Retail POS help
Setup
Terminals, receipt design, the settings and numbering the till depends on, permissions, and product labels.
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Set up a shop for the retail POS: checklist
Everything a shop needs before the first bill, in order, with where to set it and how to check it. Most refusals at the till are one of…
Terminals: register a till and bind its computer
A terminal is a till of a branch. You add it on Terminal, then on the till computer you press Update Agent to bind the computer to it. A…
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Setup
- Set up a shop for the retail POS: checklist Everything a shop needs before the first bill, in order, with where to set it and how to check it. Most refusals at the till are one of these left undone.
- Terminals: register a till and bind its computer A terminal is a till of a branch. You add it on Terminal, then on the till computer you press Update Agent to bind the computer to it. A computer can serve only one…
- Receipt design: what the printed receipt shows Each branch chooses what its receipts show: the logo, the business name and contact lines, a return policy, a slogan, the opening hours and the bill's barcode. Without a…
- Configuration settings the till uses A short list of Configuration settings decides how the till behaves: what is required before it opens, how it rounds, who may delete a line, and which buttons appear. A…
- Numbering series the till needs The till needs seven numbering series for its branch, all active and valid today inside the fiscal year. A missing one stops the till or holds back a payment; a series…
- Which account each part of a bill goes to Every part of a bill lands in a named account: sales income on the product's sales account, VAT and discounts on their adjustments' accounts, cash on the cash account…
- Who may do what: roles, scopes and the supervisor role What a cashier and a supervisor each need in Role & Scopes, and the other switches that decide who can void a bill, delete a line or change a discount.
- Print product barcode labels Pick products and print their barcode labels, with or without the MRP, or by serial number or batch. The barcode on the label is what the till scans.
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