General
POS Settings – General
Ticket Retrieval
When retrieving a Ticket with a Ticket in progress, save the current Ticket for later recall:
Default Retrieve Transaction
When users click Retrieve Ticket (F11), choose the default ticket type that users can search through. If a user needs a different ticket type than the default, he/she will have to click on the appropriate ticket type first, and then select the desired invoice.
Choose from:
Default Retrieve Find Transaction By
When searching for tickets (using the Find Transactions in Point Of Sale) select the method retrieve ticket. Users may override this selection by choosing another ticket type.
Choose from:
Cash Payment
Default tender amount to Grand Total: check the box if users would like the tender screen to default to the ticket total. Users taking less than the ticket amount or split tenders will need to overtype the information displayed.
Want on House Charge Accounts: If a user clicks on any cash tender type while tendering a house charge account, a message will display “Warning: This is a House Charge Account”.
Find Closest
Sales Tax Rates
Enter the appropriate default tax rate for each of the selections. For example: When Labor is sold, the system will look in this area to determine the preset value for tax for labor. If labor does not have its own labor rate or shouldn’t be separated into its own labor totals, choose the default parts total.
The items that display in the dropdown menu are pre-defined in Tools/System Setup/Tax Rate Setup.
Interstore Transfers
Sell Price Calculation: if the sell price calculation is something other than an actual pricing level in Point Of Sale when dealing with Interstore Transfers, enter the calculation here.
Allow Sell Price Increase: check the box to allow users to increase the sell price on an interstore transfer.
Allow Sell Price Decrease: check the box to allow users to decrease the sell price on an interstore transfer.
Handing Expense Fee: Enter an item in inventory and then enter the part number in the field. A handling fee will then be added to each interstore transfer ticket.
POS Settings – Additional tab
Transaction Grouping Codes
If users would like to group transactions together at Point Of Sale (this is used when users sell parts and labor with the same Point Of Sale type) select from the following
Referrals
Ask for Referred By at start of Ticket
Ask for Referred By after add of new customer
Donations
Prompt for donations when tendering:
Donation Screen Wording: enter the wording that users will see when taking donations at Point Of Sale.
eDelivery
Send Pick Tickets To eDelivery: select whether Pick Tickets are sent to eDelivery. Users will also need a listener running to complete this process.
Return Check Fee
Return Check Fee: enter the value of a returned check. This information will be used when posting returned checks.
Saving
Finalize ticket when fully tendered:
Allow Deposits: check the box to allow for users to take deposits. A deposit is defined as a cash payment above the total amount of the current tender.
Work Order Status (Installer systems only)
Show Status Screen After Saving a Work Order: by checking this box, users will be re-directed to the status screen after saving a ticket as a Work Order.
When Saving as a Work Order, Default Status To: Select the appropriate status for saved work orders:
When Retrieving Work Orders, Default Status Filter To: Select the appropriate default status when retrieving work orders:
POS Settings – Void tab
Allow Voiding Tickets: to allow users to void quotes, estimates, holds, pick tickets and work orders, check Allow Voiding Tickets.
Security Level: any users with a security level below the security level entered will not have the ability to void quotes, estimates, holds, pick tickets and work orders.
Allow Voiding Finalized Tickets (not recommended: to allow users to void finalized tickets, check Allow Voiding Finalized Tickets. Voiding tickets will remove all remnants of the ticket to be removed from the account record. Inventory will be returned from quantity on hand. Users will be prompted “Would you like to recreate this ticket into a new working ticket?” allowing the user to recreate the ticket with all of the inventory items already entered and priced. This option is helpful if users bill out the wrong account.
Please Note: if a void occurs on a different day then the ticket is finalized, users will see the credited dollars in the cash drawer. Their cash drawer will be off by the voided ticket.
Security Level: any users with a security level below the security level entered will not have the ability to void finalized tickets.
Days Allowed: the number entered represents to number of days after the ticket is finalized that a void is allowed. It is recommended that the number is set to 0 so tickets can only be voided the day they were created.
Require Reason for Voiding: check Require Reason for Voiding to require that a reason be entered when voiding a ticket. The void reason table is located at Tools/System Tables/Void Reasons.
Auto Void for:
The auto void feature allows users to set limits on the number of days that quotes, estimates, holds, and work orders stay in the system. Please remember that quotes and estimates are simply documented pricing, while hold and work orders effect account credit limits and inventory quantities.
Begin by entering the a number in Void After ___ Days that represents the number of days from the date the ticket was created. The End Of Day process in the scheduler will review ticket types and void the selected tickets depending on the number of days lapsed since the ticket was created. Leave the field “0” to ignore the void feature.
Next, enter the Allowed Number of “bumps”. A “bump” occurs when a user retrieves a ticket and makes any sort of change, whether it is entering or removing parts, changing tax rates, entering comments, etc. If a “bump” occurs, the clock starts over and the Void After ___ Days begins from that new date.
POS Settings – Employee Related tab
Security Level to Revert back to a Quote: Any user whose security level is below the level entered here will not be allowed to revert a hold/pick ticket or work order/work completed back to a quote/estimate. This question is asked because the initial ticket was effecting quantity on hand, and when reverted back to a quote, the items will return to quantity on hand and the account’s available credit will increase dependent on the parts on the ticket.
Clerk Per Ticket
Employee Login required at start of each Ticket: if this is checked, a User ID will be required when entering Point Of Sale. The user’s information will be stamped on the invoice, and management can track who started and finalized a ticket. In addition, the “current” user will display, so management can see who the last person to adjust a ticket was.
Allow change of Employee on Ticket: check the box to allow editing of an Employee on a ticket. This is useful if there is security required that a lesser user might not have access to, or if an employee takes over a ticket. The employee can simply click on the “current” field and change to his/her User ID without exiting out of the ticket in progress.
Technician Production Report
Subtract cost on parts sold greater than:
Sales By Employee Report
Deduct Returns from Original Selling Clerk: check the box to credit returns to the employee who entered the part onto the ticket. The system tracks the employee line by line on the invoice, so each line item has an original selling clerk line that is specific to that part.
POS Settings – Account Related tab
Default Retrieve Customer By…
When users click on Customer Information to retrieve a customer or account, the default selected below will display. Users may click on any other choice at that time to adjust the method of retrieval.
Choose from:
If Name is selected, choose from the following field to begin searching:
Then
Show Existing Tickets After Customer Retrieve
Dated Billing
Min amount to allow: Enter a dollar amount that will be the minimum amount allowed during a tender for accounts which plan to use dated billing (splitting a total tender into multiple payments).
PO Requirements
When Required, Prompt at start of ticket: click the box to have a PO box display at the beginning of an invoice for all accounts where PO Num is populated with a “Y”, requiring a PO before a ticket is finalized. Users may click CANCEL to exit this screen without entering a PO if they do not have the information at the time the ticket is created.
Skip PO Number Required On Returns: click the box to ignore the required PO number on returns.
Credit Limits
Tolerance Percent: Enter an allowed percentage to exceed when comparing credit limits to the current available credit.
For example: A customer is set with a credit limit of $1000. The Tolerance Percent is set to 10%. If the customer exceeds the credit limit, he/she will be allowed to make purchases up to $100 before being locked out completely with the message “The credit limit has been exceeded by: $XX.XX. How would you like to continue?” Users can then select Cash Only, Override (see Override Password) or Cancel.
Override Password: Enter a password for managers to use if a credit limit is to be ignored. The password removes all credit limit restrictions from the ticket and allows the customer to charge an unlimited amount on the overridden ticket.
Aging Warn:
Override Password: this is used when users have Warn Aged Field (on the Accounts/Invoicing tab) set to “No”. The password is used for managers to allow customers to charge tickets to accounts where tickets are found in older aging fields.
Balance Forward Accounts:
Start applying payments at field: Select the aging field where balance forward account payments are taken through Point Of Sale. Typically, users default this to “Last S/C”.
Choose from:
Start applying non-payments at field: Select the aging field where non-payments should be applied at Point Of Sale. Typically, users default this to “This Period”.
Choose from:
Open Item Accounts:
Apply Credits at POS…when posting Credits: when in Point of Sale, if allowed, users can post credits to existing debits. If this flag is set to no, accounting personnel will be required to go into Apply Open Item Posting to apply credits and debits, and those will be set with a status of “Unapplied”.
Choose from:
Apply Credits at POS…when posting Debits: when in Point of Sale, if allowed, users can post debits to existing credits. If this flag is set to no, accounting personnel will be required to go into Apply Open Item Posting to apply credits and debits, and those will be set with a status of “Open” or “Partial”.
Choose from:
Print Balance on Payment On Account: If the box is checked customers will see the current balance due on all Received On Accounts created at Point Of Sale.
When Saving a ticket that still has the Default Customer and have a payment item that has Name information, prompt with matching Customers: if a user tenders a ticket at Point Of Sale using a credit card or check method, and the clerk enters the customer’s name in the appropriate boxes (or the information is gathered when the credit card is swiped), the system can prompt the user that there are matching customers in the system. Before the ticket is finalized, the software will review the existing customers and allow the clerk to select from the list. The ticket will then be saved under the appropriate customer’s information, instead of as a general walk-in ticket.
POS Settings – Availability Checks tab
Availability Checks…
Show warning when Supplier Cost is different from Original Cost: by checking the box, users will be alerted when the cost that comes back from the supplier (when doing an electronic check for quantities and pricing from a supplier) is different than the original cost of the information (which comes from the inventory record, or when a user manually enters a cost.
Sell Price Source: when doing an availability check into a supplier, select which price should be the SELL price on the ticket.
Choose from:
Recalculate List based on Cost after ordering: click the box if the list price should be recalculated after an order is placed using the Avail Check/Order process at Point Of Sale.
When finished entering all information, click on the Save icon at the top of the screen to save the changes. The user will be required to log off and back in for the changes to take effect.
See also