Point of Sale Settings
Point of Sale Settings define your selling terminals. Each physical till is one entry here, tying together the user who operates it, the salesman it credits, the stock location it sells from and the cash account it banks into.
Where to find it
Go to Setup > Display > Point of Sale.
One entry per terminal. Ten tills means ten entries — a terminal being the selling point where a salesperson stands with a screen and bills the customer.
What a terminal ties together
| Element | Why it is needed |
|---|---|
| User | Who operates the terminal, so transactions are attributed to a person. |
| Salesman | Which sales person the sale credits, for commission and analysis. |
| Inventory location | The store the terminal sells from, so stock is reduced at the right place. |
| Terminal | The till itself, which identifies the point of sale on the transaction. |
| Cash account | A separate cash account per terminal, so each till's takings can be counted and reconciled on its own. |
Why a separate cash account per terminal
Giving each terminal its own cash account is what makes end-of-day reconciliation possible. You can count the drawer against the account, and a shortfall points at one till and one operator rather than the whole shop.
Related pages
- Sales Persons — the staff assigned to terminals
- Printer Settings — receipt printing
- Transaction References — the
{P}placeholder for terminal numbering - System Preferences — POS behaviour switches