Explanation of shop settings

Click on 'Shop Settings' in the menu on the left.

Below, we will discuss the most important parts of the shop settings per tab.

General Settings

Click 'Save' at the top or bottom to save the changes.

1. Shop, Addressed mail, Address and Logo

Below is a brief explanation of the most important fields:

Email address: This email address is used to send emails from the selected shop. Follow these steps .

2. Your brands

Adding brands (and suppliers) is essential to gain access to supplier information. See this separate page for an explanation.

3. Location management

Under location management, you can add extra branches. See the explanation about location management here.

Cash Register Settings

Here you will find all settings for the cash register system.

1. Settings

Accounting mode - CV........... = If this is activated, the system creates accounting records for the accounting system (this is currently off for everyone).

Open cash drawer for cash payment = Activating this automatically opens the cash drawer for the Cash payment method.

Lock cash register after each transaction = Activating this displays the screen to select the employee for the next transaction after each transaction.

Enable cash register for general user = This allows the account with general rights to also be used in the cash register. You usually only enable this if you do not necessarily want to register transactions per employee.

Show product details after adding to cash register = Activating this automatically displays the (last) item scanned 'unfolded', so that all details are visible. The scanned product/order line can be folded in both cases by clicking on it.

Last receipt number: Each transaction has a receipt number. By adjusting this number, the next transaction will start counting from this new number.

Last invoice number: If a transaction is converted into an invoice, this last invoice number + 1 will be used.

Bag number: This is the number of the repair bag in the shop. This number is also incremental.

Bag number prefix: (optional) It is possible to add an extra prefix. This is useful, for example, if you book repair bags per branch.

Automatically increment bag number: By activating this, the bag number is automatically incremented in the input field when creating a repair.

Pre-fill in cash register: By activating this, the last bag number +1 is automatically added when creating a repair. This can still be changed per repair in the cash register.

Show in cash register

Order = Show the Order button in the cash register, if you sometimes want to order products for customers from suppliers you do not yet have in stock.

Gold purchase = Show the Gold purchase button in the cash register, if you do something with Old gold (or hide it if you don't).

Open drawer = An extra button in the cash register to open the cash drawer without cash payment.

Pre-fill information in cash register

1. This data can be pre-filled in the product title; article group name, label description, supplier product number, product name, diamond details

2. Various data can also be pre-filled in the description field.

This data then appears on the receipt and can always be adjusted per transaction.

Select default item group

For the 'Order' and 'Repair' buttons, it is necessary to enter an item group for the turnover to fall into the correct group. Here it is possible to select a standard item group for both. Link the correct supplier (or yourself as 'internal supplier') to the item group on the edit page to also pre-fill it by default.

Close cash register

Settings for closing the cash register can be made here .

2. Payment methods

Here you can create and set up all payment options. See the separate help article on payment methods.

3. Shortcuts

Here you can manage all shortcuts in the cash register. See the separate help article on shortcuts.

Workstations

Here you can manage the workstations. Find the explanation in the help article workstations.

Print settings

At the top you will see the login details for the Printhelper program to be able to print from the browser.

Also, on this tab, all settings for receipts and labels can be easily made. Discover the help article Print and printing settings .

For a new label layout, it is best to contact us via support@prismanote.com

First aid if there is a problem:

- For the label printer, follow these steps .

- For the thermal or laserjet printer, follow these steps .

Payment Integrations

On the 'Payment Integrations' tab, it is possible to link PAY's PIN terminal to the desired workstation.

Read more about linking PAY to PrismaNote or get more information if you want to initiate the application for a PAY link.

Devices

This tab is currently not essential to fill in.

Webshop settings

All settings for the webshop can be made here.

Loyalty Points

See the help article loyalty points program for an explanation of these settings.

Employee Access

Select here the fields where the employee screen always appears to select the correct employee.

Statistics

Here, settings for daily closing and reports can be made.

1. At the top, you can enable the option for distribution per revenue group .

2. Select here the paper size for the daily closing and the fields you want to show on the daily closing.

Fiskaly settings

This is currently important for the accounting of companies in Germany and Austria.

Advanced

Purchase value calculation method: how do you want the purchase value to be registered?

Language: Select the default language of the system here

CSV export option: Select which CSV options you want to display / use when a CSV file is exported.

Stock display based on supplier: