Updated: August 13, 2020 8:05am

Preferences Overview

Preferences enable you to configure the Prism interface and workflow to best suit the needs of your business. You can configure preferences so that they are applied at the Global, Subsidiary, Store, or Workstation level. Preferences are organized into areas and sub areas. Select a node on the left-side menu to display the available preferences for that area.

Preferences are grouped into Global and Node. Global preferences apply to all subsidiaries in the enterprise. Node preferences can be applied to a specific node (level). For example, by drilling down to a specific subsidiary in the Node Selection area and then configuring preferences, the settings will apply only to that subsidiary. When configuring preferences at the node level, care must be taken to set the preferences for the correct level so as not to overwrite settings for other locations.

Global Preferences

Preference Area Description
Season Edit existing seasons and add new seasons. You can assign seasons to price levels to implement seasonal pricing.
Days in Transit Define the default Days in Transit values for transfers between stores.
Currency - General View existing currencies and add new currencies. Currencies are copied from RIL to RP Prism during initialization.
Currency - Exchange Rates

Select a Base Currency and then define one or more exchange rates for individual foreign currencies. View/edit exchange rates.

Corporate Regions

These preferences are for Regional Inventory.
General: Define the corporate region and select a master subsidiary for the corporate region.
Options: Select the item information that will be controlled by the master subsidiary (e.g. UPC). Optionally select to make new items, vendors and/or departments default to regional.

Node Preferences

Preference Area Description
Node Preferences These preferences are applied on a Subsidiary or Store basis, based on the selected Node.
Themes and Layouts Change the look and appearance of the RP Prism user interface.
Grid Formats Define options for grid formats, including inventory, advanced item lookup and customer search.
Language & Locale Set the default language in which to display the RP Prism interface.
System

General: When Postal Code Lookup is enabled, a user can type in a ZIP Code for a customer or vendor address and Prism will fill in the corresponding City and State information. When enabling the feature, you specify which address fields should be populated with the City and State information (e.g. Address 3)
Documents: Select the document types on which availability checking will be done and set the desired type of checking for each document type.
Reasons and Notes: Reasons for applying things like discounts.

Transactions

Preferences related to performing transactions are organized into the following sub areas:
General: Item lookup fields and other general settings
Discounts: Accumulated discount prefs and line item discount prefs.
Orders: Enable and set minimum deposit for orders
Centrals: Enable centrals and define options for lookup/tenders.
POS Flags: Define POS Flags and menu options. Set defaults.
Serial and Lot Numbers: Options for handling partial-control serial/lot numbers at POS.
     Tender > Requirements: Select available and default tenders for take, give, return.
     Tender > EFT Server Configuration: Preferences for using Cayan or B+S as EFT processor
     Tender > EFT: Preferences for printing EFT receipts (with no processor)
Promotions: Enable promotions and set options.

Transfers Preferences related to transfer slips.
General: General settings related to transfers, such as requite a slip to reference a TO or require a slip to have a comment.
Comments: Define a list of comments available for selection on transfers
Resolution Rules: Define rules for resolving discrepancies on Transfers (by correcting/updating documents).
Purchasing

Preferences related to purchase orders and vouchers.
General: General settings related to both purchase orders and vouchers.
Purchase Orders: Settings related specifically to purchase orders.
Vouchers: Settings related specifically to vouchers.
Comments: PO Instructions and Voucher comments.

Data Types In this area, define the "types" that will be available when adding addresses, email addresses, phone numbers and contacts.
Merchandise

Preferences related to merchandise are organized into the following sub areas:
Adjustments: Options related to creating price, quantity and cost memos to adjust inventory values
Inventory > General: Options related to inventory, including the style definition field, default discount price level and maximum discount
Inventory > UDFs: Add/edit user-defined field labels and entries
PI Sheet: This sub-area has the "Enable pagination count" preference that controls the loading of the items on the PI Sheet
Price Manager: Preferences related to Price Manager (used for marking prices down or up)
Pricing > Price Levels: Add/Edit price levels.
Vendors > UDF Fields: Add/edit user-defined fields for vendors.

Sequencing Options for defining document numbering sequences for various transaction and document types.
Reporting Preferences related to X/Z-Out reports.
Customers

General: Customer-preferences that are not loyalty-related are in the General area.
Loyalty: Preferences related to enabling and configuring customer loyalty.

Taxes

General: Most tax-related preferences are in the General area, including selecting the Tax Method (Sales Tax or VAT), tax rounding options, and special VAT options such as tax rebates and detax customers.
Tax Area: Enables you to view the tax areas and optionally enable VAT Margin.

Employee General: General settings, including default associate for new transaction, time clock settings, and auto log-out settings
Policy: Strong password policy settings.
Hardware

Hardware preferences are grouped into the following sub-areas:
General: This area has only a few settings: Cash Drawer Status Enabled, and Use Wedge Barcode Scanner.
Line Display: Line display preferences enable you to define the text displayed on a line (pole) display attached to the workstation or running through the RP Prism Proxy. These preferences ensure the desired information is displayed to customers via the line display device
Print Preferences: This area of preferences is where you select the default actions to take when a user selects the Print/Update button or prints a document. You can define separate options for each document type
Printer Types: Printer Types enable you to group printers by purpose or location. For example, the printer used for printing price tags is usually different from the printer used to print receipts. These Printer Types are used to select the Default Printer for the Print Dialog, and for selecting active printers for the Print action. 
Email Server: Define the IP Address, Port Number and other settings for the email server. The email server is used to send a customer a copy (in .pdf format) of the physical receipt printed at POS. 

Touch Menu A separate area of preferences for creating custom touch menus to list items on transactions with a single button push, rather than having to scan the merchandise.