The Kafinea cash register is a connected cash register that is easy to use yet very powerful. It interacts directly with commercial management elements: invoices, payments, customer accounts, etc.
Here are the steps to set up the cash register:
1 – Make sure you have products in your item catalog #
To access the list of items: Menu / Catalog / Products
Products that are to appear on the register must have a category.
2 – Create a default customer account #
The receipts generated will be recorded in invoices. If the customer does not have an account with you, Kafinea will need to associate the invoices generated with a default account.
Example: Counter Customer, Cash Register Customer, etc.
Please create this customer account. It will be required when configuring the cash register.
3 – Retrieve the login credentials for the cash register #
To log in to the cash register, you will need a username and password. This is one of the users of your Kafinea instance. The list of users can be accessed via Menu / Configuration / User Management
Please select a user and note the following information:
- Username: this is the user's email address.
- The "Personal Access Key to the Web Service" displayed at the bottom of the user's file. This information will serve as a "password" to access the cash register.
4 – Activate the Point of Sale application #
To make the Points of Sale application visible in Kafinea, please follow these steps:
- Click Menu / Settings / Settings / Configuration / Application
- Click Launch Application Selector
- Check Points of Sale (please remember to select any other applications you use)
- Validate
5 – Set up a cash register #
Go to Menu / Points of sale / Cash registers
Create a new cash register
- Provide a name: for example, Test Case
- Assign the default customer account you created earlier.
- Assign a technical user. Please select here the user whose information you previously retrieved.
- Save the record
Note: You can return to this location later to configure the cash register behavior and the address of the printer to be used.
6 – Select sellers #
Selecting salespeople for a cash register is optional. If you select them, it will be possible to assign each ticket to a salesperson. This information will appear on invoices and can be used for checks, sales statistics by salesperson, etc.
To select salespeople, go to the cash register file and choose salespeople in the Salespeople tab.
7 – Launch the cash register #
To launch the checkout: click on Launch checkout directly on the checkout page.
Note:
If the Launch checkout button is not available, please use the following link:
https://apps.kafinea.com/kfnxxxxxxxxxx/cashRegister
Replace kfnxxxxxxxxxx with the ID of your Kafinea instance.
- The email address should be filled in automatically.
- Enter your personal key
You will be asked for the cash balance, and the cash register should now start up.
WARNING: Do not validate receipts if you only want to test and your Kafinea instance is in production. Any validated receipt creates a finalized invoice and payment that cannot be deleted in Kafinea. If you unintentionally generate invoices and payments, you will need to issue a credit note to cancel the invoice and record a cancellation payment to cancel the payment.