{"id":148900,"date":"2026-09-28T09:43:35","date_gmt":"2026-09-28T09:43:35","guid":{"rendered":"https:\/\/docs.daftra.com\/tutorial\/%d8%b6%d8%a8%d8%b7-%d9%88%d8%aa%d9%87%d9%8a%d8%a6%d8%a9-%d8%a5%d8%b9%d8%af%d8%a7%d8%af%d8%a7%d8%aa-%d9%86%d9%82%d8%a7%d8%b7-%d8%a7%d9%84%d8%a8%d9%8a%d8%b9\/"},"modified":"2026-10-20T13:18:07","modified_gmt":"2026-10-20T13:18:07","slug":"configuring-and-setting-up-point-of-sale-settings","status":"publish","type":"tutorial","link":"https:\/\/docs.daftra.com\/en\/tutorial\/configuring-and-setting-up-point-of-sale-settings\/","title":{"rendered":"Configuring and Setting Up Point of Sale Settings"},"content":{"rendered":"<div dir=\"ltr\" lang=\"en\">\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">The POS settings control how the selling screen looks and works: the default client, the receipt template, how journal entries are recorded (per invoice or per session), deferred payment, payment methods, the categories allowed for sale, and cash difference adjustments, as well as shifts and devices. This article explains each setting, its options, its default value and its effect.<\/p>\n<div style=\"display: flex; gap: 10px; background: #f6f8fb; border-left: 4px solid #1a56db; border-radius: 6px; padding: 14px 16px; margin: 0 0 18px;\">\n<p><span style=\"flex: 0 0 auto; font-size: 18px; line-height: 1.6;\">\ud83d\udec8<\/span><\/p>\n<p style=\"margin: 0; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Note:<\/strong> The Point of Sales app must be active, and you need the <strong style=\"color: #111827;\">Edit General Settings<\/strong> permission to open and edit the settings. Without this permission, the system shows the message <strong style=\"color: #111827;\">You are not allowed to access this page<\/strong>. You can review each role&#8217;s permissions from the <a style=\"color: #1a56db;\" href=\"https:\/\/go.daftra.com\/owner\/roles\/index\" target=\"_blank\" rel=\"noopener\"><strong style=\"color: #1a56db;\">Roles<\/strong><\/a> screen.<\/p>\n<\/div>\n<div style=\"border: 1px solid #e5e7eb; border-radius: 8px; padding: 12px 16px; margin: 0 0 20px;\">\n<p style=\"margin: 0 0 6px; font-weight: bold; color: #111827;\">Contents<\/p>\n<ol style=\"margin: 0; padding-left: 22px;\">\n<li style=\"margin-bottom: 4px;\"><a style=\"color: #1a56db;\" href=\"#access\"><strong style=\"color: #1a56db;\">How to get there<\/strong><\/a><\/li>\n<li style=\"margin-bottom: 4px;\"><a style=\"color: #1a56db;\" href=\"#steps\"><strong style=\"color: #1a56db;\">Steps: edit the POS settings<\/strong><\/a><\/li>\n<li style=\"margin-bottom: 4px;\"><a style=\"color: #1a56db;\" href=\"#fields\"><strong style=\"color: #1a56db;\">Fields and sections explained<\/strong><\/a><\/li>\n<li style=\"margin-bottom: 4px;\"><a style=\"color: #1a56db;\" href=\"#shifts-devices\"><strong style=\"color: #1a56db;\">POS shifts and devices<\/strong><\/a><\/li>\n<li style=\"margin-bottom: 4px;\"><a style=\"color: #1a56db;\" href=\"#permissions\"><strong style=\"color: #1a56db;\">POS permissions<\/strong><\/a><\/li>\n<li style=\"margin-bottom: 4px;\"><a style=\"color: #1a56db;\" href=\"#rules\"><strong style=\"color: #1a56db;\">Rules and restrictions<\/strong><\/a><\/li>\n<li style=\"margin-bottom: 4px;\"><a style=\"color: #1a56db;\" href=\"#errors\"><strong style=\"color: #1a56db;\">Error messages and solutions<\/strong><\/a><\/li>\n<li style=\"margin-bottom: 4px;\"><a style=\"color: #1a56db;\" href=\"#effect\"><strong style=\"color: #1a56db;\">Effect on the system<\/strong><\/a><\/li>\n<li style=\"margin-bottom: 4px;\"><a style=\"color: #1a56db;\" href=\"#settings\"><strong style=\"color: #1a56db;\">Related cases and settings<\/strong><\/a><\/li>\n<li style=\"margin-bottom: 4px;\"><a style=\"color: #1a56db;\" href=\"#faq\"><strong style=\"color: #1a56db;\">FAQ<\/strong><\/a><\/li>\n<\/ol>\n<\/div>\n<h2 id=\"access\" style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">How to get there<\/h2>\n<ul style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Direct link:<\/strong> <a style=\"color: #1a56db;\" href=\"https:\/\/go.daftra.com\/v2\/owner\/pos\/settings\" target=\"_blank\" rel=\"noopener\"><strong style=\"color: #1a56db;\">POS Settings<\/strong><\/a><\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">From the menu:<\/strong> click <strong style=\"color: #111827;\">Point of Sales<\/strong>, then <a style=\"color: #1a56db;\" href=\"https:\/\/go.daftra.com\/v2\/owner\/pos\/settings\" target=\"_blank\" rel=\"noopener\"><strong style=\"color: #1a56db;\">POS Settings<\/strong><\/a>.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">The page shows the following cards: <a style=\"color: #1a56db;\" href=\"https:\/\/go.daftra.com\/owner\/settings\/pos\" target=\"_blank\" rel=\"noopener\"><strong style=\"color: #1a56db;\">POS Configuration<\/strong><\/a>, <a style=\"color: #1a56db;\" href=\"https:\/\/go.daftra.com\/owner\/categories\/index\/2\" target=\"_blank\" rel=\"noopener\"><strong style=\"color: #1a56db;\">POS Shifts<\/strong><\/a>, <a style=\"color: #1a56db;\" href=\"https:\/\/go.daftra.com\/owner\/categories\/index\/3\" target=\"_blank\" rel=\"noopener\"><strong style=\"color: #1a56db;\">POS Devices<\/strong><\/a>, <a style=\"color: #1a56db;\" href=\"https:\/\/go.daftra.com\/owner\/desktop_application\/view\" target=\"_blank\" rel=\"noopener\"><strong style=\"color: #1a56db;\">Desktop Application<\/strong><\/a>, <a style=\"color: #1a56db;\" href=\"https:\/\/go.daftra.com\/owner\/pos_line_notes\/index\" target=\"_blank\" rel=\"noopener\"><strong style=\"color: #1a56db;\">Item Notes<\/strong><\/a>, and <a style=\"color: #1a56db;\" href=\"https:\/\/go.daftra.com\/owner\/invoice_layouts\/index\" target=\"_blank\" rel=\"noopener\"><strong style=\"color: #1a56db;\">Printable Templates<\/strong><\/a>.<\/li>\n<\/ul>\n<h2 id=\"steps\" style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">Steps: edit the POS settings<\/h2>\n<ol style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Open <a style=\"color: #1a56db;\" href=\"https:\/\/go.daftra.com\/v2\/owner\/pos\/settings\" target=\"_blank\" rel=\"noopener\"><strong style=\"color: #1a56db;\">POS Settings<\/strong><\/a>.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Click the <a style=\"color: #1a56db;\" href=\"https:\/\/go.daftra.com\/owner\/settings\/pos\" target=\"_blank\" rel=\"noopener\"><strong style=\"color: #1a56db;\">POS Configuration<\/strong><\/a> card.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Choose the section from the side menu: <strong style=\"color: #111827;\">Layout &amp; Interface<\/strong>, <strong style=\"color: #111827;\">Billing<\/strong>, <strong style=\"color: #111827;\">Payment Methods<\/strong>, <strong style=\"color: #111827;\">Sellable Product Categories<\/strong>, or <strong style=\"color: #111827;\">Adjustments Settings<\/strong>.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Edit the settings you need.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Click <strong style=\"color: #111827;\">Save<\/strong> at the top of the page. The message <strong style=\"color: #111827;\">Settings have been saved<\/strong> appears. To cancel your changes without saving, click <strong style=\"color: #111827;\">Discard<\/strong>.<\/li>\n<\/ol>\n<div style=\"display: flex; gap: 10px; background: #f6f8fb; border-left: 4px solid #1a56db; border-radius: 6px; padding: 14px 16px; margin: 0 0 18px;\">\n<p><span style=\"flex: 0 0 auto; font-size: 18px; line-height: 1.6;\">\ud83d\udec8<\/span><\/p>\n<p style=\"margin: 0; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Note:<\/strong> POS settings are saved separately for each branch. A branch that hasn&#8217;t saved its own settings uses the main branch&#8217;s settings. Changes reach open selling screens when they are refreshed.<\/p>\n<\/div>\n<h2 id=\"fields\" style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">Fields and sections explained<\/h2>\n<h3 style=\"font-size: 18px; font-weight: bold; color: #111827; margin: 24px 0 10px;\">Layout &amp; Interface<\/h3>\n<table style=\"width: 100%; border-collapse: collapse; margin: 0 0 18px; font-size: 15px; line-height: 1.8; color: #1f2430;\">\n<tbody>\n<tr>\n<th style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; background: #f6f8fb; font-weight: bold;\">Field<\/th>\n<th style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; background: #f6f8fb; font-weight: bold;\">Description<\/th>\n<th style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; background: #f6f8fb; font-weight: bold;\">Required<\/th>\n<th style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; background: #f6f8fb; font-weight: bold;\">Shown when<\/th>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">Display Items &amp; Categories Images<\/strong><\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">Display image, smaller text area<\/strong>: the image of each product and category is shown.<br \/>\n<strong style=\"color: #111827;\">Hide image, larger text area<\/strong> (default): images are hidden and the text area is larger.<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">No<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Always<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">Virtual Num Pad<\/strong><\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">Show<\/strong>: an on-screen number pad appears when you edit the quantity, price or discount.<br \/>\n<strong style=\"color: #111827;\">Hide<\/strong> (default): the device keyboard is used. The number pad always stays visible on the payment screen.<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">No<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Always<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">How categories are displayed (cards or tabs) is chosen by each user from within the selling screen, and it&#8217;s saved for them.<\/p>\n<h3 style=\"font-size: 18px; font-weight: bold; color: #111827; margin: 24px 0 10px;\">Billing<\/h3>\n<table style=\"width: 100%; border-collapse: collapse; margin: 0 0 18px; font-size: 15px; line-height: 1.8; color: #1f2430;\">\n<tbody>\n<tr>\n<th style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; background: #f6f8fb; font-weight: bold;\">Field<\/th>\n<th style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; background: #f6f8fb; font-weight: bold;\">Description<\/th>\n<th style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; background: #f6f8fb; font-weight: bold;\">Required<\/th>\n<th style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; background: #f6f8fb; font-weight: bold;\">Shown when<\/th>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">Default Client<\/strong><\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">The client selected automatically in every new order. A \u201cPOS Client\u201d is created when the app is activated, and it&#8217;s the default. This client isn&#8217;t included in balance and statement calculations, and it&#8217;s visible to all staff, even those who see only their own clients.<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">No<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Always<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><a style=\"color: #1a56db;\" href=\"https:\/\/go.daftra.com\/owner\/invoice_layouts\/index\" target=\"_blank\" rel=\"noopener\"><strong style=\"color: #1a56db;\">Default Receipt Layout<\/strong><\/a><\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">The receipt template printed from the POS. Default: thermal receipt (POS). To manage templates, click <a style=\"color: #1a56db;\" href=\"https:\/\/go.daftra.com\/owner\/invoice_layouts\/index\" target=\"_blank\" rel=\"noopener\"><strong style=\"color: #1a56db;\">Manage Printable Templates<\/strong><\/a>.<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">No<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Always<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">Print Receipt Automatically After Payment<\/strong><\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Enabled: the print window opens automatically after the payment is confirmed.<br \/>\nDisabled (default): you print manually from the invoice options.<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">No<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Always<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">Journal Entry Per Invoice<\/strong><\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Disabled (default): the session&#8217;s invoices are combined into one entry when the session is closed.<br \/>\nEnabled: a separate entry is recorded for each invoice. It can&#8217;t be changed while there&#8217;s an open session.<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">No<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Always<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">Tracking Data Entry in POS<\/strong><\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Lets you sell tracked products (serial number, lot, expiry date) by entering their data on the receipt. Default: disabled. If stock requisitions are enabled for sales invoices, the tracking data is recorded on the requisition instead of in the POS.<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">No<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">When <strong style=\"color: #111827;\">Journal Entry Per Invoice<\/strong> is enabled<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">Deferred and Partial Payment<\/strong><\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">Allowed<\/strong>: lets you save an invoice with a paid amount less than the total, or without payment.<br \/>\nNot allowed (default): the sale can&#8217;t be completed if the amount paid is less than the total.<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">No<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">When <strong style=\"color: #111827;\">Journal Entry Per Invoice<\/strong> is enabled<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">Custom Fields Validations<\/strong><\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Enabled: shows an alert and prevents saving if a required custom field is left empty on a POS invoice. Default: disabled.<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">No<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Always<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">Assign Salesperson to Each Product or Service<\/strong><\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Adds a salesperson selection for each line in the order, with the option to set a salesperson for the whole invoice. Default: disabled; it&#8217;s enabled automatically when the new Bookings app is activated.<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">No<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Always<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h3 style=\"font-size: 18px; font-weight: bold; color: #111827; margin: 24px 0 10px;\">Payment Methods<\/h3>\n<table style=\"width: 100%; border-collapse: collapse; margin: 0 0 18px; font-size: 15px; line-height: 1.8; color: #1f2430;\">\n<tbody>\n<tr>\n<th style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; background: #f6f8fb; font-weight: bold;\">Field<\/th>\n<th style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; background: #f6f8fb; font-weight: bold;\">Description<\/th>\n<th style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; background: #f6f8fb; font-weight: bold;\">Required<\/th>\n<th style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; background: #f6f8fb; font-weight: bold;\">Shown when<\/th>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">Enabled Options<\/strong><\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">The payment methods that appear on the payment screen. \u201cClient Credit\u201d always appears. To add payment methods and link them to treasuries, click <a style=\"color: #1a56db;\" href=\"https:\/\/go.daftra.com\/owner\/payment_gateways\/index\" target=\"_blank\" rel=\"noopener\"><strong style=\"color: #1a56db;\">Manage Payment Methods<\/strong><\/a>.<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">No<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Always<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">Default<\/strong><\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">The method selected automatically at payment, from the enabled methods. Default: Cash.<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">No<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Always<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">The system shows the two most used methods in recent payments as quick options on the payment screen.<\/p>\n<h3 style=\"font-size: 18px; font-weight: bold; color: #111827; margin: 24px 0 10px;\">Sellable Item Categories<\/h3>\n<table style=\"width: 100%; border-collapse: collapse; margin: 0 0 18px; font-size: 15px; line-height: 1.8; color: #1f2430;\">\n<tbody>\n<tr>\n<th style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; background: #f6f8fb; font-weight: bold;\">Field<\/th>\n<th style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; background: #f6f8fb; font-weight: bold;\">Description<\/th>\n<th style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; background: #f6f8fb; font-weight: bold;\">Required<\/th>\n<th style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; background: #f6f8fb; font-weight: bold;\">Shown when<\/th>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">Allowed Categories<\/strong><\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">All Categories<\/strong> (default), <strong style=\"color: #111827;\">All Except<\/strong>, or <strong style=\"color: #111827;\">Include Only<\/strong>. Determines which products appear on the selling screen based on their category. Products without a category appear with <strong style=\"color: #111827;\">All Categories<\/strong> and <strong style=\"color: #111827;\">All Except<\/strong>, and don&#8217;t appear with <strong style=\"color: #111827;\">Include Only<\/strong>.<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">No<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Always<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">Categories<\/strong><\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">The excluded or allowed categories, depending on the previous option. You can choose more than one category.<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">No<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">When <strong style=\"color: #111827;\">All Except<\/strong> or <strong style=\"color: #111827;\">Include Only<\/strong> is selected<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">In the side menu, this section is named <strong style=\"color: #111827;\">Sellable Product Categories<\/strong>, and its title on the page is <strong style=\"color: #111827;\">Sellable Item Categories<\/strong>.<\/p>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Example:<\/strong> to hide the products of an \u201cInternal supplies\u201d category from the selling screen, choose <strong style=\"color: #111827;\">All Except<\/strong>, then choose the category in <strong style=\"color: #111827;\">Categories<\/strong>, and click <strong style=\"color: #111827;\">Save<\/strong>. Products in this category no longer appear on the selling screen after it&#8217;s refreshed, and the other products stay visible.<\/p>\n<h3 style=\"font-size: 18px; font-weight: bold; color: #111827; margin: 24px 0 10px;\">Adjustments Settings<\/h3>\n<table style=\"width: 100%; border-collapse: collapse; margin: 0 0 18px; font-size: 15px; line-height: 1.8; color: #1f2430;\">\n<tbody>\n<tr>\n<th style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; background: #f6f8fb; font-weight: bold;\">Field<\/th>\n<th style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; background: #f6f8fb; font-weight: bold;\">Description<\/th>\n<th style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; background: #f6f8fb; font-weight: bold;\">Required<\/th>\n<th style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; background: #f6f8fb; font-weight: bold;\">Shown when<\/th>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">Sales Adjustment<\/strong><\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Enabled: adds an option on the payment screen to add or deduct a small amount to correct differences in the invoice total, such as rounding. Default: disabled.<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">No<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Always<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">Auto Adjustment<\/strong><\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Enabled (default): when the session is closed, the difference between the expected amount and the amount actually counted is recorded as a profit (surplus) or a loss (shortage).<br \/>\nDisabled: the counted amount is accepted without recording a difference line.<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">No<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Always<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">Profit Account<\/strong><\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">The account the cash surplus is recorded in. Default: <strong style=\"color: #111827;\">Default Account<\/strong>.<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">No<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">When <strong style=\"color: #111827;\">Auto Adjustment<\/strong> is enabled<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">Loss Account<\/strong><\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">The account the cash shortage is recorded in. Default: <strong style=\"color: #111827;\">Default Account<\/strong>.<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">No<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">When <strong style=\"color: #111827;\">Auto Adjustment<\/strong> is enabled<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Example:<\/strong> the session&#8217;s expected cash sales are 5,000, and the cash counted at closing is 4,950. With <strong style=\"color: #111827;\">Auto Adjustment<\/strong> enabled, a shortage of 50 is recorded in the <strong style=\"color: #111827;\">Loss Account<\/strong>.<\/p>\n<h2 id=\"shifts-devices\" style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">POS shifts and devices<\/h2>\n<h3 style=\"font-size: 18px; font-weight: bold; color: #111827; margin: 24px 0 10px;\">POS Shifts<\/h3>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">From <a style=\"color: #1a56db;\" href=\"https:\/\/go.daftra.com\/owner\/categories\/index\/2\" target=\"_blank\" rel=\"noopener\"><strong style=\"color: #1a56db;\">POS Shifts<\/strong><\/a>, create shifts, such as morning and evening, to organize sessions and sales reports. Each shift has a name, an image, a parent category and a description.<\/p>\n<h3 style=\"font-size: 18px; font-weight: bold; color: #111827; margin: 24px 0 10px;\">POS Devices<\/h3>\n<ol style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Open <a style=\"color: #1a56db;\" href=\"https:\/\/go.daftra.com\/owner\/categories\/index\/3\" target=\"_blank\" rel=\"noopener\"><strong style=\"color: #1a56db;\">POS Devices<\/strong><\/a> and click <strong>New Device.<\/strong><\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Enter the name, choose the store the device sells from (an active warehouse) and the status, then click <strong style=\"color: #111827;\">Save<\/strong>.<\/li>\n<\/ol>\n<ul style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">The store linked to the device is the one its sales quantities are deducted from.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">You can&#8217;t delete the last device; there must be at least one device.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">The number of active devices depends on your plan.<\/li>\n<\/ul>\n<h2 id=\"permissions\" style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">POS permissions<\/h2>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Set these from <a style=\"color: #1a56db;\" href=\"https:\/\/go.daftra.com\/owner\/roles\/index\" target=\"_blank\" rel=\"noopener\"><strong style=\"color: #1a56db;\">Roles<\/strong><\/a>:<\/p>\n<table style=\"width: 100%; border-collapse: collapse; margin: 0 0 18px; font-size: 15px; line-height: 1.8; color: #1f2430;\">\n<tbody>\n<tr>\n<th style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; background: #f6f8fb; font-weight: bold;\">Permission<\/th>\n<th style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; background: #f6f8fb; font-weight: bold;\">What it allows<\/th>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">Open Sessions for All Users<\/strong><\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Open a session in any staff member&#8217;s name and enter any session.<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">Open Sessions for Himself<\/strong><\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Open a session for themselves only.<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">Close Sessions for All Users<\/strong><\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Close any session.<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">Close Sessions for Himself<\/strong><\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Close their own sessions only.<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">View All Sessions<\/strong><\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">View all sessions and their reports.<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">View His Sessions<\/strong><\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">View their own sessions only.<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">Validate All Sessions<\/strong><\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Confirm the closing of any session and record its entry.<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">Validate His Sessions<\/strong><\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Confirm the closing of their own sessions only.<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">Edit Product Price<\/strong><\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Edit a line&#8217;s price on the selling screen.<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">Add Discount<\/strong><\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Add a discount on the selling screen.<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">Delete Session<\/strong><\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Delete a session.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<div style=\"display: flex; gap: 10px; background: #f6f8fb; border-left: 4px solid #1a56db; border-radius: 6px; padding: 14px 16px; margin: 0 0 18px;\">\n<p><span style=\"flex: 0 0 auto; font-size: 18px; line-height: 1.6;\">\ud83d\udec8<\/span><\/p>\n<p style=\"margin: 0; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Note:<\/strong> There is no permission or setting for deleting a product from an order. Any user who can sell from the POS screen can delete a product from the order before payment.<\/p>\n<\/div>\n<h2 id=\"rules\" style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">Rules and restrictions<\/h2>\n<ul style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">You can&#8217;t change <strong style=\"color: #111827;\">Journal Entry Per Invoice<\/strong> or <strong style=\"color: #111827;\">Tracking Data Entry in POS<\/strong> while any session is open. Open sessions keep the setting they were opened with.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">When you turn off <strong style=\"color: #111827;\">Journal Entry Per Invoice<\/strong>, <strong style=\"color: #111827;\">Deferred and Partial Payment<\/strong> and <strong style=\"color: #111827;\">Tracking Data Entry in POS<\/strong> are turned off too.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Settings are saved per branch, and a branch that hasn&#8217;t saved its own settings uses the main branch&#8217;s settings.<\/li>\n<\/ul>\n<h2 id=\"errors\" style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">Error messages and solutions<\/h2>\n<table style=\"width: 100%; border-collapse: collapse; margin: 0 0 18px; font-size: 15px; line-height: 1.8; color: #1f2430;\">\n<tbody>\n<tr>\n<th style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; background: #f6f8fb; font-weight: bold;\">Cause<\/th>\n<th style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; background: #f6f8fb; font-weight: bold;\">Message<\/th>\n<th style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; background: #f6f8fb; font-weight: bold;\">Solution<\/th>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Trying to change <strong style=\"color: #111827;\">Journal Entry Per Invoice<\/strong> or <strong style=\"color: #111827;\">Tracking Data Entry in POS<\/strong> while a session is open.<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">You cannot change in this setting while there\u2019s an open session<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Close all open sessions from <a style=\"color: #1a56db;\" href=\"https:\/\/go.daftra.com\/owner\/pos_shifts\/index\" target=\"_blank\" rel=\"noopener\"><strong style=\"color: #1a56db;\">POS Sessions<\/strong><\/a>, then change the setting.<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">The user doesn&#8217;t have the <strong style=\"color: #111827;\">Edit General Settings<\/strong> permission.<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">You are not allowed to access this page<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Ask the account owner to add the permission to your role from <a style=\"color: #1a56db;\" href=\"https:\/\/go.daftra.com\/owner\/roles\/index\" target=\"_blank\" rel=\"noopener\"><strong style=\"color: #1a56db;\">Roles<\/strong><\/a>.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h2 id=\"effect\" style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">Effect on the system<\/h2>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">The setting with the biggest effect on the accounts is <strong style=\"color: #111827;\">Journal Entry Per Invoice<\/strong>:<\/p>\n<table style=\"width: 100%; border-collapse: collapse; margin: 0 0 18px; font-size: 15px; line-height: 1.8; color: #1f2430;\">\n<tbody>\n<tr>\n<th style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; background: #f6f8fb; font-weight: bold;\">Aspect<\/th>\n<th style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; background: #f6f8fb; font-weight: bold;\">Entry per session (default)<\/th>\n<th style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; background: #f6f8fb; font-weight: bold;\">Entry per invoice<\/th>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Journal entries<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">One combined entry when the session is closed<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">A separate entry for each invoice as soon as it&#8217;s issued<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Deferred and partial payment<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Not available<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Available when enabled<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Selling tracked products<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Not available<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Available when enabled<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Payment method fees<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">A separate line in the session entry<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Calculated with each invoice<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Auto Adjustment<\/strong> records the cash difference at session closing in the <strong style=\"color: #111827;\">Profit Account<\/strong> or the <strong style=\"color: #111827;\">Loss Account<\/strong>. The other settings only change how the selling screen looks and behaves.<\/p>\n<h2 id=\"settings\" style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">Related cases and settings<\/h2>\n<ul style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Branches:<\/strong> each branch has its own settings. If a branch hasn&#8217;t saved its settings, it uses the main branch&#8217;s settings.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Stock requisitions:<\/strong> if stock requisitions are enabled for sales invoices, tracking data is recorded on the requisition instead of in the POS.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">The new Bookings app:<\/strong> activating it automatically enables <strong style=\"color: #111827;\">Assign Salesperson to Each Product or Service<\/strong>.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Inventory settings:<\/strong> multiple units, and how scale barcodes are read.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Sales and product settings<\/strong> in <a style=\"color: #1a56db;\" href=\"https:\/\/go.daftra.com\/v2\/owner\/sales_settings\" target=\"_blank\" rel=\"noopener\"><strong style=\"color: #1a56db;\">Sales Settings<\/strong><\/a>: the default price list, selling below average cost, the minimum price, the default tax, and enabling estimates and sales orders in the POS.<\/li>\n<\/ul>\n<h2 id=\"faq\" style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">FAQ<\/h2>\n<h3 style=\"font-size: 18px; font-weight: bold; color: #111827; margin: 24px 0 10px;\">How do I remove a product from an order in POS?<\/h3>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">The solution depends on what you need:<\/p>\n<ul style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">To hide a product from the selling screen so it can\u2019t be ordered:<\/strong> open <a style=\"color: #1a56db;\" href=\"https:\/\/go.daftra.com\/owner\/settings\/pos\" target=\"_blank\" rel=\"noopener\"><strong style=\"color: #1a56db;\">POS Configuration<\/strong><\/a>, then <strong style=\"color: #111827;\">Sellable Product Categories<\/strong>. Choose <strong style=\"color: #111827;\">All Except<\/strong>, select the product&#8217;s category in <strong style=\"color: #111827;\">Categories<\/strong>, then click <strong style=\"color: #111827;\">Save<\/strong>. The product is hidden along with all the products in its category, so if you want to hide only one product, put it in a category of its own first.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">To delete a product you added to an open order:<\/strong> no setting is needed. On the <a style=\"color: #1a56db;\" href=\"https:\/\/go.daftra.com\/owner\/pos_shifts\/open\" target=\"_blank\" rel=\"noopener\"><strong style=\"color: #1a56db;\">Start Selling<\/strong><\/a> screen, select the product in the order list, then click the trash button below the list (named <strong style=\"color: #111827;\">Remove Order Item<\/strong>), or press <strong style=\"color: #111827;\">Delete<\/strong> on the keyboard. To remove all products, click the three-dots button (<strong style=\"color: #111827;\">Order Details<\/strong>) then <strong style=\"color: #111827;\">Remove All Items<\/strong>. Deletion is available before payment only.<\/li>\n<\/ul>\n<h3 style=\"font-size: 18px; font-weight: bold; color: #111827; margin: 24px 0 10px;\">Why can&#8217;t I change how journal entries are recorded?<\/h3>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Because there&#8217;s an open session. Close all sessions, then change the setting.<\/p>\n<h3 style=\"font-size: 18px; font-weight: bold; color: #111827; margin: 24px 0 10px;\">Why doesn&#8217;t the deferred payment option appear?<\/h3>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Because it requires <strong style=\"color: #111827;\">Journal Entry Per Invoice<\/strong> to be enabled first.<\/p>\n<h3 style=\"font-size: 18px; font-weight: bold; color: #111827; margin: 24px 0 10px;\">Why doesn&#8217;t a payment method appear in the POS?<\/h3>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Because it isn&#8217;t enabled in <strong style=\"color: #111827;\">Enabled Options<\/strong> in the <strong style=\"color: #111827;\">Payment Methods<\/strong> section.<\/p>\n<h3 style=\"font-size: 18px; font-weight: bold; color: #111827; margin: 24px 0 10px;\">Why doesn&#8217;t a product appear in the POS?<\/h3>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Its category may be excluded in <strong style=\"color: #111827;\">Sellable Item Categories<\/strong>, or it has no category and the selected option is <strong style=\"color: #111827;\">Include Only<\/strong>.<\/p>\n<h3 style=\"font-size: 18px; font-weight: bold; color: #111827; margin: 24px 0 10px;\">How do I sell a product with a serial number from the POS?<\/h3>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Enable <strong style=\"color: #111827;\">Journal Entry Per Invoice<\/strong>, then <strong style=\"color: #111827;\">Tracking Data Entry in POS<\/strong>.<\/p>\n<h3 style=\"font-size: 18px; font-weight: bold; color: #111827; margin: 24px 0 10px;\">Why was a shortage recorded when the session was closed?<\/h3>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Because the counted cash is less than expected and <strong style=\"color: #111827;\">Auto Adjustment<\/strong> is enabled.<\/p>\n<h3 style=\"font-size: 18px; font-weight: bold; color: #111827; margin: 24px 0 10px;\">Which warehouse are POS sales deducted from?<\/h3>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">From the warehouse linked to the POS device in <a style=\"color: #1a56db;\" href=\"https:\/\/go.daftra.com\/owner\/categories\/index\/3\" target=\"_blank\" rel=\"noopener\"><strong style=\"color: #1a56db;\">POS Devices<\/strong><\/a>.<\/p>\n<\/div>\n","protected":false},"author":17,"featured_media":0,"template":"","categories":[2164,2166],"tags":[19800,19798,24247,24249,19799,24214,24251,24250,24248,19801,4098,19802,4065,4097,19805,24252],"class_list":["post-148900","tutorial","type-tutorial","status-publish","hentry","category-point-of-sales","category-pos-settings","tag-allowed-categories","tag-automatic-printing","tag-automatic-reconciliation","tag-cash-shortages-and-overages","tag-default-client","tag-deferred-and-partial-payments","tag-how-to-sell-a-serial-numbered-product-at-the-pos","tag-journal-entry-for-each-invoice","tag-payment-methods-at-the-pos","tag-pos-configuration","tag-pos-devices","tag-pos-permissions","tag-pos-settings","tag-pos-shifts","tag-receipt-template","tag-why-cant-i-change-the-journal-entry-method"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Configuring and Setting Up Point of Sale Settings - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/tutorial\/configuring-and-setting-up-point-of-sale-settings\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Configuring and Setting Up Point of Sale Settings - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"The POS settings control how the selling screen looks and works: the default client, the receipt template, how journal entries are recorded (per invoice or per session), deferred payment, payment methods, the categories allowed for sale, and cash difference adjustments, as well as shifts and devices. This article explains each setting, its options, its default [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/docs.daftra.com\/en\/tutorial\/configuring-and-setting-up-point-of-sale-settings\/\" \/>\n<meta property=\"og:site_name\" content=\"Daftra Knowledge Base\" \/>\n<meta property=\"article:modified_time\" content=\"2026-10-20T13:18:07+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"10 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Organization\",\"@id\":\"https:\/\/docs.daftra.com\/#organization\",\"name\":\"Daftra\",\"url\":\"https:\/\/docs.daftra.com\/\",\"sameAs\":[],\"logo\":{\"@type\":\"ImageObject\",\"@id\":\"https:\/\/docs.daftra.com\/#logo\",\"inLanguage\":\"en-US\",\"url\":\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/daftra-ar.svg\",\"contentUrl\":\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/daftra-ar.svg\",\"caption\":\"Daftra\"},\"image\":{\"@id\":\"https:\/\/docs.daftra.com\/#logo\"}},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/docs.daftra.com\/#website\",\"url\":\"https:\/\/docs.daftra.com\/\",\"name\":\"Daftra Knowledge Base\",\"description\":\"Daftra\",\"publisher\":{\"@id\":\"https:\/\/docs.daftra.com\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/docs.daftra.com\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/docs.daftra.com\/en\/tutorial\/configuring-and-setting-up-point-of-sale-settings\/#webpage\",\"url\":\"https:\/\/docs.daftra.com\/en\/tutorial\/configuring-and-setting-up-point-of-sale-settings\/\",\"name\":\"Configuring and Setting Up Point of Sale Settings - Daftra Knowledge Base\",\"isPartOf\":{\"@id\":\"https:\/\/docs.daftra.com\/#website\"},\"datePublished\":\"2026-09-28T09:43:35+00:00\",\"dateModified\":\"2026-10-20T13:18:07+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/docs.daftra.com\/en\/tutorial\/configuring-and-setting-up-point-of-sale-settings\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/docs.daftra.com\/en\/tutorial\/configuring-and-setting-up-point-of-sale-settings\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/docs.daftra.com\/en\/tutorial\/configuring-and-setting-up-point-of-sale-settings\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/docs.daftra.com\/en\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Configuring and Setting Up Point of Sale Settings\"}]}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Configuring and Setting Up Point of Sale Settings - Daftra Knowledge Base","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/docs.daftra.com\/en\/tutorial\/configuring-and-setting-up-point-of-sale-settings\/","og_locale":"en_US","og_type":"article","og_title":"Configuring and Setting Up Point of Sale Settings - Daftra Knowledge Base","og_description":"The POS settings control how the selling screen looks and works: the default client, the receipt template, how journal entries are recorded (per invoice or per session), deferred payment, payment methods, the categories allowed for sale, and cash difference adjustments, as well as shifts and devices. This article explains each setting, its options, its default [&hellip;]","og_url":"https:\/\/docs.daftra.com\/en\/tutorial\/configuring-and-setting-up-point-of-sale-settings\/","og_site_name":"Daftra Knowledge Base","article_modified_time":"2026-10-20T13:18:07+00:00","twitter_card":"summary_large_image","twitter_misc":{"Est. reading time":"10 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Organization","@id":"https:\/\/docs.daftra.com\/#organization","name":"Daftra","url":"https:\/\/docs.daftra.com\/","sameAs":[],"logo":{"@type":"ImageObject","@id":"https:\/\/docs.daftra.com\/#logo","inLanguage":"en-US","url":"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/daftra-ar.svg","contentUrl":"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/daftra-ar.svg","caption":"Daftra"},"image":{"@id":"https:\/\/docs.daftra.com\/#logo"}},{"@type":"WebSite","@id":"https:\/\/docs.daftra.com\/#website","url":"https:\/\/docs.daftra.com\/","name":"Daftra Knowledge Base","description":"Daftra","publisher":{"@id":"https:\/\/docs.daftra.com\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/docs.daftra.com\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/docs.daftra.com\/en\/tutorial\/configuring-and-setting-up-point-of-sale-settings\/#webpage","url":"https:\/\/docs.daftra.com\/en\/tutorial\/configuring-and-setting-up-point-of-sale-settings\/","name":"Configuring and Setting Up Point of Sale Settings - Daftra Knowledge Base","isPartOf":{"@id":"https:\/\/docs.daftra.com\/#website"},"datePublished":"2026-09-28T09:43:35+00:00","dateModified":"2026-10-20T13:18:07+00:00","breadcrumb":{"@id":"https:\/\/docs.daftra.com\/en\/tutorial\/configuring-and-setting-up-point-of-sale-settings\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/docs.daftra.com\/en\/tutorial\/configuring-and-setting-up-point-of-sale-settings\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/docs.daftra.com\/en\/tutorial\/configuring-and-setting-up-point-of-sale-settings\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/docs.daftra.com\/en\/"},{"@type":"ListItem","position":2,"name":"Configuring and Setting Up Point of Sale Settings"}]}]}},"_links":{"self":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/tutorial\/148900","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/tutorial"}],"about":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/types\/tutorial"}],"author":[{"embeddable":true,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/users\/17"}],"version-history":[{"count":7,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/tutorial\/148900\/revisions"}],"predecessor-version":[{"id":151264,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/tutorial\/148900\/revisions\/151264"}],"wp:attachment":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/media?parent=148900"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/categories?post=148900"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/tags?post=148900"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}