oracle retail tradewind configuration guide release 9.5 ... · oracle® retail tradewind...

Oracle® Retail TradewindConfiguration GuideRelease 9.5E70182-01

December 2015

Oracle® Retail Tradewind, Configuration Guide, Release 9.5

Copyright © 2015, Oracle and/or its affiliates. All rights reserved.

Primary Author:

This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit, perform, publish, or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilation of this software, unless required by law for interoperability, is prohibited.

The information contained herein is subject to change without notice and is not warranted to be error‐free. If you find any errors, please report them to us in writing.

If this software or related documentation is delivered to the U.S. Government or anyone licensing it on behalf of the U.S. Government, then the following notice is applicable:

U.S. GOVERNMENT END USERS: Oracle programs, including any operating system, integrated software, any programs installed on the hardware, and/or documentation, delivered to U.S. Government end users are “commercial computer software” pursuant to the applicable Federal Acquisition Regulation and agency‐specific supplemental regulations. As such, use, duplication, disclosure, modification, and adaptation of the programs, including any operating system, integrated software, any programs installed on the hardware, and/or documentation, shall be subject to license terms and license restrictions applicable to the programs. No other rights are granted to the U.S. Government.

This software or hardware is developed for general use in a variety of information management applications. It is not developed or intended for use in any inherently dangerous applications, including applications that may create a risk of personal injury. If you use this software or hardware in dangerous applications, then you shall be responsible to take all appropriate fail‐safe, backup, redundancy, and other measures to ensure its safe use. Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software or hardware in dangerous applications.

Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners.

Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation. All SPARC trademarks are used under license and are trademarks or registered trademarks of SPARC International, Inc. AMD, Opteron, the AMD logo, and the AMD Opteron logo are trademarks or registered trademarks of Advanced Micro Devices. UNIX is a registered trademark of The Open Group.

This software or hardware and documentation may provide access to or information on content, products, and services from third parties. Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kind with respect to third‐party content, products, and services unless otherwise set forth in an applicable agreement between you and Oracle. Oracle Corporation and its affiliates will not be responsible for any loss, costs, or damages incurred due to your access to or use of third‐party content, products, or services, except as set forth in an applicable agreement between you and Oracle.

Value‐Added Reseller (VAR) Language

Oracle Retail VAR Applications

The following restrictions and provisions only apply to the programs referred to in this section and licensed to you. You acknowledge that the programs may contain third party software (VAR applications) licensed to Oracle. Depending upon your product and its version number, the VAR applications may include:

(i) the MicroStrategy Components developed and licensed by MicroStrategy Services Corporation (MicroStrategy) of McLean, Virginia to Oracle and imbedded in the MicroStrategy for Oracle Retail Data Warehouse and MicroStrategy for Oracle Retail Planning & Optimization applications.

(ii) the Wavelink component developed and licensed by Wavelink Corporation (Wavelink) of Kirkland, Washington, to Oracle and imbedded in Oracle Retail Mobile Store Inventory Management.

(iii) the software component known as Access Via™ licensed by Access Via of Seattle, Washington, and imbedded in Oracle Retail Signs and Oracle Retail Labels and Tags.

(iv) the software component known as Adobe Flex™ licensed by Adobe Systems Incorporated of San Jose, California, and imbedded in Oracle Retail Promotion Planning & Optimization application.

You acknowledge and confirm that Oracle grants you use of only the object code of the VAR Applications. Oracle will not deliver source code to the VAR Applications to you. Notwithstanding any other term or condition of the agreement and this ordering document, you shall not cause or permit alteration of any VAR Applications. For purposes of this section, ʺalterationʺ refers to all alterations, translations, upgrades, enhancements, customizations or modifications of all or any portion of the VAR Applications including all reconfigurations, reassembly or reverse assembly, re‐engineering or reverse engineering and recompilations or reverse compilations of the VAR Applications or any derivatives of the VAR Applications. You acknowledge that it shall be a breach of the agreement to utilize the relationship, and/or confidential information of the VAR Applications for purposes of competitive discovery.

The VAR Applications contain trade secrets of Oracle and Oracleʹs licensors and Customer shall not attempt, cause, or permit the alteration, decompilation, reverse engineering, disassembly or other reduction of the VAR Applications to a human perceivable form. Oracle reserves the right to replace, with functional equivalent software, any of the VAR Applications in future releases of the applicable program.

Tradewind Configuration Guide

Chapter 1: About This Guide ............................................. 1Overview ....................................................................................................... 1Topics Covered In This Guide ........................................................................... 1Where to Look for Additional Help ..................................................................... 2

Chapter 2: System Configuration ..................................... 3Overview ....................................................................................................... 3Changing the Value of a Property ...................................................................... 5Customer/Associate ........................................................................................ 6Open/Close .................................................................................................. 11Special Order/Send Sale ................................................................................ 19Layaway...................................................................................................... 22Report/Receipt ............................................................................................. 26Payroll......................................................................................................... 30Miscellaneous ............................................................................................... 34Transaction Processing .................................................................................. 39Physical Inventory ........................................................................................ 62Connectivity................................................................................................. 63Scheduler/Goals ........................................................................................... 66Loyalty System............................................................................................. 67Authorization ............................................................................................... 69Clock In/Out ................................................................................................ 70Close Transaction ......................................................................................... 71Compression ................................................................................................ 72Currency Rounding ....................................................................................... 74Employee Transaction ................................................................................... 75Gift Cards .................................................................................................... 76FormControls ............................................................................................... 77FormPoleDisplay ........................................................................................... 78FormPrinters ................................................................................................ 78FormReceipts ............................................................................................... 79FormReports ................................................................................................ 80Inactive Giftcard Lookup ................................................................................ 81Item Display ................................................................................................ 82Item Inquiry Grid Width................................................................................. 82

TABLE OF CONTENTS

Document Version 02 Tradewind Version 9.5 Page i

Table of Contents

Lookups ...................................................................................................... 84Message Box Beep ........................................................................................ 85MSR............................................................................................................ 86Official Receipt ............................................................................................. 86Pinpad......................................................................................................... 87Return......................................................................................................... 87Salesperson Commission %............................................................................ 88Shopper Control ........................................................................................... 89Options Not Accessible Through Configuration .................................................. 90Suggestive Selling ........................................................................................ 97

Item-Based............................................................................................. 97Customer-Based ...................................................................................... 97

Chapter 3: Register Group Configuration ........................ 99Overview ..................................................................................................... 99Changing the Value of a Register Group Property .............................................100Adding a Register Group ...............................................................................101Deleting a Register Group .............................................................................102Register Group Properties .............................................................................102

Chapter 4: Register Configuration ................................ 103Overview ....................................................................................................103Changing the Value of a Register Property.......................................................104Adding a Register ........................................................................................104Deleting a Register ......................................................................................105Register Properties.......................................................................................106Options Not Accessible Through Configuration .................................................111

Chapter 5: Menu Configuration ..................................... 113Overview ....................................................................................................113

Menu Category ......................................................................................115Available Functions ................................................................................116Menu Buttons.........................................................................................116Button Properties....................................................................................116Page Nbr ...............................................................................................117

Adding Functions to a Menu ..........................................................................118Removing Functions from a Menu...................................................................118Editing Button Text and Security....................................................................119

Chapter 6: Security Maintenance .................................. 121Overview ....................................................................................................121Register Group Security................................................................................123

Page ii Tradewind Version 9.5 Document Version 02


Categories .............................................................................................124Menus ...................................................................................................124Buttons .................................................................................................124Security Level ........................................................................................124

Employee Group Security..............................................................................125Categories .............................................................................................126Menus ...................................................................................................126Buttons ................................................................................................127Security Level ........................................................................................127

Employee Security .......................................................................................128Categories ............................................................................................129Menus ...................................................................................................129Buttons .................................................................................................129Security Level ........................................................................................129

Chapter 7: Pole Configuration ...................................... 131Overview ....................................................................................................131

Register Group ......................................................................................132Pole Display Message ..............................................................................132

Creating a Pole Display Message ....................................................................132

Chapter 8: History Limits Configuration ....................... 133Overview ....................................................................................................133

Categories ............................................................................................134Properties ..............................................................................................134

History Limits Properties ...............................................................................134

Chapter 9: Receipt Configuration ................................. 139Overview ....................................................................................................139

Transaction Codes ..................................................................................140Receipt Footer ........................................................................................140

Adding Receipt Variables...............................................................................140Using a Variable in a Message ..................................................................141

Chapter 10: Exchange Rate Maintenance ..................... 145Overview ....................................................................................................145Exchange Rates ...........................................................................................147

To Modify an Exchange Rate ....................................................................148

Chapter 11: Tradewind interActive Desktop ................. 149Overview ....................................................................................................149Tradewind interActive Buttons .......................................................................149

Document Version 02 Tradewind Version 9.5 Page iii

Table of Contents

Working Within Tradewind interActive.............................................................151To Access the Manager’s Menu ................................................................152To Change the Window Title & Color .........................................................153To Add Buttons to Tradewind interActive ...................................................154To Remove Buttons from Tradewind interActive .........................................157To Activate a Program .............................................................................157To Access the Task Manager ....................................................................159To Shut Down and Restart the Computer ...................................................159To Return to Tradewind interActive ...........................................................160

Index ........................................................................... 161

Page iv Tradewind Version 9.5 Document Version 02


Note: The rebranding for the latest version of this documentation set is in development as part of post MICROS acquisition activities. References to former MICROS product names may exist throughout this existing documentation set.

OverviewTradewind™ is the most comprehensive, totally integrated software solution for the retail store. It combines extensive functionality with exceptional ease of use while embracing the latest in technological advances.This manual guides you through the configuration process required to set up Tradewind.

Topics Covered In This Guide• Chapter 1, “About This Guide” on page 1, provides a general overview of

Tradewind system configuration and setup options.Tradewind system configuration functions are described in the following chapters:

• Chapter 2, “System Configuration” on page 3, describes each setup option for customer/employee information, open/close, special orders/send sales, layaway, report, receipt, payroll, transaction processing, and other miscellaneous options.

• Chapter 3, “Register Group Configuration” on page 99, describes the setup options for register groups and how to maintain these groups.

• Chapter 4, “Register Configuration” on page 103, describes each setup option for individual registers and how to maintain register properties.

• Chapter 5, “Menu Configuration” on page 113, describes the setup options for all Tradewind system menus and how to add and remove menu functions.

• Chapter 6, “Security Maintenance” on page 121, describes the security options for register groups, employee groups, and individual employees and how to administer them.

• Chapter 7, “Pole Configuration” on page 131, describes how to add and maintain the greetings that appear on the register pole displays in your store.

• Chapter 8, “History Limits Configuration” on page 133, describes how to set up the options that determine how long data is stored in Tradewind.

CHAPTER 1 About This Guide

Document Version 02 Tradewind Version 9.5 Page 1

Chapter 1: About This Guide

• Chapter 9, “Receipt Configuration” on page 139, describes how to add trailer messages to your store receipts.

• Chapter 10, “Exchange Rate Maintenance” on page 145, describes how foreign currency exchange rates are set up and maintained.

• Chapter 11, “Tradewind interActive Desktop” on page 149, describes how the Tradewind Desktop works and how it can be used to run applications.

Where to Look for Additional HelpA variety of reference books provide you with complete information about the Tradewind system.

• The Tradewind Installation Manual provides step-by-step instructions for installing the Tradewind application on servers and registers.

• The Tradewind Database Dictionary provides complete information about every table in the Tradewind database.

• The Tradewind Training Manual provides detailed information for entering sale, refund and miscellaneous transactions.

• The Tradewind Reports Manual contains a description of each report, step-by-step instructions on how to run each report, and an example of each with an explanation of the report format.

• The Tradewind Manager's Manual explains how to perform daily maintenance for timecards, payroll, and associate records, and how to generate productivity reports and dispose of damaged merchandise.

Page 2 Tradewind Version 9.5 Document Version 02


OverviewMany Tradewind features are optional. System Configuration, which is accessed from the Active Main Menu, can be used to tailor these features to meet your particular business needs.The configuration options are grouped by category. The Categories list appears at the top of the System Configuration screen. When a system category is selected, the options in that category appear in the Properties list.

Figure 1: System Configuration Screen

CHAPTER 2 System Configuration


Chapter 2: System Configuration

The options in the Properties list originate in the following database tables:• Control_Flag • POS_Control• Spcl_Control• Payroll_Control

Control_Flag tableThe Control_Flag table contains most of the YES/NO configuration options. Each configuration flag is a row in the table.

POS_Control tableThe POS_Control table contains system configuration options that do not use a YES/ NO answer. Most options for dates, times, numbers, and text strings are stored here. POS_Control is also a store-specific table that contains data for just a single store.

Spcl_Control tableThe Spcl_Control table contains the options for send sales, special orders, and layaways.

Payroll_Control tableThe Payroll_Control table contains the threshold hours used for payroll hour verification.

Note: See the Tradewind Database Dictionary for more details about these tables.



Changing the Value of a PropertyAt the System Configuration screen, ensure that the Categories list box is active. If the Properties list is highlighted, select the Choose Category button or press [Tab] to highlight the Categories list.

TIP An active list box is bright white, with a highlighted bar that you move with the up

and down arrow keys to select list options.

1. Select a category from the list.2. Select the Choose Property button or press [Enter] to move to the Properties list.3. Select the option you want to change from the Properties list.4. Choose the Change Property button or press [Enter] to change the setting of the

property.5. The Selection Required or Entry Required window prompts you to select or enter the new

value. Select or enter the new value and press [Enter] to choose OK.6. When you have made all the necessary changes, choose the Save Changes button.

To exit without saving, press [Esc].



Customer/AssociateProperties:

Require Send Info AddressDetermines whether the Address prompt must be completed before the Delivery Maintenance screen can be saved. If YES, entry of the customer's address is required. If NO, this information is not required.

Require Send Info CityDetermines whether the City prompt must be completed before the Delivery Maintenance screen can be saved. If YES, entry of the customer's city is required. If NO, this information is not required.

Require Send Info StateDetermines whether the State prompt must be completed before the Delivery Maintenance screen can be saved. If YES, entry of the customer's state is required. If NO, this information is not required.

Require Send Info Postal Determines whether the Postal Code prompt must be completed before the Delivery Maintenance screen can be saved. If YES, entry of the customer's postal code is required. If NO, this information is not required.

Require Send Info PhoneDetermines whether the Home Phone prompt must be completed before the Delivery Maintenance screen can be saved. If YES, entry of the customer's home phone number is required. If NO, this information is not required.

Require Send Info First NmDetermines whether the First Name prompt must be completed before the Delivery Maintenance screen can be saved. If YES, entry of the customer's first name is required. If NO, this information is not required.



Require Send Info Last NmDetermines whether the Last Name prompt must be completed before the Delivery Maintenance screen can be saved. If YES, entry of the customer's last name is required. If NO, this information is not required.

Require Send Info Work PhoneDetermines whether the Work Phone prompt must be completed before the Delivery Maintenance screen can be saved. If YES, entry of the customer's work phone number is required. If NO, this information is not required.

Auto-generate Customer NumberDetermines whether the customer ID number is automatically generated by Tradewind, or whether it must be entered manually when a new customer record is added.

TIP The format of the customer number is determined by the settings in the

Next_Number_Control table. The incremental count number comes from the CUST ID column of the Next_Number table.

• If YES, Tradewind generates a 14-digit customer number in the following format:

Store ID Register Number Incremental Count• If NO, any number can be entered at the Cust# prompt.

Force Clock In Before RingingDetermines whether employees must be clocked in before ringing transactions. If YES, employees must be clocked in. A message displays at sign-on that they must clock in. If NO, employees can ring transactions whether or not they have clocked in.

Chain Wide Employee SalesThis flag is used for two purposes. This flag determines whether employees who are not in the Employee table are eligible for employee transactions. If YES, employees from other stores, even those not in the Employee table, can be entered for employee transactions. If NO, employee transactions may only be rung for those employees found in the employee table.The second purpose of this flag is to control whether employees not found in the employee table may be credited with sale activity. The Validate Change Salesperson ID flag is the first flag checked when the change salesperson option is selected. If it is NO, the Chain Wide Employee Sales flag is then checked. If it is NO, the employee must exist in the employee table in order to be credited for a sale. If YES, the employee does not have to be located in the employee table.



Enable Phone Number LookupIf YES, in addition to the Customer Name and Customer Account Number, the customer's phone number may be entered to facilitate a lookup. A second line will be added to the lookup prompt. Press [Tab] to position the cursor at the phone number prompt. The complete number, including area code, must be entered. If the flag is NO, the phone number lookup is not available.

Display Send Info AptIf YES, the Apt field displays on the Delivery Maintenance screen for entry of the customer's apartment number (if available). If NO, the apartment number field does not display.

Require Send Info AptIf YES, the Apt field must be completed on the Delivery Maintenance screen. If an apartment number has not been entered when you try to save the customer record, a message indicates that the information is required. If NO, entry of the customer's apartment number on the Delivery Maintenance screen is not required.

Enable Cust Postal Code LookupIf YES, in addition to the Customer Name, Customer Account Number, and Customer Phone Number, the Customer’s Postal Code may be entered to facilitate a lookup. A third line will be added to the lookup prompt. Press [Tab] to position the cursor at the postal code prompt. If the flag is NO, the postal code lookup is not available.

Note: The postal code must be entered with at least two characters of the last name. Postal code lookup alone is not permitted.

Set Focus on Customer Email?If YES, focus will be set to the Email Address field on the Customer Maintenance screen for entry of the customer's email address (if available). If NO, focus will not be set on the Email Address field.

Use QASIf this flag is YES, Tradewind is integrated with the Quick Address Search (QAS) application. QAS is an address tool that provides the correct street name, street number, and apartment/unit number according to the information entered as the search criteria during customer entry and lookup functions.If this flag is NO, Tradewind will not be integrated with the Quick Address Search (QAS) application.

Display Shopper VisibilityNo longer used. A record in the Form Layout table will determine if this list box appears.



Enforce Shopper VisibilityIf this flag is YES, Tradewind will limit employee access to customer address information. Some associates will be unable to view certain shopper records in the Customer Portfolio or Customer Maintenance screen. Associates may only view these records if they have a certain security level, or if they are assigned to that customer. If a shopper is an employee, then the associate may only view that record if they are a certain security level. Tradewind will ignore the employee that is assigned to that shopper record. Only certain employees may modify the "Employee Assigned" or "Limited Visibility" fields in the Customer Maintenance screen.If this flag is NO, Tradewind will not limit employee access to customer address information.

Distinguish Cust By Postal CD?Determines whether the list box on the "Select Customer" form displays the address or the postal code to the right of the customer's name.If this flag is YES, the customer's postal code will be displayed to the right of the customer name in the list box on the "Select Customer" form.If this flag is NO, the customer's address will be displayed to the right of the customer name in the list box on the "Select Customer" form.

Use multiple addressesIf this flag is YES, customers may have multiple addresses. Tradewind Customer Maintenance will allow the user to select from a list of existing addresses for a given shopper and also to add a new address for a given shopper. If this flag is NO, customers may not have multiple addresses.

Use multiple phone numbersIf this flag is YES, customers may have multiple phone numbers. Tradewind Customer Maintenance will allow the user to select from a list of existing phone numbers for a given shopper and also to add a new phone number for a given shopper. If this flag is NO, customers may not have multiple phone numbers.

Multi-Store LogonDetermines whether an employee from a different store is allowed to sign on to Tradewind and to key transactions. If this flag is YES, employees from other stores will be allowed to ring transactions at stores other than their home store. If this flag is NO, employees from other stores will not be allowed to ring transactions at stores other than their home store.

Use Netsales for AvgTranValue?Determines whether the Productivity Report uses net sales or gross sales for the average transaction calculation. If this flag is YES, the calculation for average transaction will use the net sales value. (Avg Tran Value = Net Sales/Number of Trans)If this flag is NO, the calculation for average transaction will use the gross sales value. (Avg Tran Value = Gross Sales/Number of Trans)



Clock In/Out SecurityDetermines whether clock-in and clock-out transactions are secured with a password prompt. If this flag is YES, the employee will be prompted for his/her password when clocking in and clocking out. If this flag is NO, the employee will not be prompted for his/her password when clocking in and clocking out.

Prompt Language PreferenceDetermines whether Tradewind prompts for a language preference during the tendering process. If this flag is YES, then the associate will be prompted to select a language preference for the customer from a list box of valid languages. If NO, the associate will be not be prompted for a language preference.

Display Last Name FirstDetermines whether Tradewind displays customer and employee names with the first name first or the last name first. If this flag is YES, then the customer and employee names are shown with the names in the format LASTNAME, FIRSTNAME. If this flag is NO, employee and customer names are shown in the format FIRSTNAME LASTNAME.

Number of History Items to DisplayDetermines the maximum number of history items that can appear on the Purchase History tab of the Customer Portfolio screen. For example, if the number of history items is 10, the last 10 merchandise items purchased or returned by the customer display on the Purchase History tab.

Valid Values:0 to 32,767 (integer)

Number of History Days to DisplayDetermines the maximum number of days history items can appear on the Purchase History tab of the Customer Portfolio screen. For example, if the number of history days is 365, purchases made during the last year display on the Purchase History tab.

Valid Values:0 to 32,767 (integer)



Open/Close Properties:

Prompt for Event at CloseWhen the store is being closed for the day, the employee can select from a list of events for that day. This information is stored with the closing transaction and is sent to the home office, where the success of various special events can be analyzed. If YES, the events in the Reason table of reason type EV display for selection. If NO, the event list does not appear.

Perform Settlement at StoreStore settlement is only valid for AuthEngine payment software. Determines whether credit card settlement is performed at the store at the end of the day. If YES, credit card settlement is performed. If NO, the store does not perform credit card settlement and is the responsibility of the home office.

Set this option to NO if the store performs settlement through Zon® units or other credit card devices, rather than through Tradewind.

Prompt for Weather at CloseWhen the store is being closed for the day, the employee can indicate the weather conditions. This information is stored with the closing transaction and is sent to the home office, where the effects of weather on sales trends can be analyzed. If YES, the events in the Reason table of reason type WT display for selection.If NO, the weather list does not appear.

Clock Out During Close?Determines whether a clock out prompt appears during store close. This function allows the person closing the store to clock out. If YES, the clock out prompt appears. If NO, it does not appear. Also, the clock out prompt will time out after a designated number of seconds of inactivity. The prompt’s time out will not stop your close from proceeding.



Create Interface Upload FilesDetermines whether upload files are created to be sent back to the host system. Set this flag to NO if using the Tradewind native Polling.txt. If NO, the upload files are not created. If YES, the upload files are created. The format of the files is based on the host system to which you are interfacing.

Process Interface DownloadsDetermines whether interface files are downloaded from the corporate office in a format other than Tradewind native (*.all) format. If using *.all file formats, this flag must be set to NO. If not using native Tradewind format, set this flag to YES.

Automatic Software UpdateDetermines whether the Tradewind software and databases are automatically updated as part of the store close process. If YES, ASU files can be downloaded to the store during the close and processed without user intervention. If NO, the files will not be processed automatically during a store close, and software will not be updated.

Convert UPC to 8 DigitsDetermines whether UPCs downloaded in InStorePlus® format are converted to 8 digits by adding a leading zero (0). If YES, the UPC is converted. If NO, the UPC is not converted.When set to YES, the “Process Interface Downloads” flag must be set to YES. When set to YES, and the “Create Interface Upload File” flag is set to YES, then the UPC is converted back to InStorePlus format by stripping the leading zero from the UPC for data written to the Polldata.snd file.

Separate 500 Recs for MC & VFor InStorePlus users, allows MasterCard® and VISA® records to be written to the Polldata.snd file as separate 500 codes, rather than grouped together by the same 500 code. If YES, the MasterCard and VISA records are separated. If NO, they are not.When set to YES, the “Create Interface Upload File” flag must also be set to YES.

Prompt for TicketMaster SalesDetermines whether a prompt to enter TicketMaster® sales dollars and cash displays at the beginning of the store close procedure, before the Bank Deposit screen. If YES, the TicketMaster prompt displays. If NO, the TicketMaster prompt does not display.

Nightly Tape Backup?Determines whether Close Manager activates a backup of the data in the designated backup date to tape every night after the store close. If YES, the tape backup is activated and the Response Required window prompts you to insert a tape into the server's tape drive.If NO, the message does not display and the Backup data is not backed up to tape.



ISP Expiration Date MMYYWhen set to YES, credit card expiration dates in the Polldata.snd file appear in MMYY format. When set to NO, credit card expiration dates in the Polldata.snd file appear in YYMM format.

Create STS .ALL FilesDetermines whether the Tradewind interface to STS Open® AuditWorks is used by your store to integrate sales and inventory data to the corporate system. If YES, Tradewind creates .all files for the item-related tables when you want to add or change items in Tradewind.If NO, the .all files are not created and the STS download file is used only to update prices in Tradewind.

Use Calculator for Open Till?Determines whether the Cash Count Calculator screen displays when the till is opened. If YES, the “Please enter the Starting Cash Amount” screen prompts the associate to enter the quantity for each denomination in the till. A running total appears as the counts are entered. The associate must choose the Save Calculator Counts button when all counts have been entered.If the total for all denominations entered and Till.TILL_OPEN_BAL are identical, the opening amount prints on a receipt. If the amounts are not identical, the prompt “Till is out of balance” displays. Press [Enter] to continue and save the amount as is, or press [Esc] to return to the Cash Count Calculator screen and correct the amounts.If set to NO, the prompt “Please enter the starting cash” displays when the till is opened. Press [Enter] to accept the default opening amount or enter a different opening amount.

Enhanced Closing RoutineIf set to YES, an expanded close procedure (the Enhanced Store Close) is performed during the store close function. The Enhanced Store Close includes the following additional procedures:

• Counts the float amount during the close till procedure.• When the till counts are saved, automatically calculates the bank deposit

amount.• Displays each saved tender amount for each register on the Bank Deposit screen.• Prints a bank deposit slip with a total line for each tender.• Updates the Float Amount when a till is opened and calculates the difference

between the float amount and the actual opening amount, if any.If set to NO, the Regular Store Close is performed.



Subtotal Checks & Trav. ChecksIf set to YES, the total amount for personal checks is sub totaled with the total amount for traveler's checks on the bank deposit slip.If set to NO, the total amounts for personal checks and traveler's checks are listed separately.

Display Unbalanced TendersDuring the register close, after the register totals have been saved, the option is available to display a list of tenders that are out of balance. That is, the dollar amount entered by the employee does not match the dollar amount calculated by the system. If the flag is set to YES, the two amounts will be compared after the count is saved. Any tenders that do not match are displayed in the list. If [Enter] is pressed, the close will continue. If [Esc] is pressed, the employee will be returned to the Select Tender to Count screen and may add/modify the incorrect tenders. If the flag is set to NO, the system will continue to inform you that an out of balance has occurred but will not display the tender(s) which are out of balance.

Electronic Close Debit BatchDetermines whether the debit card batch will be closed at the end of the day. If YES, a close of the debit card batch is performed. If NO, the batch is not closed.

Run SwitchApp during close?The SwitchApp.exe program automatically terminates the Authengine.exe and launches RemoteWare. If YES, following the settlement portion of the close, the Authengine will be brought down and the system will prepare itself for the nightly polling session. After polling has occurred, the system will reboot and Authengine will be brought back up in preparation for the next day’s on-line authorizations. If NO, Authengine.exe will not be terminated during the close and RemoteWare will not be launched. (This option is intended to prevent communication problems in the cases where the two programs share a modem.)

Show Till Pulls at Till Close?The ability to pull funds out of the till during the day is provided in Tradewind. This flag indicates whether the amount that has been pulled during the day is to be displayed on the Select Tender to Count screen. If YES, a fifth column will be added to the Select Tender to Count screen—Till Pulls. The amount of the tender that was pulled will display. If NO, the pulled dollar amount will not display on the Select Tender to Count screen. Please note that the Till Total reflects the till pull amounts.

Enforce One Register Per Till?If a user signs on to a register and has already been assigned a till (cashiering mode only), Tradewind checks the “Enforce one register per till?" flag. This flag determines whether the user can use the register without first closing the other till. If NO, Tradewind allows the employee to move between registers without running a Close Till transaction. If YES, Tradewind checks the Till.RGST_ID_ASSIGNED field. If this field matches the Register ID, then the user is allowed to sign on. If this field does not match the Register ID, then a message appears telling the user to close the till from the other register.



Compare Dates When OpeningIf set to YES, the system date is compared to the next available open date in POS_Calendar. If the dates do not match, a message is displayed to the user. If NO, the dates are not compared and the user is prompted to enter the date for which they want to open.

Bank Deposit During CloseIf this flag is set to YES, the Bank Deposit screen will be displayed as part of the nightly store closing routine. If NO, the Bank Deposit screen will not be displayed during store close because the assumption is made that the deposit will be done the following day.

Open Drawers at Store CloseIf this flag is set to YES, all cash drawers will be opened automatically as the first step of the non-abortable portion of the close. If this flag is NO, this process will be skipped and the cash drawers will not be opened during the close.

Compress Offline BackupIf this flag is set to YES, the OfflineB.Bk file will be zipped prior to being copied to the registers. Additionally, Tradewind has been modified to unzip the database before attempting to restore. If this flag is NO, the OfflineB.Bk file will be copied as it is, unzipped, to the offline registers.

Use Offline MulticastIf the flag is set to YES, a message will be sent to all registers to tell them to begin listening for a file transfer. A list of the responding registers will be written to Close_Log. If the flag is NO, the standard offline copy routines will be used. The backup will be copied to one register at a time.

CloseManager password on exitDetermines whether exiting the Close Manager is restricted to authorized store personnel. If YES, the system will prompt for the shell password before shutting down. If NO, the system will not prompt for the shell password before shutting down.

CRM Customer xml creationIf this flag is set to YES, the store closing process will create an xml-format extract of the customer data which will be polled each night and processed into the CRM system. If NO, the file is not created during the store closing process. This information will not be accessible at the store level. Note: This is a batch update and does not include any real time lookup capabilities.



CRM Transaction xml creationIf this flag is set to YES, the store closing process will create an xml-format extract of the transaction data which will be polled each night and processed into the CRM system. If NO, the file is not created during the store closing process.This information will not be accessible at store level. Note: This is a batch update and does not include any real time lookup capabilities.

IP Download Date Format mmddyyWhen set to YES, download dates in the download file (plu.chg, gen.dta) appear in mmddyy format. When set to NO, download dates in the download file appear in yymmdd format.

IP Upload Date Format mmddyyWhen set to YES, upload dates in the upload file (sls00xxx.dta where xxx is the 3-digit store ID) appear in mmddyy format. When set to NO, upload dates in the upload file appear in yymmdd format.

Run Interface on Update.nowWhen processing mid-day updates (update.now), Tradewind can be configured to run the TWInterface.exe to process foreign download data at the same time.If set to YES, download files can be processed during the day, not just during a close. (Run TWInterface.exe.) When running the interface during a midday update, CloseManager will not check the POLLING_TM as it does during a close.If set to NO, the TWInterface.exe will not be executed.

Force clock out before payrollTo force all employees to clock out before completing the close, Tradewind can be configured to modify the closing order as shown below. If set to YES, the closing order will be as follows:

1. Finish Inventory Counts2. Check for signed on users3. Get safe #4. Weather5. Event6. Ticket Master sales7. Bank Deposit8. Clock out9. Match clock ins and outs10. Payroll - includes automatically approving payroll, comparing to timecards and sending11. Settlement12. Post manual auths13. Debit settlement14. Check till balance



If set to NO (default value), the order will be as follows:1. Finish Inventory Counts2. Check for signed on users3. Payroll - includes automatically approving payroll, comparing to timecards and sending4. Get safe #5. Weather6. Event7. Ticket Master sales8. Bank Deposit9. Settlement10. Post manual auths11. Debit settlement12. Clock out13. Match clock ins and outs14. Check till balance

Day of the Week to Compact DatabaseNo longer used.

Day of the Week to Repair DatabaseUsed to determine the day of the week when database maintenance will be run.

Valid Values:0 = Every day1 = Sunday2 = Monday3 = Tuesday4 = Wednesday5 = Thursday6 = Friday7 = Saturday



Latest Time to Wait for PollingA time that indicates the end of the valid time range for polling. The system waits to receive an update.ok file before this ending time. When this time is reached, if there is no update.ok marker file found, the close will continue and some processes may be skipped.

Valid Values:00:00 to 23:59, or blank.

Latest Time to Wait to Repair the DatabaseUsed to determine the latest time at which the database maintenance job is run. After the specified time, the job will not be run.

Latest Time to Wait to Compact the DatabaseNo longer used.

Latest Time to Wait to Backup the DatabaseA time that indicates the end of the valid time range for backing up the database. If the backup is attempted after this time, backup does not take place and the store close continues.

Valid Values:00:00 to 23:59, or blank.

Number of Seconds to Wait for Clock Out TransactionsIf the number of seconds specified here elapses before an employee number is entered, the prompt closes and the store close continues. The default value is 10 seconds.



Special Order/Send Sale Properties:

Require Cancel Fee for Send SalesNot currently used.

Book Send Sales at SetupBooking a transaction counts the transaction as sales, decrements inventory, and records the tax collected. Booking can take place at setup or when the send sale is closed, but not both. If YES, the transaction is booked when the send sale is initially entered.If NO, the transaction is booked when it is closed.

Note: If the “Close Send Sales Immediately” flag is YES, the “Book Send Sales at Setup” flag can be YES or NO; however, NO is recommended.

Prompt for Source in Send SalesThe source is the location from which the send sale item is sent. If YES, the employee is prompted to select the source of each item being shipped from a list of valid sources (store, warehouse, and vendor). The prompt defaults to the value set for the Default Source for Send Sales property.If NO, no prompt appears and the source defaults to the value set for Default Source for Send Sales.



Default Source for Send SalesA number that indicates the default location from which send sale items are sent. The default location is used when the employee makes no selection at the Location prompt, or if Prompt for Source in Send Sales is NO.

Valid Values:

Non-Mdse ID for Send Sales FeeSend sales require no setup fee, but they do have shipping charges that can include handling charges. This field displays the non-merchandise ID code used for the send sale fees. Non-merchandise ID codes are defined in the Non_Mdse_PLU table.

Non-Mdse ID for Send Sales Cancel FeeNot currently used.

Minimum Deposit for Special OrdersIndicates the smallest down payment amount that can be entered for a special order. The minimum deposit amount is not required, but is recommended. If the amount entered is less than the minimum amount, a warning displays and the associate must confirm that the deposit amount is correct.

Valid Values:0.00 to 99,999,999.00

Recommended Deposit % for Special OrdersWhen the employee is prompted to enter a special order deposit, the percentage defaults to this percentage of the total. For example, if the recommended deposit percentage is 10%, the recommended deposit for a $200.00 special order would be $20.00.

Valid Values:0 to 100

Allow Non-Mdse ID for Special OrdersDetermines whether non-merchandise can be special-ordered. If YES, non-merchandise codes can be entered as part of a special order. If NO, non-merchandise codes cannot be entered. Non-merchandise codes are defined in the Non_Mdse_PLU table.

0 = Store 1 = Warehouse 2 = Vendor



Require Setup Fee for Special OrdersDetermines whether a setup fee is required for special orders. If YES, a fee is automatically applied to each special order setup. If NO, no fee is applied. Because the setup fee is not considered part of the special order, it is not refunded if the special order is canceled.Like a sale item, the setup fee is booked at setup, regardless of when the rest of the special order is booked. Because the deposit amount does not apply toward the setup fee, the total amount the customer owes is the deposit amount plus the setup fee. For example, if a $20.00 deposit is made on a special order that has a setup fee of $5.00, the amount due from the customer when the special order is booked would be $25.00.

Require Cancel Fee for Special OrdersNot used at this time

Book Special Orders at SetupBooking a transaction counts the transaction as sales, decrements inventory, and records the tax collected. Booking can take place at setup or when the special order is picked up, but not both. If YES, the transaction is booked when the special order is initially entered. If NO, the transaction is booked when it is picked up in Special Transaction Maintenance.

Non-Mdse ID for Special Order Setup FeeIndicates the non-merchandise ID code used for special order setup fees. Non-merchandise ID codes are defined in the Non_Mdse_PLU table.

Non-Mdse ID for Special Order Cancel FeeNot used at this time.



LayawayProperties:

Minimum DepositIndicates the smallest deposit amount that can be entered for a layaway transaction. The minimum deposit amount is not required, but is recommended. If the amount entered is less than the minimum amount, a warning prompt requires the associate to confirm that the deposit amount is correct.

Recommended Deposit % for LayawaysWhen the associate is prompted to enter a layaway deposit, the amount is calculated based on this percentage of the layaway total. For example, if the recommended deposit percentage is 10%, the recommended deposit for a $200.00 layaway would be $20.00.


Payment Days for LayawayIndicates the number of days in each payment period. The pickup date that appears on the receipt is calculated from the number of days entered here times the number of payment periods. For example, if you define 3 payment periods of 30 days each, a pickup date of 90 days from the setup date would be calculated.

Valid Values:0 to 32,767



Payment Periods for LayawayIndicates the number of allowable payment schedule increments for layaways. Use this number, in conjunction with the number of days in a payment period, to calculate layaway payment dates and payment amounts.


Allow Non-Mdse ID for LayawayDetermines whether non-merchandise can be placed on layaway. If YES, non-merchandise ID codes can be entered for a layaway. If NO, they cannot be entered.

Require Setup Fee for LayawayDetermines whether a setup fee is required for layaways. If YES, a setup fee is automatically applied to each layaway transaction. If NO, no fee is applied. Because the setup fee is not part of the layaway, it is not refunded if the layaway is canceled.Like a sale item, the setup fee is booked at setup, regardless of when the rest of the layaway is booked. Because the deposit amount does not apply toward the setup fee, the total amount the customer owes is the deposit amount plus the setup fee. For example, if a $20.00 deposit is made on a layaway that has a setup fee of $5.00, the amount due from the customer would be $25.00.

Require Cancel Fee for LayawayNot used at this time

Book Layaway at SetupBooking a transaction counts the transaction as sales, decrements inventory, and records the tax collected. Booking can take place at setup or when the layaway is picked up, but not both. If YES, the transaction is booked when the layaway is initially entered.If NO, the transaction is booked in Special Transaction Maintenance when the layaway is picked up.

IMPORTANT! If “Book Layaway at Setup” is set to NO, discounts, deal prices, promotional prices, and price overrides can be applied to layaway pickup items.

Non-Mdse ID for Layaway Setup FeeIndicates the non-merchandise ID code used for layaway setup fees. Non-merchandise ID codes are defined in the Non_Mdse_PLU table.

Non-Mdse ID for Layaway Cancel FeeNot used at this time.



Apply Promotion Price at PickupIf YES, current promotional prices are automatically applied to layaway items that are being picked up.If NO, the price applied to layaway pickup items is the price in effect when the layaway was set up.

IMPORTANT! If “Apply Promotion Price at Pickup” is set to YES, “Book Layaway at Setup” must be set to NO.

Apply Deal Price at PickupIf YES, current deal prices are automatically applied to layaway items that are being picked up.If NO, the price applied to layaway pickup items is the price in effect when the layaway was set up.

IMPORTANT! If “Apply Deal Price at Pickup” is set to YES, “Book Layaway at Setup” must be set to NO.

Pickup Discount AllowedIf YES, the Layaway Item Edit menu displays and discounts can be applied to layaway items that are being picked up. If NO, the Layaway Item Edit menu does not display. The price applied to layaway pickup items is the price in effect when the layaway was set up.

IMPORTANT! If “Pickup Discount Allowed” is set to YES, “Book Layaway at Setup” must be set to NO. If both “Book Layaway at Setup” and “Pickup Discount Allowed” are set to YES, discounts cannot be applied to layaway pickup items. Refer to “Book Layaway at Setup” on page 23.

Print Layaway TicketsDetermines whether a ticket prints for layaway setup transactions. When set to YES, a ticket prints for each item set up for layaway during the transaction.If NO, no layaway tickets are printed.

Manually Assign Layaway NumberDetermines whether the employee is prompted to enter or scan a layaway tracking number when the Layaway button is chosen and the customer information entered for the layaway. If YES, the layaway tracking number prompt displays.If NO, the prompt does not display and the layaway tracking number is automatically assigned by Tradewind.



Include Setup Fee in Deposit?Determines whether a layaway setup fee is included in the suggested minimum layaway deposit amount. If YES, a layaway setup fee is included in the deposit amount and a Setup Fee line prints on the layaway receipt.If NO, a setup fee is not included in the calculation of the deposit amount.

Print Barcoded Layaway NumberDetermines whether a barcoded layaway tracking number prints at the bottom of each layaway receipt. If YES, a barcoded layaway number prints on layaway receipts.If NO, a barcode does not print on layaway receipts.

IMPORTANT! This flag may not work with all printers.



Report/ReceiptProperties:

Print “You Saved” MessageIf YES, the result of all transaction savings are printed on the customer’s receipt.If NO, transaction savings are not printed on the customer’s receipt.

Print Return Info as Barcode?For thermal printers only. If YES, a barcoded number prints on receipts that includes store number, register number, employee number, and transaction number.If NO, the barcoded number does not print on receipts.

Print Barcoded Store Credit #If YES, a bar code of the store credit number is printed on the customer’s store credit document. If NO, the barcoded store credit number will not be printed on the store credit document.

Include Discounts in Sales?Determines whether discounts are included in the sales or returns totals reported on the Flash Sales Report and Employee Productivity Report. If YES, discounts are figured into the report totals. If NO, discounts are not figured into the totals. For example, the first sale of the day is a $100.00 item with a $10.00 discount. If YES, $90.00 in sales would be reported. If NO, $100.00 in sales would be reported.



Print Electronic Journal RollIf YES, the receipt text is sent to an electronic journal roll file in the same format as it appears on the printed receipt. A separate file is created for each register, with the filename based on the store ID, register ID, and business date (MMDDSSSSSS.RR where M = month, D = day, S = store number, and R = register number).If the register goes offline, an electronic journal roll file is created in the register's offline database path. When the register comes back online, the text from the offline file is merged with the server's electronic journal roll and the file in the offline directory is deleted.A record in the Hist_Limits table determines how long the data in the electronic journal roll file is stored.If NO, receipt text is not sent to an electronic journal roll file.

Write “J” to Journal Printer?This flag is intended for use by systems with a separate journal printer. If YES, a 'J' will print on the right side of the journal tape.If NO, the journal tape will not include the 'J'.

Prt Slsperson When Changd OnlyIf YES, the employee ID number of the sales associate prints on the receipt only once when the sales associate is changed during a transaction.If NO, the employee ID number prints on the receipt for each line item when the sales associate is changed during a transaction.

You Saved Uses Retail PriceDetermines which price is used to calculate the amount saved; retail price or compare-at-retail price.

Report Items with Balance OnlyIf this flag is set to YES, only items whose amount is greater than 0.00 will be displayed when a report is generated. If NO, all lines will display/print. This applies to the Daily Cash & Sales report only.

Remove Line Detail On SuspendsIf NO, line item detail will continue to print on receipts for suspended transactions. If YES, line item details will not print on receipts for suspended transactions. The receipt will contain header and footer information without line detail.

Audit Receipt Reprints?Determines whether receipt reprints are tracked. If the control flag is set to YES, a record will be written out to the Audit_Receipt_Reprints table after a receipt is reprinted. If set to NO, receipt reprints are not tracked.

Audit Gift Receipts?Determines whether gift receipts are tracked. If the control flag is set to YES, a record will be written out to the Audit_Gift_Receipts table after a gift receipt is printed. If set to NO, gift receipts are not tracked.



CustList Group by SlspersonIf YES, the Customer List report will group the customers by their commissioned salesperson, not the employee that is assigned to that customer.If NO, the Customer List report will not group the customers by their commissioned salespeople.

Print multiple signature linesIf YES, a signature line will be printed on the receipt for each credit card tendered in a transaction.If NO, only one signature line will be printed on the receipt.

Print receipt per gift cardDetermines whether a receipt for each gift card issued or recharged in a transaction, including cards issued as change or refund tender, is printed.If YES, a separate receipt is printed for each gift card in a transaction.If NO, separate receipts are not printed for each gift card in a transaction.

Allow PCI MaskingDefines the characters used for masking as well as the positions of the account number that are masked. Note that this configuration setting will never allow the complete account number to be stored.If YES, the PCI Data Security Standard is used. (“First 6 plus last 4 only max display”.)If NO, default masking is used and will display the last four digits only. (More restrictive than the "6+4" rule.)

Merchandise Level 1 DescriptionDefines the name of the first level of merchandise. For example, if the merchandise levels are Department, Class, Subclass, and Category, Department is the description for level one.

Valid Values:1 to 12 characters long. Blanks are not valid. Each level should be unique.

Merchandise Level 2 DescriptionDefines the name of the second level of merchandise. For example, if the merchandise levels are Department, Class, Subclass, and Category, Class is the description for level two.




Merchandise Level 3 DescriptionDefines the name of the third level of merchandise. For example, if the merchandise levels are Department, Class, Subclass, and Category, Subclass is the description for level three.


Merchandise Level 4 DescriptionDefines the name of the fourth level of merchandise. For example, if the merchandise levels are Department, Class, Subclass, and Category, Category is the description for level four.


Start TimeThe Sales by Hour and Sales by Hour Analysis reports use the start time to determine the starting time of the report and the hourly intervals included on the report. For example, if the start time is set to 08:30, the first hour on the report would be 08:30 (if there were sales that hour), the next 09:30, then 10:30, and so on. If the time is set to 08:00, the first hour would be 08:00, then 09:00, and so on.

Valid Values:A valid time in 24-hour format (00:00 to 23:59)



PayrollProperties:

Feed Payroll with Timecards?Determines whether payroll hours are automatically calculated from timecards. If YES, the number of hours for which employees will be paid is calculated from their timecards. If NO, the hours worked must be entered manually. Set this flag to NO if Clock In and Clock Out are not used at the store.

Overtime on Sunday?This flag determines whether hours worked on Sunday are automatically calculated as overtime hours. If YES, all hours worked on Sunday are calculated as overtime hours. If NO, hours worked on Sunday are not automatically calculated as overtime.However, if both “Overtime on Sunday?” and “Use Weekly Overtime Threshold?” are set to YES, hours worked on Sunday do not count toward the weekly overtime threshold. When “Overtime on Sunday?” is set to YES, hours worked on Sunday display on the Payroll Maintenance screen as Overtime Hours. Only hours displayed as Regular Hours count toward the weekly overtime threshold.

Overtime on Saturday?Determines whether hours worked on Saturday are automatically calculated as overtime. If YES, all hours worked on Saturday are overtime hours. If NO, hours worked on Saturday are not automatically calculated as overtime.However, if both “Overtime on Saturday?” and “Use Weekly Overtime Threshold?” are set to YES, hours worked on Saturday do not count toward the weekly overtime threshold. When “Overtime on Saturday?” is set to YES, hours worked on Saturday display on the Payroll Maintenance screen as Overtime Hours. Only hours displayed as Regular Hours count toward the weekly overtime threshold.



Use Daily Overtime Threshold?Determines whether work time greater than the number of hours specified in POS_Control.DAY_HOURS is automatically calculated as overtime.If both the “Feed Payroll with Timecards” and “Use Daily Overtime Threshold” control flags are YES, all hours greater than the number of hours specified in POS_Control.DAY_HOURS are automatically calculated as overtime. For example, if DAY_HOURS is 8 and an employee works 10 hours in a single day, 8 hours are considered regular hours and 2 hours overtime.If NO, daily overtime is not calculated and all hours worked in a day are considered regular hours.

Use Weekly Overtime Threshold?Determines whether work time greater than the number of hours specified in POS_Control.WEEK_HOURS is automatically calculated as overtime.If both the “Feed Payroll with Timecards” and “Use Weekly Overtime Threshold” control flags are YES, all hours greater than the number specified in POS_Control. WEEK _HOURS are automatically calculated as overtime. For example, if WEEK_HOURS is 40 and an employee works 43 hours in a week, 40 hours are considered regular hours and 3 hours overtime.If NO, weekly overtime is not calculated and all hours worked in a week are considered regular hours.

Overtime for Salaried Emp?Determines whether salaried employees receive overtime for additional hours worked. If YES, the overtime calculations apply to all employees, both salaried and hourly. If NO, overtime calculations are not used for salaried employees.

Automatically Approve Payroll?Determines whether payroll hours are automatically approved on the payroll finish date and sent to the corporate office during the store close. If YES, all payroll hours are automatically approved and sent to the corporate office during the store close process. If NO, before the payroll finish date, hours for each employee must be manually reviewed and saved using Payroll Maintenance.To use this flag, the “Feed Payroll with Timecards” flag must be set to YES.

Confirm Payroll HoursWhen set to YES, Tradewind calculates the payroll hours from the employee timecards and compares the totals to the Hours Worked in Payroll Maintenance on the night payroll is closed and sent. If any discrepancies exist, Tradewind lists all employees whose timecard and Hours Worked totals do not match. Choose OK to go to Payroll Maintenance and modify the employee records as necessary, or press [Esc] to continue the store close.When set to NO, no comparison is made between the timecards and hours worked totals and the store close continues as normal.



Categorize Timecards?If YES, when associates clock in they are prompted to select the task category for which they are clocking in (for example, cleaning, inventory, sales, and so on). The category description is also displayed in the Clock In/Out window.If NO, the category description does not display on the Clock In/Out window.

Confirm Daily Clock In/Out?If YES, a Response Required prompt containing a list of employees whose clock in and out records do not match appears during the abortable portion of the Store Close. All listed employees must be corrected through Timecard Maintenance before the store close continues. If NO, the list of employees does not display and the store close continues without requiring corrections.

Use Mandatory Double-Time Day?Determines if hours worked on a configurable day (specified in the Dbl_Time_Day column of the Payroll_Control table) are automatically added to the Double-Time payroll category.If YES, all hours worked on the day specified in Payroll_Control.Dbl_Time_Day are automatically calculated as double time and will appear in the double time column in the Payroll Worksheet. If NO, all hours are considered regular hours.

Use Daily DBL-Time Threshold?Determines if hours over a configurable threshold worked on any given day are automatically added to the Double-Time payroll category. If YES, all hours greater than the number specified in POS_Control.DblTime_Hours are automatically calculated as double time and will appear in the double time column in the Payroll Worksheet. If NO, this flag is ignored.

Use Exmt/NonExmt Hldy Rules?Determines whether exempt managers' hours for work on a holiday are figured as double time. If YES, all employees who have the Mgmt_Exempt column in the Employee table set to:

• 0 - N/A: this control flag will not apply to this employee.• 1 - Exempt: will have all hours worked on a holiday calculated as regular hours

and appear in the Regular Hour column in the Payroll Worksheet.• 2 - Non-Exempt: will have all hours worked on a holiday calculated as holiday

hours and appear in the Holiday Hours column in the Payroll Worksheet. If NO, all hours worked by all employees on a holiday will be calculated as holiday hours and appear in the Holiday Hours column in the Payroll Worksheet.



Send Payroll Nightly?Determines if payroll hours should be sent to corporate every night instead of only sending payroll on the night that the period is closed.If set to YES, payroll data will be sent to the corporate office every night during the store close. If set to NO, payroll data will only be sent to the corporate office on the Payroll Finish Date.

IMPORTANT! The “Automatically Approve Payroll?” control flag in the Payroll category of System Configuration must be set to YES when using this control flag.

Use Week Dbl-Time ThresholdDetermines if hours over a configurable threshold worked in any given week are automatically added to the Double-Time payroll category.If YES, all hours greater than the number specified in POS_Control.DT_WEEK_HOURS are automatically calculated as double time and will appear in the double time column in the Payroll Worksheet. If NO, all hours worked in a week are considered regular hours and are included in the Regular Hours column.

Payroll Period Type CodePeriod types are defined in the Business_Calendar table and may include Weekly, Bi-weekly, Monthly, and other ranges defined for your business. Periods are defined by a starting and ending date. Each kind of period is identified by a type code, which specifies the period type code used for your payroll.

Valid Values:Any valid code from the Business_Calendar table.



MiscellaneousProperties:

Validate Serial NumbersDetermines whether Tradewind validates serial numbers entered during transaction entry against the Serialized_Item table. (Only serial numbers on file can be used.) If YES, Tradewind validates the serial numbers. If NO, serial numbers are not validated and serial numbers entered are used to update the Serialized_Item table.

Show Function Key on Menus?Determines whether the function key that corresponds to each menu button appears on the button after the button text. If YES, the function key appears on the button; for example, “Choose Category (F1).” If NO, only the button text appears on the menu button; for example, “Choose Category”.

Get Post Cd with Return InfoUse this control flag to retrieve the tax rate for items returned during a transaction. If YES, the Postal Code field appears in the Return Information window and can be used to look up the correct tax rate for returned items.

• The postal code determines the tax location and tax rate if the associate completes the Postal Code field, or both the Store field and the Postal Code field.

• The original store ID (the store where the item was purchased) determines the tax location and tax rate if the associate completes the Store field, but does not complete the Postal Code field.

• The current store ID determines the tax location and tax rate if neither the Store field nor the Postal Code field are completed.

• No tax is refunded for the returned item if the associate enters a Postal Code that is not on file, even if the Store field was completed.

If set to NO, the Postal Code field does not appear in the Return Information window and cannot be used to look up the correct tax rate for returned items.



Auto Print Packing ListIf YES, a packing list prints to the register's default report printer when inventory is updated during a Transfer Out or Return to Vendor transaction. If NO, the packing list does not print automatically, but it can be selected from a menu option on the Transfer Out or Return to Vendor screen.

Display Mdse03 in Inv InquiryIf YES, the Inventory Inquiry screen displays the merchandise level 3 description, rather than the merchandise level 1 description, as a column heading (from POS_Control.MDSE03_LVL_DESCR). If no merchandise level 3 description exists, the column heading remains blank. Each row that includes merchandise level 3 information displays the contents of PLU.MDSE03_CD in that column.If NO, the Inventory Inquiry screen displays the merchandise level 1 information from POS_Control.MDSE01_LVL_DESCR and PLU.MDSE01_CD.

Default Inv Lookup to Class?If YES, the Inventory Inquiry selection screen displays an entry box for merchandise level two and the cursor is positioned there. The entry of the merchandise level two does not require any other parameters.If NO, entry of either an item’s description or number initiates an inquiry. The cursor defaults to the item entry box.

Allow Catalog Id In InquiryIf YES, the user will be able to enter a valid Catalog_ID from the Catalog_Xref table at the prompt to enter or scan an item. If NO, a Catalog_ID cannot be entered at prompt. Valid entries will only be style, scan, id, or item id.

Get Cust. Zip On Credit CardsIf YES, Tradewind will check to see if a credit card was used in the transaction. If so, the postal code will be populated from the customer’s postal code. Otherwise, the user will be prompted to enter a postal code.

Scan Carton - Search All ASNsIf NO, Tradewind will only search the ASN that is selected by the user in the treeview in the upper left corner of the screen.If YES, and the user is viewing both open and in-process ASNs, then Tradewind will only prompt for the carton number. The user will either type or scan the carton number at this prompt and press the [Enter] key. Tradewind will search for the carton number in all of the open and in process ASNs in the database. Tradewind will not search ASNs that are closed.

IMPORTANT! Carton numbers should be unique across all ASNs for this functionality to work properly.



Notify LP Alert SendIf this flag is set to NO, a message will not appear on the screen.If this flag is set to YES, Tradewind will display a message indicating that an alert has been sent to the LP register. The associate will press [Enter] to acknowledge the message. Once the message has been acknowledged, Tradewind will return to where it was when [Ctrl]-[1] was pressed. The associate at the register will not have to take any further action.

Ensure Same Vendor On Item/RTVIf this flag is set to YES, Tradewind will verify that the Mfg_Id of an item entered on a Return To Vendor (RTV) is the same as the vendor chosen for the RTV.If this flag is set to NO, the Mfg_Id of the item is not checked.

Promo Pricing Via Price ChangeIf YES, Tradewind retrieves all valid event IDs and promo prices from the Price_Change_PLU_Xref table, and their effective & expiration dates and employee eligibility from the Price_Change table. During employee transactions, only events that are employee eligible are considered for employee promotional pricing.If NO, Tradewind looks in the PLU table to determine if promotional pricing is effective to determine the price of an item.

Note: If set to YES, this promotional pricing functionality will be used when adding an item to a transaction, determining the current price of a returned item, completing a special order or layaway transaction, voiding a transaction, reprinting a transaction, printing a ticket for an item, and in the Price Check application.

Cascade Deletes from Event.delIf set to YES, each evnt_id in an event.del file causes a "cascading" deletion of rows from the Price_Change_Plu_xref and Price_change tables in addition to the Event table. If NO, only rows from the Event table are deleted.

Display Style ID in Xfer/RecvDetermines whether Style ID is displayed instead of Item ID on the Transfer and Receiving screens and if Style ID is shown on the Receiving report.If set to YES, Style ID will be displayed instead of Item ID and the Receiving Report will display an item’s Style ID below the Item Description.If NO, Item ID will be used.

Confirm SignOn by other IDIf set to YES when second-level security is in use, the initial employee must be different from the authorizing employee, even if the initial employee holds a high enough security level to authorize the transaction. Self-authorization is not allowed.If NO, this flag is ignored.



Inactive Gift Card LookupsDetermines whether customers may perform Stored Value Card (SVC) balance inquiries from an idle register, eliminating the need for cashiers to initiate SVC inquiries for customers. If set to YES, customers can swipe their cards on the SigCap device and a lookup will be done to get the balance on the card.

Note: This functionality can only be invoked on registers where the field in the register table is set correctly.

If NO, customer SVC lookup functionality will not be invoked on the registers.

Show Items with Qty > 0Determines the record selection and display when performing an item inquiry.If set to YES, the query only returns those items where the specified quantities (ON_HAND_QTY, ON_ORDER_QTY, TRANS_ON_ORDER_QTY) are greater than 0.If set to NO, then no limit will be set on quantity.

Use touchscreen?If set to YES, touch screen mode is enabled. When this flag is set to yes, a flag on the register table (TOUCH_SCREEN_FG) is checked to determine whether each specific register will be enabled as touch screen. If set to NO, touch screen mode is disabled.

IMPORTANT! Touchscreen functionality is only supported in Transaction Entry.

Length of Postal Code used in Tax LookupThe postal code of the selling store is used to determine the tax rate for the transaction. For send sales, the tax rate is determined by the postal code of the receiving address. This field defines the number of postal code digits used to reference the tax tables.If the length is 3, the first 3 digits of the postal code are used to look up the tax rates; for example, 441 for the postal code 44141. This postal code is also used on returns from another store when original receipt information is captured.

Valid Values:Integer from 0 to 11



Store Credit Valid DaysSpecifies how many days after issue that a store credit is valid. For example, if set to 365, a store credit is valid for one year after the date of issue. The store credit is automatically assigned an expiration date of the business date plus the number of valid days.


Merchant IDThe merchant identification code that uniquely identifies your store to the credit card authorization provider and is used for franking checks or other tenders.

Valid Values:Up to 12 characters

Unlock Register PasswordA register can be locked by selecting the Lock System button from the Inactive Main Menu. A register may automatically lock if the number of minutes the register has not been active exceeds the value of Security_Control.INACTIVITY_TIME.The three values that may be used to unlock a register are the unlock register password assigned here, the corporate password, or the password of the employee currently signed on.See “Corporate Password” in the Tradewind Technical Manual for more information.


Number of Characteristics UsedSpecifies the maximum number of characteristics used and determines the number of Characteristic columns that display during Inventory Inquiry, Shipping and Receiving, and the Customer Portfolio.

Valid Values:0 to 4 (0 = No characteristics)



Transaction ProcessingProperties:

Close send sales immediately?At the end of a send sale, a transaction can be automatically closed or Tradewind can prompt the employee to close the transaction. Closing a send sale means that the send sale is completed and set for immediate delivery. Remember that a closed transaction cannot be canceled or maintained. If YES, send sales are automatically closed at the end of the setup transaction. If NO, the employee is required to indicate whether the send sale should remain open or be immediately closed.

Prompt for next transaction?Determines whether consecutive transactions can be entered without changing the ringing employee and without returning to the Active Main Menu. If YES, consecutive transactions can be entered and a prompt at the end of each transaction asks if the employee wants to ring another transaction. If the employee chooses OK, the Enter or Scan Item screen appears for entry of another transaction. If the employee presses [Esc] to cancel, Tradewind exits to the Active Main Menu.If NO, Tradewind exits Transaction Entry without prompting the employee and returns to the Active Main Menu or the Inactive Main Menu, according to the way “Sign off after transaction?” is set.

Sign off after transaction?Determines whether Tradewind automatically signs off the employee and returns to the Inactive Main Menu after the completion of a transaction. This is useful if different employees share the same register and frequently change places.If YES, Tradewind automatically signs off the employee and returns to the Inactive Main Menu. If NO, Tradewind returns to the Active Main Menu with the same employee still signed in.



Cust prompt before transaction?Determines whether a prompt displays at the beginning of each transaction to allow the employee to enter customer information. If YES, the prompt displays at the beginning of each transaction and can be bypassed by pressing [Esc]. If NO, no customer prompt appears at the beginning of each transaction and the customer information can be accessed by selecting the menu option.

Cust prompt after transaction?Determines whether a prompt displays at the end of each transaction to allow the employee to enter customer information. If YES, a prompt displays at the end of each transaction and can be bypassed by pressing [Esc]. If NO, a customer prompt does not appear at the end of each transaction selection.

Force customer on return?Determines whether customer information is required when returning items. If YES, customer information must be entered in order to return items. The prompt is issued prior to completion of the transaction if customer information was not captured. If NO, items can be returned without entry of customer information.

Note: This flag applies to all transactions that include a returned item.

Force customer on send sale?Determines whether a customer must be selected for send sales. If YES, customer information must be entered in order to send items. If NO, items can be sent without entry of customer information.

Note: This flag affects entry of customer information, not delivery information. Whether this flag is set to YES or NO, the name of the recipient and the shipping charge must be entered for every send sale.



Multiple sales increment qty?Determines whether the quantity is incremented when a single item is entered multiple times during one transaction. For example, if the employee scans three identical items and this flag is set to YES, the item appears once on the receipt with a quantity of 3. If the flag is set to NO, the item appears on the receipt as three separate items, each with a quantity of 1.When set to YES, the quantity is incremented only for exact item matches; that is, where style and all other characteristics are identical. For example, if two pieces of merchandise are the same style and size but are different colors, they would appear as separate line items, each with a quantity of 1.

IMPORTANT! If the Layaway property “Apply Deal Price at Pickup” is set to YES, we recommend that “Multiple Sales Increment Qty?” be set to NO. If both “Apply Deal Price at Pickup” and “Multiple sales increment qty?” are set to YES and a deal requires line items to be added to the receipt, the deal is not applied when layaway items are picked up.

Saved message by line item?Determines whether a “You saved $$$” message prints on the receipt for each line item where the retail price is less than the Compare at Retail price in the PLU table. If YES, the message prints on the receipt below the item. If NO, the message does not print.

Saved message for transaction?Determines whether a “You saved $$$” message prints on the receipt for the entire transaction. This message can print in addition to or instead of the “You saved $$$” message at the line item level. If YES, the message prints on the receipt after the tenders. If NO, the message does not print.

Return default SKU SCAN ID?Used for default items. If YES, Tradewind prompts the employee to re-scan the invalid item, which then populates the LN_Detail table with that UPC, to be sent back to the home office. If NO, the employee is not prompted to re-scan the item.

Questions and answers?Determines whether a prompt for questions and answers appears at the beginning of each transaction. If YES, the prompt displays. If NO, the prompt does not display.

Allow Training ModeDetermines whether the store registers can use training mode, and whether the Tradewind database is copied into the Training subdirectory during the store close. If YES, the registers can access training mode and the database is copied. If NO, training mode cannot be accessed.



Promo Price LookupDetermines whether the Promo Price History box lists previously-used promotional prices when original receipt information is not entered during a return transaction. The employee can select a price from the list and copy it into the transaction. If YES, a list of previous promotional prices displays. If NO, a list of previous prices does not display, but they are available through Inventory Inquiry.

Display Customer Portfolio?Determines whether the Customer Portfolio automatically displays when a customer is selected. If YES, the Customer Portfolio displays. Use the Customer Portfolio to view a selected customer's purchase history. To exit the Customer Portfolio screen, press [Esc].If NO, the Customer Portfolio does not display, but the customer name is printed on the receipt. The employee must select the Customer Information button a second time to display the portfolio of the current customer.

Display chg salesperson prompt?Determines whether the Change Salesperson prompt automatically displays when Transaction Entry is selected from the Active Main Menu. If YES, the Change Salesperson prompt displays when Transaction Entry is selected. If NO, the prompt does not display and the employee must select Change Salesperson from the Sell Items menu.

Auto-Generate Transfer NumberWhen the employee is entering transfers from the store (transfer outs), this flag determines whether the transfer document number is automatically generated, or whether it must be entered manually by the employee.

Note: The format of the transfer number is determined by the settings in the Next_Number_Control table. The sequential number comes from the TRNS_ID column of the Next_Number table.

If YES, Tradewind generates a number in the following format:

Store ID Register Number Sequential NumberIf NO, any number can be entered at the prompt for the register or register number zero (0).

Prompt during Training Mode?Determines whether the message “You are in training mode” displays each time a function key is selected while in Training Mode. If YES, the message displays. If NO, the message does not display.



Receipts in Training Mode?Determines whether receipts are to be printed while in Training Mode. If YES, the receipt will be printed with the message, "Training Mode". If NO, receipts will not be printed for transactions entered while in Training Mode. The Training database will be updated.

Print Employee Signature LineDetermines whether a signature line prints on receipts for the signature of employees making employee purchases. If YES, a signature line is printed. If NO, a signature line is not printed.

Do Electronic Authorization?Determines whether Tradewind attempts to perform on-line authorization. If YES, Tradewind attempts to perform on-line authorization. If NO, Tradewind does not attempt on-line authorization, but the user is automatically prompted for a manual authorization number.

TIP If a short-term problem stops authorization from occurring, this flag can be

changed to NO. This way, the user is not forced to wait for the software to timeout before being prompted for a manual authorization number.

Deal PricingDetermines whether Tradewind allows deal pricing promotions. If YES, deal pricing promotions can be set up and used. If NO, deal pricing promotions are not allowed.

Special Orders in Deal PricingDetermines whether special order items can be included in deal pricing promotions. If YES, special order items can be included and are eligible for deal discounts." Also, the deals would be applied at setup. If NO, special order items cannot be included.

Layaways in Deal PricingDetermines whether layaway items can be included in deal pricing promotions. If YES, layaway items can be included and are eligible for awards. Deal pricing is applied when the layaway is set up. If NO, layaway items cannot be included.

Store-wide Transfer Numbers?Determines whether transfer numbers are generated by store number, rather than by individual register number. If YES, transfer numbers are generated using the sequencing of register number zero (0). If NO, transfer numbers are generated using the sequencing of the register where the transfer is being performed.

Create sign on/off transactionDetermines whether sign-on and sign-off transactions are written to the database. If YES, sign-on and sign-off transactions are written to the Transaction_Header table. If NO, they are not written to the database and do not use a transaction number.



Do Electronic Check AuthIf YES, Tradewind attempts to perform on-line check authorization. If NO, Tradewind does not attempt on-line authorization. Instead, the user is automatically prompted for a manual authorization number.

TIP If a short term problem is encountered that stops authorization from occurring, this

flag may be changed to NO. This way, the user is not forced to wait for the software to timeout before being prompted for a manual authorization number.

Use Foreign Currency?Determines whether sale transactions can be tendered in foreign currencies. If YES, transactions can be tendered in foreign currencies. A list of valid foreign currencies displays during tender entry. Foreign currencies are also displayed on reports and in the Close Till function. If NO, foreign currency does not appear in the tender list, nor are foreign currencies listed on reports or in till counts.

Message on Manual Credit CardDetermines whether the message “Prompt for imprint on manual credit card?” displays if a credit card number is manually entered rather than being swiped through a magnetic strip reader (MSR). If YES, the message displays for manually entered credit card numbers. If NO, the message does not display.

Print net price on receipts?Determines whether an item's net price minus discounts prints on the receipt.If YES, the retail price after discounts are applied prints on the receipt. If a discount has been applied to the item, the item price, discount amount, and discount description print on one line and the discount percentage (if applicable) prints on the next line.If NO, the retail price before discounts are applied prints on the receipt. If a discount has been applied to the item, the discount amount and discount description print on one line and the discount percentage (if applicable) prints on the next line.

Tax Exempt ID on Line ItemIf YES, a tax exempt ID number can be entered for the selected line item when the Change Tax button is selected. The tax exempt ID number displays on the receipt below the selected tax code. If the item has multiple taxes associated with it, the associate must override each tax separately.If NO, the tax status for a single item can be changed to tax exempt, but a tax exempt ID number cannot be entered for the line item.

Enforce document franking?If YES, a transaction cannot be completed until the tender document is inserted into the printer for franking. This flag works with all tender types that require franking (set up in the FRANKING_RQRD_FG column of the Tender table).



If NO, the message to insert the tender document is displayed, but the transaction can be completed if a document is not inserted.

IMPORTANT! This control flag may not work for all printers.

Secure Employee Transactions?Determines whether employees can ring transactions for themselves. If YES, employees cannot ring their own transactions. If a signed-on employee attempts to enter their own employee transaction, the following message displays:

You are not permitted to ring your own purchase. The employee number entered is the same as the ringing employee.

Please enter another number.Press [Enter] to return to the employee number prompt. Press [Esc] to abandon the employee transaction or enter another employee number to continue.If NO, employees can ring their own transactions.

Track Petty Cash Transactions?If YES, Tradewind automatically generates a tracking number for the petty cash transaction. A series of prompts is used to enter the paid in amount and information about the items purchased.If NO, the Select Tender screen displays and the associate completes the transaction without entering further information about the petty cash transaction.

GST Used in Petty Cash Tran?If YES, the associate is prompted to enter the amount of GST (Goods and Services Tax) during petty cash transactions.If NO, the associate is prompted to enter the amount of HST (Harmonized Sales Tax) during petty cash transactions.

Note: PST (Provincial Sales Tax) is prompted for in every petty cash transaction.



Auto-Generate Gift Certificate Numbers?If YES, Tradewind automatically generates a tracking number for each gift certificate issued. The format of the auto-generated gift certificate number is similar to that used for special transactions: SSSSSSRRNNNNNC. In this format, S is the store number, R is the register number, N is a system-assigned sequential number, and C is the check digit number (a security measure used to verify the authenticity of the gift certificate).If NO, the associate is prompted to enter the gift certificate number and amount.

Split Change Tenders?If YES, change from a tender transaction can be divided between two tender types: a primary tender type (specified in Tender.PRIM_CHANGE_TND) or a secondary tender type (specified in Tender.SEC_CHANGE_TND).The maximum amount of change issued in the primary change tender is set in Tender.PRIM_CHANGE_THRESH. If the change due is more than that amount, the change is issued in the primary change tender type and the balance is issued in the secondary change tender type.

• If the change due is less than the amount in Tender.PRIM_CHANGE_THRESH, change is issued in the primary change tender type.

• If the change due is more than the threshold maximum amount specified in Tender.PRIM_CHANGE_MAX_THRESH, change is issued in the secondary change type.

• If the amount of change due is between the amounts in PRIM_CHANGE_THRESH and PRIM_CHANGE_MAX_THRESH, a list of the primary and secondary tender types displays and the associate selects a change tender from the list.

If NO, only a single tender type can be used for change and change can be issued only in the primary tender type or the secondary tender type.

Apply Discount Card?If YES, a discount is applied based on the customer's discount card number that was entered or scanned in the transaction. If the customer has a discount card account but does not have the card, the card number can be looked up.If NO, the current price is applied for the item without discount card discounts.

Display VAT Information?If YES, the percentage of VAT (value-added tax) charged and the total amount of VAT prints on the customer's receipt. If different items have different VAT rates, multiple VAT lines print.If NO, VAT totals do not print on the customer's receipt.

Display Euro Conversion?If YES, the total amount of money paid during the transaction prints on the receipt in the equivalent Euro amount (European Union currency).If NO, the equivalent Euro amount does not display on the receipt.



Print Items with Sig. Line?If YES, and signature capture is being used, the store copy will continue to print all of the transaction details including items. If NO, the store copy will only print the total of the transaction and all tender information and will exclude item detail.

Enable Auto Currency FormatIf YES, the display of all currency will automatically include the currency symbol and decimal separator (as established in Regional Settings). The initial display would be $0.00. As numbers are keyed they fill in on the right.If NO, the system does not include a currency symbol or decimal separator and the two decimal places are assumed.

Print Card Holder NameThis flag affects the store copy of credit card receipts where the card was swiped thorough the MSR. If YES, the cardholder's name, as read from the credit card, will print beneath the Signature line. If the card number is manually entered, the line will be blank. If NO, the cardholder name will not appear on the store copy, regardless of whether the card was swiped or if the number was keyed in.

Auto Select Credit Card TenderIf this flag is set to YES, the tender list box will not be numbered. A credit card may be swiped when the cursor is positioned anywhere in the tender box. The account number and expiration date will be read from the card and validated. The salesperson is then prompted to enter the dollar amount being charged to the credit card. If the flag is set to NO, the tender list box will be numbered. To swipe a credit card, the salesperson must first select the Credit Card tender by keying the corresponding number or using the up and down arrow keys. The card may then be swiped. The account number and expiration date will be read from the card and validated. The dollar amount of the charge must then be entered.

Post Voids Across RegistersIf YES, voids may be performed on registers other than the register where the transaction was originally rung. The void function will include a prompt for Register number. The Register number and Transaction number will be validated for the current business day.A NO indicates the void of a transaction must be performed on the same register where the original transaction occurred. When the void function is selected, the manager is prompted for the original transaction number. Once keyed, the system will verify the transaction had been rung on the register on the current business day.



Validate Change Salesperson IDIf YES, when the Change Salesperson function is used the system will validate the employee number that is entered. The employee must be on file for the store. The employee must also be flagged as active. If either of these two conditions are not met, a message displays indicating the employee is not active.If NO, the system will use the entry in the Chain Wide Employee Sales flag to determine if the validation is to be performed.

Prompt for Price on ReturnIf YES, when an item is returned the associate will be prompted to enter the price of the item being returned if the original transaction number was entered at the prompt for original receipt information. The current price on file will be displayed in the prompt. The associate has the ability to override the price with the price from the original receipt or may press [Enter] to accept the price displayed. If NO, the associate will not be prompted to enter a new price. The price currently charged for the item will be added to the receipt.

Auto Shutdown During Close?If YES, a store’s registers and servers will shut down after entering the “waiting for polling” phase of the store closing.If NO, the store’s registers and servers remain operational.

Fiscal Cal. for Relative DatesIf YES, the fiscal calendar is used for computing relative dates for the reporting function. If NO, the annual calendar is used for computing report relative dating.

Force Customer Before Return?If YES, the user must select a customer before Tradewind displays the Return Information popup window.If NO, Tradewind displays the Return Information popup window before a customer is selected.

Note: The "Force Customer Before Return" control flag prompts for a customer before displaying the Return Information popup window. The "Force Customer On Return" control flag prompts for a customer when the user has finished tendering the transaction.



Orig. Salesperson on TR ReturnIf YES, Tradewind checks the “Chain Wide Employee Sales” control flag. If the “Chain Wide Employee Sales” control flag is True, then the commissioned Employee ID that is assigned to the item being returned will match the commissioned Employee ID that was assigned to the item when it was sold.If NO, Tradewind verifies that the commissioned Employee ID assigned to the item in the original transaction is in the Employee table in the local database. If the Employee ID is found, then the same Employee ID will be assigned to the current transaction for the item being returned. Otherwise, the commissioned Employee ID for the item being returned will be set to zero.

No Tax Out of State Send Sale?If YES, Tradewind does not levy a tax on Send Sale items that are sent out of state.If NO, Tradewind will levy a tax on Send Sale items that are sent out of state based on the postal code or State of the recipient.

Tax Flag Taxable Item if 0 TaxIf YES, the tax symbol prints on the receipt if a taxable item has a tax of 0 (zero). If NO, no tax symbol prints on the receipt if a taxable item has a tax of 0 (zero).

Multiply Dollar Disc by Qty?If YES, when the multiple sales increment function is used, the dollar discount is applied to each item.For example, if a customer purchases 3 items at $10.00 each and a $5.00 dollar discount is given, then the total off is $15.00. (3 x $5.00 = $15.00 off).If NO, when the multiple sales increment function is used, the dollar discount is applied to the extended price of all items.For example, if a customer purchases 3 items at $10.00 each and a $5.00 dollar item discount is given, then the discount is applied to the extended price of the items. ($30.00 [extended price] – $5.00 [discount] = $25.00)



Use Cash Pickup Alarm?Determines whether users are alerted if their till balance has exceeded a threshold amount.If YES, alerts the user if the till balance exceeds the threshold amount for all tenders that have a pickup threshold amount greater than zero. After each transaction, Tradewind checks the till balance and flashes a “PICKUP” message in the status bar when a till has exceeded the threshold amount on a tender. Any tender that has a PICKUP_THRESHOLD value of zero in the Tender table will be ignored. If the till balance of any remaining tender exceeds the value in the PICKUP_THRESHOLD field, a message will appear listing the tenders that have exceeded their PICKUP_THRESHOLD amount. At the end of each transaction where one of those tenders is used, this table will be updated with the amount. The Till_Balance table stores the accumulated till balances for all tenders where Tender.PICKUP_THRESHOLD amount is greater than zero. Balances will be stored for each open till and the amounts will be stored by register and till.

Note: Till totals are not accurate when a register goes offline, so the Cash Pickup Alarm function will be disabled when the register is in offline mode.

If NO, the till balance is not checked.

Three Digit RgstId in Rtn InfoIf YES, Tradewind uses a 3-digit register ID, 6-digit transaction ID, and a 6-digit employee ID when scanning return information.If NO, Tradewind uses a 2-digit register ID, 6-digit transaction ID, and a 7-digit employee ID when scanning return information.

Default Salesperson to ZeroIf this flag is set to YES, when the sales associate is adding an item to a transaction the commissioned salesperson number for that item will be defaulted to 0. If the associate wants a different salesperson to be assigned as a commissioned salesperson to the item, he or she must use the Change Salesperson menu button to change the salesperson number immediately prior to entering the item. When the next item is entered, the commissioned salesperson number will revert back to the default value of 0.If NO, the commissioned salesperson will either be the person signed on and ringing the transaction, or, the salesperson entered when the change salesperson button was activated.

Automatic Employee DiscountsIf YES, then a discount will automatically be applied to regularly or promotionally priced items scanned in an employee transaction. The system will apply the discount in POS_Control.REG_EMP_DISC_CD for regular priced items or PROMO_EMP_DISC_CD for items on promo.



If NO, then a discount will not automatically be applied to items scanned in an employee transaction. Instead, the discount must be applied using the Discount button.

Post Voids Across TillsIf this flag is NO, the user is prompted to enter a Register number; otherwise, the Register number is assumed to be the current register. The user is then prompted to enter the Transaction number. After entering the Transaction number, Tradewind will determine the till number on which the original transaction was rung. If the till number on the transaction does not match the current open till, then a message will be displayed to the user indicating that the transaction must be voided on the till on which it was run, and the void will not proceed.If this flag is YES, a transaction can be voided on any till, regardless of where it was rung.

Item Disc Thresh Uses Ext PrcIf this flag is YES, then the EXTENDED price of the item must be greater than, or equal to, the value in the Discount.Thresh_Amt field.If this flag is NO, then the UNIT price of the item must be greater than, or equal to, the value in the Discount.Thresh_Amt field.

Use Assoc. ID as Till IDIf flag is YES, then the Till ID that is assigned to the employee will match the Employee ID. For example, if Employee 100 signs on to Tradewind, he or she will be assigned Till ID 100.

Enable Emp Prompts on Sig CapIf NO, Tradewind will display the prompt for Employee ID on the screen.If YES, Tradewind will be changed everywhere it prompts for Employee ID or password to prompt for that information in Tradewind, but allow the user to select a new button that will prompt for this information on the signature capture device. This new button will have a caption of Press F8 for SigCap. When this button is selected, the new form created will be displayed on the signature capture device. The user can use this to enter his/her Employee ID or password.



Inv Inq MDSE Level Drill DownIf this flag is YES, the ability to drill down by department or class level is provided on the inventory inquiry form. If the user tabs to the department field an asterisk (*) will display to the right of the field indicating the ability to “drill down.” When the asterisk (*) is displayed, the user must either select the down arrow to display a list of departments, or type a valid department number. Once the list of departments is displayed, the user can scroll through it using the up and down arrow keys or page up and page down. To select a department, press [Enter] on the highlighted department and the department number will be added to the inquiry form. Once the department number is displayed, pressing the [Enter] key again will display a list of styles for the selected department. The items in the list are based on the value of PLU.MDSE01_CD. If an item does not have a value in this field, it will not be displayed in the list. Selecting a style and pressing [Enter] will take the user to the Inventory Inquiry grid listing all of the items associated with the selected style. To narrow a search, the user may select a class for the department using the same instructions listed above.If this flag is NO, the ability to drill down by department or class level is not provided.

Refund Threshold SecurityIf this flag is YES, Tradewind will use the RFND_SECURITY_ID field in the Tender_Group table. This field is used to prompt for the required security level each time a tender is selected from the Tender list. After the “Is the transaction complete?” prompt, Tradewind will check the refund tenders to see if security is required.If flag is NO, Tradewind will continue to use the MAX_RFND_AMT field in the tender table and the security level for all refund tenders that exceed the MAX_RFND_AMT. These settings are used to verity the refund tender amounts for each tender line as they are added to a transaction.

One Coupon Discount per ItemIf NO, multiple coupon discounts can be applied to a single item, if applicable.If YES, however, Tradewind will look for other Coupon Number Discounts that have already been applied to the selected line item. If there are no other Coupon Discounts applied to the line item, then Tradewind will proceed to the next step. However, if there is another Coupon Discount applied to the line item, then the Coupon Number will be deemed invalid. It should be noted that other discount types (deals, traditional item level discounts, etc.) will not be included in this check. This means that an item can have a traditional discount and a Coupon Discount even though the “One Coupon Discount per Item” flag is TRUE.



Accumulate Items at TenderIf this flag is YES, then control flag #54 - Multiple Sales Increment Quantity - must be set to NO. Only standard sale items will be accumulated if the following criteria are met:

• Standard sale items with no discounts where the itm_id, price, and emp_id are the same

• Return items• Special items (send sale, special order, layaway)• Other non-merchandise items • Items with discounts

Discounts applied as a result of Deal Pricing or Discount Cards are applied at the Tender Entry screen. Items with Deal discounts or Discount Card discounts will not be accumulated. Transaction Discounts are applied at the Tender Entry screen. Transaction discounts will not affect how items are accumulated on the receipt.

Check Digit GC on FrankingIf YES, then Tradewind will determine the length of the Gift Certificate Number entered by the user. The length will be determined by looking at the Acct_Num_Ln field in the Tender_Acct_Fmt table in the database for the gift certificate type that was chosen. If NO, the gift certificate number will not be check digited.

Batch-Optimize Tran RecordingThis flag is currently not used.

Inv Inq by Vendor NameIf this flag is NO, then the vendor code field will be a text box. The user can enter a vendor code and the inquiry will search the PLU.MFG_ID field and display all items where the vendor code matches the vendor code that was entered.If this flag is YES, then this field will be similar to the department and class fields. An asterisk (*) will appear to the right of the text box. If the user presses the down arrow key, a popup list will appear. This list will display all of the Bus_ID and Nm values for all of the rows in the Business table. The list will be sorted by the Business.Nm field. The user can then select the appropriate vendor from this list. The Bus_ID value will appear in the text box.

Prompt for Shipping StoreIf NO, then Tradewind will add the item to the Send Sale. If YES, then Tradewind will prompt for the shipping store. When Tradewind prompts for the shipping store, it will display a popup list containing the stores in the Retail_Store table. The local store will be included in this list and will be selected by default. The stores will be sorted by Store ID.



Auto Start Next TransactionIf this flag is set to YES, then a new transaction entry screen will automatically be loaded upon completing a transaction. If NO, then Tradewind will prompt for the next transaction if that Control_Flag is enabled.

Force Cust Before/After PromptsIf this flag is set to YES, then Tradewind will not allow the sales associate to bypass the selection of a customer either at the beginning or end of the transaction.If this flag is set to NO, then Tradewind will not enforce customer capture in the transaction.

Force Cust Old/No Rcpt ReturnIf YES, Tradewind will force the entry of a customer on a receipt without original receipt information, or, on a transaction that is old based on the value in POS_Control.RETURN_RCPT_DAYS. If NO, Tradewind will not force the entry of a customer.

Verify Item CountIf YES, when moving from the Sell Items to Tender Entry screen, Tradewind will prompt the associate for a count of items in the transaction.If NO, Tradewind will not prompt for a count.

Note: The item count only applies to items being taken from the store. For example, items on a layaway setup or send sale would not be counted.

Long CC Rcpt Manual Entry/AuthAfter a transaction has been completed and before Tradewind prints the first copy of the receipt, it will check to see if a credit card (tender codes 130-139) was manually entered or manually authorized. If a credit card was manually entered or authorized, and this control flag is YES, then Tradewind will display an area for imprinting one card on the receipt. If multiple credit cards were used, they must be imprinted on another document.

Remove Barcode Store RcptIf this flag is NO, then Tradewind will print the transaction barcode on the receipt.If this flag is YES, then the first copy will not contain the transaction barcode that normally appears at the bottom of the receipt, unless only one copy is being printed. This is the barcode that contains the transaction’s Store ID, Register ID, Transaction ID, and Employee ID.



Return to Sell Items Sale RegIf NO, Tradewind will remain in the “Return Items” menu after an item has been returned on a sale register.If YES, Tradewind will automatically return to the “Sell Items” menu on a sale register. If the user wants to return a second item, they will have to select the “Return Items” menu button again.

Require Exchange on Sale RegIf NO, Tradewind will advance to the Tender Entry screen.If YES, Tradewind will verify that the transaction has at least one item being sold. If all of the items are returned items (i.e. a transaction code of 201), then a message will be displayed indicating that the transaction contains only returned items.

Allow Emp Returns on Sale RegIf NO, and if Register_Options.Refund_Rgst_FG is FALSE, then Tradewind will check to see if there are any returned items in the transaction. If there are no returned items in the transaction, then Tradewind will prompt for the purchasing employee. However, if at least one returned item is found, then Tradewind will display a message indicating that an employee return cannot be rung on the register and it must be rung on a refund register. The associate will acknowledge the message and the employee transaction will not be created. There is no manager override available.If NO, and if the Regsister_Options.Refund_Rgst_FG is FALSE, then Tradewind will check to see if the transaction is an employee transaction. If the transaction is not currently an employee transaction, then Tradewind will prompt for the original receipt information. However, if the transaction is an employee transaction, then Tradewind will display a message indicating the employee return cannot be rung on that register, it must be rung on a refund register. The associate will press the [Enter] key to acknowledge this message. The return transaction will not be created. A manager will be unable to override this constraint.

Change TR Return Item PriceIf YES, the price of an item that was returned via TradeRoute Returns can be modified using the change price/price override button.If NO, the price of an item that was returned via TradeRoute Returns cannot be modified using change price/price override button.

Frank Tax Exempt FormsIf this flag is set to YES, and if the tax for the transaction has been set to $0.00, the associate will be asked to frank a tax-exempt form. This will occur when the transaction is completed (after franking other tenders).



Count Float OnlyIf YES, when the cashier selects the Close Till button, the Count Float screen will be displayed similar to the Enhanced Close logic. The cashier will be able to count out any float amounts. The tenders to be counted, and whether the cash calculator is required will be configurable by the client using current Tradewind settings in the Tender table.

Force Cust on Large RefundsIf this flag is NO, the associate will be permitted to press the [Esc] key to bypass the entry of the customer. If this occurs, Tradewind will authorize the tenders and record the transaction in the database. The transaction will not have a customer assigned to it. Tradewind will not require a customer under these circumstances.If this flag is YES, the associate will be forced to enter a customer at the prompt and the transaction cannot be completed until a customer is added. The manager will not be able to override this. This functionality is based on the POS_Control.REFUND_TRAN_THRESH_AMT. If the return amount meets or exceeds this value, customer capture will be required.

Scan or Swipe Emp SecurityIf NO, Tradewind will allow the associates to key in their Employee IDs to sign on.However, if this flag is YES, then Tradewind will display two Employee ID prompts. The first prompt is for the employee number. The associates may swipe or scan their Employee IDs, but may not press any keys. Pressing keys will cause Tradewind to beep and nothing will appear in the prompt. Once a valid Employee ID has been entered, a prompt asking for the associate’s password displays.

Default GC Refund AmtIf YES, then when an electronic gift card is issued as a refund tender, the amount will default to the refund amount. If NO, the amount will default to 0.00 when a gift card is issued as a refund tender and the associate will be required to enter an amount.

Emp Disc by Dept and LevelIf set to NO, then when an employee sale is created (by another employee choosing the Employee Transaction button, as employees cannot ring their own purchase) a set percentage for a discount is automatically applied to the sale. The sales associate making the transaction may change or add to this discount by choosing the Add Discount button and selecting a new or additional discount percentage.If set to YES, employee discounts are automatically applied based on the employee’s discount level as defined in the Employee table and the department level discounts defined in Level_Dept_Disc.

Validate Coupon at Item EntryIf YES, Tradewind will check the Coupon_Discount table to determine if the coupon is a valid coupon. If NO, the coupon cannot be scanned at the item entry prompt; the Scan Coupon button must be used instead.



Second Level Allow Self AuthsThis flag determines whether or not a manager can use their own number and password at a prompt for a manager level security. If YES, the manager can enter his/her own number and password at the prompts.If NO, when a manager attempts to enter his/her number and password, a message will be displayed indicating that self-authorization is not allowed.

Force Emp And Store on ReturnsDetermines whether the system validates the Store ID and Employee ID data entered on the Return Information form when returning merchandise.If this flag is YES, then Tradewind will verify that there is a value in the Store ID and Employee ID fields. Tradewind will also display a message that warns the user that if this information is not correct, the return will be charged to the store/employee entering the transaction.If this control flag is NO, then Tradewind will proceed with the return regardless of the values in the Return Information prompt.

DAS Gift Card AuthorizationIf set to YES, Tradewind will send request for Brightcard gift cards to the DAS server. If NO, TradeCenter gift cards are assumed.

Verify Till Pull Below Open?If set to YES, Tradewind will verify that the cash amount being pulled does not cause the till balance to go below the opening amount.If set to NO, Tradewind will accept the tender amounts without checking the opening amount value.

Note: Assumes Tradewind has verified that the associate has not removed more than what is in the till before this flag is checked.

Print Scan Barcode Suspend Trans?Determines whether or not a barcode is printed on a suspended transaction and whether or not the user is prompted to scan the barcode to resume the transaction.If set to YES, the barcode will be printed on the suspend receipt and the user is prompted to scan the barcode to resume the transaction.If set to NO, a barcode is not printed on the suspend receipt and the user will not be prompted to scan the suspend receipt barcode when resuming a transaction.

Save Credit Card Holder Name?If set to YES, Tradewind will save the First and Last name read from a swiped credit card to the PMT_Authorization table (CARD_HOLDER_FIRST_NAME and CARD_HOLDER_LAST_NAME fields).If set NO, this information is not saved.



Manual Authorization SecurityThis flag determines whether or not the associate is prompted for his/her password when a tender requiring manual authorization is used.If set to YES, and the tender being authorized is not a gift card, then the manual authorization security requirement for the tender will be checked (Manual_Auth_Security_ID in the Tender table). If set to NO, the manual authorization security requirement for the tender will not be checked and the associate will not be prompted for security when a tender is manually authorized.

Display Images on Every ScanDetermines if an image should be displayed immediately after an item is scanned.If set to YES, Tradewind will add the item to the transaction, then check the image and image path locations, and display a pop up window that will contain a .jpg, .gif, or .bmp image of the item.If set to NO, Tradewind will add the item to the transaction and not display an image.

VAT on Out-of-EC Send SaleTradewind will check this flag after returning to the Transaction Entry screen. If this flag is set to YES, then Tradewind will continue to charge VAT on all Send Sale items, regardless of the recipient’s country.If this flag set to NO, then Tradewind will check a field in the Country_Code table called EC_FG. Tradewind will retrieve the row that is assigned to the recipient’s country code. If the EC_FG is True, then Tradewind will charge VAT on all Send Sale items. However, if the EC_FG is False, then Tradewind will not charge VAT to the customer.

Force Orig Tender on ReturnsIf set to YES, and the original receipt is found using the return lookup functionality, the same tender must be refunded as the original tender used unless overridden by the proper authority or the transaction results in a sale because of an exchange.If set to NO, the refund tender type does not have to match the original tender type.

Require Emp ID On RTN SecurityDetermines whether associates must enter their employee ID and password to satisfy a security prompt on the Return menu button instead of just their password.If set to YES, associates will be prompted for their ID and their password when the return menu button is selected. Tradewind will prompt for an employee ID even if the associate ringing the transaction has a security level equal to or exceeding the security level of the menu button. The employee ID entered must be of an associate who has the proper security level to satisfy the menu button security level. It can be the same as that of the currently signed on associate.If set to NO, and the signed-on user security level matches the security level on the return menu button, the user will only be prompted for his/her password and not his/her ID.



Note: The security level required is defined by Tradewind's menu and employee security related configuration features.

Support Currency ConversionDetermines whether foreign currencies are automatically converted to local currency when an original transaction is downloaded from TradeCenter.If set to YES, and if the original transaction’s Currency ID does not match the store’s Currency ID, then the amounts will be converted to the local store’s currency. If set to NO, no conversion will be performed.

Require 2nd Assoc on Send SaleUsed in conjunction with “Use Alt. Send Source Process” flag to add a secondary salesperson to all send sale items with a source of “Other Store” and no secondary salesperson before tendering a transaction.If set to YES, and if one or more items are being sent from different stores, Tradewind will confirm that a secondary sales person was entered for each of the items. If any of these items is missing a secondary sales person, Tradewind will display a configurable message stating so and asking if the cashier would like to enter the secondary employee IDs.If set to NO, there will be no prompting for the secondary sales person.

Use Alt. Send Source ProcessDetermines the sources listed and available for a send sale.If set to YES, the source options will include: 1. Other Store, 2. This Store, and 3. Distribution Center.If set to NO, the source options will include: 1. Store, 2. Warehouse, and 3. Vendor.

Note: The wording for these send sources will be configurable in the resource_string table.

Beep when item not found?If set to YES, Tradewind will sound an audible beep when an item not on file is entered in a transaction. The associate must then press the [Spacebar] to acknowledge the item not on file message to continue transaction processing.If set to NO, the associate can acknowledge the item not on file message by pressing [Enter] to continue transaction processing.

Note: The frequency/tone of the beep and the length of the beep are configurable. Rows in the TW_Setting table control these configurable attributes.



Force Comments on ReturnTradewind allows corporate users to mark certain customers such that they cannot be entered using their name/id in a return transaction. In this case, a manager must approve a return for these specific customers (return offenders). Tradewind can also be configured to allow the return with a manager's override only if comments are included.As a part of the return approval process, the manager can enter comments as to why he/she is approving the return for a customer that has been flagged as a return offender.If this control flag is set to YES, the manager must enter comments before transaction processing can continue.If set to NO, the manager is not required to enter a comment and may leave the comment field blank.

Force SendSale Shipping ChargeIf set to YES, Tradewind will prompt the cashier to enter the shipping fee amount if the send sale shipping charge is $0.00. If set to NO, the cashier will not be prompted to enter the shipping fee amount.

Retry debit auth on post voidIf set to YES, Tradewind will continue to prompt the associate to retry the authorization of a post void of a debit card until the transaction is successfully authorized or the associates decides not to retry anymore (at which point the post void is canceled). If set to NO, the associate will not be prompted to retry the authorization of a post void of a debit card.

Do Not Validate EGC Track DataIf this control flag is set to NO, track data read from gift cards will be validated and if the track data does not follow standard track 1 or 2 formats, an error message will be displayed indicating that a value must be entered.If this control flag is set to YES, Tradewind will not validate the track data when gift cards are swiped and will accept whatever was read by the MSR.

Note: These changes will be in effect when swiping a gift card in item entry, tender entry, and for gift card inquiries and inactive gift card lookup, and also for AJB, DAS and TradeCenter gift cards.

CRM Gift Card AuthorizationIf set to YES, Tradewind will send all gift card requests to the Relate Server. If set to NO, gift card requests will use TradeRoute.



OK button for compression msgDetermines the way an encryption error message can be acknowledged by the user.If YES, an OK button is provided on the prompt and the user can press [Enter] to acknowledge the error message.If NO (default), Tradewind will sound an audible beep and the user must press the [Spacebar] to acknowledge the error message.

Display alternate name fields?Determines whether two sets of names can be supported in employee maintenance.If YES, the employee maintenance second set name fields are displayed.If NO, only one set of employee name fields is displayed.

Use Host CaptureDetermines whether Tradewind uses Host Capture when using DAS with Paymentech. With Host Capture, electronic authorizations are sent at the time of the transaction and, if successful, complete the transaction without further processing or settlement.If YES, electronic authorizations are sent to DAS at the time of the transaction. Manual authorizations are sent during the store close process, or when the user selects the Post Manual Authorizations button.If NO, authorizations are settled later (terminal capture mode).

Get Customer After Rcpt?Determines when Tradewind will prompt for customer information. If YES, Tradewind will not prompt for customer information at the start of a new transaction, but will wait and prompt after the transaction receipt has been printed. (This assumes the transaction was not canceled.)

Get Phone Nbr After Rcpt?Determines when Tradewind will prompt for the customer’s phone number. If YES, Tradewind will prompt for the phone number after the transaction receipt has been printed.

Get Postal Code After Rcpt?Determines when Tradewind will prompt for the customer’s postal code. If YES, Tradewind will prompt for the postal code after the transaction receipt has been printed.

Load Deals Before Each Tran?Determines when deals are loaded.If NO, deals will be loaded when Tradewind starts and will not be loaded again.If YES, deals will not be loaded when Tradewind starts, but will be loaded each time a new transaction is started.



Physical InventoryProperties:

Snapshot During Close?Determines whether the current on-hand quantity for each item ID at the store is recorded during the store close the night before the count date. If YES, the currenton-hand quantity is recorded during the store close the night before a physical count. If NO, the snapshot is not taken during the store close and must be done manually before count entry can begin.

Note: If you try to access a count control number for a count date, a message informs you that a snapshot has not been taken and must be taken before you can continue.

Post Uncounted as Zero?Determines whether items that remain uncounted by the end of a physical inventory are posted as zero on-hand. For example, if Snapshot During Close indicates an on-hand quantity of 2, but none of the item was counted, the on-hand quantity for that item is posted as 0 when the inventory is complete. If YES, uncounted items are posted as zero on-hand. If NO, the actual on-hand quantity is maintained.

Send Count Detail in Polling?This flag is no longer used. Updates to Polling.txt for Count_Detail are handled via Poll_Table_Upload.

Prompt for Quantity in Physical Inventory?Determines whether Tradewind prompts for a quantity when an item is entered manually. If YES, the quantity prompt displays when an item is entered manually. If NO, Tradewind adds the item to the receipt with a quantity of 1. This quantity increments once for each duplicate item entered.



ConnectivityProperties:

TradeCenter Item LocatorIf YES, TradeRoute is activated when the associate highlights an item on the Inventory Inquiry screen and chooses the Item Locator button. The system then searches the Item_Location table in the TradeCenter database for the item.If NO, when the associate highlights an item on the Inventory Inquiry screen and chooses the Item Locator button, the Item_Location table in the local Tradewind database is searched for the item.

Corporate Customer LookupIf YES, Tradewind will allow the associate to dial out to the corporate TradeCenter database when a customer is not found in the local database. If found at corporate, the local database will be updated with the information. If NO, Tradewind will perform the lookup against the local database. If the customer is not found, the associate will have the ability to add a new customer via the maintenance function.

Corp Gift Cert ValidationWhen “Gift Certificate” is selected as the tender type, or is sold in a transaction, the gift certificate serial number is validated against the data in the local Tradewind database. If the gift certificate passes this initial validation and if this control flag is YES, Tradewind then validates the gift certificate against the data in the TradeCenter database.If NO, gift certificates are validated only against the data in the local Tradewind database.



Corp Store Credit ValidationWhen “Store Credit” is selected as the tender type, the store credit number is validated against the data in the local Tradewind database. If the store credit passes this initial validation and if this control flag is YES, Tradewind then validates the store credit against the data in the TradeCenter database.If NO, store credits are validated only against the data in the local Tradewind database.

Run Trickle PollingIf YES, the store can update the corporate database several times during the day with polling data. The update periods as well as the number of rows to be sent are defined in the Trickle_Polling_Control table.If NO, the store can update the corporate database only when the Close Manager creates the Polling.txt file at the end of the day.

Corporate Customer InformationIf YES, the sales associate can access the corporate TradeCenter database from the Customer Portfolio function to look up purchase history for a specific customer. The corporate data is for display only and is not added to the local database.If NO, only the data from the local database is accessible for the portfolio.

Local Auth Selling Gift CardIf YES, Tradewind displays a message asking for local authorization to sell a gift card if the store is unable to connect to TradeCenter. The security level assigned to this authorization is in the Electronic_Gift_Card_Control table.

Note: Care must be taken when authorizing electronic gift cards at the local store level. Duplicate cards could be issued from two different stores.

If NO, electronic gift cards are only authorized at the corporate level through TradeCenter and cannot be sold if communication between the store and TradeCenter is down.

Local Auth Redeeming Gift CardIf YES, Tradewind displays a message asking for local authorization when redeeming a gift card if the store is unable to connect to TradeCenter. The security level assigned to this authorization is in the Electronic_Gift_Card_Control tableIf NO, the electronic gift card will not be redeemed and the customer will need another form of payment.

Retrieve Return InfoIf YES, Tradewind retrieves the original transaction information from the TradeCenter database during the return transaction.If NO, Tradewind does not retrieve the original transaction information from the TradeCenter database.



Force Corporate Cust. Lookup?If YES, corporate customer lookups are done automatically before local customer lookups.If NO, local customer lookups are done and the option to do a corporate lookup is provided.

Show Return Info In ReprintControls whether or not a TradeRoute Lookup for return information is done.If set to YES, and TradeRoute returns is being used, the reprinted receipt will display information on any items that have been returned for the specified transaction. If this flag is YES and the control flag for TradeRoute returns is FALSE, this flag will be ignored.If set to NO, and TradeRoute returns is being used, a corporate look up will not be performed and the reprinted receipt will not display an information for items that may have been returned.

Allow TradeRoute in OfflineIf YES, the TradeCenter lookups that can be performed online will also be available in offline mode.If NO, TradeCenter will not be available in offline mode.



Scheduler/GoalsProperties:

Use Tradewind Timecards?If YES, an employee’s absent or present status is displayed on the daily view of scheduler. Employees are considered present when they are clocked in before their scheduled time. An absent status occurs when an employee’s start time has passed without an associated clock in.If NO, the Tradewind Timecard is not used and the ability to display absent/present status is not provided.

Include Salaried Emps in Goals?If YES, salaried employees are included in totals for both scheduled hours and daily goals.If NO, salaried employees are not included in totals, only hourly employees are used.



Loyalty SystemProperties:

External Loyalty LookupIf YES, Tradewind prompts for the loyalty number. The user may enter the name or the loyalty number at this prompt. However, the user may not look up the customer by their Tradewind customer number. The lookup is done against a separate database containing loyalty information; not the TradeCenter database.If NO, the user may look up the customer by their name or Tradewind customer number.

Loyalty Tradecenter LookupIf YES, Tradewind automatically searches the Shopper_Loyalty_Xref table on the TradeCenter database. If the loyalty number and associated customer is found on the TradeCenter database, the associated customer is assigned to the transaction and the customer is downloaded to the local database.If NO, or if the loyalty number is not found in the TradeCenter database, a customer is not assigned to the transaction. However, the loyalty number is assigned to the transaction.

Frank Loyalty AwardsIf YES, a gift certificate award printed from the receipt printer must be franked separately from other types of gift certificates when issued.If NO, a gift certificate award printed from the receipt printer is not franked separately from other types of gift certificates when issued.

Force Loyalty Number on ReturnIf YES, and if the “External Loyalty Lookup” control flag is True, then the user must enter a Tradewind customer or a loyalty number. A loyalty number without a Tradewind customer will be accepted.If NO, the user is not required to enter a Tradewind customer or a loyalty number.



Loyalty info. after receiptIf YES, loyalty customer and point information is printed at the end of the receipt — before the barcodes. If NO, loyalty customer and point information is printed immediately after the receipt — after the barcodes.



AuthorizationProperties:

Formatted DOBThe format for date of birth. This value is used with checks submitted to Certegy via DAS. Default value: YYYYMMDD

Formatted MICRTradewind allows MICR check data to be formatted in either the TA or TAC formatted strings.If the value is TAC, the MICR string is sent in TAC format. Any other value uses TA format by default.

Note: Assumes the "Use Raw MICR Data" flag in the registry is disabled.



Clock In/OutProperties:

Receipt DetailWhen a user clocks in/out in Tradewind, the screen can display a summary of that person's clock-in and clock-out activity for the entire day. Tradewind provides the ability for users to print that same summary information on the receipts or to print only the current activity.These options reside in the TW_SETTING table. There are four possible values for the CATEGORY = Clock In/Out, PROPERTY = Receipt Detail:

• 0 – No detailed info on Clock In and Clock Out receipt• 1 – Detailed info on Clock In receipt only• 2 – Detailed info on Clock Out receipt only• 3 – Detailed info on both Clock In and Clock Out receipts

TIP The detail information will not be printed for receipt reprints.



Close TransactionProperties:

Phone MaskThe format for the phone number, if prompted, based on the tender type chosen in a transaction.

Note: Whether to prompt for a phone number based on a tender type is found in Tender.PROMPT_FOR_PHN_NBR_FG.



CompressionProperties:

TIP Increasing Tradewind’s use of encryption allows users to encrypt account numbers

for tenders that are not required by PCI, and for various other pieces of data (e.g., driver's license). Also, strict masking logic has been added to support various state and federal regulations, as well as the PCI requirements.

CCThe customer code.

COMPRESS_DL_FGThe drivers license number will be encrypted anywhere it is stored in the database and log files owned by Tradewind using the encryption standard. The encrypted data will be Hex encoded prior to saving it to the database and log files. This setting will be checked for all driver's license encryptions, regardless of the associated tender settings. Considered ON by default, the configuration requires a specific string to turn it off.

COMPRESS_DL_RQRD_FGEncryption of the drivers license number anywhere it is stored in the database and log files owned by Tradewind using the encryption standard is required.Considered ON by default, the configuration requires a specific string to turn it off.



COMPRESS_SIG_FGThe signature capture data will be encrypted anywhere it is stored in the database and log files using the encryption standard. The encrypted data will be Hex encoded prior to saving it to the database and log files.Considered ON by default, the configuration requires a specific string to turn it off.

Note: No "compress required" flag is needed because when encryption fails, the fallback encryption will be performed. Tradewind will accept the signature data for the transaction which already has all tenders authorized by the time the signature is captured. This means no tender will be removed and the transaction will be closed even if encryption of signature data fails.

KGThe Known Good value. The encrypted credit card data is stored in order to test that everything is configured correctly.

PKThe Public Key used to encrypt data. Used as a backup encryption method.



Currency RoundingProperties:

DiscountsWhen discounts are calculated, this setting determines how the values will be rounded; Up, Down, or None.None - No special rounding. For example,5.162 = 5 and 5.862 = 6Up - All values will be rounded up to the next whole number. For example, 5.162 = 6 and 5.862 = 6Down - All values will be rounded down. For example, 5.162 = 5 and 5.862 = 5

TaxesWhen taxes are calculated, this setting determines how the values will be rounded; Up, Down, or None.None - No special rounding. For example,5.162 = 5 and 5.862 = 6Up - All values will be rounded up to the next whole number. For example, 5.162 = 6 and 5.862 = 6Down - All values will be rounded down. For example, 5.162 = 5 and 5.862 = 5



Employee TransactionProperties:

Note: Used when the “Scan or Swipe Employee Security” flag is set to YES.

ID LengthThe length of the employee number from a barcode or magstripe.

ID Start PosThe starting position for the employee number from a barcode or magstripe.



Gift CardsProperties:

Gift Card ProcessorThe name of the processor used to authorize gift cards.



FormControlsThese are the settings for the controls on Tradewind forms, such as the text on the menu buttons. By default most of the controls in Tradewind are set to font name “Arial” and a font size of “8.25”.

Note: Some special Tradewind labels are set at a different size (instead of 8.25 pt.). When the settings are changed here, only the controls that were originally set to 8.25 pt. will be affected.

Properties:

CharsetThe character set standard.

FontNameThe name of the font on your system.

FontSizeThe point size of the font.



FormPoleDisplayProperties:

CharsetThe character set standard used by the pole display device.

FormPrintersProperties:

CharsetThe character set standard used by the print device.



FormReceiptsProperties:

CharsetThe character set standard for receipt text.

FontNameThe name of the font on your system used for receipt text.

FontSizeThe point size of the font used for receipt text.



FormReportsProperties:

CharsetThe character set standard for reports.

FontNameThe name of the font on your system used for report text.

FontSizeThe point size of the font used for report text.



Inactive Giftcard LookupProperties:

Cancel Security IDThe minimum security required to escape from the Gift Card lookup screen.

Display IntervalThe timer value that controls how long the system will wait for a response on the Signature Capture device (or screen) before clearing the balance information currently displayed.

Message First RowThe position to display the response from the balance inquiry. (This allows for form redesign with logos.)

Prompt First RowThe position to display the prompt text. (This allows for form redesign with logos.)

Startup IntervalThe timer value that controls how long the system will wait after the register moves to the Inactive Main Menu without further activity before the balance inquiry application is available.



Item DisplayProperties:

PLU Image DirectoryThe name of the folder where the item image files will be stored.

Item Inquiry Grid WidthProperties:

Char 1Determines the width of the Char 1 column in the Item Inquiry Grid.






ClassDetermines the width of the Class column in the Item Inquiry Grid.

CurrPriceDetermines the width of the Current Price column in the Item Inquiry Grid.

DeptDetermines the width of the Department column in the Item Inquiry Grid.

DescrDetermines the width of the Description column in the Item Inquiry Grid.

OrigPriceDetermines the width of the Original Price column in the Item Inquiry Grid.

StyleDetermines the width of the Style column in the Item Inquiry Grid.

UPCDetermines the width of the UPC column in the Item Inquiry Grid.

VendorDetermines the width of the Vendor column in the Item Inquiry Grid.



LookupsProperties:

PURCH_HIST_TIMEOUTThe time limit (number of seconds) for retrieving customer purchase history data from TradeRoute lookups before timing out.

PURCH_HIST_NUM_ROWSThe maximum number of items displayed in the purchase history. If PURCH_HIST_NUM_ROWS=100, the purchase history screen displays the last 100 items purchased by the customer.




Message Box BeepProperties:

Note: Used when “Beep when item not found?” flag is set to true.

Beep Duration when Item Not FoundThe extent of time during which the of the beep sounds.

Beep Frequency when Item Not FoundThe frequency/tone of the beep.



MSRProperties:

ReadErrorsA list of MSR keys that should attempt to read Track2 data when an error is raised. The MSRs listed here will respond to both the DataEvent and the ErrorEvent. For MSRs not listed here, the DataEvent the only way to receive data from an MSR and any ErrorEvent is ignored (default).

Official ReceiptProperties:

ThresholdIf the total transaction amount equals or is greater than this threshold value amount, the user will be prompted whether or not an official receipt should be printed.



PinpadProperties:

Slot NumberThe Slot number used for the Pinpad.

ReturnProperties:

Guide File NameThe file name where the message to be displayed in the instruction section of the Return Offender Information prompt is stored.

Note: Tradewind installation does not install this guide file. If the file is missing, a configurable message "The suspicious return guide file is missing." will be displayed in the instruction section of the Return Offender Information prompt.



Salesperson Commission %Properties:

Primary Salesperson PercentThe percentage of the sale that goes to the primary commissioned associate.

Secondary Salesperson PercentThe percentage of the sale that goes to the secondary commissioned associate.



Shopper ControlProperties:

When the "Enforce Customer Visibility" flag is set to true, these properties are used to determine the required security level needed to perform various functions.

Modify Assigned EmpDetermines the associate security level needed to modify the employee currently assigned to the “limited visibility status” customer in Customer Maintenance. The signed-on associate must have a security level higher than the value specified here to edit the assigned employee.

Modify Limited VisibilityDetermines the associate security level needed to modify the customer’s limited visibility status in Customer Maintenance. The signed-on associate must have a security level higher than the value specified here to edit the customer’s visibility status.

View Shpr InfoDetermines the associate security level needed to view shopper information for shoppers with limited visibility status. Tradewind will display the words “Limited Visibility” in the area normally reserved for the address if the shopper has limited visibility status and the signed-on associate has a security level less than the value specified here.



Options Not Accessible Through ConfigurationThe following system configuration options cannot be set up at the store level. All changes to these options must be made with Tradewind System Configurator™ from the corporate office. These options reside in the POS_Control and Control_Flag tables.

POS_Control Table

Authorization Package IDPOS_Control.AUTH_PACKAGE_ID indicates which credit authorization software is used with your Tradewind system.If 2, the Bank Code field is required.

Valid Values:2 – TENDER RETAIL3 – STR CREDIT AUTHORIZATION4 – PAYLINX5 – PAYLINX AND STR CREDIT6 – AJB US7 – DAS8 – AJB CANADA9 – STR CREDIT AND CRM10 – DAS AND CRM11 – CRM12 – XPAY

Authorization TimeoutPOS_Control.AUTH_TIMEOUT indicates the number of seconds to attempt on-line electronic authorization before prompting for a manual authorization number.

Bank Account IDOptional. POS_Control.BANK_ACCT_ID is the ID number of the store's bank account. This is used to print the bank account number on tenders that require franking.


Bank NameOptional. POS_Control.BANK_NM is the name of the store's bank account. This is used to print the bank name on tenders that require franking.




Business Unit IDPOS_Control.BUS_UNIT_ID indicates your corporate division ID number.

Valid Values:0 through 999,999

Close Version NbrPOS_Control.CLS_VERSION_NBR contains the version number of the Close Manager application that is being used at the store. Each day when the Store Close is performed, the store Close Manager Version Number is compared to the version number of a new Close Manager executable that may have been downloaded to the store. If they are not identical, a message indicates that you are running an outdated version.

Corporate Password NumberPOS_Control.CORP_PSWD_NBR represents the numeric value used to calculate the corporate password.See “Corporate Password” in the Tradewind Technical Manual for more information.


Corporate Password TextPOS_Control.CORP_PSWD_TXT represents the text value used to calculate the corporate password.


Currency IDPOS_Control.CURR_ID represents the standard currency used by the store. For example, in the United States, the local currency is U.S. dollars. The currency ID must be a currency type defined in the Currency_Code table. All exchange rates are calculated in relation to the local currency.

Valid Values:Valid Currency ID from the Currency_Code table.

Display ItemsSpecifies the number of styles to be listed on the Best Sellers report. This is the default but can be overridden at run-time. The value entered here displays on the selection screen for the Best Sellers report.If 0, all styles display.

Valid Values:0 through 9999



Fiscal Period Type CodePOS_Control.FSCL_PRD_TYP_CD specifies the period type code used for your financial reporting. Period types are defined in the Business_Calendar table. Periods are limited by a starting and ending date.

Valid Values:A code that is valid in the Business_Calendar table.

Hours in WorkdayPOS_Control.DAY_HOURS is used in conjunction with the "Use Daily Overtime Threshold" control flag and indicates the number of hours in a day the employee must work before being eligible for overtime. If the "Use Daily Overtime Threshold" and "Feed Payroll with Timecards" control flags are YES, all hours greater than this number will automatically be calculated as overtime. For example, if this value is set to 8 and an employee works 10 hours in a single day, 8 hours are considered regular hours and 2 hours are considered overtime.

Valid Values:0 thru 24

Hours in WorkweekPOS_Control.WEEK_HOURS is used in conjunction with the "Use Weekly Overtime Threshold" control flag and indicates the number of hours in a week the employee must work before being eligible for overtime. If the "Use Weekly Overtime Threshold" and "Feed Payroll with Timecards" control flags are YES, all hours greater than this number will automatically be calculated as overtime. For example, if this value is set to 40 and an employee works 50 hours in a single week, 40 hours are considered regular hours and 10 hours are considered overtime.


Inventory Inquiry Column CharacteristicPOS_Control.Inv_Inq_Col_Char is used to configure the Inventory Size Grid. The size grid is used to display on-hand quantities for items with multiple characteristics (color, size width). The value here determines which characteristic will be displayed in the columns of the grid. The value here should correspond to a valid value in the Char_Descr table. When the size grid is selected, the screen will display the on-hand inventory in a grid format with the characteristic values listed along the top of the screen. If zero, the Inventory Inquiry size grid cannot be displayed. A message will display indicating a problem exists in the database setup.

Valid Values:Valid values must come from the Char_Descr table.



Note: The value may not exceed the value in POS_Control.NBR_CHAR_USED. The value must not equal the Inventory Inquiry Row Characteristic or Inventory Inquiry Header Characteristic.

Inventory Inquiry Header CharacteristicPOS_Control.Inv_Inq_Header_Char is used to configure the Inventory Size Grid. Enter the number of the characteristic that is to be used as the header characteristic. If this field is not zero, a list box will appear on the screen containing all of the possible header characteristic values. The header characteristic that is currently showing on the grid is highlighted. The size grid will group all header characteristic values together in one grid.


Note: The value may not exceed the POS_Control.NBR_CHAR_USED value. The value must not equal the Inventory Inquiry Column Characteristic or Inventory Inquiry Row Characteristic.

A zero indicates there is no header characteristic. If the number of characteristics used is two, this value must be zero.

Inventory Inquiry Row CharacteristicPOS_Control.Inv_Inq_Row_Char is used to configure the Inventory Size Grid. Enter the number of the characteristic that is to be used as the row characteristic. When the size grid is selected, the screen will display the on-hand inventory in a grid format with the characteristic values listed down the left side of the screen. If zero, the Inventory Inquiry size grid cannot be displayed. A message will display indicating a problem exists in the database setup.


Note: The value may not exceed the value in POS_Control.NBR_CHAR_USED. The value must not equal the Inventory Inquiry Column Characteristic or Inventory Inquiry Header Characteristic.



Shopper YTD Next Purge DatePOS_Control.Shopper_YTD_Next_Reset_Date is the date the next shopper Year to Date reset is to occur. This date is originally set to the last day of the current business year. The opening procedure will check the YTD Purge Date. If the current business date is greater than the purge date, the system will automatically reset all shopper YTD activity to zero. This includes the following: YTD number of sale items, YTD number of sale transactions, YTD purchase amount, YTD number of return items, YTD number of return transactions, and YTD return amount. Following the purge, the Next Purge Date is updated to 12/31 of the current business year.

Logo NamePOS_Control.LOGO_NAME specifies the filename of the bitmap that contains the store logo including the extension. The file must reside in the same directory path as the database. If entered, the logo prints on all receipts.

Payroll Open DaysPOS_Control.PYRL_OPEN_DAYS specifies the number of days after the end of the payroll period that the payroll can be maintained at the store. At the end of this time, the payroll period is automatically closed during the store close procedure and sent to the home office during polling.

Valid Values:Integer from 0 to 9990 = Payroll closes on the last day of the pay period1 = Payroll closes one day after the end of the pay period, and so on

Price CodePOS_Control.PRICE_CODE is used to configure a price code that prints on a gift receipt or a send sale receipt. It must consist of ten unique characters, the first of which represents 0 and the tenth represents 9. The system uses the price code to encode/decode a price on the gift receipt. For example, if the price code is defined as ABCDEFGHIJ and the price of the item sold is $132.99, the price code on the gift receipt would be BDCJJ.

StorePOS_Control.STR_ID is a valid store identification code from the Retail_Store table. The store number must occupy only one row in the POS_Control table because the store is always defined by the store number in the first row of the table.

Valid Values:Valid store number from the Retail_Store table.



Store Goal Period Type CodePOS_Control.STR_GOAL_PRD_TYP_CD defines the period type code used for your store sales goals and goal reporting. Period types are defined in the Business_Calendar table. Periods are defined by a starting and ending date. Each kind of period is identified by a type code.

Valid Values:A code that is valid in the Business_Calendar table.

Tender Retail Bank CodePOS_Control.TENDER_RETAIL_BANK_CD indicates the ID code of the bank used for Tender Retail credit/debit authorization.

Valid Values:3 - Bank of Montreal16 - Royal Bank19 - Bank of Nova Scotia

Note: The Tender Retail Bank Code applies only to systems that use the Tender Retail authorization software. Tender Retail Systems is used for debit and credit card authorization in Canada only.

Tradewind Version NbrPOS_Control.TWD_VERSION_NBR contains the version number of the Tradewind application being used at the store. Each day when the store opens, the store Tradewind Version Number is compared to the version number of a new Tradewind executable that may have been downloaded to the store. If they are not the same, a message displays at the register indicating you are running an outdated version.

Transaction Max LengthPOS_Control.TRAN_MAX_LEN specifies the maximum number of characters allowed in the transaction number (for automatically generated transaction numbers). The transaction number length must be compatible with the corporate office's host system.


Paylinx - MerchantPOS_Control.PAYLINX_MERCHANT specifies the exact merchant name used for PaylinX processing.

Receive Quantity ThresholdPOS_Control.Receive_Qty_Threshold is an amount used for Tradewind validation of manually entered merchandise receiving quantities. If the quantity entered is greater than this threshold, a message is displayed.



Transfer Quantity ThresholdPOS_Control.Transfer_Qty_Threshold is an amount used for Tradewind validation of manually entered merchandise transfers. If the quantity entered is greater than this threshold, a message is displayed.

Cust Lookup Number of RowsPOS_Control.CUST_LOOKUP_NUM_ROWS is the maximum number of customer records that Tradewind can receive from corporate through TradeCenter. An actual return contains the required maximum number of rows plus one.

Note: If more rows are available, a message is displayed. Additional criteria should then be used to narrow the search.

Cust Lookup TimeoutPOS_Control.TR_LOOKUP_TIMEOUT is the time limit (number of seconds) that Tradewind can receive customer data from corporate through TradeCenter before timing out.

Euro Rounding Decimal PlacesPOS_Control.EURO_ROUNDING_DECIMAL_PLACES determines to how many decimal places the intermediate result in the triangulation procedure will be rounded.

Loyalty Gift Certificate Type CodePOS_Control.LOYALTY_GC_TYP_CD contains the gift certificate-type code used when a loyalty award is issued.



Suggestive SellingAllows the user to access Suggestive Selling information by pressing a menu button from the Tradewind Sale menu.

Item-BasedItem-Based messages appear on the register’s screen and are related to the item being sold.

Note: The Item Information button must be added to the desired menus using Menuconfig.exe or Tradewind Configurator. This option is available on the following menus: Sell Items, Return Items, Modify Line, Inventory Inquiry, Send Sale, Special Order, Inventory Inquiry Two, and Layaway.

Customer-BasedCustomer-Based messages appear on the register’s screen and are related to the customer in the transaction.Tradewind provides the ability to download and display suggestive selling messages by customer.When a customer is added to a transaction, Tradewind searches the Shopper_Sugg_Sell table at the store (if the customer was retrieved from the local database). If the customer’s Customer ID and Shopper ID values are not found in this table, then Tradewind does not display a suggestive selling message to the user.However, if the customer’s Customer ID and Shopper ID values are found in this table, then Tradewind will retrieve the associated Sugg_Sell_Cd value and search the existing Sugg_Sell table. If the appropriate Sugg_Sell_Cd value is found in the Sugg_Sell table, the following checks will occur:

• Tradewind will check to see if the current business date falls on or in between the Eff_Dt and Exp_Dt fields. If so, then the text in the Sugg_Sell.Sugg_Sell_Msg field will be displayed on the screen, in the area normally reserved for suggestive selling. This area is directly underneath the “Enter or scan item” text box.

• If the business date does not fall between the Eff_Dt and Exp_Dt fields, then a customer specific message will not be displayed.

If the customer was retrieved from TradeCenter, then Tradewind will search the Shopper_Sugg_Sell table on TradeCenter. If a matching row is found, then Tradewind will display the message in TradeCenter’s Sugg_Sell table.The customer-based suggestive selling message will remain on the screen until one of the following events occur:

• The user assigns a different customer to the transaction.• An item that is assigned to a suggestive selling message is sold.• The user will be unable to view the suggestive selling message in the Customer

Maintenance and Customer Information screens.



OverviewRegisters that are similarly configured and that perform the same function can be assigned to the same register group. For example, if a store has nine registers—six lane registers, two service desk registers, and one manager's workstation, then three register groups would be created: Lane, Service, and Manager Station.The properties of register groups are established and maintained on the Register Group Configuration screen, which is accessed from the Configuration menu.

Figure 1: Register Group Configuration Screen

CHAPTER 3 Register Group Configuration


Chapter 3: Register Group Configuration

Changing the Value of a Register Group Property1. From the Configuration menu, select the Register Group Configuration button.

Verify that the Register Groups list box is active. If necessary, select the Choose Register Group button or press [Tab] to move to the Register Groups list box.


and down arrow keys to select list options.2. From the Register Groups list box, select a group.

Figure 2: Register Groups List Box3. Select the Choose Property button or press [Enter] to move to the Properties list box.

Figure 3: Register Groups Properties List Box4. From the Properties list, select the option you want to change.5. Choose the Change Property button or press [Enter] to change the property value.6. The Entry Required or Selection Required window prompts you to enter or select a new

value. Press [Enter] to choose OK when done.7. After making all appropriate changes, choose the Save Changes button.




Adding a Register Group

Note: Registers that use the same menus and pole display can also be assigned to the same register group. Because menu security and pole display maintenance are configured by register group, it is important to create register groups with these factors in mind.

1. From the Configuration menu, select the Register Group Configuration button.2. Choose the Add Register Group button.3. In the Entry Required window, enter the name of the new register group (up to 12

numbers or letters). Press [Enter] to choose OK when done.4. Tab to the Properties list box to set the values for the new register group.

See “Changing the Value of a Register Group Property” on page 100.5. After making all appropriate changes, choose the Save Changes button.



Chapter 3: Register Group Configuration

Deleting a Register GroupThe Delete Register Group function is useful if a register group has been accidentally added. However, an existing register group cannot be deleted if any of the following conditions exist:

• a register is assigned to the register group• pole display maintenance has been set up for the register group• menu security has been set for the register group

Use the following steps to delete a register group:1. From the Configuration menu, select the Register Group Configuration button.2. From the Register Groups list, select a group. 3. If the Register Groups list is not active, select the Choose Register Group button or

press [Tab].4. Choose the Delete Register Group button.5. The Response Required prompt asks you to confirm deletion of the selected register

group. Press [Enter] to choose OK, or press [Esc] to cancel the deletion and keep the group in the Register Groups list.

6. To save your changes, choose the Save Changes button. To exit without saving, press [Esc].

Register Group PropertiesRegister group properties are set up through the Register Group Configuration button on the Configuration menu.

Idle Time*This property is not used at this time. This property is used to indicate the number of seconds Tradewind waits before returning to the Inactive Main Menu and securing the register.


Logoff Time*This property is not used at this time. This property is used to indicate the number of seconds Tradewind waits idle before signing off and returning to the Inactive Main Menu.




OverviewEach store register must have an entry in the Register table. The properties of individual registers are established and maintained on the Register Configuration screen, which is accessed from the Configuration menu.

Figure 1: Register Configuration Screen

CHAPTER 4 Register Configuration


Chapter 4: Register Configuration

Changing the Value of a Register Property1. From the Configuration menu, select the Register Configuration button.

Make sure the Registers list box is active. If necessary, select the Choose Register button or press [Tab] to move to the Registers list.


and down arrow keys to select list options.2. From the Registers list, select a register.3. Select the Choose Property button or press [Enter] to move to the Properties list.4. Select the Properties option you want to change.5. Choose the Change Property button or press [Enter] to change the property value.6. The Selection Required or Entry Required window prompts you to select or enter the new

value. Press [Enter] to choose OK when done.7. After making all appropriate changes, choose the Save Changes button.


Adding a RegisterUse the following steps to add a register to your system:1. From the Configuration menu, select the Register Configuration button.2. Choose the Add Register button.3. Enter the new register number in the Entry Required window.4. Press [Enter] to choose OK when done.5. If necessary, tab to the Properties list box to set the values for the new register.

See “Changing the Value of a Register Property” on page 104 for more information.6. After making all appropriate changes, choose the Save Changes button.




Deleting a Register

Note: A register cannot be deleted if transactions exist for that register.

Use the following steps to delete a register:1. From the Configuration menu, select the Register Configuration button.2. From the Registers list, select a register.

Note: If the Registers list is not active, select the Choose Register button or press [Tab].

3. Choose the Delete Register button.The Response Required window prompts you to confirm deletion of the selected register.

4. Press [Enter] to choose OK, or press [Esc] to cancel the deletion and keep the register in the Registers list.

5. To save your changes, choose the Save Changes button.To exit without saving, press [Esc].



Register PropertiesRegister properties are set up through the Register Configuration button on the Configuration menu.

Store DepartmentThe department in which the register resides. A list of valid departments from the Store_Department table displays in the Selection Required prompt.

Register Group IDThe register group to which the register is assigned. A list of valid register groups displays in the Selection Required prompt. Each register must belong to a register group.

Number of TillsThe maximum number of tills that an individual register can have. This is the physical number of drawers allowed. This value is checked and must therefore reflect a valid number of drawers physically attached to the register.


Type of RegisterOptional. A numeric code that indicates the register type.

Valid Values:A numeric code

Asset IdentifierOptional. A code that uniquely identifies the register as an asset.

Valid Values:1 to 12 characters

Network Node Connection AddressOptional. The connection address of the network node.

Valid Values:1 to 24 characters



Pole DisplayIf a functioning pole display is connected to the register and this flag is YES, Tradewind displays the message for the assigned register group on the register's pole. If NO, no message displays on the register pole.

TIP Set this flag to NO if no pole is connected to the register, or if the pole display is not

functioning.

Note: If the register's pole display is not connected but this flag is YES, Tradewind may operate very slowly as it tries unsuccessfully to send information to the pole display.

ScannerIf a functioning serial scanner is connected to the register and this flag is YES, input for the scanner is accepted by the serial port. If NO, the serial port does not attempt to accept scanner input. This flag is not required if a serial scanner is not being used.

Receipt PrinterIf a functioning receipt printer is attached to this register and this flag is YES, receipts are printed at that printer. If NO, receipts are not printed at a receipt printer.

Report PrinterIf a functioning report printer is attached to the register (or accessible through the network) and this flag is set to YES, reports are printed at that printer. If NO, reports are not printed at a report printer.

Signature Capture DeviceIf a functioning signature capture device is attached to the register and this flag is set to YES, special prompts during credit card transactions allow the customer to sign the device. If NO, the signature prompts do not appear.

Cash DrawerIf a functioning cash drawer is attached to the register and this flag is set to YES, the cash drawer opens automatically when appropriate. If NO, the cash drawer does not automatically open.



Cash Drawer Alarm TypeIndicates the type of cash drawer alarm. The type of computer will determine if an alarm is available and the alarm type.

Valid Values:

Cash Drawer Alarm Beep Timeout (ms)The number of milliseconds to wait before sounding the alarm.

Valid Values:Defaults to 60000. Must be greater than 0; cannot be NULL.

Cash Drawer Alarm Beep Frequency (MHz)The audio frequency of the beep is in mega hertz. Applicable to built-in alarms only.


Cash Drawer Alarm Beep Duration (ms)The number of milliseconds that the alarm beep tone will sound.


Cash Drawer Alarm Beep Delay (ms)The number of milliseconds between alarm beep tones.


Ticket PrinterIf a ticket printer is attached to the register (or available through the network) and this flag is set to YES, tickets print at that printer. If NO, tickets do not print.

0 = No cash drawer alarm is available

1 = Silent alarm - Results in a message, “Close Cash drawer” when the drawer is left open past the allowable time.

2 = Built-in Cash Drawer Alarm

3 = PC speakers



Cashiering ModeIndicates whether the register runs in Cashiering Mode.If YES, a single employee is responsible for the till on the register. When the employee logs in, the employee will be prompted to enter the number of the till being used. If the employee moves to a different register, the till moves with the employee. Only this employee is expected to ring on the register while signed in.If NO, more than one employee can ring on the same register and there is no prompt for the till number. The till assigned to the register in the Till table is automatically assigned to the register. This way employees can come and go at the till and the till stays in place. The till closes when the register closes.

Print Receipt During TransactionNot used at this time.

Offline StatusDetermines whether the register can go into off-line mode. If YES, the off-line database is maintained during the store close and the register can run. If NO, the register cannot run while off-line or when disconnected from the server.

Offline AuthorizationDetermines whether credit cards can be authorized when the register is running in off-line mode. If YES, the register must have its own modem because it cannot access network devices when off-line. If NO, the register cannot authorize credit cards while off-line.

Manager KeyNot used at this time.

Pin PadIndicates if a PIN pad is attached to the register. If the credit authorization software used by the store supports debit card processing, the customer must enter his/her personal identification number (PIN) before the transaction may proceed. If a PIN pad is attached to the register, choose YES. If no PIN pad is available, choose NO.

Note: Tender Retail credit authorization also requires the presence of a PIN pad to perform credit card authorization as well as debit card authorization.



Check Receipt Paper StatusDetermines whether the status of the paper in the receipt and journal stations for paper low or paper out is checked.

Paper Out:If YES for the current register, Tradewind will specifically check the status of the paper in the receipt printer and journal station, if there is one, before printing a receipt. If a paper out status is detected, a message will be displayed indicating the paper is out. The user must replace the paper before proceeding. The user will not have the option to press [Esc]. When the user selects OK to acknowledge the message, the status of the printer will be checked again to make sure the paper was replaced. If NO for the current register, before printing a receipt, Tradewind checks the status of the receipt printer. If an error occurs, a message is displayed and the user is given the option to bypass the printing of the receipt by pressing [Esc].

Paper Low:If YES, Tradewind will check the status of the paper at the end of the transaction after the receipt prints. If the status indicates the paper is low, a message will be displayed. The message will be displayed before the "tear off receipt" message, if there is one.

Note: If more than one receipt is printed in a transaction (i.e. - Send Sale receipts or Damage tickets) the status of the paper will be checked after each receipt is printed. Therefore, the message may appear multiple times at the end of the transaction.

If NO for the current register, Tradewind will not check the status of the paper and no message will be displayed.

Receipt Printer Has KnifeUsed with a paper cut variable to indicate if the user is prompted to tear the receipt.If YES, the prompt for tearing the receipt will not appear.If NO, the prompt for tearing the receipt appears.

Pick Ticket PrinterThis property is used to designate a printer to be used for printing a pick ticket. Whenever a pick ticket is printed, Tradewind will direct the output to the printer specified here.



Options Not Accessible Through ConfigurationThe following system configuration options cannot be set up at the store level. All changes to these options must be made with System Configurator from the corporate office. These options reside in the Register table.

Database PathThe directory path of the off-line database. This is a full UNC path to the shared directory on the register. This path should include the machine name and the share name. For example: \\Reg008\Tradewind.

Cash Drawer OPOS FlagIf YES, Tradewind uses the OPOS® cash drawer controls defined in the Registry. If NO, the hard-coded value is used.

Receipt Print OPOS FlagDetermines whether Tradewind uses the OPOS receipt printer controls defined in the Registry. If YES, the OPOS receipt printer controls are used. If NO, the hard-coded value is used.

Pole OPOS FlagDetermines whether Tradewind uses the OPOS pole display controls defined in the Registry. If YES, the OPOS pole display controls are used. If NO, the hard-coded values associated with the hardware device are used.

Mag Stripe Reader OPOS FlagDetermines whether Tradewind uses the OPOS magnetic stripe reader (MSR) controls defined in the Registry. If YES, the OPOS MSR controls are used. If NO, the hard-coded values associated with the hardware device are used.

Journal Print OPOS FlagDetermines whether Tradewind uses the OPOS journal printer controls defined in the Registry. If YES, the OPOS journal printer controls are used. If NO, the hard-coded value is used.

External Slip Printer OPOS FlagDetermines whether Tradewind uses the OPOS external slip printer controls defined in the Registry. If YES, the OPOS external slip printer controls are used. If NO, the hard-coded value is used.

OPOS MICR FlagDetermines whether Tradewind uses the OPOS magnetic ink character recognition (MICR) device controls defined in the Registry. If YES, the OPOS MICR device controls are used. If NO, the hard-coded values associated with the hardware device are used.



Overview

IMPORTANT! Because the Tradewind menus are set up by the home office, the Menu Configuration utility should be used only for emergencies.

All the Tradewind menus can be tailored to meet your business needs. You can select the options that appear on each menu and the order in which they appear. The text on the menu buttons and the security restrictions can also be customized.

CHAPTER 5 Menu Configuration


Chapter 5: Menu Configuration

The Menu Configuration application can be started by double-clicking on MenuConfig.exe in the \Program Files\Tradewind directory of your server.

Figure 1: Menu Configuration Screen

TIP You can use a mouse with the Menu Configuration screen to make selections from

list boxes and to choose buttons.



Menu CategoryAll Tradewind menus appear on the Menu Category list and all can be modified. The Tradewind menus are the buttons that appear along the right side of each screen. The status bar at the bottom of the screen displays the current menu name:

Figure 2: Status Bar of the Active Main Menu

Non-visible MenusThe Menu Category list includes menus that are non-visible menus. Non-visible menus do not appear as buttons on any Tradewind menu, but are used to configure security restrictions for certain prompts. For example, the Non-visible Main Menu includes a prompt to override the opening date. Because overriding the system date can have security restrictions, it can be changed only with the appropriate authority.The Tender Entry Non-visible Menu includes several options. For example, the “Abort Transaction Security” function requires employees to enter an ID and password when canceling a transaction, and The “Override Declined Check Security” function forces entry of a password before a check can be manually approved after being declined by the check authorization processor.



Available FunctionsEach Tradewind menu has a set of available functions. The Available Functions list displays all the functions that can appear on a menu. For example, “Exit POS” is a function available on the Inactive Main Menu, but it is not available on the Tender Entry menu.A function must be placed on a menu before it can be accessed by any register or employee. Security Maintenance (on the Tradewind Configuration Menu) can restrict access to a function, but cannot add functions that have not been placed on the menu through Menu Configuration. (See Chapter 6, “Security Maintenance” on page 121 for more information.)

Menu ButtonsThe menu buttons show the current layout of the menu being configured. For example, Figure 1 on page 114 shows the menu buttons for the Inactive Main Menu. Function keys F1 through F8 can each be assigned a button function. Click a menu button with the mouse or press [Enter] when the button is highlighted to turn the function on and off.

Warning! If you click a menu button you will remove the function assigned to the button. The function does not reappear if you click the button a second time. Rather, the function currently highlighted in the Available Functions list is placed on the menu button.

Button PropertiesThe button properties include the method text, button text, and default security settings for each available menu function.

Method TextThe method text is the system's internal description of the menu function.

Button TextThe button text is the text that appears on the menu button on the Tradewind screen. This text can be changed from the wording in the Available Functions list to wording that meets your business standards.



Default SecurityDefault security defines the minimum security allowed for the menu function.

The remaining values in the Default Security list are defined by the corporate office and downloaded to the stores. These levels coincide with the security levels to which each employee is assigned through Employee Maintenance.

Note: Security Maintenance, which is accessed from the Configuration menu, can further restrict security for Employee Groups, Employees, and Register Groups. See Chapter 6, Security Maintenance for more information.

Page NbrIf a menu has more than eight functions, it requires more than one “page” of functions. Select the page number to which you want to assign functions. The default is Page 1.

IMPORTANT! When creating more than one page, you must assign the MORE OPTIONS function to a button on each page so that every page can be reached.

Default Security

Security level Security option

0 No Access. The function does not appear on the menu.

1 Unrestricted Access. All employees can access the function with no restrictions and no password is required.

99 Corporate Password. The Corporate Password prompt appears when the function is selected from the menu.



Adding Functions to a Menu1. From the Menu Category list on the Menu Configuration screen, select a menu.2. The Available Functions list displays all the functions that are available for the selected

menu. Select the function you would like to add to the menu.3. In the Page Nbr box, select the page on which the function will appear.

The default is Page 1.

The Menu Buttons in the center of the screen show how the menu page currently looks. Buttons that show just a function number—F1, F2, and so on—are empty.

Note: Clicking a button with a function removes the function from the button. Before clicking a button, make sure you select the correct button function from the Available Functions list.

4. To add the selected function, click the empty button where you want to place the new function. The function key number is replaced by the button text of the selected function.

5. In the Button Properties box, choose Edit to change the Button Text and Default Security of the button function. Make text and security changes as necessary.See “Editing Button Text and Security” on page 119 for more information.

6. Click Save in the Button Properties box to save the new text and security options.7. Click Save to save the modified menu.

To exit without saving, choose Cancel.

Removing Functions from a Menu1. From the Menu Category list on the Menu Configuration screen, select the menu you want

to modify.2. In the Page Nbr box, select the page number of the function you want to delete.3. The Menu Buttons in the center of the screen show the menu functions of the selected

page. To remove a function, click the button that displays the function you want to remove. The button text is replaced with the function key name—F1, F2, and so on—signifying that the button is now empty.

4. Click Save to save the modified menu. To exit without saving, choose Cancel.



Editing Button Text and Security1. From the Menu Category list on the Menu Configuration screen, select the menu you want

to modify. The Available Functions list displays all the functions available for that menu.

2. Select the menu function you want to modify.

Note: Clicking a button with a function removes the function from the button. Before clicking a button, make sure you select the correct button function from the Available Functions list.

3. Click the button that corresponds to the selected menu function. The previously assigned function is removed from the button and the button text is replaced with the function key number.

4. Click the button again to redisplay the function on the button. The Button Text and Default Security for the selected function appear in the Button Properties box.

TIP When the properties display for a selected button, you can use the arrow keys to

select other buttons without reassigning their functions.5. Choose Edit in the Button Properties box.6. Make the necessary changes to the button text.7. Select the appropriate security option from the Default Security list.8. Click Save in the Button Properties box to save the new text and security options.9. Click Save to save the modified menu.

To exit without saving, choose Cancel.



OverviewSecurity access may be defined for every menu and menu function in the Tradewind system. Each Tradewind function menu can be customized by register group, employee group, or by individual employee. The lowest level of security is assigned through menu configuration. Any maintenance done here becomes more restrictive.The Tradewind system also provides enhanced employee password capability, security for inactive registers, and data encryption.Use the Security Maintenance screen to configure the security options for each Tradewind menu option.

CHAPTER 6 Security Maintenance


Chapter 6: Security Maintenance

The Security Maintenance option is accessed through the Configuration menu.

Figure 1: Security Maintenance Screen

IMPORTANT! You cannot use the Security Maintenance screen to add functions to a menu or to allow greater access to a function than that specified in the Default Security option of Menu Configuration.

Minimal security settings that apply to all employees are assigned through the Default Security option on the Menu Configuration screen. Access to each menu function can be further restricted or turned off for specified registers and employees through the Security Maintenance screen.See Chapter 5, Menu Configuration, “Default Security” on page 117 for more information about the Default Security option.



Register Group SecurityRegister Group Security allows menu functions to be restricted by groups of similarly configured registers. This means you can give one register group access to a menu function, but restrict or turn off that function for other register groups.

Note: Add Register groups through Register Group Configuration. Assign individual registers to register groups through Register Configuration.

For example, if all shipping and receiving is processed on the registers by the loading dock, the DOCK register group can be given unlimited access to the Shipping and Receiving menu. However, because the lane registers never perform shipping and receiving, the Shipping and Receiving menu can be turned off for the LANE register group.Register Group Security is accessed through the Security Maintenance option of the Configuration menu.

Figure 2: Register Group Security Screen



CategoriesAvailable register groups display in the Categories list, which is active when you enter Register Group Security. If necessary, select the Choose Register Group button or press [Tab] to highlight the Categories list. Use the arrow keys to browse through the register groups. After selecting a register group, press [Enter] or [Tab] to move to the Menus list.

MenusThe Menus list displays the names of all available system menus. Use the arrow keys to browse through the menu names. After selecting a menu, press [Enter] or [Tab] to move to the Buttons list.

ButtonsThe Buttons list displays the functions assigned to each button on the selected menu. Use the arrow keys to browse through the list. After highlighting a button, press [Enter] or [Tab] to move to the Security Level list.

Security LevelThe Security Level list displays all employee security categories. Use the arrow keys to browse through the security levels. Select a security level to set the security for the selected register group, menu, and button.Following are the available security levels:

No AccessThe selected function will not appear on the menu for registers belonging to the selected register group.

Unrestricted AccessThe selected function can be accessed on all registers belonging to the selected register group with no restrictions.

Employee (multiple categories)These categories are defined by the corporate office and downloaded to the stores. Categories correspond to the security levels to which each employee is assigned in Employee Maintenance (ranging from part-time employee through managerial levels). Examples of categories are: associate, stock associate, cashier, sales associate, floor leader, manager, assistant manager, district manager, regional manager, etc.

Corporate Password RequiredThe Password Required prompt prompts the employee to enter the corporate password when the function is selected on registers belonging to the selected register group.

Note: Basic security is set during Menu Configuration and can be further restricted here.



Employee Group SecurityEmployee Group Security allows menu functions to be restricted by employee group level. Specified functions can be made completely unavailable to certain types of employees, or may require the password of employees who belong to a higher level security group.For example, the Payroll Maintenance and Timecard Maintenance functions might typically be restricted to Managers and Assistant Managers. Other functions, such as Transaction Entry, can have unrestricted access by employees of all levels.Employee groups (called Security Levels here) can be added through Employee Group Configuration. Individual employees are assigned to a security level through Employee Maintenance.

TIP An Employee Group defines the level or category of employee. For example,

Manager, Assistant Manager, Employee, and so on.



Employee Group Security is accessed through the Security Maintenance option of the Configuration menu.

Figure 3: Employee Group Security Screen

CategoriesThe available employee categories display in the Categories list, which is active when you enter Employee Group Security. If necessary, select the Choose Employee Group button or press [Tab] to move to the Categories list. Use the arrow keys to browse through the list. After selecting an employee group, press [Enter] or [Tab] to move to the Menus list.

MenusThe Menus list displays the names of all available system menus. Use the arrow keys to browse through the menu names. After selecting a menu, press [Enter] or [Tab] to move to the Buttons list.



ButtonsThe Buttons list displays the functions that have been selected for each button on the selected menu. Use the arrow keys to browse through the list. After highlighting a button, press [Enter] or [Tab] to move to the Security Level list.

Security LevelThe Security Level list displays all employee security categories. Use the arrow keys to browse through the security levels. Select a security level to set the security for the selected employee group, menu, and button.Following are the available security levels:

No AccessThe function does not appear on the menu for any employee in the selected employee group.

Unrestricted AccessAll employees in the selected group can access the function with no restrictions.

Corporate PasswordThe Password Required prompt prompts employees in the selected employee group to enter the corporate password when the function is selected.

Employee (multiple categories)These categories are defined by the corporate office and downloaded to the stores. Categories correspond to the security levels to which each employee is assigned in Employee Maintenance (ranging from part-time employee through managerial levels).




Employee SecurityEmployee Security allows menu functions to be restricted according to each individual employee's security level. Functions can be completely unavailable to a specific employee, or may require the password of another employee with a higher security level.For example, new full-time employees can be restricted from ringing returns during a probationary period. This function is normally available to all full-time employees, but new employees can be restricted until the training period has been successfully completed.Employee Security is accessed through the Security Maintenance option of the Configuration menu.

Figure 4: Employee Security Screen



CategoriesThe names of all available employees display in the Categories list, which is active when you enter Employee Group Security. If necessary, select the Choose Employee button or press [Tab] to move to the Categories list. Use the arrow keys to browse through the list. After selecting an employee, press [Enter] or [Tab] to move to the Menus list.

MenusThe Menus list displays all available system menus. Use the arrow keys to browse through the menu names. After selecting a menu, press [Enter] or [Tab] to move to the Buttons list.

ButtonsThe Buttons list displays the functions that have been selected for each button on the selected menu. Use the arrow keys to browse through the list. After highlighting a button, press [Enter] or [Tab] to move to the Security Level list.

Security LevelThe Security Level list displays all employee security categories. Use the arrow keys to browse through the security levels. Select a security level to set the security for the selected employee, menu, and button.Following are the available security levels:

No AccessThe function does not appear on the menu for the selected employee on any register.

Unrestricted AccessNo restrictions. The employee can access the function without entry of an additional security password.

Corporate PasswordThe Password Required prompt prompts the employee to enter the corporate password when the function is selected.

Employee (multiple levels)These categories are defined by the corporate office and downloaded to the stores. Categories correspond to the security levels to which each employee is assigned in Employee Maintenance (ranging from part-time employee through managerial levels).




OverviewUse the Pole Configuration option to maintain the greeting that appears on each register's pole display between transactions. Each register group can have its own customized pole display message that reflects the register group's function. For example, the lane registers may have a different pole display greeting than the layaway/service desk.Pole Configuration is accessed through the Configuration menu.

Figure 1: Pole Configuration Screen

CHAPTER 7 Pole Configuration


Chapter 7: Pole Configuration

Register GroupAll register groups set up through Register Group Configuration appear on the Register Groups list, which is active upon entry into Pole Configuration. If necessary, you can move to the Register Groups window by selecting the Choose Register Group button or by pressing [Tab].

Pole Display MessageThis message is the text that appears on the register's pole display between transactions. The message can be two lines long, with up to 20 characters on each line. Press [Tab] to move from one message line to the next.

Creating a Pole Display Message1. From the Active Main Menu, choose the Configuration button.2. From the Configuration menu, choose the Pole Configuration button.3. Use the arrow keys to browse through the Register Group list and select a register group.4. Select the Choose Message Text button, or press [Enter] or [Tab].5. Enter the message text, pressing [Tab] to move from one line to the other.

Note: Two rows of text are available. The first row accepts 20 characters while the second accepts up to 19 characters.

6. Choose the Save Changes button to save the new pole display message. To exit without saving, press [Esc].

After the message has been created, a message for a different register group can be created by returning to the Register Groups list and making another selection.



OverviewHistory limits determine how long data is stored in Tradewind. Each night during the store close, the Tradewind database is purged of information older than the number of days set for each type of data in History Limits.History Limits Configuration is accessed through the Configuration menu.

Figure 1: History Limits Configuration Screen

CHAPTER 8 History Limits Configuration


Chapter 8: History Limits Configuration

CategoriesHistory Limits is the only available category. To select the data type for which you want to set a value, select the Choose Property button or press [Enter].

PropertiesProperties are system data that can be kept for different lengths of time. To change a property value, select a property from the list and choose the Change Property button or press [Enter]. Enter the number of days and press [Enter] to save. To exit without saving, press [Esc].

History Limits PropertiesThe history limit for each property refers to the number of days that information should be kept. For each property, valid values are from 0 to 32,767; a value of 0 indicates the information is cleared nightly.

JournalThe tables in the Tradewind database are cleared of all transactions with business dates older than the specified number of days.

Shopper/ActivityIf the shopper's last activity date from the Shopper_Activity table is older than the number of days set here, all the information for that shopper is deleted. If the deleted shopper is the only shopper for that customer, the customer information is deleted as well as the information shown below:

Shopper/Activity• Shopper_Activity• Shopper• Shopper_Comment• Customer (all shoppers deleted for the customer)• Shopper_Attribute

Gift CertificateRedeemed gift certificate data is purged when the redemption date is older than the number of days set here. Only gift certificates whose last activity is a redemption are deleted. When a gift certificate is deleted, its activity history is also deleted.

Store CreditsRedeemed store credit data is purged when the redemption date is older than the number of days set here. Only store credits whose last activity is a redemption are deleted. When a store credit is deleted, its activity history is also deleted.



Menu ApprovalMenu approval information is purged when the approval date is older than the number of days set here.

Shopper CommentsShopper comments are purged when the comment date is older than the number of days set here. Only comments older than the purge date are deleted.

PricingPrice change history details that are older than the number of days specified here are deleted.

Polling DataData in the Poll_Data table with a business date older than the number of days set here are deleted.

Closed Send SalesSend sales that have been completed or voided are purged when the completion date is older than the number of days set here. A send sale is complete when all items have been closed or canceled and no more open items exist. The following table lists the tables included in the purge:

Special OrdersCompleted or voided special orders are purged when the completion or void date is after the number of days set here. A special order is complete when all items have been picked up or canceled and no more open items exist. The following table lists the tables included in the purge:

Table 1.

Spcl_LN_Tax Spcl_So_Detail Spcl_Balance

Spcl_LN_Discount Spcl_Manual_Price Spcl_Deliv_Detail

Spcl_Non_Mdse_Detail Spcl_LN_Detail Spcl_Tran

Table 2.






LayawaysCompleted or voided layaways are purged when the completion or void date is past the number of days set here. A layaway is complete when all items have been closed or canceled and no more open items exist. The following table lists the tables included in the purge:

TimecardsAll timecards with a business date older than the number of days set here are purged if that payroll period in the Business_Calendar table has a STAT=1.

PayrollAll payroll information with a business date older than the number of days set here is deleted if that payroll period in the Business_Calendar table has a STAT=1.

Close LogAll close log data with a business date older than the number of days set here are deleted.

Price ChangeIndicates the number of days that expired price change records should remain on file.

Inventory Adjustment DaysThis property is not used at this time.

Receive Transfer DaysIndicates the number of days that receiving records for Transfer Ins should remain on file if they are backordered and not received, or after the expected receive date has passed.

Receive PO DaysIndicates the number of days that receiving records for purchase orders should remain on file if they are backordered and not received or after the expected receive date has expired.

Receive ASN DaysIndicates the number of days that receiving records for ASNs should remain on file if they are backordered and not received or after the expected receive date has passed.

Transfer Out DaysIndicates the number of days that shipping records for Transfer Outs should remain on file after being closed and after the expected ship date has expired.

Table 3.






Return To Vendor DaysIndicates the number of days that shipping records for Returns to Vendor should remain on file after being closed and after the expected ship date has expired.

Sign On/Off TransactionsIndicates the number of days that sign-on and sign-off transactions should remain on file. All sign-on and sign-off transactions with a business date older than the specified number of days are purged.

SettlementIndicates the number of days that credit card settlement records should remain on file. All settlement records, removed records, or voided records with a business date older than the number of days set here are purged.

Physical InventoryIndicates the number of days that physical inventory records should remain on file. All physical inventory records with a business date older than the number of days set here are purged.

Electronic Journal Roll FilesIndicates the number of days that the electronic journal roll should remain on file. All journal roll text files with a system date older than the number of days set here are purged. The date/time stamp of the text file is used for comparison.

Schedule DataSchedule data are purged when the information is older than the number of days set here. The default value when this row is added is 730 days. The following table lists the tables included in purge:

Store Hour Exception DataThis property is used to clear data from the Store_Hour_Exceptions table. The default value is 90 days.

User MessagesIndicates the number of days the user messages should remain on file. User messages are currently used for reports run in the background.

Electronic Gift CardIndicates the number of days the EGC Detail records will be stored in the database.

DealsIndicates the number of days that expired deals remain on file.

Table 4.

Schedule_Shift Shift_Category

Schedule_Budget Employee_Timeoff



Automatic Process ExecutionThe Automatic Process Execution process allows updates to be executed outside of the ASU logic and does not require a version number change. The value specified here indicates the number of days after which the old data will be cleared from the Automatic_Process_List table.

CRM Gift Card logsIndicates the number of days the CRM Gift Card logs will be stored in the database.

XPay LogsIndicates the number of days the XPay logs will be stored in the database.



OverviewThe Receipt Configuration function is used to add trailer messages to any receipt in Tradewind. A trailer message can include text and variable values such as the customer's name.Receipt Configuration is accessed through the Configuration menu.

Figure 1: Receipt Configuration Screen

CHAPTER 9 Receipt Configuration


Chapter 9: Receipt Configuration

Transaction CodesA list of transaction codes and descriptions displays in the Transaction Codes list, which is active upon entry into Receipt Configuration. If necessary, you can move to the Transaction Codes window by selecting the Choose Transaction Code button or by pressing [Tab].Use the arrow keys to browse through the list. As you move through the list, the Receipt Footer text changes for each Transaction Code. To edit the message for a particular receipt, highlight the Transaction Code in the list and select the Choose Receipt Text button. You can also press [Enter] or [Tab] to select the receipt footer for editing.

Receipt FooterThe Receipt Footer shows the message that appears at the end of the receipt for the selected transaction. In addition to text, variables can be added to the message in order to insert information that changes from transaction to transaction.

Adding Receipt VariablesReceipt variables are used to display information on the receipt that changes from transaction to transaction. For example, a message could include the customer's first and last name. Because this information varies with each transaction, a variable must be used.When using variables, remember to construct the message to accommodate transactions where a variable is not used. The following example shows a message that is correct with or without a customer name:

Thank You for Shopping at Tradewind Retail Joseph Smith!On the other hand, note how the customer name has been added to the following message:

Thank You, Joseph Smith, for Shopping at Tradewind Retail!If the customer name is missing, the message has two unnecessary commas:

Thank You, , for Shopping at Tradewind Retail!



Using a Variable in a Message1. From the Active Main Menu, select the Configuration button.2. From the Configuration menu, select the Receipt Configuration button.3. From the Transaction Codes list, select a transaction code.4. Select the Choose Receipt Text button or press [Enter] to highlight the Receipt Footer.5. Move the cursor where the variable should appear on the receipt.

Note: The receipt footer appears at the bottom of the receipt. The top of the Receipt Footer box does not represent the top of the receipt.

6. Choose the Add Variable button to display the list of defined variables:

Figure 2: Selection Required Prompt with Receipt Variables7. Select a variable from the list by typing the letter next to the variable name and pressing

[Enter].


Chapter 9: Receipt Configuration

Note how the first letter from the variable list now appears in the message with the ` character before it:

Figure 3: Receipt Configuration VariablesThe ` character marks where the variable information appears when the receipt prints.

8. Choose the Save Changes button to save the message changes.To exit without saving, press [Esc].



9. Figure 4 below shows a receipt using the variables selected in Figure 3 above:

Figure 4: Receipt with First and Last Name Variables



OverviewThe Exchange Rate Maintenance function is used to modify the exchange rates for converting foreign currency into local currency. If both currencies are European Monetary Union (EU) currencies, Tradewind converts between foreign and local currencies using the triangulation method which applies the rounding and conversion rules mandated by the European Monetary Union. A currency is considered to be an EU currency when the EURO_FLAG is set to TRUE in the Exchange_Rate table and the local currency (as defined in the POS_Control table) also has the EURO_FLAG set to TRUE.If both the currency accepted as payment in a transaction and the local currency are EU currencies, two exchange rates are printed on the receipt. These two rates represent the euro conversion rates of the foreign and local currencies. If the local currency is not an EU currency or the currency offered by the customer is not an EU currency, only one rate representing the currency-to-currency exchange rate is printed on a receipt.

CHAPTER 10 Exchange Rate Maintenance


Chapter 10: Exchange Rate Maintenance

When the Exchange Rate Maintenance screen is accessed from the Configuration menu, the current exchange rates from the Exchange_Rate table display:

Figure 1: Exchange Rate Maintenance ScreenThe countries listed are those included in the Currency_Code table of the Tradewind database.



Exchange RatesThe table below lists and describes the information displayed on the Exchange Rate Maintenance screen:

Column Description

Exchange Rate Current exchange rate for converting the foreign currency into the local currency. That is, the number of foreign currency units that can be purchased with one unit of the local currency.For example, if the local currency is U.S. dollars and the Exchange Rate is 0.60144 for Great Britain, one dollar buys 0.60144 British pound.

Euro Flag The value of the EURO_FLAG from the Exchange_Rate table in the Tradewind database. The value of TRUE (1) indicates that this country is part of the European Monetary Union.

Country Code The standard 3-letter country code.

Currency Description

The currency name.

Last Changed Date The date that the exchange rate was last changed.

Exchange Rate - Local

Current exchange rate for converting the local currency into the foreign currency. That is, the number of local currency units that can be purchased with one unit of the foreign currency.For example, if the foreign currency is the British pound, the local currency is U.S. dollars, and the Exchange Rate - Local is 1.6627, one British pound buys 1.6627 dollars.


Chapter 10: Exchange Rate Maintenance

To Modify an Exchange Rate

IMPORTANT! Only the numbers in the Exchange Rate column and the Euro Flag column can be changed. New rows cannot be added.

1. From the Active Main Menu, choose the Configuration button.2. From the Configuration menu, choose the Exchange Rate Maintenance button.3. On the Exchange Rate Maintenance screen, highlight the currency type you want to

modify.4. Type the new exchange rate.5. To save your changes and display the new rate in the Exchange Rate - Local column,

choose the Save Changes button.

Note: The Exchange Rate - Local is not calculated for currencies with the Euro Flag set to TRUE.

6. At the “OK to save changes” prompt, press [Enter] to choose OK.7. To return to the Configuration menu, press [Esc].



OverviewTradewind interActive replaces Windows Explorer as the chief system navigation tool and provides increased security by ensuring that store employees cannot exit Tradewind to open, change, or delete system files.This desktop manager, which defines how commands are passed to the computer’s operating system, enables you to run applications without having access to the Windows desktop.With the addition of custom buttons, Tradewind interActive provides a way to access multiple programs from a single location.

Tradewind interActive ButtonsDepending on the machine where Tradewind interActive is being installed, a set of default buttons is installed with the desktop manager.The number of pages and the individual buttons that display depend on whether the installation was for a register, dedicated server, or non-dedicated server. You can also create an unlimited number of additional buttons or pages of buttons that can be used to access various programs and documents.Any button added to the desktop manager can be password protected.

CHAPTER 11 Tradewind interActive Desktop


Chapter 11: Tradewind interActive Desktop

A Registry key, created for each default button and custom button, defines the application path, parameters, display name, and so on.

Figure 1: Tradewind interActive Desktop; Register Install Example



Working Within Tradewind interActiveThe following section provides step-by-step instructions for completing the following tasks within Tradewind interActive:

• Changing the title and colors of the Tradewind interActive window and buttons• Adding and deleting buttons• Running a program other than Tradewind• Accessing the Task Manager• Shutting down and restarting the computer• Returning to Tradewind interActive from another application



To Access the Manager’s MenuFrom Tradewind interActive, press [Ctrl]-[Shift]-[F8] to access the Manager’s Menu:

Figure 2: Manager’s MenuUse the Manager’s Menu to complete the following password-protected tasks within Tradewind interActive:

• Add and delete buttons• Run a program from the Run command• Access the Task Manager• Shut down and restart the computer

To return to Tradewind interActive from the Manager’s Menu, press [Esc] or press [Ctrl]-[Shift]-[F8] again.



To Change the Window Title & Color1. From Tradewind interActive, press [Ctrl]-[Shift]-[F8] to display the Manager's Menu.2. Select F1 Main Setup.3. In the Password Required window, type the daily password and press [Enter] to choose

OK.

Note: You must call the corporate office for the daily password.

The Main Setup window displays the configurable options for the window title, form color and gradient, and button color and font:

Figure 3: Main Setup Window4. Make changes as desired to customize your Tradewind interActive title, colors, and font

and then press [Enter] to continue.



To Add Buttons to Tradewind interActive1. From Tradewind interActive, press [Ctrl]-[Shift]-[F8] to display the Manager's Menu.2. Select F2 Button Setup.

Figure 4: Button Setup and Password Required Prompt3. In the Password Required window, type the daily password and press [Enter] to choose

OK.




The Tradewind interActive desktop displays the outlines of the available blank buttons with the Button Setup button at the bottom of the button bar:

Figure 5: Blank Desktop Buttons4. Use the up and down arrow keys to move the yellow button outline to the button you

want to set up.5. Press the [Spacebar] to display a pop-up menu.

Figure 6: Pop-up Menu



6. Press the up and down arrow keys to highlight Properties and press [Enter]. The Setup window displays:

Figure 7: Setup Window7. In the Display Name field, type the text that should appear on the button; for example,

Word for Windows.8. Press [Tab] to move to the Application executable path field and enter the path and

filename of the application; for example, C:\Winword\Winword.exe.

If you do not know the path or filename, press [Tab] again to choose and press [Enter]. In the “Select the application to execute” window, use the [Tab], [Shift]-[Tab], and arrow keys to browse for the .exe file or shortcut you want to link to the button. When finished, press [Enter] to choose the Open button.

9. In the Parameters field, enter the parameters to be passed in as needed to run this application, if applicable.

10.Select the appropriate option for your system:• To restart the application automatically in case the server or register locks up,

select Restart if application terminates incorrectly.• To start the application when the register is booted,

select Run application at startup.• To require entry of a password when the button is selected,

select Password Protected. Not recommended.

TIP The Advanced Options allow you to specify additional information about codes and

values used when the application terminates incorrectly.11. To save the button settings and display the button on the desktop, press [Enter] to

choose OK.12.When finished, press [Esc] to exit the Button Setup function.



To Remove Buttons from Tradewind interActive1. From Tradewind interActive, press [Ctrl]-[Shift]-[F8] to display the Manager's Menu.2. Select F2 Button Setup.3. In the Password Required window, type the daily password and press [Enter] to choose

OK.


4. Use the up and down arrow keys to choose the button you want to remove. The button outline turns to yellow.

5. Press the [Spacebar] to display a pop-up menu.6. Press the up and down arrow keys to highlight Delete Button and press [Enter].7. At the TWShell prompt, press [Enter] to choose Yes.

Figure 8: TWShell Prompt8. When finished, press [Esc] to exit the Button Setup function.

To Activate a ProgramIf a program does not appear on a desktop button, you can use the Run button to locate and run the program.1. From Tradewind interActive, press [Ctrl]-[Shift]-[F8] to display the Manager's Menu.2. Press [F3] to choose the Run button.3. In the Password Required window, type the daily password and press [Enter] to choose

OK.




The Run window displays:

Figure 9: Run Window4. In the Open field, type the path and name of an application, folder, or document file, or

enter an internet URL and press [Enter] to choose OK.If you are not sure of the exact name or path, tab to the Browse button and press [Enter]. Use the [Tab], [Shift]-[Tab], and arrow keys to browse for the .exe file or shortcut you want to link to the button. Press [Enter] to choose the Open button. In the Run window, use the [Tab] key to highlight the OK button and press [Enter].



To Access the Task ManagerThe Task Manager provides a way of easily accessing multiple applications and files.1. From Tradewind interActive, press [Ctrl]-[Shift]-[F8] to display the Manager's Menu.2. Press [F4] to choose the Task Manager button.3. In the Password Required window, type the daily password and press [Enter] to choose

OK.


The Task Manager window displays the programs that are currently open:

Figure 10: Task Manager Window4. Use the up and down arrow keys to select a program title and press [Enter].

To Shut Down and Restart the Computer1. From Tradewind interActive, press [Ctrl]-[Shift]-[F8] to display the Manager's Menu.2. Press [F5] to choose the Shut Down button.3. In the Password Required window, type the daily password and press [Enter] to choose

OK.




The Shut Down Windows window displays:

Figure 11: Shut Down Windows Window4. To exit Windows, use the up and down arrow keys to select Shut Down.

To restart Windows (for example, if the register locked up), use the up and down arrow keys to select Restart.

5. Press [Enter] to choose OK.

To Return to Tradewind interActiveTo return to the Tradewind interActive desktop from Tradewind or another application, press [Ctrl]-[F1].To return to the desktop from the Manager's Menu, press [Esc].To return to the Tradewind application from the desktop, press [Alt]-[Tab].


Index

Aasset identifier 106auto-select credit card tender 47

Bbalance inquiries

from idle register 37Brightcard gift cards

DAS 57TradeCenter 57

Business_Calendar tablefiscal periods 92payroll 136payroll period types 33store goal period types 95timecards 136

button properties 116button text

editing 119

Ccash drawer 107cash drawer alarm beep delay 108cash drawer alarm beep frequency 108cash drawer alarm beep timeout 108cash drawer alarm type 108cashiering mode 109clock in/out

confirm at close 32receipt detail 70

Close Managertrickle polling 64

commissioned associateprimary 88secondary 88

control flagsAuto-select Credit Card Tender 47Enable Auto Currency Format 47Post Voids Across Registers 47Print Card Holder name 47Print Items with Signature Line 47Validate Change Salesperson ID 48

Control_Flag tableoptions not accessible through configuration

90system configuration options 4system configuration properties 4

Corporate Customer Lookup 63, 64Corporate Gift Certificate Validation 63corporate password

control flag 91Corporate Store Credit Validation 64credit cards

auto-select credit card tender 47CRM authorization

Relate Server 60CRM customer

xml file 15CRM Gift Card logs 138CRM transaction

xml file 16Currency_Code table

currency ID 91exchange rate maintenance 146

customerlanguage preference 10

Customer List reportby commissioned assoc 28

Customer Portfoliodisplay 42

Customer tableshopper activity 134

customer/employee propertiesauto-generate customer number 7chain wide employee sales 7force clock in before ringing 7number of history days to display 10number of history items to display 10require customer email address 8

Ddatabase

backup 18Database Dictionary 4

deal pricingcontrol flag 43layaways and 43special orders and 43

delivery maintenanceRequire Send Info Address 6Require Send Info City 6Require Send Info Last Nm 7Require Send Info Phone 6Require Send Info Postal 6Require Send Info State 6

discount card

Tradewind Configuration Guide Index Page 161

control flag 46discounts

rounding 74display card holder 47

Eelectronic authorization

control flag for check authorization 44control flag for credit authorization 43

electronic gift cardDeals 137history limits 137

electronic journal rollhistory limits 137print 27write "J" to Journal Printer 27

employeereturn security 58

Employee tablechain wide employee sales 7

encryption 72encryption error message 61enhanced store close

features 13euro 145

display conversion amounts 46European Monetary Union

currency 145exchange rate maintenance 145

modify exchange rate 148Exchange_Rate table

exchange rate maintenance 146

Fforeign currency

control flag 44exchange rate maintenance 145modify exchange rate 148

Ggift certificates

auto-generate numbers 46GST

used in petty cash transactions 45

HHist_Limits table

electronic journal roll 27history limits configuration 133

close log 136

closed send sales 135electronic journal roll files 137gift certificate 134inventory adjustment days 136journal 134layaways 136menu approval 135payroll 136physical inventory 137polling data 135price change 136pricing 135properties 134receive ASN days 136receive PO days 136receive transfer days 136return to vendor days 137settlement 137shopper comments 135shopper/activity 134sign on/off transactions 137special orders 135store credits 134timecards 136transfer out days 136

HSTand petty cash transactions 45

Iimage

display on item scan 58InStorePlus

credit card expiration dates in Polldata.snd file 13

separate 500 records for MasterCard and VISA 12

UPC format 12inventory inquiry

display merchandise level 3 35IP Download 16IP Upload 16

Jjournal printer OPOS flag 111

KKnown Good value 73


Llanguage preference

customer 10layaway properties 22

allow non-merchandise ID for layaway 23apply deal price at pickup 24apply promotion price at pickup 24book layaway at setup 23include setup fee in deposit 25manually assign layaway number 24minimum deposit 22non-merchandise ID for layaway cancel fee

23non-merchandise ID for layaway setup fee

23payment days for layaway 22payment periods for layaway 23pickup discount allowed 24print barcoded layaway number 25print layaway tickets 24recommended deposit percent for layaways

22require cancel fee for layaway 23require setup fee for layaway 23

LN_Detail tablereturn default SKU Scan ID 41

logsCRM Gift Card 138Xpay 138

loyalty systemforce loyalty number on return 67frank loyalty awards 67Loyalty 67loyalty Tradewind data store lookup 67

Mmag stripe reader OPOS flag 111MasterCard

separate records 12menu configuration 113

add functions to menu 118button properties 116button text 116default security 117edit button security 119edit button text 119Menu Configuration screen 114method text 116non-visible menus 115remove functions from menu 118

MenuConfig.exe 114

MICROPOS flag 111

miscellaneous propertiesAllow Catalog Id In Inquiry 35auto print packing list 35Default Inv Lookup to Class? 35display merchandise level 3 description in

inventory inquiry 35Get Cust. Zip On Credit Cards 35get postal code with return information 34length of postal code used in tax lookup 37merchant ID 38Notify LP Alert Send 36number of characteristics used 38Scan Carton - Search All ASNs 35show function key on menus 34store credit valid days 38unlock register password 38validate serial number 34

multiple addresses 9multiple phone numbers 9Multiple Printers 28

NNon_Mdse_PLU table

non-merchandise codes 20non-merchandise ID for layaway setup fee

23non-merchandise ID for send sales fee 20non-merchandise ID for special order setup

fee 21non-visible menus 115number of tills 106

Oofficial receipt

total transaction amount 86offline authorization 109offline status 109open/close properties

automatic software update 12Bank Deposit During Day or Close 15compare dates when opening 15Compress Offline Backup 15convert UPC to 8 digits 12create interface upload files 12create STS .all files 13day of the week to compact Tradewind

database 17day of the week to repair Tradewind

database 17


display unbalanced tenders 14electronic close debit batch 14enforce one register per till 14enhanced closing routine 13InStorePlus expiration date format 13latest time to wait for polling 18latest time to wait to back up database 18latest time to wait to compact the database

18latest time to wait to repair the database 18nightly tape backup 12number of seconds to wait for clock out

transactions 18Open Drawers at Store Close 15perform settlement at store 11process interface downloads 12prompt for event at close 11prompt for TicketMaster sales 12prompt for weather at close 11Run SwitchApp during close 14separate 500 records for MasterCard and

VISA 12show till pulls at till close 14subtotal checks and travelers checks 14use calculator for open till 13Use Offline Multicast 15

OPOScash drawer OPOS flag 111external slip printer OPOS flag 111journal printer OPOS flag 111mag stripe reader OPOS flag 111MICR flag 111pole OPOS flag 111receipt printer OPOS flag 111

overtimefor salaried employees 31Saturday 30Sunday 30use daily overtime threshold 31use weekly overtime threshold 31

Ppassword

clock in and clock out 10payroll

automatically approve payroll 31categorize timecards 32confirm payroll hours 31double-time 32exempt and non-exempt 32feed payroll with timecards 30

overtime for salaried employees 31overtime on Saturday 30overtime on Sunday 30payroll period type code 33properties 30use daily overtime threshold 31use weekly overtime threshold 31

Payroll_Control tabledescription of 4

PCI Masking 28petty cash

and GST 45control flag 45

physical inventory properties 62, 63post uncounted as zero 62prompt for quantity in physical inventory 62send count detail in polling 62snapshot during store close 62

pick ticketprinter 110

pin pad 109PLU table

save message printing 41pole configuration 131

create pole display message 132pole display message 132register group 132

pole display 107pole OPOS flag 111Poll_Data table

delete polling data 135Polldata.snd

credit card expiration dates for InStorePlus 13

Polling.txt 64POS_Control table

Authorization Package ID 90authorization timeout 90bank account ID 90bank name 90business unit ID 91close version number 91configuration options 90corporate password number 91corporate password text 91currency ID 91customer lookup number of rows 96customer lookup timeout 96description of 4display items 91euro rounding decimal places 96fiscal period type code 92


fiscal periods 92hours in workday 92hours in workweek 92inventory inquiry column characteristic 92inventory inquiry header characteristic 93inventory inquiry row characteristic 93logo name 94loyalty gift certificate type code 96PaylinX merchant 95payroll open days 94price code 94receive quantity threshold 95shopper ytd next purge date 94store goal period type code 95store goal period types 95store ID 94system configuration properties 4Tender Retail bank code 95Tradewind version number 95transaction maximum length 95transfer quantity threshold 96

postal codeget with return information 34

print items with signature line 47print receipt during transaction 109Print Salesperson When Changed Only 27printer

pick ticket 110Productivity Report

net sales or gross sales 9Prompt for Price on Return 48Public Key 73

QQAS

quick address search 8Quick Address Search

QAS 8

RReason table 11receipt

audit reprints 27barcode 26message 26

receipt configurationadd receipt variables 140receipt footer 140transaction codes 140

receipt detailclock in/out 70

receipt messageadding 140

receipt paper status 110receipt printer 107receipt printer has knife 110receipt printer OPOS flag 111receipts

audit gift receipts 27register configuration

add register 104asset identifier 106cash drawer 107cash drawer alarm beep delay 108cash drawer alarm beep duration 108cash drawer alarm beep frequency 108cash drawer alarm beep timeout 108cash drawer alarm type 108cash drawer OPOS flag 111cashiering mode 109change register 104check receipt paper status 110database path 111delete register 105external slip printer OPOS flag 111journal printer OPOS flag 111mag stripe reader OPOS flag 111manager key 109network node connection address 106number of tills 106offline authorization 109offline status 109OPOS MICR flag 111pin pad 109pole display 107pole OPOS flag 111print receipt during transaction 109receipt printer 107receipt printer has knife 110receipt printer OPOS flag 111Register Configuration screen 103register group ID 106register properties 106register type 106report printer 107scanner 107signature capture device 107store department 106ticket printer 108

register group configurationadd register group 101change register group 100


delete register group 102idle time 102logoff time 102properties 102

register group ID 106Register table

store registers 103system configuration options 111

register type 106Relate Server

CRM authorization 60report printer 107report/receipt properties 26

include discounts in sales 26merchandise level 1 description 28merchandise level 2 description 28merchandise level 3 description 29merchandise level 4 description 29print barcoded store credit number 26print electronic journal roll 27print return information as barcode 26Remove Line Detail On Suspends 27Report Items with Balance Only 27start time 29You Saved Uses Retail Price 27

Retail_Store tablestore ID 94

returnguide file 87

return lookupforce original tender 58

return securityemployee 58

return to vendorvalidation 36

returnsprompt for price 48

roundingdiscounts 74taxes 74

Run Trickle Polling 64

Sscanner 107schedule data

history limits 137scheduler/goals properties

include salaried emps in goals 66use Tradewind timecards 66

second-level security 36security maintenance

employee group security 125

employee security 128register group security 123

send salesecondary associate 59shipping fee 60source selection 59

Serialized_Item tablevalidate serial numbers 34

Shopper tableshopper activity 134

shopper visibility 9Shopper_Activity table

shopper activity 134Shopper_Attribute table

shopper activity 134Shopper_Comment table

shopper activity 134signature capture device 107signature line

print items with signature line 47source selection

send sale 59Spcl_Balance table

closed send sales 135layaways 136special orders 135

Spcl_Control tabledescription of 4system configuration properties 4

Spcl_Deliv_Detail tableclosed send sales 135layaways 136special orders 135

Spcl_LN_Detail tableclosed send sales 135layaways 136special orders 135

Spcl_LN_Discount tableclosed send sales 135layaways 136special orders 135

Spcl_LN_Tax tableclosed send sales 135layaways 136special orders 135

Spcl_Manual_Price tableclosed send sales 135layaways 136special orders 135

Spcl_Non_Mdse_Detail tableclosed send sales 135layaways 136special orders 135


Spcl_So_Detail tableclosed send sales 135layaways 136special orders 135

Spcl_Tran tableclosed send sales 135layaways 136special orders 135

special order/send sale properties 19allow non-merchandise ID for special orders

20book send sales at setup 19book special orders at setup 21default source for send sales 20minimum deposit for special orders 20non-merchandise ID for send sales cancel

fee 20non-merchandise ID for send sales fee 20non-merchandise ID for special orders

cancel fee 21non-merchandise ID for special orders setup

fee 21prompt for source in send sales 19recommended deposit percent for special

orders 20require cancel fee for special orders 21require setup fee for special orders 21

store hour exception datahistory limits 137

Store_Department tableregister properties 106

STS Open AuditWorkscreate .all files 13

Suggestive Selling 97Customer-Based 97Item-Based 97

system configurationchange property value 5Connectivity properties 63Customer/Employee properties 6miscellaneous properties 34open/close properties 11payroll properties 30physical inventory properties 62report/receipt properties 26

Multiple Printers 28special order/send sale properties 19

Ttables

Business_Calendar 33, 92, 95, 136Control_Flag 4, 90

Currency_Code 91, 146Customer 134Employee 7Exchange_Rate 146Hist_Limits 27LN_Detail 41Non_Mdse_PLU 20, 21, 23Payroll_Control 4PLU 41Poll_Data 135POS_Control 4, 90, 92, 95Reason 11Register 103, 111Retail_Store 94Serialized_Item 34Shopper 134Shopper_Activity 134Shopper_Attribute 134Shopper_Comment 134Spcl_Balance 135, 136Spcl_Control 4Spcl_Deliv_Detail 135, 136Spcl_LN_Detail 135, 136Spcl_LN_Discount 135, 136Spcl_LN_Tax 135, 136Spcl_Manual_Price 135, 136Spcl_Non_Mdse_Detail 135, 136Spcl_So_Detail 135, 136Spcl_Tran 135, 136Store_Department 106tax tables 37Tender 44, 46Till 13, 109Transaction 43Trickle_Polling_Control 64

tape backup 12taxes

rounding 74Tender Retail

bank code 95Tender table

enforce document franking 44split change tenders 46

ticket printer 108TicketMaster

prompt for TicketMaster sales 12Till table

cashiering mode 109use calculator for open till 13

timecardcategorize timecards 32

total transaction amount


official receipt 86touchscreen 37track data

validation 60TradeCenter

TradeCenter Item Locator 63TradeCenter Item Locator 63Tradewind

Tradewind Database Dictionary 2, 4Tradewind Installation Manual 2Tradewind Reports Manual 2Tradewind Training Manual 2

Tradewind ConnectivityCorporate Customer Lookup 63, 64Corporate Gift Certificate Validation 63Corporate Store Credit Validation 64Run Trickle Polling 64

Tradewind Connectivity propertiesAllow Tradewind Connectivity in Offline 65force corporate cust. lookup 65local auth redeeming gift card 64local auth selling gift card 64Retrieve Return Info 64Show Return Info In Reprint 65

Tradewind interActive 149access Task Manager from 159activate a program 157add buttons 154buttons 149remove buttons 157return to 160shut down and restart computer from 159

Tradewind Manager's Manual 2training mode

and receipts 43control flag 41prompt 42

transaction processing properties 39Accumulate Items at Tender 53Allow Emp Returns on Sale Reg 55allow training mode 41auto shutdown during close 48Auto Start Next Transaction 54auto-generate gift certificate numbers 46auto-generate transfer number 42Automatic Employee Discounts 50Batch-Optimize Tran Recording 53Capture Raw Track 1 Data 53Change TR Return Item Price 55Check Digit GC on Franking 53close send sales immediately 39Count Float Only 56

create sign on/off transaction 43customer prompt after transaction 40customer prompt before transaction 40deal pricing 43Default GC Refund Amt 56Default Salesperson to Zero 50discount card 46display change salesperson prompt 42display Customer Portfolio 42display Euro conversion 46display message on manual entry of credit

card 44display VAT information 46do electronic authorization 43do electronic check authorization 44Emp Disc by Dept and Level 56Enable Emp Prompts on Sig Cap 51enforce document franking 44fiscal cal. for relative dates 48Force Cust Before/After Prompts 54Force Cust Old/No Rcpt Return 54Force Cust on Large Refunds 56force customer before return 48force customer on return 40force customer on send sale 40Frank Tax Exempt Forms 55GST used in petty cash transactions 45Inv Inq by Vendor Name 53Inv Inq MDSE Level Drill Down 52Item Disc Thresh Uses Ext Prc 51layaways in deal pricing 43Long CC Rcpt Manual Entry/Auth 54multiple sales increment quantity 41multiply dollar disc by qty 49no tax on out of state send sale 49One Coupon Discount per Item 52orig. salesperson on TC return 49Post Voids Across Tills 51print employee signature line 43print net price on receipts 44promo price lookup 42prompt during training mode 42prompt for next transaction 39Prompt for Shipping Store 53questions and answers 41receipts in training mode 43Refund Threshold Security 52Remove Barcode Store Rcpt 54Require Exchange on Sale Reg 55retrieve return information 49return default SKU scan ID 41


Return to Sale Items Sale Reg 55saved message by line item 41saved message for transaction 41Scan or Swipe Emp Security 56Second Level Allow Self Auths 57secure employee transactions 45sign off after transaction 39special orders in deal pricing 43split change tenders 46store-wide transfer numbers 43tax exempt ID on line item 44tax flag taxable item if 0 tax 49three digit rgstId in rtn info 50track petty cash transactions 45Use Assoc. ID as Till ID 51use cash pickup alarm 50use foreign currency 44Validate Coupon at Item Entry 56Verify Item Count 54

Transaction tablesign on/sign off transactions 43

Trickle_Polling_Control table 64TW Shell

Tradewind interActive 149

UUPC

convert to 8 digits 12user messages

history limits 137

Vvalidate

track data 60VAT

control flag 46VISA

separate records 12

WWindows Explorer

replaced by Tradewind interActive 149write "J" to Journal Printer 27

Xxml file

CRM customer 15CRM transaction 16

XPay logs 138


Contact Informationwww.micros-retail.com

30500 Bruce Industrial Parkway

Cleveland, OH 44139 USA

Toll Free: 888.328.2826

Tel: 440.498.4414

Fax: 440.542.3043

1800 West Park Drive

Westboro, MA 01581

Tel:508.655.7500

Fax:508.647.9495

MICROS Systems, Inc.

www.MICROS.com

7031 Columbia Gateway Drive

Columbia, MD 21046-2289

Tel: 443.285.6000

oracle retail tradewind configuration guide release 9.5 ... · oracle® retail tradewind...

Documents