Identifying and defining store policies

The first step in implementing Store Manager and POS should always be identifying your store's policies.

Your store's policies drive how you configure POS security. They also affect how you set up cashiers, registers, and cash drawers. and they can impact how you set up customers in the system. Store policies determine what kind of transactions are allowed in POS, what information and commands cashiers can access during a transaction, and what information cashiers are required to enter to complete a transaction.

Store policies you may want to identify before setting up Store Manager and POS might include:

Area	"At our store, do we want to...?"
POS security	Require passwords to log on to POS? Set password complexity and reset policies? Force cashiers to log on for each POS transaction? Force cashier log off if POS is idle for a period of time? Prevent cashiers from exiting the POS app?
Register and cash drawer management	Require decimal entry? Use change calculator? Require return of local currency? Require open/close amounts? Allow cashiers to enter opening/closing amounts? Allow cashiers to perform no sales, drops, or payouts? Print receipts for no sales? Allow cashiers to generate X, Z, and ZZ reports? Set over/short limits for cashiers?
Customers	Allow cashiers to add or edit new customers in POS? Require specific information (e.g., full name, phone number, email address) to save customers? Provide percent or price level discounts to specific customers? Enable accounts receivable (store credit) for specific customers? Display customers' accounts receivable information in POS?
Transactions	Always display the Customer Lookup window? Prompt or require customer selection for transactions? Prompt or require sales representative selection for transactions? Prompt or require reason codes for discounts, inventory adjustments, no sales, returns, tax changes, drops, etc.? Allow cashiers to delete items from transactions? Allow cashiers to change item or transaction taxes? Allow cashiers to put transactions on hold? Allow cashiers to cancel transactions? Allow cashiers to sell to store employees who have discounts? Set transaction amount limits? Set return amount limits?
Inventory	Display item extended descriptions, notes, or sub-descriptions? Display out of stock items? Allow the sale of out of stock items? Allow back orders? Allow lookup of unknown items? Prevent the sale of inactive items? Allow cashiers to view or edit item cost? Allow cashiers to access pricing information? Allow serial numbers to be created (entered) in POS? Require unique serial numbers in POS? Enable random weight EAN and UPC codes?