Company: Company Settings

Description

Displays the company name as seen throughout Centegra Plus. 

Enter the Head Office address line 1. 

Enter the Head Office address line 2. 

Enter the Head Office address city. 

Select the Head Office address country.

Select the Head Office county / state. 

Enter the Head Office postal / ZIP code. 

Enter the Head Office main contact number. 

Enter the Head Office main contact email. 

Select [CHOOSE FILE] to upload a logo against Centegra Plus for the company. This will show in the main menu, as well as many PDF files exported from Centegra Plus. 

Displays the name of the site. 

Displays the sites phone number, if defined. 

Displays the sites email address, if defined. 

Select whether to allow flexible period end dates when creating a period. If flexible periods are not permitted, it is recommended that the Company Periods feature is enabled.

Select how far in advance of the current date a user can enter a planned stock movement (up to 30 days). (For example, how far in advance a supplier order or stock transfer can be prepared.)

Enabling this will wipe any counts entered into a stock period in Current state when the period is progressed to Pending state. 

If using the Product Preparations feature, select which Wastage Type any excess yield loss is reported against upon production completion. 

This feature is currently unavailable. 

This feature is currently unavailable. 

Global Settings Section

Currency Symbol

Select which currency symbol to use throughout Centegra Plus. 

Language

Select the language that Centegra Plus should show as.

This can be overwritten and Site Level, and for individual Users. 

Date Format

Select which date format to use throughout Centegra Plus. 

Year Week Day Start

Select the start date and time of your financial year. 

This then determines the "reporting week" and "reporting day" (AKA Sales Date) used throughout Centegra Plus.

For more information on reporting times, Click Here.

Report Settings

Default RRP Price Level

If applicable, select a price level to use as the RRP price when calculating discounts of products sold on any price level. If left blank, the RRP price when calculating discounts of products in a sale will always be full price of the product against the sale price level.

Note that this can be defined and overwritten at Site Level, and against both Price Level Types and individual Price Levels.   

Discount Tax Inclusive

Select whether to see discount reported throughout Centegra Plus as inclusive of tax (gross discount value) or exclusive or tax (net discount value).

Within the Site Calendar, select whether users across the company see a Net or Gross sales summary by default. Note that this can be overridden at Site Level, or individual User Level. 

Tip Pool (%)

If your company operates a tip pool, enter the percentage of applicable sales (per Tip Pool settings below) that each team members tip pool value is based on. 

Tip Pool Calculated On

If Tip Pool (%) is configured, select which metric the percentage is based on from Total Gross Sales, Total Net Sales or Declared Tips.

If Declared Tips is selected, the tip pool value is a percentage of tips declared by the team member at the POS. If a Sales option is selected, the tip pool value is a percentage of all sales, unless a Tip Pool Product Family is selected to restricted to selected products (per below).

Tip Pool Product Family

If Tip Pool Calculated On is either Total Gross Sales or Total Net Sales, if applicable, select a product family to restrict the tip pool calculation to selected products. (If all sales, leave this blank.)

Default VAT Rate

Select the default tax rate to be used when the actual sales tax rate is not obtainable. This is typically only used under instruction; Contact Centegra for more details.

Note that this can be overridden at Site Level.

Dashboard Type

(Deprecated)

Select the Like For Like Dashboard type for all users as either: 

• Quick Sale: The dashboard will display all sales. 
• Restaurant: The dashboard will exclude sales of products within any product group that has the selected "Service/Tips Accounts Chart" account (see below) assigned to it. This is typically to exclude service charge and tips for legacy systems; for more details on service charge and tips for modern systems, Click Here. 

Service/Tips Accounts Chart

(Deprecated)

Applicable only if the "Dashboard Type" (see above) is set as Restaurant. Select the relevant Sales type Chart Account. Products within product groups that have the same sales account assigned will be excluded from dashboard figures.

This method is typically used to exclude service charge and tips for legacy systems; for more details on service charge and tips for modern systems, Click Here. 

Revenue Management Settings

Cash Up End Date Restriction

Select whether there is a restriction in how far in advance users within the company can create cash ups. If defined, users will be prevented from creating a cash up with a sales date that exceeds the selected option.

Cash On Site Alert Threshold %

Set the percentage threshold for the minimum balance warning within the Cash On Site section. If a sites cash on site drops below the value of the minimum balance plus this threshold, a warning indication is shown.

Cash Up Checks For Customer Assignments

Select this to enable the cash up  Transaction Customer Assignment Periods feature. 

For more details on the cash up Transaction Customer Assignment feature, Click Here.

User Management Settings

Password Expiry Enabled

Select this to enable the Password Expiry feature. 

For more details on the Password Expiry feature, Click Here. 

Password Life Days

Define the number of days before passwords expire as part of the Password Expiry feature. 

For more details on the Password Expiry feature, Click Here. 

Time Clock Entry Method

For time clock records declared via Centegra Plus, select whether team members should be clocking on and off using either:

• Team Member POS Code: Unique code assigned to the team member for use at the POS.
• Employee Number: Custom employee code allocated against the team member record. 

Export Approved Time Clock Entries Only

Allow Time Clocks Tip Declaration

For time clock records declared via Centegra Plus, set whether or not team members should be prompted to enter cash tips received when clocking off. 

Time Clocks Require Job Role

For time clock records declared via Centegra Plus, set whether or not Job Roles should be selected by team members when clocking on.

NCR POS Settings

Card Tips Media

For NCR POS companies with integrated EMVs that are enabled for card tipping, select which payment media that the value of card tips should be assigned to within Centegra Plus transactions. 

For more details on card tip reporting, Click Here. 

Note that this feature must be enabled by Centegra on your behalf before selecting a media. Contact Centegra for more details. 

Gratuity Media

For NCR POS companies that have automatic service charge enabled (within Store Settings), select which payment media that the value of service charge should be assigned to within Centegra Plus transactions. 

For more details on service charge reporting, Click Here. 

Note that this feature must be enabled by Centegra on your behalf before selecting a media. Contact Centegra for more details. 

Service Charge Media

For NCR POS companies that have manual service charge enabled (as a manual charge), select which payment media that the value of service charge should be assigned to within Centegra Plus transactions. The external ID of the charge must be defined first (see row below).

For more details on service charge reporting, Click Here. 

Note that this feature must be enabled by Centegra on your behalf before selecting a media. Contact Centegra for more details. 

Service Charge POS External ID

For NCR POS companies that have manual service charge enabled (as a manual charge), enter the external ID of the charge as defined within the POS. You must also select which payment media that the value of service charge should be assigned to within Centegra Plus transactions once the ID has been entered (see row above).

For more details on service charge reporting, Click Here. 

Note that this feature must be enabled by Centegra on your behalf before selecting a media. Contact Centegra for more details. 

Miscellaneous Settings

Transaction Footer Notes

Enter a message to be included in the footer of transactions when a PDF is exported from Centegra Plus. For example, a service charge message;  ‘thank you for your custom’ message; social media details etc.

Note that this can be overwritten at Site Level.

Default Remote Orders Display

Select whether the Remote Orders section of the Operations Dashboard should show future orders by default, or all orders today by default. 

Enable Company-Wide Periods

Select this to enable the Company Periods feature. 

For more details on the Company Periods feature, Click Here.

If applicable, select a default price level to use when placing Customer Orders. 

For more information on Customer Order defaults, Click Here. 

If applicable, select a default payment media to use when placing Customer Orders. 

For more information on Customer Order defaults, Click Here. 

Enable this option if sales GL assignment within Custom Reports & Extracts should be based on a matrix of master groups and price level types. Once enabled, the GL code matrix is managed within the GL Codes For Sales section.   

Select the relevant Sales type Chart Account that should be used for recording sales tax against the applicable GL account code throughout Custom Reports & Extracts.