Point of Sale Setup Interface

Settings

• Edit User Access
• Clear Device Memory: Clears the last selected till from the computer’s registry. Use it when a person moves to a new till, so that BOS does not default to the previous till.

Layout

The setting’s value.

This field is editable.

A submenu with this option:

• Delete Ctrl + Delete: Deletes the setting. The setting reverts to its default value (becomes blank) when removed from the list. It can be added to the list again.

• Provides a list of accounts.
• Select the bank accounts used for cash.

• Lets you enter the currency denominations.
• Enter denominations below 1 (that is, coins) as decimals.

• Provides a list of accounts.
• Select the accounts used for cash sales.
• The value of transactions posted to these accounts appears on the dashboard.
• If you use only one sales account for cash and credit sales, select it here. The system distinguishes between sales captured through PoS and other sales posted to the same account.

• Provides a list of all the Transaction Types that have PoS enabled.
• Transaction Types that are moved from the Available to the Selected section appear on the PoS menu for quick navigation to those transactions.
• Transactions that are not on this list can still be used (e.g. a Customer Receipt can be created from the Customer Invoice regardless of whether it is on the dashboard).
• Transfer Receive transactions are also excluded because they are created by copying a Transfer Issue. This method prevents receiving items that were not issued (sent). (If extra items are received by mistake, contact the sending location to create a transfer issue for those items.)

• Provides a list of all the Transaction Types that have PoS enabled.
• Transaction Types that are moved from the Available to the Selected section appear on the dashboard of the PoS interface.
• The details of Transaction Types that are not selected can still be seen in their own interface. They are hidden only from users who have only PoS access.

The name of the contact linked to the user.

This field is editable and provides a dropdown list of contacts for selection.

PoS users must have a linked contact.

The PIN to access the PoS interface.

The PIN can be generated (12-digit alphanumeric) or entered (any length, numbers and capital letters only).

A submenu with this option:

• Generate PIN No.: Generates a 12-digit alphanumeric PIN for barcodes.

Creates default statuses.

Can be used only if no statuses exist yet.

You can edit the default statuses freely.

The defaults assigned to the status. The defaults are:

• New: Assigned to new records (usually allocated to pending).
• Open: The status allocated to records that are open.
• Close: The status allocated to records that are closed.

The Status Group that the entry belongs to. The groups are:

• Pending
• Active
• Complete
• Cancelled

The colour of the status.

To change the colour, click the field, click the arrow that appears and select a different colour.

A submenu with the following functions:

• Move Up Ctrl + U: Moves the status one row higher.
• Move Down Ctrl + D: Moves the status one row lower.
• Delete Ctrl + Delete: Deletes the entry.