POS settings: the "General settings" tab — Paloma365 Classic (Windows POS)

Reference for the checkboxes and fields on the "General settings" («Общие настройки») tab of the local settings window in Paloma365 Classic: what each setting does, where it applies and where it is stored.

How to open the POS settings window and the "General settings" tab

• Where: POS start screen → menu → "Settings" («Настройки») → on-screen keypad "Enter settings password" («Введите пароль настроек») → window "Paloma365 front-office settings" («Настройки Paloma365 - фронт офис»).
• How to set up: the password is changed on the "Settings password" («Пароль для настроек») tab. Password characters are hidden while typing.
• Where it runs: on the POS.
• Notes: with a wrong password the window simply does not open — there is no error message. The window always opens on the "General settings" tab. While it is open, background processes of the POS are paused; after closing, the POS re-reads its settings and checks that its files are complete.

How changes on the "General settings" tab are saved and what "Close" does

• Where: settings window → "Close" («Закрыть»).
• Where it runs: on the POS.
• Notes: there is no separate save button for checkboxes — every checkbox and field on this tab is saved the moment you change it, and "Close" just closes the window. The exception is the "Weighted values" («Весовые номиналы») table, which has its own "Save" («Сохранить») button. Some settings take effect only after the POS is restarted — this is noted for each of them.

"Close the program" in the settings window: emergency exit

• Where: settings window → "Close the program" («Закрыть программу») → question «Хотите закрыть программу? При принудительном закрытии программы данные не сохранятся!» (Do you want to close the program? Data will not be saved on forced close!).
• Where it runs: on the POS.
• Notes: after confirmation the POS ends the employee session and exits immediately. Use it as an emergency exit.

Sections of the "General settings" tab work as an accordion

• Where: "General settings" tab → section headers "Number formatting" («Форматирование чисел»), "Systemic control" («Системное управление»), "Additional modules" («Дополнительные модули»), "Search control" («Управление поиском»), "Interface settings" («Настройка интерфейсов»), "Extensions of interfaces" («Расширение режимов»), "Weighted values" («Весовые номиналы»).
• How to set up: click a header to expand or collapse the section.
• Notes: expanding one section collapses the other sections on the same tab. Sections on the other tabs of the settings window behave the same way.

Rounding receipt sums to whole numbers ("Round receipt sum")

• Where: "General settings" → "Number formatting" → "Round receipt sum" («Округлять суммы чека»).
• How to enable: off by default. This computer only; takes effect immediately.
• Where it runs: on the POS.
• Notes: sums are rounded to a whole number using standard arithmetic rounding (halves go away from zero). Applies wherever the POS formats and displays sums.

Adding the same item again increases the quantity of the last line ("Increase quantity of a last position")

• Where: "General settings" → "Number formatting" → "Increase quantity of a last position" («Увеличивать кол-во в последней позиции»).
• How to enable: off by default. Works only in the «Режим продаж» (Sales mode), "Salon" («Салон») and «Официант» (Waiter) interfaces.
• Where it runs: on the POS.
• Notes: the quantity is increased only if the last line is the same item, has not been sent yet, has no note and has the same price. Does not apply to items requiring marking codes or to combo items. A local change applies immediately; when settings are stored in the database, a value coming from there applies after a restart.

Starting the POS automatically when the computer starts ("Autorun program")

• Where: "General settings" → "Systemic control" → "Autorun program" («Автозапуск программы»).
• How to enable: off by default. This computer only.
• Where it runs: on the POS.
• Notes: the checkbox adds the POS to Windows startup for the current user. Unticking it clears the startup entry.

Shutting down the computer after closing the POS ("Turn off the computer")

• Where: "General settings" → "Systemic control" → "Turn off the computer" («Выключать компьютер»).
• How to enable: off by default. The same can be enabled in the web dashboard on the trading point card — «Выключать компьютер после закрытия программы» (Turn off the computer after closing the program). Either of the two is enough.
• Where it runs: on the POS; the trading point option is in the web dashboard.
• Notes: the computer shuts down on a normal exit from the program (the exit button with password).

Windowed mode instead of full screen ("Windowed mode")

• Where: "General settings" → "Systemic control" → "Windowed mode" («Оконный режим программы»).
• How to enable: off by default.
• Where it runs: on the POS.
• Notes: fully applies after the POS is restarted. When settings are stored in the database, the value may come from there — it also applies after a restart.

Where POS settings are stored: on the computer or in the database

• Where: "General settings" → "Systemic control" → «Хранить настройки в базе (управление из кабинета)» (Store settings in the database — managed from the dashboard).
• How to enable: off by default — settings are stored on this computer. When on, POS behaviour settings and equipment settings are stored in the shared database and are visible in the web dashboard in «Настройка торговых точек и рабочих мест» (Trading point and workplace settings). The switch itself can also come from the database.
• Where it runs: on the POS; values live in the shared database / web dashboard.
• Notes: without a database connection, changes to behaviour settings are rejected, while equipment settings are saved on the computer and written to the database later. Database connection, ports, logins and other computer-specific values never go to the database. The initial upload of current values is done with «Выгрузить настройки в базу» (Upload settings to the database) on the "Sync" («Синхронизация») tab; values already set in the database are not overwritten. If database storage was enabled by the older checkbox, it stays enabled after the update.

Enabling the mobile waiter module ("Use Waiter app")

• Where: "General settings" → "Additional modules" → "Use Waiter app" («Мобильный официант»), hint «Автоматически включает "Сервер печати для андроида"» (Automatically enables "Print server for android").
• How to enable: off by default. Turning it on ticks, and turning it off unticks, "Print server for android" («Сервер печати для андроида») on the "Receipts and reports" («Чеки и Отчеты») tab — if this computer can act as the print server.
• Where it runs: on the POS.
• Notes: a mobile waiter button appears on the floor map and in the waiter form; when the POS starts, the QR-code connection window opens. If the mobile waiter module fails to load, the checkbox is reset automatically. The POS checks the version of the module files. When settings are stored in the database, the value from there applies after a restart.

Mandatory cash collection when closing a shift ("Cash out by the end of the shift")

• Where: "General settings" → "Additional modules" → "Cash out by the end of the shift" («Инкассировать при закрытии смены»).
• How to enable: off by default. This computer only.
• Where it runs: on the POS ("Cashier" («Кассир») interface and sales mode).
• Notes: when closing a shift, if there are unsent receipts or documents and "Offline cash register report" («Кассовый отчет офлайн») is off, the POS asks «Внимание! Не выгружено счетов: N. Будет проведена синхронизация данных» (Attention! Receipts not uploaded: N. Data will be synchronized) and starts a sync. Then comes "You must process the encashment" («Необходимо выполнить инкассацию») and the cash collection window. Declining at any step cancels closing the shift.

"Customer debt" button in the customer selection window ("Request customer debt")

• Where: "General settings" → "Additional modules" → "Request customer debt" («Запрашивать задолженность клиента»).
• How to enable: off by default. This computer only. Needs a cloud connection.
• Where it runs: on the POS; debt data comes from the cloud.
• Notes: a «Долг клиента» (Customer debt) button appears in the customer selection window. If there is a debt, the POS shows «Долг клиента составляет: …» (Customer debt is: …); in retail mode it also offers «Внести деньги в кассу?» (Deposit money to the till?) and opens the cash-in window with the comment «Возврат долга» (Debt repayment). With no debt — «Сумма клиента составляет: …» (Customer amount is: …). Without a cloud response — «Не удалось получить информацию о долге клиента.» (Could not get customer debt information).

The barcode field searches for a customer card instead of an item

• Where: "General settings" → "Search control" → «Поле "штрихкод" для поиска клиентов» (Barcode field searches customers).
• How to enable: off by default. This computer only. The field label on the sales screen changes to "Customer code" («ШК клиента»).
• Where it runs: on the POS.
• Notes: if the field is empty, the keypad "Enter the customer code" («Введите штрих-код клиента») opens. In the "Cashier" («Кассир») and «Администратор зала» (Hall manager) interfaces the barcode search button does nothing.

Finding a customer by part of the card number ("Partial match for customer search")

• Where: "General settings" → "Search control" → "Partial match for customer search" («Частичное совпадение для поиска клиентов»).
• How to enable: off by default. This computer only.
• Where it runs: on the POS.
• Notes: works in the customer selection window when searching by «Карта» (Card): customers whose card number contains the entered characters anywhere are found. Without the checkbox only an exact match is found.

Adding an unknown item from the Paloma365 global product database

• Where: "General settings" → "Search control" → "Show items from global database if not found" («Предлагать поиск по глобальной БД товаров»).
• How to enable: off by default. Needs internet. When settings are stored in the database, the value is stored there.
• Where it runs: on the POS; the global database is in the cloud.
• Notes: if a scanned barcode is not found, the POS immediately, without a question, opens a search for that code in the global database. Then: choose the item, enter the price and folder → «Добавить товар» (Add item): the item is created in the catalog and added to the receipt right away. Without internet — «Нет связи с Глобальной базой товаров. Проверьте интернет!» (No connection to the global product database. Check the internet!). The checkbox also enables the global search button in the item creation window.

Blocking sale of piece items by tapping the tile ("Allow selling pieced items only by barcode")

• Where: "General settings" → "Search control" → "Allow selling pieced items only by barcode" («Запрет продажи штучного товара не по штрихкоду»).
• How to enable: off by default. When settings are stored in the database, it is stored there as an equipment setting of the workplace.
• Where it runs: on the POS.
• Notes: tapping the tile of a piece item that has a barcode shows "Given item can only be sold by scanning the bardcode" («Данный товар можно продать только по штрихкоду»). Weighted items and items without a barcode are not blocked.

Support for 30-character barcodes

• Where: "General settings" → "Search control" → «Поле "штрихкод" содержит 30 символов» (Barcode field contains 30 characters).
• How to enable: off by default. This computer only.
• Where it runs: on the POS.
• Notes: triggers only when the entered code is exactly 30 characters long: 13 characters starting from the 4th are used to find the item.

Customer selection opens in the default folder ("Show customers only from default folder")

• Where: "General settings" → "Interface settings" → "Show customers only from default folder" («Отображать клиентов только в папке по умолчанию»).
• How to enable: off by default. This computer only. The folder itself is set in the web dashboard on the trading point card — «Папка по умолчанию при добавлении клиентов» (Default folder when adding customers).
• Where it runs: on the POS; the folder is set in the web dashboard.
• Notes: only the starting folder of the window is restricted; search by card finds customers in any folder.

Tables instead of the employee panel in the "Salon" interface

• Where: "General settings" → "Interface settings" → "Use tables in "Salon" interface" («Использовать столы в интерфейсе Салон»).
• How to enable: off by default. This computer only.
• Where it runs: on the POS, "Salon" («Салон») interface only.
• Notes: the receipt form shows the tables panel instead of the employees panel.

Hiding the right-hand extra panel on the floor map ("Hide additional panel on map")

• Where: "General settings" → "Interface settings" → "Hide additional panel on map" («Скрывать дополнительную панель на карте»).
• How to enable: off by default. This computer only.
• Where it runs: on the POS.
• Notes: the right-hand panel of the floor map is removed completely. In the floor-plan creation mode and the object-use mode the panel is always hidden.

The waiter form stays open after "Print", "Pay", "Exit"

• Where: "General settings" → "Interface settings" → «Не закрывать форму официанта при нажатии на кнопку "Печать", "Оплата", "Выход"» (Do not close the waiter form on "Print", "Pay", "Exit").
• How to enable: off by default. This computer only.
• Where it runs: on the POS.
• Notes: applies to the waiter form and to prepayment in the "Rater" («Тарификатор»); after payment the interface is not restarted.

Hiding "Account withdrawal" and "Account deposit" in the "Cashier" interface

• Where: "General settings" → "Interface settings" → «Скрыть кнопки операций со счетом в кассире» (Hide account operation buttons in Cashier).
• How to enable: off by default. When settings are stored in the database, the value is stored there.
• Where it runs: on the POS.
• Notes: the "Cash related operations" («Кассовые операции») window of the "Cashier" («Кассир») interface does not show "Account withdrawal" («Расход со счёта») and "Account deposit" («Поступление на счёт»).

Pending receipts: several parallel receipts on tabs ("Pending receipts")

• Where: "General settings" → "Extensions of interfaces" → "Pending receipts" («Отложенные счета») and the counter next to it (hint "Maximum number of pending receipts" («Максимальное количество отложенных счетов»)).
• How to enable: off by default; the default maximum is 5, allowed 2 to 100. Both are for this computer only. The counter is available only when the checkbox is on.
• Where it runs: on the POS.
• Notes: works only in the «Режим продаж» (Sales mode) and "Salon" («Салон») interfaces during a sale. A new receipt opens with the "+" tab; over the limit — "Reached the maximum amount of pending orders!" («Достигнуто максимальное количество отложенных счетов!»).

"Request" (warehouse request) button in the sales screen menu

• Where: "General settings" → "Extensions of interfaces" → "Warehouse request(button in sales mode)" («Заявка на склад (кнопка в режиме продаж)»).
• How to enable: off by default. This computer only.
• Where it runs: on the POS.
• Notes: a "Request" («Заявка») button appears in the pop-up menu of the sales screen.

Discount as an amount instead of a percentage ("Use sum instead of percentage for discount")

• Where: "General settings" → "Extensions of interfaces" → "Use sum instead of percentage for discount" («Использовать локальную суммовую скидку»).
• How to enable: off by default. This computer only.
• Where it runs: on the POS.
• Notes: the sales screen shows a discount amount field instead of the percentage discount panel, and the "Discount" («Скидка») and "Service" («Сервис») buttons become unavailable. If «Скрыть "СКИДКА"» (Hide "DISCOUNT") is ticked on the "Program appearance" («Вид программы») tab, no discount panel is shown at all.

Closing a shift with unpaid receipts and moving them to the new shift

• Where: "General settings" → "Extensions of interfaces" → "Allow transitioning of orders to a new shift" («Разрешить перенос счетов в новую смену»).
• How to enable: off by default. This computer only.
• Where it runs: on the POS, when closing a shift in the "Cashier" («Кассир») interface.
• Notes: without the checkbox, with open receipts the POS shows "Can not end shift, until all orders are payed!" («Нельзя закрыть смену, если есть неоплаченные счета!») and offers «Закрыть только фискальную смену, не закрывая смену кассира?» (Close only the fiscal shift without closing the cashier shift?). With the checkbox the shift closes, open receipts move to the new shift and tables are not freed. In sales mode a shift with unpaid receipts cannot be closed regardless of this checkbox.

Low-stock question during a sale ("Don't show stock alerts during sale")

• Where: "General settings" → "Extensions of interfaces" → "Don't show stock alerts during sale" («Не показывать сообщение об остатках при продаже»).
• How to enable: when ticked, the POS continues the sale without asking; when unticked it asks "… more than available in a warehouse … Do you want to continue?" («больше чем есть на складе … Хотите продолжить?»), and at payment "not enough items in a warehouse to process selling..." («нехватает остатков на складе для продажи...»). When settings are stored in the database, the value is stored there.
• Where it runs: on the POS.
• Notes: on a new installation the checkbox appears ticked, but until the setting has been changed at least once the POS still asks the question. To be sure the question does not appear, untick and tick the checkbox again. The stock warning itself is enabled on the trading point card in the web dashboard — «Предупреждать об остатках в режиме продаж» (Warn about stock in sales mode).

Continuous receipt numbering across shifts ("Do not refresh the receipt counter")

• Where: "General settings" → "Extensions of interfaces" → "Do not refresh the receipt counter" («Сквозная нумерация счетов»).
• How to enable: off by default. This computer only.
• Where it runs: on the POS.
• Notes: with the checkbox the next receipt number is the highest number across all receipts plus one. Without it numbering runs within the current shift.

Warning when a shift has been open too long ("Check shift hours count")

• Where: "General settings" → "Extensions of interfaces" → "Check shift hours count" («Проверять кол-во часов в смене») and the hours field (2 to 100).
• How to enable: off by default, 24 hours. The field is available only when the checkbox is on. When settings are stored in the database, the values are stored there.
• Where it runs: on the POS.
• Notes: when entering an interface, if the shift has been open longer than the set number of hours, "Shift started N hours ago" («Смена открыта более N часов назад») appears. It is only a warning — the shift is not closed.

"Completion act", "Transfer", "Write-off" buttons in the sales screen menu

• Where: "General settings" → "Extensions of interfaces" → "Completion act(Button in sales mode)" («Акт комплектации (кнопка в режиме продаж)»), «Документ перемещения (кнопка в режиме продаж)» (Transfer document — button in sales mode), «Документ списания (кнопка в режиме продаж)» (Write-off document — button in sales mode).
• How to enable: off by default. When settings are stored in the database, the values are stored there.
• Where it runs: on the POS.
• Notes: the pop-up menu of the sales screen gets the "Completion act" («Акт комплектации»), "Transfer" («Перемещение») and «Списание» (Write-off) buttons respectively.

Turning off the marking code uniqueness check

• Where: "General settings" → "Extensions of interfaces" → «Не проверять уникальность для марок» (Do not check marking code uniqueness).
• How to enable: off by default. A local change applies immediately; when settings are stored in the database, a value from there applies after a restart.
• Where it runs: on the POS.
• Notes: without the checkbox a marking code that already exists in the database is not added to the receipt again.

Skipping the marking code scan for a marked item

• Where: "General settings" → "Extensions of interfaces" → «Разрешить пропускать без считывания марки» (Allow skipping without scanning the marking code).
• How to enable: off by default. A local change applies immediately; when settings are stored in the database, a value from there applies after a restart.
• Where it runs: on the POS.
• Notes: with the checkbox the confirm button in the marking code window is labelled «Пропустить» (Skip), and the line can be added without a code. Without it, if no code is scanned, the line is not added.

Requesting original receipt details for a return

• Where: "General settings" → "Extensions of interfaces" → «Запрашивать данные чека основания» (Request original receipt details).
• How to enable: off by default. When settings are stored in the database, the value is stored there.
• Where it runs: on the POS.
• Notes: when processing a return, the window «Введите информацию из оригинального чека» (Enter the information from the original receipt) opens with the fields «Дата и время:» (Date and time), «Фискальный признак:» (Fiscal sign), «Общая сумма:» (Total), «Регистрационный номер кассы (ККМ КГД):» (Register registration number), «Признак автономности чека:» (Offline receipt flag).

Weighted values: quick weight buttons on the on-screen keypad

• Where: "General settings" → "Weighted values" («Весовые номиналы») → table (column "Value" («Номинал»), rows 1–4; tapping a cell opens the "Weighted value" («Весовой номинал») keypad) → "Save" («Сохранить»).
• How to set up: defaults 0.25, 0.33, 0.5, 0.75. Only non-zero numbers are accepted. Saved with "Save". When settings are stored in the database, stored there as an equipment setting of the workplace.
• Where it runs: on the POS.
• Notes: the four values appear as buttons on the on-screen numeric keypad. An invalid saved value is replaced with the default.

POS interface language ("Language choice")

• Where: "General settings" → label "Language choice" («Выбор языка») → drop-down: Русский, English, Казахский, Uzbek.
• How to set up: choose the language in the list. When settings are stored in the database, the value is stored there; it fully applies after a restart.
• Where it runs: on the POS.
• Notes: the settings window is translated immediately, the start screen after a restart. The language button on the start screen switches only between Russian and English.

The salon master only prints the receipt, the cashier takes payment

• Where: "General settings" → group "Data input" («Ввод данных») → "Cashier takes the payments from salon" («Кассир оплачивает чек салона красоты»).
• How to enable: off by default. This computer only.
• Where it runs: on the POS, "Salon" («Салон») interface.
• Notes: the receipt form shows "Print receipt" («Печать счета») instead of "Pay" («Оплата») while the receipt is not printed or closed. The master has no payment button — the cashier takes the payment.