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How to create/manage Settlement Keys

How to create/manage keys used for settling checks in Touche POS

When settling a check in Touche, the settle screen shows various options of Settlement which however works based on how it is defined. The same is done as below.

Prerequisites:

  • WebTouche Link

  • Administrative Configurations Login

  • Configurations Access to Mode Master and Account Master

  • Settlement Key details

To set GL/AR Codes from WebProlific for the settlement modes, refer here:
https://kb.prologicfirst.online/articles/pos-integrations-webprolific-argl

In Mode Master, creation is done by clicking Add New, entering the details as below explained, and clicking Save.

  • Commonly, the modes available are,
  1. Cash: For all Cash settlements by default. The Cash Drawer flag is given here, so that it opens the Drawer on Cash settlement, given that the Drawer supports with the application.
  2. Card: For all Card settlements.
  3. Special Account: For any Ledger accounts, these accounts are to be further defined in Account Master as well which is showing in the special case below.

The other modes of settlement are special, which are applied only further to necessary integration by support.

  • The Excess Flag is mandatory to handle any excess amount enter further to the check total. As the options' name state, its functionality applies the same. By default, all payments except Cash is set as No Excess Allowed, as Cash balances if any are to be shown on excess by setting as Return Excess. 

Setting this as Adjust Excess as Tips will automatically calculate any excess amount of a transaction to be set as Tips, which helps to ease operations.

Any settlement mode if to be blocked or removed from use can be frozen by ticking the Freeze flag in the far right and clicking Save. 

Special Case: when using Account Master:

For every Special Account settlement key created, 1 or more account is to be defined in Account Master as well, so on settlement the option to select those Account will be shown. Creation is done by clicking Add New, entering the details alike below with Payment Code selected, and clicking Save.

If you are using hybrid/CAP setup, please wait till next day morning for the menu to reflect in POS. To make it immediate, run the MasterSync in server or contact POS support line