Setup | System Options | System Settings

System Settings

System Settings | System




Choosing System Settings brings up the main software setup screen. Below are the descriptions of the available settings:

Default Shots – If all of your drinks automatically come with the same amount of shots, you can enter in that amount here. Any additional shots will be charged based on the shot prices entered into Inventory Maintenance.

Buy__ Get __ Free – Enter the number of items a customer needs to purchase before receiving free items, as well as the number of free items to give when earning. If this feature will not be used, enter 0 in the Buy and Get fields.

Subtract Unused Shots – The shots in a drink affect the way a drink is priced. If, for instance, you have a Grande Mocha and it normally includes 3 shots, the system will charge that same base price even if you order a single Grande Mocha. Checking this on will allow the system to subtract the price of any shots less than the included shots.

Promo Allowed – Enter in the amount of Promotion Rewards a customer can use during a single transaction. For example: If a customer has 2 promotion rewards available on their account, but you only want them to be able to use 1 per transaction, then enter 1 in this field.

Max Free Drinks – Enter in the amount of free drinks a customer is allowed to accrue. The customer will need to use their available free drinks before accruing any more punches. For example: A customer currently has 3 free drinks available on their account and you do not want them to be able to accrue any more free drinks before using the current available drinks, enter 3 in this field.

Age Verification – Select the desired prompting method that satisfies your states requirements and your business needs. YES/NO will provide a yes or no prompt to indicate that the user has checked the ID and it meets the states requirements. DATE will prompt to enter the birthdate on the ID and will calculate if the age is above the MINIMUM AGE entered. BOTH will prompt with the option to select YES/NO or DATE but only one of these verification types is required to approve the sale.

Minimum Age – Enter the minimum age required by the state to purchase alcohol.

Flavor/Mod Increment – Some customers measure a shot of flavor by half an ounce as opposed to one ounce. If .50 is entered CSM will only increment by a half a shot, therefore the system will only charge for half of the price under your flavor listing in Inventory Maintenance. For example if you have $.50 listed as the price for a flavor shot and you have .50 entered in this field, you will only charge $.25 for each flavor. If they get two flavors it will be $.50. If you want to charge by one ounce and charge $.50 per flavor you will want to enter in the number 1 in this field. It will then charge the full price of your Inventory item.

Use Drink Averaging – You may elect to control the discount of free items by automatically turning the drink into a discount. By enabling Use Drink Averaging, the free drink will look at the price of the drink the customer is purchasing and the average of their last purchases. If the free drink is equal to or less than the average, the drink is received for free and also counted as a free drink. If the free drink value exceeds the average drink, the customer receives only the average amount off the price of the drink. For instance, a customer buys a 3.00 drink every day. If they decide on a 6.00 drink for their choice of free drink, the system would deduct 3.00 from the price of the 6.00 drink and the difference must be tendered.

Enable this to restrict free drink value to the average of the customer’s last ten drinks at that location.

Matching Amount – Enter in a dollar amount to be matched towards a free drink. For example: Enter $3.00 in the Matching Amount field. Customer orders a $5.00 drink and has an available Free Drink. The customer would receive a $3.00 credit toward the free drink.

View Customer from ROA – Enable this to provide a button on the receive on account screen to view customer accounts. It is recommended to leave this feature off.

No Tips On Account – Select this if you do not want a tip amount to be charged to a Customer/Gift Card account.

No Paper Punch with Accounts – If you no longer have any legacy paper punch cards out to customers, you can hide this button to disable its use.

Queue Paid Orders – Store completed transactions in the Queue tab.

KM Auto-Delete Paid Orders – When using the Kitchen Module (additional purchase) the orders that have been paid for are automatically removed from the queue. Use this option when the staff will not need to see the order and remove them from the queue manually.

Default Customer Lookup – You can choose how the Customer accounts are looked up by default with this drop-down list selection.

Default Milk – Select the milk type you would like a drink order to automatically come with from this drop-down list.

Change Due Timeout(seconds, 0=Wait) – Select how many seconds you would like the Change Due message at the end of a transaction to appear in this drop-down list.

Small Cup Discount Code – Select the preferred discount amount from this drop-down list if you offer a discount to people who bring in their own cup. See section Maintenance | Discounts for more information on creating discounts.

Large Cup Discount Code – If you offer a different discount based on the size of the cup a customer brings in, select it from this drop-down list. See section Maintenance | Discounts for more information on creating discounts.

Logout after transaction – This will force a user to log in after the completion of each transaction. It is a security feature to help track the users.

Show Final Customer Stats – If a Customer account is used during a transaction, this will show the current standings of the account.

Use Deposit Panel – Select this to enable the Deposit Panel in the Account/Gift Card screen on the Register tab. This allows the user to deposit the remaining amount, or change to a Customer’s account. For example: A customer purchases a $3.00 drink and hands the cashier a $10 bill. The cashier can select the 10 button and CSM will calculate the order total and add $7.00 to the selected customer’s account.

Simple – Select this to along with Use Deposit Panel to enable the simple version of the Deposit Panel in the Account/Gift Card screen on the Register tab. This allows the user to deposit the amount on the button selected to a Customer’s account. For example: A customer purchases a $3.00 drink and asks for $10.00 to be added to their account. The cashier can select the 10 button and CSM will calculate the order total of $13.00 and add $10.00 to the selected customer’s account.

Use Multiply Quick Keys – This option will cause the $5, $10, $20 keys on the checkout screen to increment by that monetary amount rather than indicating that monetary amount was given. For example if two $20 bills were given selecting the $20 quick key twice will change the cash field to $40. If three $10 bills were given selecting the $10 key three times will increment the cash field to $30.

Tax Method – Select how you would like sales tax to be attached to transactions.
  • Line Item Tax – This option charges sales tax per item. (Currently only taxing system available)
Tax Included in Item Price – This option allows sales tax to be included in the retail price of an item. Select this and sales tax will not be added on top of the total. You will need to adjust your retail prices accordingly to accommodate sales tax taken out of the retail amount.

No Tendered Cash Key – Eliminate the Tendered Cash feature on the checkout screen. This option is used when you are given exact change. The Tendered Cash option allows you to select the Cash button and it will complete the transaction for you.

Blind Closing – This option allows you to prevent employees from printing a Z report as well as prevent them from knowing if they are over or short at the end of a shift. This requires an employee with View Calculated Totals selected in their Role Maintenance account to do any balancing or reporting for shifts in the future.

Accept Checks – If your location does not accept Checks as a form of tender, disable this feature and Check will not be an option on the Checkout screen.

Use Employee Switching – When completing a transaction you will notice a drop-down list where you will have an option to choose your Login ID.

Force Selection – If you check this setting, you will be forced to choose the Login ID every time. If this is left off, the Login ID will default to the employee who opened the shift.


Only Show Logged – Enable this to have the list of Login IDs only show those who are currently clocked in.

Note: For extra security we recommend using this option especially if you have multiple employees using one shift.

Enable Table Management – This feature is for locations that offer full table service, order at the table and pay at the table service, and is an additional purchase. It provides our full table management functionality. A limited function for TABLE SELECTION can be used for pay at the counter and deliver to the table service, and is available at no additional charge. TABLE SELECTION will only allow you to select a table number/or description when using the order queue.

Enable Promotion System – This feature is an enhanced version of the Frequent Buyer/Loyalty plan. It allows various promotions to be created. See section Maintenance | Promotions to learn more about Promotions.

Enable Upsell System – This feature allows items to be selected and prompted to offer an additional sell item with the purchase of another item. See section Maintenance | Upsell to learn more about Upsell.

Enable Menu Scheduling – Select this to allow the Menu pages to be scheduled to appear at specific times. See section Customize for more information


Enable On Duty Scheduling
– This feature limits logins to when an employee has a shift scheduled in the Scheduler tool. They are not allowed to log in outside of their scheduled time.

Lockout Time – This feature limits the amount of time the user is logged into the CSM program for security purposes. Select a time from the drop-down list to log the user out.


System Settings | Additional




Sign for Account Purchases – Select this to provide signature line receipts for all on account purchases.

Print Tip Line for Accounts – Used in conjunction with signing for account purchases, this will provide a tip line on the receipt for all on account purchases.

Time Clock Rounding – When using the built in time clock feature this will round all time entries to the nearest minutes of the selected value. For example when set to 5 minutes 3:28 would round to the nearest value of 3:30.

Force Tips  – Force employees to enter cash tips when clocking out using the Time Clock.

Hide Void  –  Hide the Void button on the ticket screen for all employees that do not have privileges assigned to us use the button.

Enable Foreign Currency Features – This enables the exchange rate calculator on the Checkout screen.

Select the Exchange Rates button to set up the Exchange rates of foreign currency accepted.




You will need two exchange rates to enter. Rates are easily obtained from the Internet or your bank. The top section details the foreign dollars also referred to as ‘IN US$’. The lower section details your currency also referred to as ‘PER US$’.

Example: Canadian to US
Currency Name: Canadian Dollar
  IN US$: 1.0392

Currency Name: US Dollar
          PER US$: .9623

To create an Exchange Rate:
  • Select New.
  • Create a Currency Code. For example: CAD
  • Enter the foreign country’s name in the From Country field. For example: Canada
  • Enter the name of the foreign currency in the top Currency Name field. For example: Looney
  • Enter the current exchange rate of this currency in the Exchange Rate (IN) field. For example: 1.0392
  • Enter the local country in the To Country field. For example: US
  • Enter the name of the local currency in the bottom Currency Name field. For example: Dollar
  • Enter the current exchange rate of this currency in the Exchange Rate (PER) field. For example: .9623
  • Select Save to complete the Exchange Rate setup. 
NOTE: The exchange rates are not actual dollars. Do not calculate a dollar amount to enter in to these fields. Enter in the exchange rates provided by your bank or located on the internet.
 
Now the Exch button will be available on the Checkout screen and will calculate the foreign currency. See section Cash Register Operations for more information on completing a foreign currency sale.

Check Builder Started Orders – Enable this feature to prompt users when trying to leave a Builder screen without selecting Finish Item.

Enable Scrolling Info – Enable this feature to show Customer Account information scrolling along the Register tab.

Use On Screen Keyboard – Check this on to add extra full keyboard and numeric keypads throughout the system, at appropriate locations, for a workstation where no keyboard is available. This setting makes a keyboard or numbered keypad appear in CSM more frequently to limit the use of the full keyboard or numbered keypad on the keyboard. Enabling this setting does not eliminate the need for a keyboard, and while it is possible we do not recommend running the system without a keyboard. Selecting the GRANBURY style keyboard will provide a more integrated onscreen keyboard. Selecting WINDOWS will provide the standard Windows onscreen keyboard.

Show Prices – Enable this feature to show the price of the item on the button in the register.

Do not pay with Customer Balance by Default – From the checkout screen when selecting a customer card the system will automatically apply any remaining balance on the card to the order. This option will remove the automatic application and require the user to manually select to use the card balance.

Always Choose Table  – Select this option to force the table selection screen to appear when a previously queued order is pulled out from the queue, and then returned to the queue.  This will default to any prior selected table, but allows the user to select moving the order to another table.

Check Queue Before Closing Shift – This option will prompt the user if there are any orders left in the queue so they can be dealt with before closing the shift.

Disable Extended Customer Swipe Selection – This option will disable showing the additional prompting of the customer’s standing order or last drinks, when selecting the customer for use.

Do Not Allow AR Accounts – Enable this feature to show Customer Account information scrolling along the Register tab.

Strict Cash Drawer Login – Enable this feature to show Customer Account information scrolling along the Register tab.

Show To Go/Deliver Graphic – If your location offers orders To Go or for Delivery, enable this have that option available on your Register.

Force Shots – Enable this feature to force the user to select the number of shots included before being able to add the drink to the register.

Force Flavors – Enable this feature to force the user to increment the flavor indicating 0 or more, or select a flavor, before being able to add the drink to the register.

Force Milk – Enable this feature to force the user to select a milk type before being able to add the drink to the register.

Enable UPC2  – Select for using Type 2 bar codes.  These are bar codes that have the price built into the code. 

Force Default Menu 
– Select the menu tab to force by default.  This will override the default flag set under Customize | Register.  This is generally used with HQ. 

Allowable Order Types / Choose A Default
– Select the types of order types to be displayed when creating orders. The main purpose is to determine the status of “on premises” for taxing purposes. The secondary purpose is to allow you to know how or where orders will be delivered to the customer. Drive Thru is not required for drive thru locations; those orders are known to be “To Go”. However if you had multiple delivery types such as a pickup window, counter service and a drive through you may want to add this option. The most common scenario will be only For Here and To Go. Select the default (most common) method to always be preselected.


Currency Rounding  – Select the nearest coin amount ot round to.  For example in Canada set the amount to .05 since there are no pennies.

System Settings | Business




Business Type – This option enables and disables features within the program.
  • Coffee – Select this to enable all ‘coffee industry’ features such as Espresso Shots and Milk Types.
  • Restaurant – Select this to disable all ‘coffee industry’ features such as Espresso Shots and Milk Types. 
Alternate Language – This option allows mapping language translations to buttons/text throughout the software. Note: Actual translations will be required to be entered for use of this feature (no pre-entered translations)

Customize Register Action Buttons – This will allow you to change the available functions are for the four action buttons at the bottom of the register, on builder and button screens. The most common next step will be the green button. One common choice might be to add the button to go right to checkout after adding an item to the register, without having to select the register tab first.

Z Format 2 – This selection is will provide a non-standard Z report that has a larger variety of information. It is not recommended to use this type of Z format as it is less use friendly for report matching to the other reports in the system.

Store Worksheet Data – This option can be used when in conjunction with the WORKSHEET function from the shift screen. This will save the users entries so they can be available for later use.

Take Screenshots on Errors – This is an option used by technical support to enhance troubleshooting specific issues. It is not recommended to enable this without first consulting CSM technical support.  

System Graphics – Select ALLOW USER CUSTOMIZING to utilize custom button graphics to change the look from the system default buttons. This requires creating button skins to replace the existing buttons including the red and green color schemes of next and cancel actions.

Allow $0 Starting Cash – This is for use in conjunction with full table management to allow servers to start their shifts with $0 (representing they are their own bank).

N2K Settings – These settings are used only for N2K reporting (additional purchase) to set up the payroll reporting default settings for how overtime is calculated in your state.

Use Check Button for Paper Gift Certificates – This will replace the text of the CHECK button on the checkout screen with Paper Gift Cert. This is only changes the appearance of the button and all of the renaming association in reporting will still indicate CHECK. This is a custom function and it is not recommended to be used.

Worksheet Style  – Select US for the standard worksheet, and Canada for Canadian worksheet

Use Day/Month Format  – Use Day / Month format on QB exports

Rebate Base  – Used for Canadian taxing to set the base threshold for dollars spent before rebate no longer applies.

Rebate %  – Used for Canadian taxing to set the percentage of rebate to apply.

Set Items  – Used to select the items that are allowed / apply for Canadian taxing.

Special Card Formatting– This feature should only be changed by GS technical staff. Changing this option on your own could cause issues with the link between the customer’s physical card, the records in the software and the records stored online (when applicable).

System Settings | Add Ons




Add Ons are additional products offered by GS. Please consult your salesman for more details. The settings on this page should never be changed without guidance form GS technical support. Even if you are choosing to stop use of a feature, contact support for assistance turning the feature off.

The following products are an additional purchase.

SalesBuilder– This product provides the online structure for multi-store gift cards. However its real power comes from the marketing features designed to help you grow your customer base. Reward loyal customers, reach out to customers who have not visited recently or remember your customers on their birthdays.

N2K Reporting– This product is designed to provide franchise level reporting tools to larger chains.

Headquarters– This product provides the ability to maintain employees and menus, and view reporting in multi-store environment.

LetsGet Online Ordering– This product provides a customer facing ordering layer to your business with web based and mobile based ordering solutions.

System Settings | Themes  




See the section Themes for additional information.

System Settings | Text Ordering  




Text to Order is an additional products offered by GS. Please consult your salesman for more details.

Text Phone – This is the phone number text orders are sent into for the store.  This is not a typical phone number.  It is provided by GS when this product is purchased, and allows messages to go through a special service so they can be delivered and processed by the store.

Allow Paying at Store – When this is checked users are allowed to pay for their orders at the store.  When it is not checked orders, with the exception of Free Form Orders, are checked to make sure there is enough funds on the card before allowing the customer to place the order.

Allow Free Form Orders – This will allow customer to text in a free form message detailing what they would like to order.  It will then require the staff to translate that order into actual register items.  There is a built in text communication system that can be used to work out any ordering questions the staff may have.

Store Open/Close Times – Set the appropriate open and close times.  Any text orders received outside of these windows will receive a response back with the proper store hours.

Order Minutes –  This message is send to describe to the customer how long it will be until the order is ready.  "..it will be ready ___________".   For example "soon!", "in about 10 minutes", etc.

Clear Text Orders – This is a special command that will clear out any text orders stuck in the system.  This will clear ALL orders in the tables so this should be used cautiously, and only by the owner or manager.
   

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