Business Setup

Business Setup is where you can set the general configuration of your business. Access “Business Setup” via “Setup -> Business Setup”

Business-Setup

Below is a list of settings and the description:

Email, SMS & Receipt

  • Business Name: is displayed on the top of your software as well as your emails and receipts when using the default templates. On the receipt, the business name displays large and on the top middle of the page.
  • Receipt Header: is displayed below the business name on the receipts and is located in the middle of the page. Unlike the business name, it’s normal size. If you use the string {Logo} it will print your pre-loaded  logo on the top of your receipts. Check the full instruction on how to add your logo here.
  • Receipt Address: is displayed after the receipt header and is left aligned. You can also add your phone number here.
  • Working hours: appears after the address on the receipt.
  • Receipt footer: appears at the bottom of the receipts.
  • Address Line 1 and Address Line 2: Used to customize email invoices.
  • Phone: Used to customize email invoices.
  • Website: is printed on the printed receipts as well as to customize email invoices.
  • Business number: your business registration number. i.e. 123456
  • Business number text: what is your registration number called? i.e. ABN in Australia (stands for Australian Business Number)

General

  • Capitalize first and last name: when entering client information on the “New Sale” or “New Order” window, if checked, the first letter of the name and last name will be automatically capitalized.
  • Show export to excel in all order pages: if checked, displays the excel export on all windows with list of orders. For example “Client Information” window. If not checked, only export to excel button will be displayed where the user is authenticated first.
  • Mobile/cell number starts with: a comma separated list of the first digits of the phone numbers. This will prevent sending text message to invalid phone numbers. i.e. all Australian mobile numbers start with 04 and all UK mobile numbers start with 07 therefore this value for Australian customers is 04 and for British customers is 07.
  • Cash drawer start (float): is to set a permanent value for your cash drawer start amount. This value will then appear in the relevant field when closing the cash drawer.
  • Weight unit text: appears on the receipts as well as when entering an order for weight based orders like wash & fold.
  • Client titles: a comma separated list of titles: i.e. Mr,Mrs,Miss,Ms
  • Time Zone: time zone of the location that software is used.
  • Enable save price button: if checked, the “Save” button will appear at the last page of the “New Order” window allowing to save the price for the current item.
  • Enable save turnaround time minutes: if checked, the “Save Turnaround Minutes” button will appear at the last page of the “New Order” window allowing to save the turnaround time for the current item.
  • Enable edit turnaround time minutes: if checked, allows the turnaround time to be edited while entering the order information on the “New Order” window.
  • Enable on-screen keyboard: if checked, the on-screen keyboard is enabled by default whenever you log in.
  • Order not entirely done warning: if checked, when completing an order, you will receive a warning if all the order items are not done.
  • Header logo: if you are using the Large Edition of Geelus or you have more than 5 businesses with us, then you are able to change the logo to your own logo. This feature is a paid service otherwise.
  • $ Amount can be done per hour: is used to calculate total hours booked in any specific day. The number is the estimated capability of your staff to perform the jobs in one hour. For example one if your staff can perform $100 per hour and another is $50. Then you should put an average of 75 here. The system will use this number in conjunction with the turnaround time for each task (in “Setup -> Order Details ->Task Detail -> Turnaround time). If the turnaround time is set to zero then Geelus will use ($ Amount can be done per hour) to calculate the turnaround time for you.
    Eventually, turnaround time in conjunction with the working days and hours data coming from “User Account Manager” window is used to show you the information about how many hours available and how many hours already booked in any selected date. This information is displayed on the “Submit” window for a new order (on the right side) and the “Daily Pickup” window (on the top right). The data is refreshed when you change the date.

Order Pickup

On the submit page of the “New Order” window, you get to choose the collection date and time for the order. This section is to to control the collection order date and time behavior.

  • Pickup start hour: this number defines what hour you start accepting order collections. General this is your store’s starting hour.
  • Pickup end hour: this number defines what hour you stop accepting order collections. General this is your store’s closing hour.
  • Default pickup time: if checked, you get to choose the default time for the collection.
  • Default pickup day: if checked, you get to choose the default day of the week for the collection.
  • #Days to add to pickup date: sets the number of days that gets added to today’s date to calculate the pickup date (collection date). For example if this number is set to 2 and today is Monday, when the Submit window opens, it will default to Wednesday.
  • Week days to skip: Allows you to skip the days of the week you would not like to default the collection day. This setting works in conjunction with the previous setting (#Days to add to pickup date). For example if “#Days to add to pickup date” is 2, “Week days to skip” are Saturday and Sunday  and today is Thursday, then the pickup date will be defaulted to the following Monday.

Soon To Pickup

This section is to control the “Soon to pick up” window that can be accessed from the top of software using the Soon to pickup button SoonToPickup.

Soon to pickup window shows you the undone orders that are due to be picked up within the next X minutes. STP minutes is defined in this section. If any order is about to be collected and not done yet, this icon turns red to notify you. Also a number is displayed that indicated total number of jobs to be done.

Security

  • Manager’s access days: sets the number of days that managers can access the order and sale reports. This will block the calendar disallowing the users with the role of “Manager” to access earlier dates. For example if this number is set to 1 and today is Friday, then the manager is only able to see and edit today and yesterday (which is Thursday)
  • Trusted IP Addresses: a comma separated list of IP addresses to allow non-owner users to access. Note that people with the role of “Owner” can access from any IP address.
  • Use security app: our security app is useful if you do not have a static IP address (meaning your IP address keeps changing). Please create a support ticket so that we send you the link to the security app.

Prints

  • Print barcode: if checked, prints barcode on the receipts.
  • Print price: if checked the prices will be printed on the receipts. Unchecking this checkbox will only remove the prices and leaves the order information on the printed receipts.
  • Wet tag prompt: if checked, before printing laundry tags, a notification is displayed to confirm.
  • Auto-print wet tags: if checked, after placing each order with a wet tag enabled service, system will automatically print a wet tag.
  • Show print receipt confirmation: if checked, a confirmation will be displayed before auto-printing the receipts.
  • Print after order complete: prints customer receipt after the order is completed.
  • Order client copy template: enables replacing the default “Client Copy” for orders, with a custom template. Find out more about customizing the receipts here.
  • Order store copy template: enables replacing the default “Store Copy” for orders, with a custom template. Find out more about customizing the receipts here.
  • Sale store copy template: enables replacing the default “Store Copy” for sales, with a custom template. Find out more about customizing the receipts here.
  • Sale store copy template: enables replacing the default “Store Copy” for sales, with a custom template. Find out more about customizing the receipts here.

Hardware / Peripherals

  • Thermal printer type: type of your thermal printer.
  • Thermal printer name: name of your thermal printer in control panel. This name is used to send the print job to the thermal printer.
  • Impact printer type: type of your impact printer (printer for the wet tags).
  • Impact printer name: name of your impact printer in control panel.  This name is used to send the print job to the impact printer.
  • Cash drawer type: type of your cash drawer.

Emails

  • Email receipt prompt: if checked, prompts you before sending email receipts to your customer.
  • Auto email receipt: if checked, automatically sends an email receipt to the customer after placing an order or sale.

Loyalty Program

  • Currency to point ratio for orders: Sets how many each unit of currency spent on orders makes. For example if this value is set to 10, then if a customer spends $10, he will earn 100 points.
  • Point to currency ratio for orders: Defines how many points will be converted to 1 unit of currency to spend on orders. For example if this is set to 100, then the 100 points collected by the customer above, will be converted to $1 to be spent on the orders.
  • Currency to point ratio for sales: Sets how many each unit of currency spent on sales makes. For example if this value is set to 10, then if a customer spends $10, he will earn 100 points.
  • Point to currency ratio for sales: Defines how many points will be converted to 1 unit of currency to spend on sales. For example if this is set to 100, then the 100 points collected by the customer above, will be converted to $1 to be spent on the sales.