App Settings
See the settings used by the App
Embedded Files
Charity Suite App Settings
Charity Suite App Settings
From the three line left hand menu from the main App screen, you can access to the device settings and App version information.
These App Settings are useful to pass onto the help desk, should there be a necessity to log an issue, especially the version number at the bottom of the screen.
Device Settings
Device Settings
In order for Charity Suite to adjust the brightness within the App, operators will see the following message to give Charity Suite permission to configure these settings.
On pressing CONFIGURE PERMISSIONS, operators will be taken to the following Setting page where they can ‘toggle on’ to allow permission.
Once these settings have been amended, on re-entering Charity Suite, operators will be able to adjust the screen brightness using the adjustable bar at the top of the login page.
If operators find the need to amend the screen brightness once they are logged in, they can access the screen brightness control via the Device Settings menu option:
It is also from the Device Settings menu that the operator can change the location and point of sale (POS) till currently setup on the tablet. The operator requires a password to proceed with this change.
Key Performance Indicators (KPI's)
Key Performance Indicators (KPI's)
Key Performance Indicators (KPI’s) give operators the ability to record daily in store against specific activities.
KPI’s can be created, edited and deleted via the Charity Suite portal. Once the KPI has been created, it can then be used to create a KPI Value record for the day, which the APP can use to capture the daily data against that KPI.
It is also through the portal that target values can be set up against each KPI and if necessary, managers can input KPI values, in the same way that the APP inputs KPI values.
The portal also has the facility to create a KPI Profile, into which KPI’s can be added and this KPI Profile can then be assigned to specific shops or locations.
An example of a KPI could be to track the number of donations received in a day for the shop or location.
There are 2 avenues to capture KPIs;
from the main App menu for Main KPIs, which is covered below and
from within the CHECKOUT option for Checkout specific KPIs, covered in the Checkout Settings help section.
In this example, these 3 Main KPI’s have been set up in the Charity Suite portal. The operator can increment and add notes to each KPI featured on the KPI capture screen.
For the Donor Signup and Donations - IN, these are captured incrementally with the operator clicking to add 1 each time they sign up a donor or accept a donation. The Volunteer Hours has been set up as an adhoc value, where the operator can add their total hours, for example 6.5 hrs, worked for the day.
KPI Capture from within the Checkout
In this example, these 2 Checkout KPI’s have been set up in the Charity Suite portal. The operator can increment and add notes to each KPI featured on the KPI capture screen.
For the Sales Taken and Refunds Processed, these are captured incrementally with the operator clicking to add 1 each time they make a sale or give a customer a refund.
Checkout Settings
Checkout Settings
From the three line left hand menu from the Checkout screen, you can access to the checkout configuration information via the Settings menu option.
Within the Settings menu option, the store, till id and receipt printer address information can be found.
Any checkout customisations can be switched on and off by moving the toggle to the right of the customisation item. Grey customisations are not currently active, with red showing active customisations.
PAYMENT METHODS DIALOG CUSTOMISATION
Depending on your store, you may want to use payment method icons rather than textual descriptions of the different payment moethods such as Cash, Card etc.
To enable icon, you can ‘toggle on’ Display payment dialog with icons. You will see the following icons rather than textual descriptions of the different payment methods.
GIFT AID CUSTOMISATION
Depending on your store, you may not want to apply Gift Aid to sales items.
To remove the Gift Aid button from the checkout, you can ‘toggle on’ Remove "Gift Aid" button from basket item dialogue. The Gift Aid button will be remove from the item details screen.
CUSTOM KEYBOARD CUSTOMISATION
To enable the App to use the in-built custom keyboard, you can ‘toggle on’ Use Custom Keyboard.
If active, the custom keyboard will be used for sales, refunds and till float activities including deposits and withdrawals.
KEEP CATEGORY ITEM LIST VISIBLE
There is also a switch to toggle on or off, keeping the category item list visible after adding an item to the basket and processing the sale. This is particularly useful in say a cafe environment when a majority of the sales through the checkout are from the same categories. When toggled on, the category/item list is not cleared after each sales thus speeding up the next sale where the likelihood is that it is from the same category grouping.
TILL FLOAT CUSTOMISATION
Depending on your store, you may want to include the opening till float in your end of day counts. To enable this, you can ‘toggle on’ till float customisations. You will see the following messages when closing the till float, depending if you have toggled ON or OFF the exclude opening float from cash count:
Barclaycard Card Payment Integration
Barclaycard Card Payment Integration
For the Barclaycard settings, Customer Not Present (CNP) is only available to be toggled ON if the Barclaycard integration is toggled on.
By setting CNP to ON, operators will see CNP as a payment method at the checkout to accept payments if the customer is not present in the store. To use, for example, for payment taken over the phone.
From the three line left hand menu from the Checkout screen, you can access to the Barclaycard configuration information via the Barclaycard menu option.
If the Barclaycard integration is toggled off, the above messages are shown that your checkout is not connected to the Barclaycard device and that the terminal connection status is Disconnected.
The Barclaycard integration screen also shows the electronic card reader (ECR) IP address and PORT numbers which are useful to identify that the checkout and the Barclaycard device have the same IP and PORT numbers to ensure they can connect successfully.
iZettle Card Payment Integration
iZettle Card Payment Integration
To activate iZettle card payments, navigate to the Checkout and into the Settings menu, scrolling to the bottom of the page to the Card payment integration section.
Only one card payment integration service can be active, so by toggling on iZettle, the other card payment integrations are toggled off.
IZETTLE CONFIGURATION
Before the Charity Suite App can process iZettle transactions, the following tablet settings require amending;
The default app browser should be set to CHROME.
From Settings go into Apps, then Choose default apps and set the default browser app to CHROME.
2. Update the supported web addresses.
From Settings go into Apps, then Charity Suite to be taken to the App info.
Navigate to Set as default, then into Supported web addresses and toggle as shown in the image.
IZETTLE LOGIN
Ensure the Charity Suite App has been set up to use iZettle as its selected card payment method and the settings applied as detailed above.
The first iZettle transaction requires valid iZettle account details to be input.
Once input, the bluetooth connectivity is checked.
If bluetooth is not active you may see these prompts to assist you with the process of selecting the card reader.
After selecting your type of reader, any devices found via bluetooth will be shown. If there are any issues with the selection it will be declined. Repeat these steps.
On finding the device, follow the iZettle on screen instruction to connect your reader.
On successfully connecting the iZettle device, the sale transaction can be completed in the Charity Suite App.
Device Online/Offline
Device Online/Offline
To aid with determining if the tablet has internet access, the Charity Suite application will show any issues in the application header bar. If there are no issues and the tablet has an internet connection and is connected to a network, there will be no additional text in the header bar.
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