All system default located in Office > Back Office Settings > Setup Options:
All in One Popup
- When on, this provides a popup in Point of Sale whenever a customer is brought up, showing all current balances, notes, quotes, trip or course reservations, and more.
- When off, this popup must be selected manually from the customer’s profile display to be viewed.
Allow Duplicates in Part Number
Auto Logout User After Sale
- When on, this will automatically log out the salesperson after each transaction, making sure that the next employee logs in with their own ID for the next sale.
- When off, the system will return to Point of Sale without checking for user ID.
Auto special order
- When on, Point of Sale will assume any out of stock item is being special ordered.
- When off, Point of Sale will ask the user if they’d like to special order, transfer, or adjust an item’s stock.
Bar Code Prefix
- This is the two or three letter code that will appear before system-generated barcodes.
Capitalize Names & Addresses
- When on, all customer name entries will appear in all capital letters: JOHN SMITH
Charter
- When on, you will have access to the charter trip system, if you offer recurring trips.
Date Format
- Select U.S. or International format: MM/DD/YYYY or DD/MM/YYYY
Default Customer Phone Display
- Select which phone number will show by default in Point of Sale: HOME or CELL
Default Guest Sale
- When on, all transactions will assume that a customer account is not necessary.
- When off, the user will be prompted to select a customer each time.
Default Quick Key Display
- Select your preference for product Quick Keys in Point of Sale: IMAGE or TEXT
Discount Button
- When on, a DISCOUNT button will be available in Point of Sale. This button applies an overall discount to an entire transaction.
Display Customer Country
- When on, the customer’s country will be included in their POS profile display.
Display additional part info in POS
- When on, Point of Sale will include current stock availability in the transaction line for the salesperson.
Enable Guest Sales
- When on, Guest Sale will be an option (absence of customer account info).
Enable Part Number Links
- When on, products will show links to their back end details page when searched for in POS.
Hide Copy From Count In/Out Buttons
- When on, staff must manually enter starting and end of day cash amounts after counting.
- When off, staff can choose to copy from start of day or the previous day’s end of day.
Hide Courses
- When on, the Courses menu will no longer be available in Point of Sale; use if you do not offer courses.
Hide Customer Discount Rate
- When on, the customer’s default price level will not display in Point of Sale.
Hide Drop Down Part Search in POS
- When on, quick search part results will not display in Point of Sale.
Hide Membership
- When on, Memberships will not appear in your inventory menu and memberships will be disabled; use this if you do not offer a membership program.
Hide Price on Barcode Labels
- When on, only part information plus the item’s barcode will print on labels.
Hide Rentals
- When on, the Rental menu will not display and rental options will be hidden; use this if you do not have a rental program.
Hide Store Notes
- Your home POS screen offers Store Notes, which can be used to communicate with staff. When on, this setting will hide that option.
Hide WorkOrders
- When on, the Work Orders menu will be hidden and all work order options will be disabled; use this if you do not offer repair services.
Lounge mode/ Tipping mode
- When on, the payment screen will allow you to add a tip in before processing payment (CardConnect users have a separate tip option and do not need this).
POS Change Inventory Status
- When on, an out of stock item will allow the user to change the item to become non-inventoried. (This is a useful option for new stores, but should not be used long term.)
POS Quick Add Item
- When on, a scanned or entered part number that is not found can be added directly from Point of Sale.
- When off, if a part number is not found you must add the item from the Manage Products area.
Print Credit Card Receipt
- When on, a separate card receipt for your customer to sign will print with each card transaction.
Print Date Received in Label
- When on, the date an item was received will be included on its barcode label.
Print cc receipt when email only is ON
- When on, a card receipt will still print even if your invoice settings are set to email only.
Prompt for DOB
- When on, Point of Sale will remind the staff to enter a customer’s date of birth as the customer record is created; this can be bypassed and is only a reminder.
Prompt for Email Address
- When on, Point of Sale will remind the staff to enter a customer’s email address as the customer record is created; this can be bypassed and is only a reminder.
Redirect to Review Invoice
- When on, each transaction will navigate to the Review Invoice page rather than Point of Sale as the transaction is completed and saved.
Require Country for New Customers
- When on, Point of Sale will require a country be selected for all new customers.
Require Quote terms
- When on, all quotes must have terms entered as they are created. When off, terms are optional.
Require package part check
- When on, the user must acknowledge or replace every product within a package before proceeding with the sale.
Running Tabs
- When on, this allows you to move your customer’s open cart to a tab outside of POS.
Set Mailing list flag for New Customers
- When on, all new customers will be added to your main mailing/contact list.
Shared Drawer
- When on, all transactions will be added to a single cash drawer, even if you have multiple physical drawers.
Show Customer ID in POS
- When on, the customer’s system ID will display as part of their profile in Point of Sale.
Show Package Popup
- When on, packages will automatically show the employee what is included as the package is added to the invoice.
Solr Search
- When on, quick search results throughout the system are faster.
Sort By Customer Details
- Your selection will determine if quick search results for customers in Point of Sale are alphabetized by first or last name.
Tax Inclusive Bar Code Labels
- When on, barcode labels will print an item’s retail price including sales tax.
Tax inclusive price display
- When on, Point of Sale will display each item’s price including its tax.