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.
