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Swiper1: General Settings & Cash Register Default

Updated

General Settings

The General Settings section serves as the central hub for configuring app security, transaction behaviors, and integration preferences. It allows administrators to tailor the user experience and data collection process to meet their organization's specific needs.

To navigate to General Settings, click the Menu icon (three horizontal bars at lower left) > Settings > Additional Options > General Settings

 
Swiper1-GS-CashRegDefault-rtaImage.png
 

Your organization's account number and name will be at the top of every screen.

Auto logout after _____ hours
The user will be logged out of the Swiper1 app due to inactivity after the number of hours specified. You may set the time for up to 72 hours of inactivity.
 
Enable Biometric Login
You can enable Biometric Login after signing in with your email and code. If your mobile device already has biometric features enabled—such as facial recognition or fingerprint authentication—you can use them to quickly and securely access the Swiper1 app.

Require Signature for All Transactions
Set minimum amount before a signature is required to complete a transaction.

Pre-Authorization
Enables 'pre-swipe' functionality. Pre-authorization does a transaction of $0.00, but will incur per-transaction fee. Enter the number of days to pre-authorization is available in Swiper1 for processing the transaction.

Add Billing Information
This will allow you to collect billing address and phone number at check-out.  These fields are not mandatory.
 
Allow Contact Lookup at checkout (Salesforce users only)
If using Click & Pledge's integration with Salesforce, at the time of checkout Salesforce Contacts will be shown and the transaction can be attached to an existing Contact.
 
Hide out-of-stock products
When using the Swiper1 Store, quantities may be added to items. Enable the "Hide" option if you wish inventoried items to be hidden on the Store when the inventory is depleted.

Sales Tax Option
Set the default value for sales tax on the item creation screen, e.g., 6.75%

Tax Deductible Option
This will allow you to set default value for % tax-deductible on the item creation screen.

Default SKU
Enter a default SKU to be used on the item creation screen.
 
Default GAU
Enter a default GAU to be used on the item creation screen.

Tracker information
Enter a value to be passed in the tracker field.

C&P (Click & Pledge) Campaign Integration
Campaign (CONNECT & GiveBig)
 
Select the CONNECT Campaign the transaction will be associated with. You may also select a specific payment form.
 
Allow edit at checkout
Toggle on to allow edits to be made at checkout. Otherwise the transaction would need to be cleared if edits were needed.

 

Cash Register Default  

 

In Cash Register Default one default product may be defined to minimize field entry at the time of processing. The fields which are entered here will be auto-populated on the cash register. If using the Swiper1 App for selling multiple items, use the Swiper1 Store.

To set your Case Register Default, navigate to Menu icon (three horizontal bars at lower left) > Settings > Additional Options > Case Register Default

Use the Toggle to enable the cash register enter the default item details.

Enter a default item Name.

Enter a default unit Price of the item.

Press the plus (+) symbol to increase the default quantity and minus (-) symbol to decrease the default quantity.

Default Cash Register SKU and GAUs may be entered.

After entering the details, click on Save Changes button.

Note: if you wish fields for Tax and Fair Market Value. Those must be toggled on in General Settings. Scroll to top of article for General Settings.

 

 

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