By accessing the main menu in the Settings -> General section , you can change some settings relating to the work environment and the management of preferences on certain modules.
The section is divided into four tabs, through which you can access specific areas:
In this screen you can enter some general data useful to customize your business in the most detailed way possible.
NB Many of the information present here will already be visible after the first technical verification by the Assistance, but the modification of these data can be made later. In case of doubts on how to proceed, please contact Technical Assistance first.
The first data that is requested is the "Name" of the shop. The name will be shown in the list of active environments when you log in to Scloby and in the main menu. It will be immediately visible by pressing the button top left. If no name has been entered, the name of the environment automatically assigned during the contract activation phase will appear by default:
Then you will find a series of additional information. These data are useful for personalizing the copy of the courtesy receipt that can be sent by email to the customer associated with the sale ( Customer creation , Creating and associating customer on sale ). In addition to the address of the operational headquarters of the shop / local, we see below what other information can be added:
|The address that will be displayed as the sender on the email containing the copy of the receipt|
|Email in copy||Useful if you want to receive a copy of the document sent.|
|Telephone number||Number that will be used by customers to contact the store.|
Number to enter, to be contacted by the end customer via Whatsapp.
|Telegram user||Name of the Telegram user on which he receives the customer's messages.|
|Facebook Messenger user||Name of the Messenger user on which he receives the customer's messages.|
|WeChat number||WeChat number on which to receive customer messages|
|Snapchat user||Snapchat user name.|
|TikTok address||The URL of your TikTok page to be displayed to the customer.|
|Instagram user||Name of the Instagram user to be displayed to customers.|
|Facebook page||The URL of your Facebook page.|
|Twitter address||The URL of your Twitter page.|
|Website||Your website address|
|Map URL||The URL associated with your operating office on Google Maps|
After making the necessary changes, press the button at the top right to confirm.
Finally in this section it is possible to insert, or modify, the logo printed on the header of the commercial document. If you wish to do so, we recommend that you contact Technical Assistance.
Here you will find all the data necessary for the correct creation of the electronic invoice.
NB Much of the information presented here will already be visible after the first technical check by the Assistance. The modification of these data can be done later, however we suggest proceeding with the help of Technical Assistance .
In particular, you can see the data relating to the header of the invoice and at the top left the possibility of inserting a "Invoicing Section": it is an alphanumeric code that precedes the billing progressive and is useful for differentiating invoices issued by multiple environments. work (with reference to the same VAT number), or from different management systems.
Eg. Let's say you have two active Scloby environments and must proceed with the issuance of the first invoice on both environments. To avoid the issue of two "1" invoices, you could insert the sectional "A-" for the first environment and the sectional "B-" for the second. The result will be that from the first environment we will issue the invoice "A-1", from the second the "B-1".
Scrolling to the bottom of this screen you have the possibility to enter the data for receiving payments by bank transfer.
After making the necessary changes, press the button at the top right to confirm.
This is the most complex section of the module and allows you to make a series of useful customizations especially to facilitate checkout operations and the catering service. All the sections described here, once modified, can be saved by pressing the key .
NB You can proceed with the modification of these data at any time, in case of doubts on how to proceed, contact the Technical Assistance first.
The section is divided into several tables. Let's see all the main functions, starting from the "Clock" table.
Here you can define:
|Start of day time||Defines the start time of the work activity. This data defines the reset time of the Summary screen ( Summary of the day and daily reading )|
|Time zone||Reference time zone|
|Interface language||Main interface language (by default it will be defined by the language of the device's operating system)|
From the "Cashier" table you can change some useful settings to improve or facilitate sales operations. These functions mainly manage the display, or not, of messages, screens, or unnecessary operations. Below is a screen with the list of possible operations.
In the same way, it is possible to intervene on the "Commands" section shown below:
Here, in addition to the list with the various options described above, there is also the possibility to modify the "number of outputs" that can be managed (up to 10) and to decide after how many minutes to receive a visual notification that signals the inactivity of the table ( Introduction to the Rooms and Tables module ). If nothing is indicated in this last field, the standard time will be one hour.
NB The setting of the drivers in this screen must never be changed independently, as it could prevent the correct operation of the printers commands. For any needs in this regard, we recommend that you contact Technical Assistance.
As for the "Cover" table, there is only one function, but very useful.
The option in question allows you to activate the automatic cover. Once activated, you will be asked if the value of the cover must be determined by a "Product", or by a "Surcharge".
In the first case it will be necessary to first create a "Covered" product ( Creation and modification of a product sheet ), which can then be selected from the price list. The value of the product will be multiplied by the number of covers selected when creating the order ( Creating an order ).
In the second case, it will be sufficient to choose the percentage increase to be applied to the total amount of the sale.
In both cases, the covered value will be visible in the cashier , only after making the account request.
The "Fidelity Card" table allows you to modify some details useful for managing point campaigns ( Introduction to the Fidelity module ).
The "Fidelity prefix" is the first part of the code associated with the loyalty card, it must be the same for all the cards ( Specific creation of loyalty cards ) and is essential for the customer to be able to correctly associate the Cashier by reading the code associated with him ( Create and associate customer on sale ).
Below you can customize the messages relating to the total of "Transaction points", "Previous points" and "Current points", which will be printed at the bottom of the commercial document.
On the "Products" table it is possible to insert additional information, called Options, which can then be enhanced within each individual product.
If the information is not entered, it will not be possible to value it, within the product master data.
The "Price lists" table is dedicated to some changes applicable to the various price lists previously associated in the product creation phase ( Creation and modification of a product sheet ).
By default, all the price lists are already active, but they can be disabled in this section using the "Hide" buttons if not necessary (the hidden price lists will not be present in the product database, therefore the prices cannot be set). It is also possible to assign specific names in order to be able to distinguish them more immediately in Cashier and Orders .
"Payments" contains a single function relating to electronic payments.
By selecting "Activate fast card pay", a new button in the Cashier will be created, called "CARDS", which will allow you to quickly select a payment method of your choice, among those available in the list that will appear after activation. Only one quick method can be associated at a time ( Close Sale and Payment Options ).
The "4Dem" section is dedicated to external integration that allows you to send commercial communications to your customers (for more information click here ).
After activating 4Dem you will be provided with a code that must simply be entered in the "API Key" field after activating "Enable synchronization". A button will appear which will allow you to immediately synchronize the customer list with 4Dem. In order for customers to receive your communications, they must be duly enabled from the Customers module following their consent ( Customer creation ).
If you have a "Custom Host" you can enter the address in the appropriate field, preceded by "https: //".
Finally, the "Customers" table has been designed to enable or disable some automations.
|Automatically email receipts and invoices to customers||If enabled, it allows you to send a courtesy copy of the commercial document or invoice. In what will there be a QR code that can be used as an alternative to the fidelity card (enabled by default).|
|Disable sending welcome emails to customers||If enabled, it prevents the sending of the welcome email to the customer, after creation from the Customers module, or at the Cashier . Also in this case the QR code is sent.|
In this tab it is possible to create or modify all payment methods. Up to ten methods can be handled. Below is the list of methods that you will find immediately active at the first access ( Sale closure and payment options ).
NB We suggest making changes to this section only guided by Technical Assistance, as incorrect changes could cause the telematic recorder to malfunction. We also point out that at the end of the operation it is necessary to proceed with the configuration of the printer ( Printer management ).