Till profiles

Stockly → Operations → POS → Till profiles.

A till profile defines what a cashier may do. The sales channel determines prices, tax and order numbering; the profile determines the limits and the equipment of every counter that sells through it.

A till operates without a profile, under cautious defaults: every discount requires an approval, the suggested opening float is zero and no payment method counts as cash. A profile is where a shop states otherwise.

Which shops a profile applies to

The Sales channels field accepts any number of channels, so a chain that sells the same way in ten shops maintains one profile instead of ten copies that diverge over time.

A shop belongs to one profile only. Naming it on a second profile removes it from the first, because the rules in force at a counter are defined in a single place.

Left empty, the field makes the profile the fallback: it applies to every sales channel that has no profile of its own. This is the usual arrangement in a chain: one profile describing how the business works, and a separate profile only for the shops that differ. The list shows such a profile as Every shop without its own instead of an empty cell.

Where a shop has both, its own profile takes precedence. Two profiles may be left empty at the same time, which nothing prevents; in that case the older of the two applies.

The list

Columns Name, Sales channels, Discount limit, Amount limit, Opening float and Active, with filters over the name, the channels and the active state. New profiles are created with Add profile.

Active may be switched off without deleting the profile. An inactive profile is ignored: the tills of that channel then use the fallback profile where the shop has one, and the cautious defaults where it has none.

The profile

Picking a size at the counter determines how the till asks which variant of an article is being sold, both on the tile and in the two sheets:

Option	What the cashier gets
Whichever suits the article	the till decides by how many option groups the article has
Always ready combinations	every combination as a button of its own — 38, 39, 40
Always a row per option group	one row per group, chosen one after another

Ready combinations are read fastest for an article sold in a single size scale. A row per option group keeps the screen legible for an article available in six sizes and three colours, which would otherwise produce eighteen buttons.

The buttons the sale screen offers for goods without a barcode are maintained as a separate list → Tiles.

Goods taken back at the counter determines where the till puts an article a cashier takes back, for as long as they do not choose otherwise on the day:

Option	Where the article goes
Straight back on its shelf	the exact bins the sale came off, read from the stock ledger
Back into sale, shelved later	the receiving area, sellable again immediately
Hold for the warehouse to decide	the returns area, out of stock until somebody at the back has looked at it

The last of the three is what a shop selling anything it cannot resell unexamined needs. Writing goods off is not among the options: that decision belongs in the returns area, not one tap away from a queue → Returns at the counter.

Discounts

Percentage a cashier may give and Amount a cashier may give set the limit of a discount granted without an approval. A discount above either limit is refused at the counter until an authorised person approves it, with their own PIN or by scanning their badge.

Both limits may be set at once; the one reached first applies. Both left empty means that every discount requires an approval, which is also how a shop that has never opened this screen behaves.

The same two limits cover a discount on one article and a discount on the whole sale: both are given from the same screen and one rule governs them. Removing a discount again never requires an approval.

Which roles may approve is set in Till settings.

The drawer

Opening the shift determines how a shift begins: Only when this counter takes cash, Always, or Never — open the shift automatically. A shift has to exist for every sale, because the receipts, the reports and the drawer reconciliation are all attached to it. This field decides whether the cashier opens it by counting the drawer or whether the till opens it with nothing counted.

Count the drawer at closing determines how a shift ends and is off by default. Switched on, the closing screen counts notes and coins piece by piece and derives the total, which makes a shortfall traceable afterwards; a counter that holds cash should have it switched on. Switched off, the screen asks for a single figure and offers the amount the till expects, which is sufficient for a counter that takes only cards. A difference requires a reason in both cases.

Payment methods that are cash selects, from the methods the channel offers, those that physically move the drawer. Only these accept an overpayment and return change, and only these are counted when a shift is closed.

Suggested opening float is the amount the opening screen offers. It is a suggestion and not a rule: the cashier counts the drawer and may enter a different amount.

Cash rounding is the smallest coin the shop actually has, for example 0.05. Cash totals are rounded to it; card and transfer totals are not.

Notes and coins

The rows the closing screen offers for counting, one denomination each, are added with Add a denomination.

Left empty, the till counts with its own list: the euro-zone notes and coins, excluding everything below the Cash rounding set above. A shop whose currency uses different denominations, or one that never handles the largest note, enters its own rows here and the till offers exactly those.

The list is used only where Count the drawer at closing is switched on. A shift closed on a single figure does not use it.

The receipt

Receipt printer determines which device the receipt is printed on. Without one the receipt is still created and can be printed later.

Tax rate for an open line applies to goods that have no product record and are sold at a price the cashier enters.

Fiscal device determines which fiscal printer the till registers its sales with. Where no fiscal driver is installed in the shop, receipts are created as ordinary documents and the till states on the slip that they are not fiscal receipts. A fiscal driver is supplied by a plugin and appears in this field once that plugin is installed.

The invoice

Invoicing determines whether the counter can issue an invoice at all: Never, or When the cashier asks. An invoice requires a named customer with an address, so a sale booked against the walk-in customer never receives one.

Print the receipt as well determines whether the sale produces both documents. Where the till is fiscalised the sale is registered regardless, so the invoice is a second document rather than a replacement. It should be switched off only where the invoice is the only document the shop hands over.

Businesses only refuses an invoice for a buyer with no VAT id. Left off, private customers are invoiced as well.

Invoice printer is a separate device, because an A4 invoice is not produced by the thermal unit the receipt goes to. Without one the invoice is still created and can be printed from the screen.

No printer — open documents as a PDF applies to a counter that has no printer available. The receipt and the invoice then open as a PDF in a new tab and the cashier prints from the browser. A till whose printer is missing, or whose queue refuses the job, receives the PDF regardless of this setting.

The amounts a sale has to reach

The limits on the amount are set on the document itself rather than on the profile, because they belong to the document: Settings → Documents in the Shopware administration, in the field set named Till.

Field	Effect
Smallest total	An invoice is issued only from this amount up. Empty means no lower limit.
Largest total	An invoice is issued only up to this amount. Empty means no upper limit.
Print the buyer VAT id	Prints the VAT id recorded with the sale. Nothing is printed where the buyer gave none.

The amounts are read in the currency of the sales channel. A request for an invoice outside them is refused at the counter, and the message states the amounts set by the shop, which the cashier can pass on to the customer.

The same three fields exist on the receipt configuration. Where the receipt carries a Largest total and the sale is invoiced, the receipt is not produced above that amount. Where no invoice is produced the receipt is issued whatever its limits say: a sale never ends without a document.

Operational note. A document configuration assigned to a sales channel replaces the whole field set of the global configuration, not the single field that was changed. A shop that sets one amount for one channel has to fill in the remaining fields of that configuration as well.

Deleting a profile

Delete removes the profile after a confirmation. The tills of that channel then use the fallback profile where the shop has one, and the cautious defaults where it has none, so a profile the shop intends to restore should be switched to inactive rather than deleted.