Overview

• Changes made in Store Settings of a particular store will override default changes made to all stores in Company Settings.
• Any changes made in Register Settings for a particular register of that store will override default changes made to the store in Store Settings. 

You can update Store Settings in the following tabs:

• General
• Contacts
• Receipt
• Tips
• Taxes
  
• Merchant Fee
  
• Payment Methods
• Localization
• Registers

Requirements

Store settings can be updated only by someone assigned with an Administrator employee role.

Accessing Store Settings

1A. Go to Settings--->Store Settings in the left navigation menu.

or

1B. Go to Dashboard in the left navigation menu--->click on Set up Store in the Getting Started section.

 For every store in the company, you can view the Store Name and its Status as either Active  or Inactive. 

2. Select the store for which you would like to edit settings.

Creating a New Store

1. Follow step 1 above in To Access Store Settings.

2. Click on the New Store button.

3. Input the new store's Store Name and optionally input its Description. 

4. Click the Done button. 

5. A notification will be sent to eHopper's implementation team to set up a new store for you. 

Editing Store Info

A) General Tab

1. Select your Type of business in the drop-down menu.
2. Select the Ability to select order type box if you would like the option to choose from various order types for orders in POS. Note: This box will only appear for Freedom customers who have installed the Order Management app. 
3. If the Save only the employee who creates an order box is checked, only the employee who starts an order will be recorded in the system/reporting. If it is unchecked, the last employee who edited the order will be recorded.
4. Where it says, When performing manual refunds for a serial item not sold previously through eHopper, enable one of the following options, you can control whether or not to allow manual refunds of items not previously sold through the eHopper system or to merely receive a warning message that it is not recorded in the system. These choices are reflected by the following options in the drop-down, which can be selected: Allow to process, but warn, Do not allow to process and warn, and Allow to process, but warn. 
5. Determine whether you would like the ability to write Item Notes for specific items (which will appear on the receipt) in an order by selecting the circle next to either No notes, Mandatory (you must write notes for all items), or Optional (writing notes for specific order items will be optional).
6. In the Keyboard Shortcut Settings for Cash Payment section, you can specify the keyboard shortcut options for the calculator when processing cash transactions in POS, both For $ Amount and For % Amount.
7. In the Keyboard Shortcut Settings for Discount section, you can specify the keyboard shortcut options for the calculator when providing discounts in POS, both For $ Amount and For % Amount.
8. Under Number of products to display in each category for quick access, you can limit the number of products that appear in each category in POS (with the options being 24, 36, 60; 120; 180; or 240), so that you can more quickly access the most sold items (it is recommended to move these items to the first pages of each category via the Menu Builder app.) This will speed up the performance of POS as well. The products in each category that will not appear can still be added to customers' shopping carts via a search or scan. 
9. Check the Autologout after each order box if you would like all employees in the store to automatically be logged out of POS after each transaction. This way different employees will be able to use the same register. 
10. Check the Synchronization on login box if you would like POS to automatically sync all unsaved data every time an employee logs in. 
11. Check the Open cash drawer on credit/debit card transaction box if you would like the cash drawer to automatically open after each credit or debit card transaction. 
12. Check the Quick inventory box to have an ability to create new items within your POS app without going to Back Office.
13. Check the Is enabled box to have the store go live in POS. 

B) Contacts Tab

1. Click on the Contacts tab on the top of the screen.
2. Input the store's Store Name, Address 1, Address 2, City that its located in, State its located in, Zip Code, Country, Phone Number, Email, and Website.
   
3. Click the DONE button or select a different tab. 

C) Receipt Tab

1. Click on the Receipt tab on the top of the screen.

2. Select the Display customer address on the receipt with Delivery order type box if you would like the customer's address to appear on receipts for Delivery orders.

Note: This box will only appear for the customers who have installed the Order Management app. 

3. Select the Display customer phone on receipts checkbox if you would like to customer's phone numbers to be displayed on their order receipt.

4. Check Always print two copies of receipt if you want customer and merchant copies printed automatically for every order:

5. Select the Kitchen Receipt box if you would like to have the option of printing kitchen receipts for orders.

• If you did not select this box, skip to step 8.

6. If the Kitchen Receipt box was checked, the option Blank space on top of kitchen receipt will appear. Select this box if you would like an additional space (30 mm) on top of your kitchen receipts so they could properly be displayed on ticket racks. 

7. If the Kitchen Receipt box was checked, the option Print only new items added after saving order will appear. When this box is selected, if you print a kitchen receipt for a saved order and then the customer adds new items or updates existing items (modifiers, quantity) from the order, you can decide to only print those updates when reprinting that order's kitchen receipt.

• This way, your kitchen staff will know to only prepare the new or updated items added to a customer's order and not prepare a repeat of the previous item(s) printed on the first kitchen receipt. 
• If one or more item is saved and then updated or deleted, the kitchen receipt that prints will say "Updated or "Deleted" beside the item.

8. If the Kitchen Receipt box was checked, the option Print date and time on kitchen receipts will appear. When the checkbox is selected, the date and time that an order was placed will print on kitchen receipts, so you can know how much time has past and better prioritize your orders. 

9. If the Kitchen Receipt box was checked, you will have the ability to name your various kitchen printers by entering the name in the "Input Name" field (under where it says Add names for kitchen printer(s)) and then selecting the + sign to the right of the field. (Ex: Pizza Printer, Grill Printer, Bar Printer). 

• You can name up to 5 kitchen printers. 
• Each printer name must be unique.
• For further instructions on directional printing, please see https://desk.zoho.com/portal/ehopper/en/kb/articles/directional-printing-for-kitchen-printers

10. If the Kitchen Receipt box was checked, you have installed the eCommerce app or created/upgraded to an OmniChannel account, and this store is currently synced to your online site, an Auto-print kitchen receipts for new online orders checkbox will appear. Select it to have kitchen receipts automatically printed from your receipt printer as soon as you receive an online order. If selected, proceed to step 9. Otherwise, skip to Step 10.

• For more info, please see https://desk.zoho.com/portal/ehopper/en/kb/articles/set-up-auto-printing-of-kitchen-receipts-for-online-orders

11. In the Select a register for receipt printing drop-down that appears, select the existing register that you would like to enable this option for.

12. In the Footer for receipts section, optionally enter what you would like to appear on the footer of customer order receipts that are printed/emailed after an order has been paid for. In the Footer for bills section, you can do the same for customer order receipts/bills that have not yet been paid.

13. Click the DONE button or select a different tab.

D) Tips Tab

Requirement: Only available to Freedom customers who install the Credit/Debit POS Integration app.

1. Click on the Tips tab on the top of the screen.

2. Check the Tips box to enable tips functionality in POS. 

• If Tips box is checked, an Allow cash tips box will appear for selection if you would like the ability for tips to be entered for cash payments.

3. If you are not using USA-epay as your payment gateway, skip the Tips on credit card authorization field. If you are, input in this field the percentage of tips on the receipt you would like to be frozen until tips are closed on the POS Tips screen. 

4. Next to Tips & Signature, select where you would like a customer to input their tips and signature by selecting the circle for either on screen, on receipt, or on terminal.

• If on screen or on terminal is selected, entered tips will automatically be in placed into the system. If the on receipt option is selected, you will have to enter the tip amount on the Tips page in POS and then either close the order or close the batch on that same screen.  

• If Canada was selected as your Country in Back Office Store Settings and Moneris or DejaVoo was selected as your store's payment gateway in the Store Settings Payment Gateway tab, the “On receipt" tips option will be removed and only the On screen and On terminal options will appear (since tips cannot be placed on receipts in Canada). The flow for signatures will be pre-determined by the terminal and card type. 

5. Under Keyboard Shortcut Settings, you can create 3 keyboard shortcuts for the calculator that appears for inputting tips in POS both For $ Amount and For % Amount.

6. Click the DONE button or select a different tab.  

  Please note that Tips on receipt option is not available for pre-authorized payments.

E) Taxes Tab

1. Click on the Taxes tab on the top of the screen.
2. Check the Include tax in price box if you would like to pay the tax for your customers by including the tax in the price of an order. 
3. Check the Allow to change taxes before the transaction box to enable changing a tax from the store's default tax to another one for each order before processing it in POS. You will have to add all of these taxes in step 5 below. 
4. Check the EBT tax exemption box if you would like to provide tax exemptions for EBT payments (option only available if Freedom customer and installed EBT Card app in App Directory).
5. Select the + sign to add a tax to every order in the store. Select it again to add more taxes to your store (You can change the tax to one that is not the default tax prior to each transaction if you have enabled the option above in step 3). 
6. Select the Name of the tax in the drop-down (it had to have already been created in Tax Manager). The predetermined tax Rate will also appear. 
7. Click the DONE button or select a different tab. 

F) Merchant Fee Tab

1. Click on the Merchant Fee tab on the top of the screen.

Note: You must be at least a Freedom customer and have installed the Merchant Fee Programs app for it to appear. 

2. Select either the surcharge or cash discount name from the drop-down that you would like to set up for your store.

• The surcharge or cash discount must have already have been set up on the Merchant Fee Programs page (found under Apps in the left navigation menu).

3. Click the DONE button or select a different tab. 

G) Payment Methods Tab

1. Click on the Payment Gateway tab on the top of the screen.

2. Select either PAX, Poynt, Semi Poynt, Dejavoo or ChargeAnywhere as the Payment Gateway that will be used in your store to process credit card payments in the drop-down menu. If you are using an external processor, you should leave it blank. 

• If PAX is selected, you can choose to Enable debit card payments and/or Enable EBT card payments in POS by selecting the box to their left.
• If you would like to use both PAX and Poynt on different registers, choose PAX and you will still be able to use Poynt on the other register(s). 

3. If you are going to accept card payments with a stand alone terminal, or accept any other payments like checks etc, you can enable External payments by checking the box next to this option.

H) Localization Tab

1. Select the Localization tab on the top of the screen.
2. Select the POS Language and Kitchen Receipt Language you will be using for your store.
3. Select the Date Format that will be used when POS shows date/time values.
4. Select the Time Format that will be used when POS shows date/time values.
5. Click the DONE button or select a different tab. 

• When localization settings are not set for a store, those set at the Company level will be applied to the store. 

I) Registers Tab

1. Click on the Registers tab on the top of the screen.
2. All the registers in your store will be listed, along with their current Status. Select the register to be taken to the Edit Register Setting page, which is described in this article: Register Settings
   

3. Click the DONE button or select a different tab.