POS Rules

This screen allows you to maintain POS Rules.  POS Rules allow you to define what rules, within the Point of Sale area, you wish to apply.  The following rule settings are available

Entry and Display fields

Default Customer Name: From the drop-down list select the Customer Name that will become the system default when creating POS orders

Display Line Detail: If this is ‘checked’ then the main POS screen will open with a panel showing full details of each line being entered.  If it is not ‘checked’ then the basic entry information is displayed.  You still have the option in the POS screen to toggle between these two displays.

Unit Prices Include Tax: If this is ‘checked’ then the unit prices displayed in the POS screen will be the Tax-Inclusive price.  If not ‘checked’ then the Tax-Exclusive price will be shown

Round to Nearest: Enter the rounding amount to which the full order will be rounded to.  I.e. The extended amounts against Individual lines will not be rounded but the total amount for the POS Order will be rounded the nearest rounding factor entered here and based on the ‘Round Up From’ value entered in the next field.  See the next field for a further explanation.

Round Up From: Enter the amount around which the POS total amount will be rounded up or rounded down.  For example:  Assuming the ‘Round to Nearest’ field is 0.05 and this field is set to .03 then the following results will occur

               0.00        No Action

               0.01        Round down to 0.00

               0.02        Round down to 0.00

               0.03        Round up to 0.05

               0.04        Round up to 0.05

               0.05        No Action

               0.06        Round down to 0.05

               0.07        Round down to 0.05

               0.08        Round up to 0.10

               0.09        Round up to 0.10

Layby Days: Enter the default number of days that will be used against Layby POS records to define the expected date when the Layby will be fully paid and collected.

Layby Terms Text Code: This is descriptive text that outlines the Terms of the Layby and will be printed on the Layby Documentation.  Select the Text from the drop-down List.   You can create the Text via General>Frequently Used Text. 

Default Payment Method: From the drop-down list select the Default Payment Method that will display on POS screen.  Payment methods are maintained via File>Financial Configuration>Payment Methods.  In that screen you can define whether the method uses the above rounding logic

Payment Method used for Cash: During day-to-day activities you may take cash for miscellaneous transactions (Example: Purchase milk, Office Stationery, etc.); effectively using it as ‘Petty Cash’.  You can record drawings and receipts of this ‘Petty Cash’ which will be allocated to this Payment Method for posting and reconciliation purposes.

Scanning Mode: If this is ‘Checked’ then the POS will immediately go to the next line after the line’s barcode has been scanned.  I.e. An order quantity of 1 is assumed.  If the quantity is not equal to 1 then you should click on the F9 (Edit Line) button and make the amendment there.

Customer Selection Style: From the drop-down list select the method by which Customers are selected in Point Of Sale.  The options are:

Default Customer: Always prefilled with the Default Customer Name identified above.  This would normally be used in the true POS environment where the Customer is (say) the general public

Customer Lookup: The POS entry screen is fronted with Ostendo’s Customer List screen for selection of a Customer before the POS Order can progress.  This style would normally be used where all the Customers are currently held on fileMembership Number: The POS entry screen is fronted with a panel that requires entry of a Customer’s Membership Number.  On acceptance of the Membership Code the linked Customer is displayed in the POS Order screen.  

Customer Required For Value: If you enter a value here then you will not be allowed to proceed through Payments processing if the POS Order value exceeds this amount unless the Customer is other than the above 'Default Customer'.  This ensures that Customer specific information is retained for where an Order value exceeds this amount

Default Payment Style: From the drop-down select the payment style that will be the default that appears in the POS Payments screen.

New Sale Sign-in: If this flag is 'checked' then the user must sign in for every sale.  This is useful where there is one POS station that is used by multiple Sales personnel.

No Reprint Prompt: During the payment process you are required to print a Receipt or Invoice.  Upon printing the document this field is assessed for the following

No Change Given for Zero Sales: If this flag is 'checked' then the POS Operator cannot hand out change from the till if there is a zero Sale.

No EOD Bank Deposits: If this flag is not 'checked' then the POS EOD process will automatically create a Bank Deposit whenever a 'Z' Report is generated.  If this flag is 'checked' then the no Bank Deposit will be generated.  In this instance the Bank Deposit must be manually created via Sales>Bank Deposits.  This feature enables you to select multiple EOD's into a single Bank Deposit

Back Orders Activated: If this flag is 'checked' then Ostendo allows the following (if a POS transaction is entered as an Order first):

Select Payment Method: If this flag is 'checked' then a list Payment methods is displayed with selection buttons to select a specific method before displaying the POS Payment screen.

Allow Invoice Confirmation Print: If this flag is 'checked' then the POS user may print an Invoice confirmation.

Allow Warehouse Override : Tick this box if you want to allow the warehouse to be changed in the POS Lines screen (Override Warehouse Code).

Create Bank Deposit by Station : Tick this box if you wish to create bank deposits by station ID.

Allow Creation of Sales Deposits : Ticking this box will allow user to take a deposit from within POS and link it to a Sales Order.

Allow Creation of Job Deposits : Ticking this box will allow users to take a deposit from within POS and link it to a Job Order.

Allow Application of Account Payment : Ticking this box allows users to not only receive an On Account payment, but further allows him to apply it to any outstanding invoices on that customer's account. NB: If the POS user does not have user security access to Customer Payments, they will not be able to apply the payment even if this rule is turned on. 

Buttons

Close: This will close the POS Rules screen.  If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.

Save: This will save the current data without exiting the screen

Cancel: Any changes made since the line was actioned or the last time the ‘Save’ Button was pressed will be lost.