Set Up General Point of Sale Information

To set up information that is used in other POS forms. Most of these selections are optional:

  1. In the POS Setup form, select the General tab.
  2. If you are licensed for Service and you want a default SRO template to be used for all POS service orders, specify it here.
  3. Specify the account to use for cash adjustments, if necessary, during End of Day Processing.
  4. Specify the default payment types to use for POS orders and reversals. The cashier can change the default type during order entry. Also if you are licensed for Service, you can specify a Service payment type.
  5. Specify a prefix to use for customer orders generated from POS.
  6. If you are licensed for Service, specify a prefix to use for service orders generated from POS.
  7. If you want the cashier to be logged out of the cash drawer after each transaction, select Automatic Logoff After Each Order.
Related topics
Setting up the Point of Sale (POS) Feature
Processing Orders with Point of Sale
Processing Rentals with Point of Sale
Processing Returns with Point of Sale