POS configuration

This page is where default settings are determined for the POS portion of your business.

Prerequisite Components

Prior to setting up the POS configuration, the following data points must be configured:

POS Layout

POS Control Codes

Location

Administration > POS Settings > Configuration

Modifying POS Settings

On the System Settings – Point of Sale page, you will find the following input fields, with the option to Save at the bottom of the page:

Name of Field Type Description
Default Layout Dropdown list

The default POS layout, as selected from a predefined list. (See POS Layout.)

 

This default layout will be used when opening the POS page unless there is a layout attached to the workstation or to the site.

 

If there is no layout attached to the workstation or site and if there no default layout defined, the user will be prompted with the Change Workstation Detail page.

Default Control Code Set Dropdown list The default control code set, as selected from a predefined list. (See POS Control Codes.)
 
These default control codes will be used when opening the POS page unless there is a different control code set attached to the workstation.
POS Product Re-Order Alert Email Address Text The default email address where the re-order alert email will be sent when the re-order point quantity of a product is reached.

 

Note: This default email address is overridden if re-order alert email addresses are entered in the site page or any specific POS Product page.

Default Message for Pole Display Text Enter a message to display on the pole display attached to POS terminals when a transaction is not being performed.
 
See Pole Display Control Codes.
Hide Personal Information Check Box

If this check box is unselected (default setting), customer personal information is printed on POS receipts.

If this check box is selected, customer personal information (such as the Payer Label, Customer Name, Customer ID, and Customer Address) is not printed on POS receipts.