured as these are directly related to each config set individually

Divisional Settings

Per product division and config set additional settings can be applied the control behaviour on point of sale terminals.

Setting	Description	Additional Information
Can Pay on Bar Account	When this setting is enabled any account can be paid whilst still on an account (without table)	Example - when selling food a table numbers is always required, deselecting this setting will prevent payment until a table is assigned to the account
Can Save on Bar Account	When this setting is enabled any account can be saved whilst still on an account (without table)	Example - when working with saved accounts you might always want to ensure that anything being saved is on a table, deselecting this setting will prevent saving of accounts until a table is assigned
Auto Print Receipt	When this setting is enabled any account that contains products from the selected divisions will automatically print a receipt	Additional automatic receipt options can be found in: Finance → Configuration → Payment Methods Theme Modelling → Estate Setup → Config Sets → Print Receipt by Default

Setting

Description

Additional Information

Can Pay on Bar Account

When this setting is enabled any account can be paid whilst still on an account (without table)

Example - when selling food a table numbers is always required, deselecting this setting will prevent payment until a table is assigned to the account

Can Save on Bar Account

When this setting is enabled any account can be saved whilst still on an account (without table)

Example - when working with saved accounts you might always want to ensure that anything being saved is on a table, deselecting this setting will prevent saving of accounts until a table is assigned

Auto Print Receipt

When this setting is enabled any account that contains products from the selected divisions will automatically print a receipt

Additional automatic receipt options can be found in:

Finance → Configuration → Payment Methods
Theme Modelling → Estate Setup → Config Sets → Print Receipt by Default

Subcategory Settings

Hotel divisions are assigned to subcategories on a per config set basis, hotel divisions are used for PMS integrations and product group summaries on bills and receipts.

Follow these steps to assign hotel divisions to subcategories:

Select the required Config Set from the top section
From the Subcategory Settings section select the required Hotel Division from the drop down
Complete the assignment for all subcategories

This allocation must happen for all config sets that are being used for PMS integrations or product group breakdown on printed materials

Additional assignments for hotel divisions can be found in Finance → Configuration → Exclusive Tax Rules

Order Destination Settings

Order destinations are used to classify different types of orders based on where they will be consumed by the guest. Per config set the required destinations can be enabled.

Follow these steps to configure destination settings:

Select which Order Destinations are available setting the Use Destination check box
One destination has be configured as Default
Optionally select if the Order Destination Prompt should be displayed by selecting the check box