In Parameters, the modules of Registers, Cashiers, Transaction Types, Taxes, Tenders, Non Merchandise, Pay In/Pay Out, General Parameters, Purge Parameters, Discounts, Groups, Receipt Templates, Cash Count Groups, and Sequence Series are available.

Registers

The registers should already be set up by the time you start using the WinPRISM POS system, but in the event you need to add a register, right-click in the bottom section of the screen and select Add Item, or just tap the insert key on your keyboard to bring up the following screen.

Fill in the Register Name, using the format of "Reg #" using the actual register number in place of the pound sign. Click on the down arrowhead in the Register Type field and select Handheld, POS, or Remote. Put a 0 (zero) in the Terminal ID field (all registers use the same terminal ID), and click on the Add button at the bottom of the window.

Once you have clicked on Add, you will be able to fill in the rest of the fields. In Register Description, fill in the description of the register, using the same format that was used for the registers that have already been defined. If you have defined groups for your registers, select the appropriate group for this register.
In the Receipt Template field, make the choices that were selected in defining your existing registers, and then click on the Update button on the bottom of the window.
In the event you are defining this register for future use, and do not want it active at this time, uncheck the Active box.

Cashiers

Note; Before setting up a user as a cashier, the user must already be defined in User Security in the Security section of the Inventory Control tab. Once the user has been set up there, and added to either a management account or a cashier account, you can set them up in POS Cashiers.

With the POS Cashiers window open, click on the yellow plus symbol or F4 key

Select the location.
Click on the ellipsis to get a select list, and select a cashier.
After being returned to the Add Cashier box, click on the
Add Cashier button.
That will return you to the POS Cashiers box where you can define a security level for that cashier. For further information on security levels, see the table in transaction types.
When you are returned to the POS Cashiers window, right-click and select Add Registers, highlight the registers this cashier will be allowed to use, and click the Add Registers button.

Transaction Types

There are over 50 transaction types currently defined in the WinPRISM POS system, and most stores will only use a handful of those. In the event you feel it is necessary to add a new transaction type we have not provided, please contact WinPRISM Support and provide us with adequate documentation to fully
outline what you desire at your store and we will assist you.

In the transaction types currently defined, you are most likely to need to make adjustments to the fields in the bottom section of the window represented above.
FieldExplanation

Location	The WinPRISM ICS store location
POS System	Description attached to the unique POS identifier number or POSID.
Sec. Level	A select window appears with 8 security levels. A number between 1 and 8 is entered for this field, with 1 indicating the lowest possible level of security required to perform the transaction, and 8 indicating the highest possible level of security required to perform the transaction. Note: Cashiers who are assigned security levels lower than the level designated, will not be able to perform the function without manager approval. Consequently, a security level of 1 should be assigned to those functions any cashier must be able to perform.
Taxable	If checked, this transaction type will have an effect on the records of taxes received by the store.
Dual Receipt	If checked, the use of this transaction type will result in two copies of the receipt being printed.
Transaction Insert Receipt Template	This field allows you to select an insert type. The insert types are defined in Parameters/Receipt Templates.
Signature Line	If checked, a signature line would be printed on the receipt, as you would typically find in charge slips, refunds, and payouts.

Abort	The canceling of a transaction that is in progress.
Account Exchange	A single transaction that is a combination of an A/R Sale and an A/R Refund.
Account Refund	Returning an item or items that were purchased on an A/R Sale.
Account Sale	Purchase of an item or items that will be tendered to and A/R account.
Balance Inquiry	A transaction whose purpose is to determine an available balance.
Buyback	A payout of cash in exchange for a used textbook or textbooks.
Cashier Reports	A report to list the totals for tenders taken and merchandise, non- merchandise, buyback, pay in/pay out transactions, taxes and discounts. All information on this report pertains only to the individual cashier.
Check Cashing	A transaction to allow for the exchange of the store's cash for a customer's check.
E-commerce / Mail Order Sale	Allows the credit card tender of the following transaction to process through MOTO or E-Comm profile.
E-commerce Mail Order Mode	Allows the credit card tender to process through MOTO or E-Comm profile for a series of transactions. At the register you get out of this mode the same way you get in to it, it's a toggle back & forth situation. Please do not use it yet as it requires some further testing and as of yet doesn't display which mode you are in.
Employee Refund	A special type of refund designed to generate additional paperwork for the purpose of documenting refunds.
Employee Sale	A special type of sale designed to generate additional paperwork for the purpose of documenting purchases.
Exchange Merchandise	A single transaction that is a combination of a sale and a refund.
Exit Register	Proper method to logoff and end a register session.
Gift Card Activate	Allows the cashier to activate a Gift Card by swiping it through the magnetic stripe reader.
Gift Card Balance Inquiry	Allows the cashier to determine the amount available on a Gift Card.
Gift Receipt	An option at the register that allows you to print a receipt that omits the prices of the items on the receipt.
Item Discount Code	Code that specifies an individual item discount.
Item Search	Allows the cashier to search for items that have been entered in WinPrism. This function is usually used to search for items at the register that do not have scannable bar codes at the register.
Item Tax Shift	Allows the cashier to apply a tax code other than the default to an individual item.
Membership Card	A transaction where the total spent is applied to a tally that can later be used for a rewards program.
Multi-Pay-In	A special pay-in that allows one incoming amount to be applied to multiple accounts.

No Sale	Allows the cashier to open the cash drawer when no transaction has been performed at the register. There are times you may want to open the drawer to retrieve checks, credit card receipts or make change.
Non- Merchandise	Method of documenting things you sell, but are not in your inventory.
Pay In	Method of documenting money coming in to the till, but not as the result of a sale.
Pay Out	Method of documenting money going out of the till, but not as the result of a refund.
Post Void	Canceling a transaction that has already been completed. Note: Must be performed in the same business day.
Prepaid Gift Card Activate	Allows the cashier to enter a SKU and swipe a gift card to activate a fixed dollar amount on the card. Please do not use yet as it has not be thoroughly tested.
Prepaid Gift Card Balance Inquiry	Allows the cashier to determine the amount available on a prepaid gift card. Please do not use yet as it has not be thoroughly tested.
Prepaid Gift Card Deactivation	Allows a cashier to deactivate a prepaid gift card so it can no longer be used. Please do not use yet as it has not be thoroughly tested.
Print Receipt	The printing of a receipt for an earlier transaction. Note: Will need the receipt number.
Refunds	Used to document the return of merchandise from a customer.
Register Reports	A report to list the totals for tenders taken and merchandise, non- merchandise, buyback, pay in/pay out transactions, taxes and discounts. All information on this report pertains only to the individual register.
Release Offline Transactions	Allows a cashier to process campus debit card transactions that were honored but were not processed at the time of the transaction because of problems communicating with the campus debit card computer.
Reprint Last Receipt	Print the receipt for the immediately preceding transaction.
Sale	The act of selling; specifically: the transfer of ownership of and title to merchandise from one person to another for a price.
Secure Terminal	Allows a cashier to secure the register that he is logged into. This prevents anyone else from performing transactions at that register without entering the password of the logged-in cashier or the Manager Password. A cashier may want to secure the terminal while checking a price in another part of the store or while on break.
Suspend / Retrieve	To Suspend is an option at the register that allows you to suspend a transaction in progress. Suspended transactions can later be retrieved and completed. To Retrieve is an option at the register that allows you to retrieve suspended transactions that have not been purged from the system.
Tax Exempt	Situation where the purchaser meets the criteria laid out by the

	governmental body with jurisdiction over sales taxes in the store's area, as not having to pay sales tax.
Tax Shift Profiles	Changing the expected tax rate to an alternate tax rate, that is already set up in the system.
Total	After scanning all items in the sale, Total brings the transaction to the tendering phase.
Transaction Discount Code	Code to specify a specific transaction discount.
Transaction Edit	Method for modifying a part of the transaction.
Transaction Inquiry	Allows you to view transactions that have been rung at the register(s).
Transaction Tax Shift	Changing the expected tax rate to an alternate tax rate, that is already set up in the system, for the entire transaction.
Verify Price	To allow you to confirm the price of an item without adding that item to the current transaction.
Working Key Initialization	Needs to be issued before Bank Debit Card transactions are run in Tender Retail.

Parameters0

Registers

Cashiers

Transaction Types