This page describes the Local Machines setting in the Technics module. This description focuses on its use in the Point of Sales module: please refer here if you need a description focusing on its use in the Restaurant module.

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The Local Machine setting in the User Settings module contains various options controlling the behaviour of each till and cash machine.

You can configure the Local Machine setting in two ways:

On tills that have live connections to the server, you must configure this setting separately on each till.
You can create a separate record for each till in the Local Settings setting in the Technics module. You must use this method for tills that have live-sync connections to the server, but you can also use it to pre-configure the options that you need to be used on tills with live connections.

When a till with a live-sync connection logs in for the first time, the relevant record from the Local Settings setting will be sent to the till automatically, updating the Local Machine setting on that till. If you change the record in the Local Settings setting, the change will be sent to the till as soon as possible. On updating a till to a new version of Standard ERP and starting the new version without a database for the first time, the relevant record will again be sent to the till automatically.

When a till with a live connection logs in for the first time, go to the Local Machine setting and choose a Local Machine Code using 'Paste Special'. The fields in the Local Machine setting will be filled in with information taken from the relevant record in the Local Settings setting. In this situation, you can create separate records for each till and device in the Local Settings setting, but you can also create a default record in which the Code is empty.

Maintaining a record containing the Local Machine options for each till and device in the Local Settings setting has the following advantages:

You can store the configurations of each till in one place, making maintenance and updating easier.
The responsibility for configuring the Local Machine setting on the tills will be taken away from the cashiers.
It may not be possible to configure the Local Machine setting on the tills (e.g. if they do not have keyboards).
If the database on a till is lost, it will be easy to create a new one.

To configure the options in the Local Machine setting for each till remotely, follow these steps:

Working on a desktop client, change to the Technics module. To be able to work in this module, your Person or Global User record should belong to an Access Group that explicitly grants full access to the Technics module.
Open the Local Machines setting, and create a separate record for each till. This setting is also in the Point of Sales and Restaurant modules.
Remaining in the Technics module, open the Local Settings setting and again create a separate record for each till.
In the Code field in each record, choose a Local Machine using 'Paste Special'. Set the Type to "POS Client".

You can leave the Code field empty if you need the same settings and options to be used on several or all live tills and devices. The record in which the Code is empty will be used if there is no record with a specific Code.

Apart from the Code and the Type, all the fields in a record in the Local Settings setting are the same as those in the Local Machine setting. Fill in the fields as though you were working in that setting on each till. Please refer here for descriptions of the fields on the 'Defaults' card, here for details about the 'POS' card and here for details about the 'POS Appearance' card.
When you connect a live-sync till to the server for the first time, you will assign a Local Machine Code to that till as part of the process of establishing the connection. A local database will be created on the till and when connection is established, all necessary information will be sent from the server to the local database as part of the synchronisation process. Included will be the record in the Local Settings setting with the relevant Local Machine Code. The information in this record will be sent to the Local Machine setting in the local database on the till.
When you connect a live till to the server for the first time, you will need to assign a Local Machine Code to that till yourself. Open the Local Machine setting in the User Settings module and specify the Local Machine Code using 'Paste Special'. The fields in the Local Machine setting will be filled in with information taken from the relevant record in the Local Settings setting. The relevant record is the one with the same Code or, if there is no such record, the one in which the Code is empty.
If you change the record for a live-sync till in the Local Settings setting, that change will be sent to the local database on the relevant till the next time it synchronises with the server.

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Go back to:

Home page for Settings related to the Point of Sales module
Home page for Point of Sales manual
Home page for Standard ERP manual

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