Settings

1 Sales
- 1.1 X/Z read
- 1.2 Replen stock
2 Options
- 2.1 Search category options
- 2.2 Layout
- 2.3 Sync Data
- 2.4 Image upload
3 Config

The first time you login you’ll be directed to the settings screen as it’s imperative to set the options (especially in the ‘Config’ tab) before using the software.

This can also be accessed from the button in the sales screen:

Sales

This tab is used after sales have been made, it summarises the totals for each of the payment methods used.

X/Z read

X outputs this summary to a report (printed / emailed)
Z outputs the summary to a report (printed / emailed) and clears those transactions to not output them again. This is usually run at the end of the day to record the totals taken for the day.

Report output example:

The opening balance can be set in the ‘Config’ tab by selecting Local Drawer Attached > Opening balance.

Replen stock

Replenish/restock shop stock from another warehouse, this creates a transfer request from the selected warehouse to the shop by displaying products sold throughout the day and their quantities. Users can edit these quantities or remove products completely before saving the order.

Options

Search category options

Defines how your products are displayed in the sales screen. When using a barcode scanner the display of products is irrelevant as you simply scan and the product is added to the sale. In all other cases users have to find the product, as there can be many we group them into 2x categories and here you can define those two categories according to your preference.

So for example if you want users to first select the product type followed by the product style to see all matching products, then Product Type would have ‘1st’ selected, and Product Style would have ‘2nd’ selected.

Layout

Defines if the products are shown in a list or grid format in the sales screen. In the example above products are shown as a ‘List’, below you can see them as a ‘Grid’

The product images will be displayed instead if available.

Sync Data

Forces Horizon to get the latest information from Commerce.

Quick sync - will retrieve new data created in Commerce since the last sync only.
Complete sync - will retrieve all data from Commerce.

Image upload

This function is also available from the sales screen using the button next to ‘Settings’.

Allows users to upload/take (using the device’s camera) product images which will be automatically stored in Commerce and available in ‘Product Maintenance’. Commerce supports various image types for the products, Horizon uses the ‘Single Shot’ to display in the sales screen (only when the ‘Grid’ ‘Layout’ option is used).

Search for a specific product using the search in the top left, or tick ‘Show products without images’ to quickly display all products needing an image.

Right side buttons (set the products ‘Single Shot’ - displayed in the sales screen)
- Left green button - Upload a photo stored on your device.
- Right green button - Take a photo of the product using your device’s camera.
Press the product name to upload images for other types:

Config

It’s imperative to setup the options here before using the software.

Field	Notes

Field	Notes
Warehouse	The ‘Warehouse’ in Commerce where the shop's stocks are controlled.
Default Sales A/C	The ‘Customer’ in Commerce which the shop’s sales are recorded against.
Barcode Type	Commerce holds ‘EAN’ and ‘UPC’ barcodes against the products, this setting is used to determine which one we lookup when barcode scanning in the sales screen.
Card Payment Type	Swipe machine - When an external PDQ / card payment machine is used for card sales. Vision payment - Beta option for manual entry of card information in Horizon, requires prior setup by the Vision Support team.
Allow Account Sales	Not in use.
Customer delivery point email	Shop email address. Delivery note will be sent to this address for stock orders sent to the shop.
WH delivery point email	Email address to send the stock transfer request to when stock is ordered from an alternative warehouse.

Bluetooth Receipt Printer	To use a Bluetooth receipt printer first pair it to the device, select the printer from the list and enable the toggle on the right side.
Network Receipt Printer	To use a network receipt printer first configure it in Android settings, select the printer from the list and enable the toggle on the right side.
Local Drawer Attached	If a cash drawer is attached then enable the toggle, which will also allow you to set the opening balance (displayed in the ‘Sales’ tab).
Number of days to keep local data	Sales data older than this number of days will be removed from the device. The default 30 days should be sufficient enough for Horizon to upload the sales to Commerce which are usually uploaded instantly.

‘Export Data’ to export Horizon’s data to allow you to later…

‘Import Data’ to restore Horizon’s data from an earlier ‘Export’.