Point of Sale Setup

This topic covers the setting up that is required for the POS to work correctly. These can be done manually by following the instructions below or they can be done by running the POS Startup script.

Installation

Contact Helpdesk to access the POS installation script.

The install script creates the following

• Two accounts for Cashup Shortfall and Cashup Surplus.

• Four Transaction Types:

  • Cashup shortfall.

  • Cashup surplus.

  • POS.

  • POS Receipts.

• Cash Sales Customer.

• Five payments types:

  • Cash.

  • Card.

  • Voucher.

  • Tip.

  • Change.

• A User Group with the role settings for a POS User.

General Settings and POS User Settings

1. Add Items Panel - This determines if the Add Items Panel will be visible. For more on Add Items Panel, click here.

2. Default Customer - This sets the default Customer for POS, in this case, Cash Sale.

3. Item ID - Change - This is the Payment Type ID number for Change.

4. Item ID - Tips - This is the Payment Type ID number for Tips.

5. POS user - A default POS user is added in the install scripts.

6. QuickEasy Login (PIN) - A Personal Identification Number (2-4 digits long) used to log into the POS.