Paloma365

English

Русский

English

Русский

Appearance

Combos, upsell, marking, gifts, certificates and the stop list — Paloma365 Classic (Windows POS) ​

This article covers additional sales scenarios in Paloma365 Classic — the POS application for Windows: combo sets, the upsell window, items with marking codes, gifts for loyalty points, gift certificates, loyalty plugins, the stop list, the retail report window, barcode lookup in the global product database and automatic closing of a bill paid online.

Selling a combo set on the Paloma365 Classic POS ​

  • Where: sales screen → the combo item's tile (or list row), or its barcode in the barcode search field → window «Выбор комбо элементов для товара: <name>» (choose combo elements for the item) → "Accept" («Принять»).
  • Setup: the combo item, its groups (minimum, maximum, price surcharge, default element) and elements with prices are configured in the web dashboard and reach the POS with synchronization. If the combo has no groups, the POS shows «Данный комбо товар не настроен, настройте товары входящие в это комбо или снимите флаг "комбо-товар".» (this combo is not configured — set up its items or remove the combo flag).
  • Price: the combo price in the bill is the sum of the chosen elements (element price in the combo plus its group's surcharge); the combo item's own price is not used. If zero-price sales are blocked and the set totals 0, the combo is not added.
  • In the bill: the combo is added as one line — the combo name followed by the chosen elements in brackets.
  • Also available in: the delivery request window («Создание заявки на доставку», create a delivery request) — choosing a combo there opens the same element-selection window.
  • Notes: a combo password set in the dashboard is not requested by the POS. The "Increase quantity in the last position" setting does not apply to combos — each set is added as a new line.

Combo composition limits: «Необходимо», «Возможно», «Выбрано» ​

  • Where: combo window → groups table on the left (columns "Group" («Группа»), "Price" («Цена»)), elements of the selected group next to it ("Item" («Товар»), "Price"); below — «Необходимо: N» (required, the minimum), «Возможно: N» (allowed, the maximum), «Выбрано: N» (selected).
  • Setup: minimum and maximum are set per combo group in the dashboard.
  • Messages: «Превышено установленое максимальное значение N» (the set maximum N is exceeded); «Нельзя выбрать товара больше чем доступное количество!» (the group is already full); pressing "Accept" with too few items shows «Не выбраны товары в группе(ах) на минимальное количество» (minimum not reached) with a list of groups as «"Group" : selected из minimum».
  • Note: if a group's maximum is 1 and an element is already selected, tapping another element replaces it.

Default combo elements ​

  • Where: the combo window is pre-filled when it opens.
  • How it works: each group immediately gets the element marked as default in the dashboard, in the group's minimum quantity.
  • Note: a pre-filled element can be removed with "Delete" («Удалить») and another one chosen.

Entering the quantity of a combo element ​

  • Where: combo window → tap an element → keypad "Enter amount" («Введите количество»).
  • When the POS asks for quantity: for a weighed element, and for any element if the point's dashboard setting «Запрашивать кол-во при выборе товара» (ask quantity when choosing an item) is on. Otherwise the element is added as 1 pc.
  • Notes: a fractional quantity of a non-weighed element is rounded down with "Item is not by weight..." («Товар не является весовым...»); if rounding gives 0, the group minimum is used. Entering 0 cancels.

Several identical combos at once ​

  • Where: combo window → "Total amount of a combo item" («Общее количество комбо») → question "The total amount will be changed... Do you want to continue?" → keypad "Enter amount".
  • How it works: all element quantities are multiplied by the entered number of sets, the window closes as with "Accept" and the combo is added to the bill.
  • Notes: first the POS checks every group's minimum — if not met, «В какой то из групп не выбрано товара на минимальное количество!» (a group has fewer items than required). The fractional part is dropped; 0 or an invalid value becomes 1.

Removing an element from a combo before confirming ​

  • Where: combo window → selected elements table (columns "Name" («Наименование»), "Price", "Quantity" («Кол-во»)) → select a row → "Delete".
  • Note: the set total ("Total" («Итого»): N) is recalculated immediately.

A combo element from the stop list cannot be chosen ​

  • Where: combo window → tap an element.
  • How it works: if the element is in the current point's stop list, the POS shows «"<item>" находится в стоп-листе!» (is in the stop list) and does not add it.

Not printing the combo contents on receipts ​

  • Where: "Settings" → tab "Receipts and reports" («Чеки и Отчеты») → section "Redundant data control" («Управление избыточными данными») → checkbox "Do not print combo contents in bills for the customer" («Не печатать комбо состав в чеках для клиента»).
  • How to enable: tick it; off by default, applies immediately without a restart.
  • Notes: the setting is stored only on this computer and is not synchronized — enable it on each POS separately. When on, the printed bill lines show the combo as a single line without its elements; this also applies to receipts printed through a fiscal register. What is shown on screen is not affected.

Quantity in the upsell window "Add to order:" ​

  • Where: window "Add to order:" («Добавить к заказу:») → the quantity button on an item row → keypad «Введите количество. Шаг=N» (enter quantity, step N).
  • How it works: the step is 1 for piece items and 0.01 for weighed items; the entered number is rounded to a multiple of the step and the line sum is recalculated. An invalid value becomes 1.
  • Note: the maximum comes from the point's warehouse stock; if it is above zero, the field shows the hint "maximum possible value: N" («максимально возможное значение: N»).

Marking code prompt when selling ​

  • Where: sales screen → item tile or barcode search → window "Enter or scan marking" («Введите или отсканируйте марку») → "Accept" / "Cancel".
  • Setup: the «Запрашивать марку» (request marking) flag is set in the item card in the dashboard (or when creating an item on the POS) and arrives with synchronization.
  • Checks: values shorter than 13 characters or containing Cyrillic letters are rejected with "Entered value is not a marking" («Введенное значение не является маркой»); the POS switches the keyboard layout to English itself. Without a valid code the line is not added.
  • Notes: quantity is not asked for marked items (always 1 pc.) and "Increase quantity in the last position" does not apply. The code is stored in the bill line and passed to the fiscal receipt.

Selling the same marking code twice ​

  • Where: "Settings" → tab "General settings" («Общие настройки») → section "Extensions of interfaces" («Расширение режимов») → checkbox «Не проверять уникальность для марок» (do not check marking uniqueness).
  • How it works: if the code is already recorded as sold, the POS shows "Item with the given marking, was sold before!" («Товар с данной маркировкой, был реализован ранее!») and does not add the line. A returned code is free again. The check uses this point's data on the POS.
  • How to disable: tick the checkbox (unticked by default, i.e. the check is on). A change on the POS applies at once; the setting syncs with the cloud, and a value received from the cloud takes effect after a POS restart.

Selling a marked item without scanning («Пропустить») ​

  • Where: "Settings" → "General settings" → "Extensions of interfaces" → checkbox «Разрешить пропускать без считывания марки» (allow skipping without scanning); then in "Enter or scan marking" the confirm button reads «Пропустить» (skip) while the field is empty.
  • How to enable: tick it (off by default; applies at once on the POS, syncs with the cloud; a cloud value applies after a restart).
  • Notes: there is no separate button — the confirm button changes its caption. A non-empty but invalid code is still rejected. A line added via «Пропустить» goes to the receipt without a marking code.

Returning a marked item — code check ​

  • Where: return window → moving a marked line into the return → window "Enter or scan marking".
  • How it works: the POS compares the entered code with the one from the original receipt; on mismatch — "Item with the given marking was not found!" («Товара с данной маркировкой, нет в счёте!»).
  • Notes: if the code is already in the return window's search field, no separate window opens. An empty code cancels moving the line.

Gifts for loyalty points: the "Gift" button ​

  • Where: sales screen in the «Режим продаж» (sales mode) or "Salon" («Салон») interface → select a client → "Gift" («Подарок»; with points — "Gift(N)") → window with "Gift level" («Уровень подарков»), "Elements of level" («Элементы уровня»), "Chosen gifts" («Выбранные подарки») and «Осталось баллов: N» (points left) → "Select" («Выбрать»).
  • Setup (dashboard): the Gifts module is connected, the point has «Использовать подарочную систему» (use gift system) enabled and a gift payment type assigned, the client's discount system allows using the balance in fast food, gift levels and gifts are created. Everything reaches the POS with synchronization.
  • Notes: the button is shown only in sales mode and Salon and only for a client with a discount system. No gift payment type — «Тип оплаты для подарков не выбран...»; not enough points for any level — «Не хватает баллов для выбора подарка...». Only affordable levels are listed.

Issuing gifts: a separate zero-price bill ​

  • Where: gift window → "Select".
  • How it works: the POS creates a separate bill with zero prices, closes it with the gift payment type and deducts the client's points via the cloud. The payment bill is printed if the point has payment-bill printing enabled in the dashboard. The gift bill is not fiscalized.
  • Messages: nothing chosen — «Не выбрали подарки...»; if points could not be deducted in the cloud (e.g. no internet) — «Не удалось сохранить счет попробуйте снова.», the operation is cancelled. If no employee is selected, the POS asks you to choose one.
  • Buttons: "Delete" removes a gift and returns the points; "Close" asks «Вы не выбрали подарки! Действительно выйти?» (no gifts chosen, exit anyway?).

Selling a gift certificate ​

  • Where: sales screen in sales mode or "Salon" → the certificate item's tile or barcode → window "Enter or scan the certificate barcode" («Введите или отсканируйте штрих-код сертификата») → "Accept" → pay the bill.
  • Setup: in the dashboard the item has the certificate flag and a certificate type is configured. Internet is required: the number is checked in the cloud, and on payment the blank is marked as sold in the cloud.
  • Limits: in other interfaces — «Сертификат нельзя продать в текущем интерфейсе/режиме или при использовании отложенных счетов...» (not allowed in this interface or with deferred bills; when added by barcode it is also blocked in a deferred bill). The same number cannot be added twice: «В счете уже есть сертификат с указанным номером...».
  • Without internet: when checking — "Error while refreshing the certificate data..." with «Использовать сертификат нельзя!»; on payment — the same error plus "Can not sell a certificate without access to the internet!".
  • Note: the former limits «В счете можно продать только один сертификат» and «Нельзя продать сертификат если в счете имеются другие позиции» are disabled — certificates can be sold with other items and several per bill.

External loyalty programs (plugins) at payment ​

  • Where: payment window → choose the payment type and confirm → window "Loyalty systems" («Системы лояльности») with a "Without discount" («Без скидки») tile and tiles of installed plugins.
  • How to enable: loyalty plugins are enabled for the account in the cloud — the POS receives the flag at sign-in. The checkbox "Use loyalty systems" in "Settings" → "Plugins" → "Basic plugins" only shows the state and cannot be changed. Plugins are installed by support.
  • How it works: the plugin returns a new bill total and the difference is applied as a sum discount; manual line discounts are reset and the change is written to the action log.
  • Errors (title "Error while generating discount"): «Плагин лояльности не загрузился. Скидка не применена.» (plugin not loaded), «Плагин лояльности вернул некорректный ответ. Скидка не применена.» (invalid answer). If the plugin returns more than the bill total — "Incorrect discount input...", no discount is applied.

Configuring a loyalty plugin connection (Sagi, UDS) ​

  • Where: "Settings" → "Plugins" → "Basic plugins" → "Connection test" («Тест подключения») → "Loyalty systems" → the plugin tile.
  • How it works: a connection settings window opens only for the Sagi and UDS plugins; for other plugins nothing opens.
  • Note: "Connection test" is available regardless of the "Use loyalty systems" checkbox.

The "Stop-list" button on the sales screen and access rights ​

  • Where: "Settings" → tab "Program appearance" («Вид программы») → checkbox «Показать "Стоп-лист"» (show stop list); then an icon button with the hint "Stop-list" on the sales screen.
  • How to enable: hidden by default; the checkbox syncs with the cloud.
  • Access: if the employee's rights (dashboard) forbid the stop list, the POS shows "Permission denied!" («Недостаточно прав!») at once, with no password prompt. If the employee has no rights set at all, the point's «Стоп-лист» password applies: not set — the window opens; set — the POS asks for it, a wrong one gives "Wrong password!" («Неверный пароль!»).

Stop list from the "Options" window of the Cashbox screen ​

  • Where: "Cashier" («Кассир») interface (or «Администратор зала», hall manager) → "Cashbox" screen → "Options" («Опции») → "Stop-list".
  • When the button is hidden: if "Settings" → "Program appearance" → "Type of business" («Тип заведения») is "Retail store" («Розничный магазин») or "Beauty saloon" («Салон Красоты»).
  • Access: same as the sales-screen button — "Permission denied!" if forbidden in the employee's rights; if the employee has no rights set at all — the point's «Стоп-лист» password, if set.
  • Note: after the stop list is closed, the "Options" window closes too.

Adding an item to the stop list by tapping its tile ​

  • Where: the stop list window (labelled «Стоп лист» at the top) → menu tiles on the left, folders open on tap → tap an item.
  • How it works: the tile turns grey with "IN A STOP LIST" («В СТОП ЛИСТЕ»), and the item appears in the list on the right. Already listed — «Товар уже в стоп листе...». If the item is an ingredient of dishes, the POS asks «Вы добвляете товар входящий в состав блюд: … Добавить эти блюда в стоп-лист?» (add those dishes too?).
  • Notes: the stop list belongs to the current point; the action is written to the action log. "Save" («Сохранить») just closes the window — changes apply immediately.

Adding a whole folder to the stop list ​

  • Where: stop list window → folder tile → the small «>» mark on the tile.
  • How it works: the folder is added with all nested items.
  • Messages: «Данная группа уже присутвует в стоп-листе, заменить?» (already listed, replace?); «Товары данной группы уже присутвуют в стоп-листе» (its items are already listed); «Данная группа уже присутвует в стоп-листе, изменение невозможно» (cannot change — the group was added from the dashboard).
  • Note: the root menu folder has no «>» mark and cannot be added this way.

Removing an item from the stop list ​

  • Where: stop list window → list on the right → select a row → "Delete".
  • How it works: the item can be sold again. Removing a group also releases all its nested items; a set remainder is reset.
  • Limit: entries added from the dashboard cannot be removed on the POS — «Данный товар нельзя удалять из стоп-листа».

Stop list until a given time ​

  • Where: stop list window → select a row → «Установить время» (set time) → window with «Товар:» (item) and «До даты:» (until date, with time) → «Задать» (set) / «Очистить» (clear) / "Close".
  • How it works: every 30 seconds the POS checks for expired times and automatically removes such entries. The list column «Осталось» (remaining) shows the time left (HH:MM).
  • Notes: a time earlier than now is rejected — «Выбранное время меньше текущего». «Очистить» removes the time limit — the entry stays in the stop list indefinitely. A time set for a group applies to its nested items. A time can also be set for entries added from the dashboard.

Stop list with a remainder: «Указать кол-во» ​

  • Where: stop list window → select a row → «Указать кол-во» (set quantity) → keypad "Enter amount".
  • How it works: the item stays on sale until the set remainder is used up. The list shows it as «Name (ост.: N)». Selling beyond the remainder (counting other open bills of this point) shows «Товар недоступен для продажи (блокировка стоп-листа)» (not available, blocked by stop list).
  • Note: a fractional remainder is allowed for weighed items.

Printing the stop list ​

  • Where: stop list window → "Print stop-list" («Печать стоп-листа»).
  • How it works: a list of items titled "STOP-LIST" with the date is printed — only menu items that are actually blocked. If there are none — "No items in the stop-list".
  • Note: the request sticker print form is used; if print options selection is on, a printer dialog appears, and with final receipt preview enabled a preview opens.

Search and scrolling in the stop list window ​

  • Where: above the menu tiles — a search field with magnifier, on-screen keyboard and clear buttons; above the stop list — a separate field of the same kind.
  • How it works: the stop list search matches part of the name and runs on Enter or the magnifier. Tiles are paged with up and down scroll buttons showing the page number "N of M".

How stop-listed items look on the sales screen ​

  • Where: sales screen → menu tiles, item list, barcode search.
  • How it works: a stop-listed tile is grey, shows "IN A STOP LIST" instead of the price and cannot be tapped. In list menu mode the name is prefixed with "IN A STOP LIST". Adding by barcode shows "Item is in the stop list!" («Товар находится в стоп-листе!»).
  • Note: other workplaces refresh their menu once they receive the stop list changes.

The "Report" window in the retail panel ​

  • Where: sales mode with "Settings" → "Program appearance" → "Type of business" = "Retail" («Розница») → retail panel → "Report" («Отчет») → window with "Final report" («Итоговый отчет»), «X-Report», "Close".
  • Availability: "Report" is active only while a shift is open; «X-Report» is active only with a connected fiscal register or online cash register.
  • Rights: the final report needs the final-report right, «X-Report» the X-report right. If forbidden in the employee's rights — "Permission denied!"; if the employee has no rights set, the point's password for that report applies.

Unknown barcode: lookup in the global product database ​

  • Where: "Settings" → "General settings" → section "Search control" («Управление поиском») → checkbox "Show items from global database if not found" («Предлагать поиск по глобальной БД товаров»); then sales screen → scan or type a barcode → window «ВНИМАНИЕ!» («Поиск...») → panel «Установите Вашу цену товара» (set your price) with «Название:», «Цена:», «Папка:» (name, price, folder) → «Добавить товар» (add item).
  • How to enable: tick it (off by default, syncs with the cloud). Internet is required. When off, the POS only says «"<barcode>" - Товар не найден!» (item wasn't found).
  • How it works: the POS offers the name and price from the global database; the price can be changed with the button next to «Цена:» (window «Укажите цену»). The item is created in the cloud and in the POS database and added to the bill.
  • Notes: does not work in the "Cashier" and hall manager interfaces (barcode search is off there). No internet — «Нет связи с Глобальной базой товаров. Проверьте интернет!»; server busy — «WEB-Сессия занята, попробуйте позже».

Several global database matches for one barcode ​

  • Where: window «ВНИМАНИЕ!» → list «Выберите товар и нажмите добавить» (choose an item and press add), columns «Наименование», «Стоимость» (name, cost), hint «* Рекомендуем Вам выбрать выделенный шрифтом товар» (we recommend the highlighted item) → «Выбрать» / «Отменить».
  • How it works: some rows are in bold, the rest grey. «Выбрать» opens the price and folder panel; «Отменить» on the price panel returns to the list, «Отменить» in the list closes the window.

Creating an item manually when the barcode is not in the global database ​

  • Where: window «ВНИМАНИЕ!» → panel with the search error → «Создать товар» (create item, next to «Закрыть») → item creation window («Наименование:», «Цена:», «Ед. измерения:», «Папка:», «Весовой», «Запрашивать марку», «Штрих-код:» — the barcode is pre-filled) → «Сохранить».
  • How it works: after saving, the item is added to the bill by the same barcode.
  • Note: «Создать товар» is available only when called from the sales screen; not when searching a barcode from an item card in the warehouse.

Automatic closing of a bill paid online ​

  • Where: sales screen → "Pay" (or "Cashbox" screen → pay a bill).
  • How it works: before opening the payment window the POS checks whether it has received an online transaction for this bill with an amount not less than the remaining due and a recognised payment type. If so, the bill closes automatically without the payment window; otherwise the normal payment window opens.
  • Notes: if the payment type of the transaction cannot be determined, the normal payment window opens without an extra message. Auto-payment errors are shown as a message on the "Cashbox" screen; on the sales screen they are only written to the program log.