All transactions processed through Point of sale must be allocated to a till, and all tills must belong to a location so we can identify sales by till and location on our sales reports.  


TABLE OF CONTENTS

Set up locations

The Locations screen is used to define your retail outlets and assign contact details that will print on receipts for each location across your organisation. Locations are essential for categorising sales and stock reporting. Before adding a new location to your system, please make sure that a contact has been added to associate with the Location. The name and address details will print on receipts.


When setting up locations for stock management, consider how items are sold. For example, if customers commonly bring items from a retail shop to the front desk to pay, it may be simpler to manage stock under a single location. This approach helps consolidate inventory tracking and avoids complexity when reconciling stock across multiple outlets.

  1. Open the Location screen found under the System menu.
  2. Click Add on the bottom left of the screen
  3. Add the following mandatory information:
    • Code: Code to identify location (max 3 characters).
    • Location: the name of the area which appears on reports, purchase orders or in setup screens.
    • Contact: used to print the contact details on receipts and tickets, such as address, phone and email.
    • Business unit: required if you operate more than one from your IBIS system.
  4. Save your changes.


Set up devices

The Devices screen is where you set up the specific machines used at a location. A device can be a till or a gate. E.g. Computer XYZ is a till called "Till1". 

  1. Once the locations have been set up, open the Devices screen found under the System menu. 
  2. Click Add.
  3. Enter the following details: 
    • Device name:  The name of the till or gate. Max 10 characters.
    • Location: The location where this device is used. Thsis will appear on reports.
    • Device type: Whether this is a gate or till.
  4. Save your changes
  5. Once completed, open the Machine settings screen on each computer and select the appropriate till name from the dropdown list to assign the device. After making this change, be sure to close and reopen the Point of Sale screen to apply the updated till name.