POS Settings

• From the main menu, click on “POS”.
• Choose “POS Settings” from the menu.
• Click on the “General” tab.
• You will see a set of settings and features to adjust the working method of the point-of-sale sessions:
  • Default Client: The client account that is automatically assigned at the start of a session.
  • Default Layout: Select the default invoice template for point-of-sale invoices.
  • Enabled Payments: Specify the available payment methods within the point of sale screen.
    • Note: Make sure to activate different payment methods in your account. For more details, refer to the “Payment Options Management“ guide.
  • Default Payment Method: Choose the payment method that will be automatically selected from the enabled payment methods at the point of sale.
  • Allowed Categories: Define the product categories that are allowed to be sold at the point of sales, and you can choose from:
    • All: All categories will appear on the sales screen.
    • All Except: Specify the categories that should not be displayed on the point of sale screen.
    • Include Only: Select the categories that will be shown exclusively on the point of sale screen.
  • Enable Num Pad: Show input numbers for values on the sales screen (important for touch-based systems).
  • Apply the Custom Fields Validations: In case there’s a custom field that is “Required” and its value has not been entered when creating the POS invoice, you will get an error message clarifying that you must enter a value for that field.
  • Show Product Images: Display product images on the sales screen.
  • Accounting System per Invoice: Generate separate accounting entries for each invoice within the session, instead of combining all session invoices into one entry.
  • Allow Partial Payment: Allow creating invoices and paying them later or partial payment of the invoice amount within the point of sale.
    • Note: This setting requires the “Accounting System per Invoice” option to be enabled.
  • Add Products with Serial, Lot, or Expiry Date: Allow selecting products that operate on one of the tracking systems within the point of sale invoice screen.
    • Note: This setting requires the “Accounting System per Invoice” option to be enabled.
    • Note: Make sure there are items that operate on the mentioned tracking systems. For more details, you can refer to the “Product Tracking System“ guide.
  • Enable Auto Adjustment: Set up the accounts for carrying forward surplus or deficit amounts when closing each sales session.
    • Profit Account: Specify the account for adjustment in case there is a surplus balance compared to the session data.
    • Losses Account: Specify the account for adjustment in case there is a deficit balance compared to the session data.

• Enable Sales Adjustment: This setting adjusts rounding differences in the invoice total by either adding or subtracting small amounts.

Click on the “Save” button once you are done.