5.1.2. How to configure POS for cashier

 

 

Going to Point of Sale ‣ Configuration ‣ Point of Sale to create a POS board on cashier’s device.


No

Field

Description

Header

1.        

Point of Sale Name

An internal identification of the point of sale

2.        

Sale Journal

Accounting journal used to post sales entries, usually POS Sales, which is created in Accounting ‣ Configuration ‣ Journals.

3.        

Group Journal Items

Check this if you want to group the Journal Items by Product while closing a Session

4.        

Stock Location

The location where goods are taken from.

5.        

Pricelist

The pricing strategy, which can be created in Sales ‣ Configuration ‣ Pricelists

6.        

Invoice Journal

Accounting journal used to create invoices

7.        

Active

Status of the POS

(Line) Available Payment Methods

Add the payment methods allowed in POS (Cash, Bank, etc…)

(Line) Features

 

1.        

Virtual Keyboard

Don’t turn this option on if you take orders on smartphones or tablets.

Such devices already benefit from a native keyboard

2.        

Invoicing

Enables invoice generation from the Point of Sale

3.        

Prefill Cash Payment

The payment input will behave similarly to bank payment input, and will be prefilled with the exact due amount

4.        

Start Category

The point of sale will display this product category by default. If no category is specified, all available products will be shown

5.        

Tip Product

The product used to encode customer code tip. Leave it empty if you do not accept tips

6.        

Include Taxes in Prices

The displayed prices will always include all taxes, even if the taxes have been set up differently

7.        

Large Scrollbars

Used for imprecise industrial touchscreens

8.        

Automatic Receipt Printing

The receipt will automatically be printed at the end of each order

9.        

Display Category Picture

The product categories will be displayed with pictures

10.    

Skip Receipt Screen

The receipt screen will be skipped if the receipt can be printed automatically

(Line) Multi-session

 

1.        

Multi-session

Set this field the same value for POSes where orders should be synced. Leave it empty if this POS should not use syncing. To update it you need to close running session.

The value of this field is created at Point of Sale ‣ Configuration ‣ Multi-session Settings

2.        

Accept incoming orders

Yes

3.        

Replace empty order

Yes

(Line) Cash Control

 

1.        

Cash Control

Check the amount of the cashbox at opening and closing

(Line) Receipt

 

1.        

Header

A short text that will be inserted as a header in the printed receipt

2.        

Footer

A short text that will be inserted as a footer in the printed receipt

3.        

Reprinting

This feature allows you to reprint a previously printed receipt

(Line) Loyalty Program

 

1.

Loyalty Program

The loyalty program used by this point of sales, can be created at Point of Sale ‣ Configuration ‣ Loyalty Programs

(Line) Discounts

 

1.

Order Discounts

Allow the cashier to give discounts on the whole order

2.

Discount Product

The product used to model the discount

3.

Discount Percentage

The default percentage when a discount is given in cashier’s screen

(Line) Bar & Restaurant

 

1.        

Bill Splitting

Yes

2.        

Bill Printing

Yes

3.        

Restaurant Floors

Add the floor(s) served by this point of sales

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