Setting up the POS
Terminals, payment methods and who may use which terminal. For administrators.
Show the steps for
Before you start
You need to be an administrator. Everything below is in Settings → Point of Sale, which has the tabs Terminals, Payment Methods, POS Modes, Assignments and Sales Employees.
Add a terminal
A terminal is one counter or till. Add one per counter.
- 1Open Settings → Point of Sale → Terminals and click Add Terminal.
- 2Enter the Terminal Name (for example Front counter) and a short Terminal ID.
- 3Choose the POS Mode. Retail and Wholesale change the layout of the selling screen; see Wholesale terminals.
- 4Choose the Location the terminal belongs to.
- 5Choose the defaults for new sales: - Default Customer, usually your walk-in or cash customer. - Default Price List. - Default Warehouse. Stock levels on the selling screen come from this warehouse. - Tax Group used for the lines.
- 6Under Cash Rounding Rule, choose whether the amount due is rounded at payment, for example to the Nearest 50 Cent. The payment screen then shows the original and the rounded amount.
- 7Choose the Default Document Type printed after a sale: a Receipt (Thermal Print) or an Invoice (A4/A5).
- 8Under Cart Behavior, choose whether the search box keeps its text after you add an item, whether a search that finds exactly one product adds it straight away, and whether the same product may appear on two lines.
- 9Under Printer Configuration and Print Preview Settings, pick the printers and whether a preview is shown before printing.
- 10Save the terminal.
Tip. Each terminal has its own document numbers for invoices, receipts, quotations and sales orders, so documents from different counters never share a number.
Choose the payment methods
- 1Open the Payment Methods tab and add the methods your company accepts. For each one choose the Payment Type: cash, card, bank transfer, cheque or on account.
- 2Back on Terminals, click the card icon on a terminal (Configure Payment Methods) and switch on the methods that counter may take.
The Payment Methods line on each terminal card shows how many are switched on.
Note. Your administrator can also limit which payment methods each person may use, through their permission group in Settings → Authorization. A method a cashier may not use shows a lock and Restricted.
Give people their terminals
Cashiers only see the terminals assigned to them.
- 1Open the Assignments tab.
- 2On each terminal, add the users who may sell on it.
Sales employees
If you track who made a sale, add your salespeople on the Sales Employees tab. The POS then shows a Sales Employee picker above the products.
With SAP, sales employees, warehouses, price lists and tax groups come from SAP Business One and are kept in step by the regular sync.
Other settings that affect the POS
| Setting | Where |
|---|---|
| A user's maximum discount and the right to change prices | Settings → Users and Settings → Authorization |
| Foreign currencies at the counter | The multi-currency sales feature, switched on for your company, plus exchange rates in Settings → General |
| Batches and serial numbers | The batch tracking feature, switched on for your company |