Where
Open Configuration (menu Account Setup › Configuration). The tabs are Sales, Purchase, Inventory, Voucher, Fixed assets and Miscellaneous; each tab saves its own settings.
Required before the till opens
| Setting | Tab | What it is |
|---|---|---|
| Sales ledger | Sales | Where sales income is booked when a product has no sales ledger of its own |
| Sales return ledger | Sales | Where returns are booked when a product has none of its own |
| Anonymous customer | Sales | The account a walk-in buys on |
| Cash ledger | Voucher | The cash account the till's cash goes to (a branch can have its own: Which account each part of a bill goes to) |
| Cancel product, Cancel customer | Miscellaneous | Stand-ins used by the VAT reports for cancelled sales |
| Apply gift card with Giftcard ledger and Gift card product | Sales, Miscellaneous | Needed together when gift cards are on |
| Apply loyalty with Loyalty discount adjustment | Sales | Needed together when loyalty is on |
Settings that change what the cashier can do
| Setting | Tab | Effect at the till |
|---|---|---|
| Roundoff, Round Off income ledger, Roundoff expense ledger | Sales | Rounds the bill total to the rupee: Floor, Ceiling or Round-off. Set both ledgers or a bill that needs rounding is refused (VAT, rounding and the kind of invoice) |
| Secret key | Sales | The word a cashier types to delete lines on the till. Without a key, lines cannot be deleted (Quantities, units and the stock limit) |
| Editable product discounts | Sales | Makes the Discount of each line a link the cashier can change (Discounts and adjustments on the bill) |
| PAN Bill Format (Sales Invoice) | Sales | Prints every bill as an abbreviated invoice (Print the receipt and reprint a bill) |
| Default bank | Voucher | The bank the Bank/Wallet Payment starts with (Take the payment: cash, bank and wallet) |
| Negative stock | Inventory | Block, Warn or Ignore: whether the till limits quantities to the stock (Quantities, units and the stock limit) |
| Initial bonus loyalty point | Miscellaneous | The points a new loyalty customer starts with (Loyalty customers, manual adjustments and the points report) |
Common questions
I changed a setting and the till does not show it.
Every user must sign out and in. For a bill adjustment, open POS Sales again.
The till will not let a cashier delete a line.
No Secret key is set, or the cashier typed it wrongly ("Not matched secret key"). Set the key in the Sales tab and tell the supervisors.
Where do I set a separate cash ledger for a branch?
On the branch record: Cash ledger (Which account each part of a bill goes to).
We sell on credit to a few customers. Is there a setting for it?
Not in Configuration. A named customer who is not marked Cash selling customer can be sold to on credit when the cashier types Credit. Switch Cash selling customer on for customers who must pay in full (Sell on credit to a named customer).