Difference between revisions of "6 Preferences"
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Simon Clive (Talk | contribs) (Created page with "Preferences Do you know how to access the preferences that control POS? What does Preference mean? A Preference is a favorite or favored choice. (And in this case of preset sel...") |
Simon Clive (Talk | contribs) |
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| − | Preferences | + | '''Preferences''' |
Do you know how to access the preferences that control POS? | Do you know how to access the preferences that control POS? | ||
| − | + | From the '''Main Menu '''select the '''Utilities''' module and then the '''Preferences''' button | |
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| − | + | Select the '''POS''' module to load the '''POS Preferences''' fields. | |
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| − | + | <br> '''Receipt Printer '''The following are default settings and many may be overidden when setting up individual tills | |
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| − | + | '''Use Receipt Printer for POS''' - Select if using a Receipt Printer | |
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| − | + | '''Use Cash Drawer from Cash Sale''' - Select if using a Cash Drawer integrated with the Receipt Printer | |
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| − | + | Cash Drawer Only - Select if using Cash Drawer Only Print Receipts on Complete Sale - Select to automatically print receipts on the complation of each sale Multiple Lines for Description - Select if you want to allow multiple lines per item on the receipt Receipt Printer Type - Select your printer type from the list. If your printer is not listed it will almost certainly emulate one of the selections Receipt Printer Port - Select the port your printer is plugged into | |
| − | + | Hide Line Amounts on Receipts Laybys - Select if you want to hide line amounts on Laybys only All Sales - Select if you want to hide line amounts on all receipts | |
| − | + | Miscellaneous - Must Select Sales Person - Select if you staff share tills. The sales person must select their name from a list to complete each transaction. Enforce Password - If selected the sales person must enter the password of the logged in user to process a transaction. This selection overrides Must Select Sales Person. Show Product Picture - If selected the stored picture of any product selected will display in the POS screen Multiple Tills - If selected forces users to select a till when opening POS Use Process Orders in POS - Select if you wish to use Process_Orders<LinkId=281> Use Blind Balance - Select to use Blind Balance at End of Period. Blind Balance means the sales person does not know how much cash they should have. Therefore when they count the cash in their till they cannot hide errors. Enforce Refund Verification - If selected Refunds will only be allowed if a legitimate receipt number is entered Auto Picking Slip for Laybys - Use Numeric Keypad - Allows a numeric keypad to be turned on by the sales person Don't Return to Primary Keypad - When using multiple keypads or screens in POS, you return to the primary keypad after each transaction unless this item is selected. Close Invoice after Create - If creating an invoice in POS selecting this item will display the completed invoice to the sales person. If not selected the invoice is created in the background. Round up to .05 Cents from - Select the number of cents from which you round amounts up. eg. if you enter 3, any total ending in 3, or 4 will be rounded up to the next 5cents and totals ending in 1 or 2 will be rounded down. | |
| − | + | <br> Layby Terms and Conditions - Enter the text to be printed on Layby receipts ie. Your terms and conditions | |
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| − | Layby Terms and Conditions - Enter the text to be printed on Layby receipts ie. Your terms and conditions | + | |
Receipt Footer - Enter the text to be included on ALL receipts | Receipt Footer - Enter the text to be included on ALL receipts | ||
Latest revision as of 12:02, 22 December 2011
Preferences
Do you know how to access the preferences that control POS?
From the Main Menu select the Utilities module and then the Preferences button
Select the POS module to load the POS Preferences fields.
Receipt Printer The following are default settings and many may be overidden when setting up individual tills
Use Receipt Printer for POS - Select if using a Receipt Printer
Use Cash Drawer from Cash Sale - Select if using a Cash Drawer integrated with the Receipt Printer
Cash Drawer Only - Select if using Cash Drawer Only Print Receipts on Complete Sale - Select to automatically print receipts on the complation of each sale Multiple Lines for Description - Select if you want to allow multiple lines per item on the receipt Receipt Printer Type - Select your printer type from the list. If your printer is not listed it will almost certainly emulate one of the selections Receipt Printer Port - Select the port your printer is plugged into
Hide Line Amounts on Receipts Laybys - Select if you want to hide line amounts on Laybys only All Sales - Select if you want to hide line amounts on all receipts
Miscellaneous - Must Select Sales Person - Select if you staff share tills. The sales person must select their name from a list to complete each transaction. Enforce Password - If selected the sales person must enter the password of the logged in user to process a transaction. This selection overrides Must Select Sales Person. Show Product Picture - If selected the stored picture of any product selected will display in the POS screen Multiple Tills - If selected forces users to select a till when opening POS Use Process Orders in POS - Select if you wish to use Process_Orders<LinkId=281> Use Blind Balance - Select to use Blind Balance at End of Period. Blind Balance means the sales person does not know how much cash they should have. Therefore when they count the cash in their till they cannot hide errors. Enforce Refund Verification - If selected Refunds will only be allowed if a legitimate receipt number is entered Auto Picking Slip for Laybys - Use Numeric Keypad - Allows a numeric keypad to be turned on by the sales person Don't Return to Primary Keypad - When using multiple keypads or screens in POS, you return to the primary keypad after each transaction unless this item is selected. Close Invoice after Create - If creating an invoice in POS selecting this item will display the completed invoice to the sales person. If not selected the invoice is created in the background. Round up to .05 Cents from - Select the number of cents from which you round amounts up. eg. if you enter 3, any total ending in 3, or 4 will be rounded up to the next 5cents and totals ending in 1 or 2 will be rounded down.
Layby Terms and Conditions - Enter the text to be printed on Layby receipts ie. Your terms and conditions
Receipt Footer - Enter the text to be included on ALL receipts
