Company Settings
Site
Settings for a single site: its details, defaults and the features turned on there.
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About
Site settings apply to one site. They override the company defaults where they overlap, and turn on features for that site.
Where sites fit
Company
Company settings apply to every site and user.
Site
Site settings apply to one site, and override the company.
Location
Location settings apply to one location in the site, and override the site.
Opening a site's settings
From the site
Log in to the site and go to Company Settings > Site Setup > Site.
From Head Office
Go to Company Settings > Company, open the Sites tab and select EDIT against the site.
Ready to start?
Go to the Settings tab.
Settings
Choose the settings you want to see. They match the tabs on the site's page.
Saving
Select SAVE SITE to save any changes.
Which settings?
Contact Information
The site's name, address and contact details.
The site's name, as shown throughout Cinchio Back Office.
The site's address.
The city.
The country.
The county or state.
The postcode or ZIP code.
The main contact number.
The main contact email.
The site manager's name.
Site Configuration
The site's details, reporting settings and site types.
Which settings?
Site settings
Your internal ID number for the site, if you use one.
Your internal reference for the site, if you use one.
When the site opened.
The site's time zone.
The language Cinchio Back Office is shown in at this site. Overrides the company level setting, and can be changed at user level.
Reporting
For the Like For Like Dashboard: when the site moves from New Stores to Like For Like. See setting up the Like For Like Dashboard.
For the Like For Like Dashboard: whether it's a Company or Franchise site.
Whether the site calendar shows Net or Gross sales by default. Overrides the company level setting, and can be changed at user level.
The price level used as the full price when working out discounts at this site. Leave blank to use each sale's own price level. Overrides the company level setting, and can be changed on price level types and price levels.
The tax rate used when the actual rate isn't available. Usually only set on Cinchio's advice. Overrides the company level setting.
NCR POS
NCR POS only
Cinchio must turn this on, and set it at company level, first. Contact the helpdesk using the buttons at the top.
With integrated card terminals set up for tips, the payment media card tips are recorded against at this site, if it's different from the company level setting. See card tip reporting.
Site types
Each site type group your company has set up shows here, using the group's name. Choose the site's type in each one. See site types.
Named after your company's first, second and third site type groups.
Other
A message in the footer of transaction PDFs from this site. Overrides the company level setting.
With the Production Planner, how many days ahead plans are created, up to 7.
The target number of minutes for orders to get through the kitchen at this site. Overrides the company setting, and can be changed for a location.
Inventory Management
Settings for Inventory Management at this site.
Supplier orders
When the site can take deliveries. Shown on supplier orders.
Any delivery instructions. Shown on supplier orders.
The site's VAT number. Shown on supplier orders.
Transfers
Allow stock transfers between this site and other sites.
Allow transfers to and from External, for sources outside Cinchio Back Office.
The site filled in as Transfer From on new transfers in. Useful if you often transfer from a central production unit.
Whether transfer reasons are Optional, Required, or required for External Only.
Wastage
The percentage of net sales counted as allowable wastage in period results, the wastage analysis and the Margin Summary & Stock KPIs report.
The wastage day part type used when creating wastage.
The waste type filled in when wastage is entered in Record Wastage. Can be changed per product.
Counts and periods
Turn on mid-period counts.
Turn on blind stock counts.
Turn on location-based inventory.
These settings are shown but aren't in use:
Not available yet.
Not available yet.
No longer used.
Revenue Management
Settings for Revenue Management at this site.
Which settings?
Bank deposits
The Bank site account cash is usually paid into. Filled in on new bank deposits.
The sales date filled in on new bank deposits: Day Before or Same Day.
With auto-generate pending deposits, the date given to deposits created when a cash up is approved.
Cash purchases
The Cash or Control site account cash purchases are paid from.
The System site account cash purchases are paid to.
Make users give a reason for each item bought.
For petty cash taken from the till that can't be recorded on the POS. Creates a transaction that reduces cash, or another payment type, on a till.
For petty cash taken from the till, counted in the cash up, then matched to what was bought with a cash purchase.
Midday Today or Yesterday. Leave blank to use the current time. Can be changed before approval.
With Allow Cash Purchase From Till, the till petty cash is always taken from. Leave blank to let users choose.
With Allow Cash Purchase From Till, the payment type used, usually cash. Can be changed before approval.
Cash ups
Whether the site cashes up by Site, Location or Till. See Cash Up.
The System site account sales are held in until the cash up is approved.
The Sales site account any over or short is recorded against.
The count template used by default. Can be changed at location level or in till setup.
The cash event template used for till float movements in Cash Counts. Only templates with a till movement set to prompt for the till are listed.
Variances bigger than this show in red on the site calendar.
Turn on blind cash up.
Quick Cash Up
Fill in new cash ups with today's sales date and an end time of the end of the day. Needed for Quick Cash Up. Can be changed at location level or in till setup.
With Auto Fill Cash Up, turn on Quick Cash Up. Can be changed at location level or in till setup.
With Quick Cash Up, a different end time for cash ups, if they shouldn't end at the end of the sales date. Can be changed at location level or in till setup.
Back Office Orders
Defaults for Customer Orders at this site.
The price level used, if set.
The till orders are recorded on, if set.
The location orders are for, if set.
The payment media used, if set.
Midday Today or Yesterday, if set.
How defaults combine
These override the company settings, and customer type and customer settings can override them. See customer order defaults.
Opening Times
Which days the site is open, and its opening hours.
Menu times
With Menu Management, opening times cut menus back so they're only available while the site is open. See what times are used when a menu is published.
Site Day Parts
Give this site's times to each day part type.
Day parts are used for:
User Management
User management settings for this site.
Approve time clocks from the POS automatically.
FAQs
Frequently asked questions
More questions coming soon
Can't find what you need? Contact the helpdesk using the buttons at the top.