Set up Aident CashPro
This article explains the main setup areas for Aident CashPro in Business Central.
Use this article if you are responsible for preparing CashPro for store users and cashiers.
Before you begin
Before you start, make sure that:
- the Aident CashPro app is installed
- you have permissions to maintain setup in Business Central
- required Business Central master data already exists, such as:
- Locations
- Salespersons/Purchasers
- No. Series
- G/L Accounts
- posting groups
- optional currencies and exchange rates
Setup areas at a glance
CashPro setup is split into two levels:
- Global CashPro Setup for settings shared across the environment
- Cash Register Setup for settings specific to one register
In addition, you usually also configure:
- Payment Methods
- Payment Method Setups
- Tax Groups
- Barcode Types
- Salesperson permissions
- Receipt report selection
Open the setup pages
From the Aident CashPro Admin role center
You can open:
- Global CashPro Setup
- Cash Register Setups
- Payment Methods
- Payment Method Setups
- Tax Groups
- Barcode Types
- EFR Request Logs
- Report Selection - Receipt
From the Aident CashPro role center
Operational users can typically access:
- Run Assisted Setup
- Cash Register Setup for their register
Set up Global CashPro Setup
Open Aident CashPro Setup to maintain environment-wide settings.
General settings
The most important general fields are:
- Barcode Prefix Length
- Primary Cash Register
- Balancing Invoices
- Posting Nos.
- Clearing Account
Use these fields to define how CashPro identifies barcodes and how transactions are posted.
Voucher settings
Gift cards and vouchers depend on these fields:
- Voucher No. Series
- Disburse Remaining Amount
- Voucher Sales Account
Important
If Voucher No. Series is not configured, users cannot create new gift cards.
EFR settings
Fiscalization-related configuration is stored in the EFR section:
- EFR Base Url
- EFR State Endpoint
- EFR Register Endpoint
- EFR QR Code Endpoint
- API Key
You can also use Test Connection to verify communication.
Use the Global CashPro Setup wizard
CashPro also provides a guided setup wizard.
The wizard leads you through:
- barcode prefix and posting setup
- voucher setup
- EFR setup
- final confirmation
This is useful for first-time configuration.
Set up a cash register
Open Cash Register Setup and create or maintain one record per register.
General register fields
Important basic fields include:
- Location Code
- Code
- Description
- User Name
- Default Cashier Code
- Default Salesperson Code
- Cashier is Salesperson
- Language Code
- Blocked
Important
A Business Central user can only be assigned to one cash register.
Receipt and posting setup
In the Receipt area, configure:
- No. Series Code for receipt numbers
- Transaction Number Series
- Gen. Bus. Posting Group
- VAT Bus. Posting Group
- Retail Price Group
- Gen. Voucher Posting Group
- VAT Voucher Posting Group
Important
Voucher posting groups must be set if you want to sell gift cards.
Customer and receipt behavior
You can control how receipts behave with fields such as:
- Customer Mandatory
- Multiple Customers In Receipt
- Accumulate Items
- Desc. For Resources Enabled
- Desc. Mandatory For Resources
Important behavior:
- If Multiple Customers In Receipt is enabled, Accumulate Items is automatically disabled.
- If Accumulate Items is enabled, Multiple Customers In Receipt is automatically disabled.
Discount and price control
Use these fields to control manual changes:
- Discount Reason Mandatory
- Maximum Line Discount %
- Maximum Receipt Discount %
- Allow Manual Prices
- Maximum Price Change %
- Receipt Discount Supervisor Required
- Supervisor Password
These settings affect who can change prices and when supervisor approval is required.
Opening balance setup
In the Opening Balance section, configure how the day starts:
- Opening Balance Type
- Daily Entry
- Fixed Amount
- Carryover
- Counting Method
- Amount
- Denomination
- Start Of Day Fixed Amount
- Opening Tax Group
Important
The Opening Tax Group must be configured for start of day to finish successfully.
Device and external integration setup
CashPro supports setup for connected devices and services.
Important areas include:
- Cash Drawer Implementation
- Receipt Printer Implementation
- Barcode Scanner Implementation
- Payment Terminal Implementation
- Customer Display Implementation
- Weighing Scale Implementation
- RFID Reader Implementation
The page also provides actions such as:
- Health Check
- Open Cash Drawer
- Get Printer Capabilities
- Print Cash Receipt
Card payment setup
If you use card payments, configure:
- Card Terminal ID
- Card Provider
- Card Timeout (Sec)
- Card Retries
- Open Drawer on Card
For CentralLink-based communication, also configure:
- CL Namespace
- CL Relay Name
- CL SubPath
- CL SAS Key Name
- SAS Key
Fiscalization and training setup
For EFR and training behavior, review:
- Transaction Location
- Transaction Terminal
- Disable Fiscalization
- Training Mode
Set up payment methods
Open Payment Methods to define the tenders available at POS.
Important fields include:
- Code
- Description
- Payment Group
- Currency Code
- Counting
- Shortage Tolerance Amount
- Opening Balance
- Open Cash Drawer
Important rule for opening balance
Only one payment method can have Opening Balance enabled.
That payment method is used by start-of-day and several cash-related operations.
Validate the setup
Use these built-in actions where available:
- Test Connection in Global CashPro Setup
- Test Setup in Cash Register Setup
- Health Check in Cash Register Setup
- Print Cash Receipt to test printing
Recommended setup sequence
A practical order is:
- Create locations
- Create salespersons and cashiers
- Create No. Series
- Configure Global CashPro Setup
- Configure Payment Methods
- Create and configure Cash Register Setup
- Configure card, printer, and drawer settings
- Run Test Setup and Health Check
- Sign in as a cashier and test Start of Day
Next step
After setup is complete, continue with: