Point of Sale

POS configurations contain all configurations related to Point of Sale functionalities.

Steps to configure settings

Navigate to Administration Configuration --> POS
Expand the row to go into the configuration subgroup.
Expand the row for the sub group to get into the configuration rule
Click on the "Pencil Sign" to edit a configuration items.
Enter relevant details.
Save the configuration.

Table 1 : POS Configurations

Subgroup Rule Functionality

Point of Sales Automatic Product Code "Automatic Product Code" set to "Yes (Y)" which automatically generates the product codes on the "Inventory Master" when an item is saved. The code is generated based on the "Automatic Product Code Method"configuration.

Automatic Product Code Method
The configured method is used to create codes. Users can configure of the below:

M = Next Number Mask
C = Category
CS = Category plus Sub Category (First 3 Characters of C or CS + 3 digit next number)

Create a product in BO , set the category as OF and sub category as CAB. The product code should be OFCAB001

Automatically create all locations when an item is saved in Product Master (Y/N)
"Automatically create all locations when an item is save in the Product Master" will insert all locations for stock entry for a product.

Notes

The "Default Location" needs to be enabled

The "Default Location Bin" needs to be enabled with the Location

Transfer Cost Distribution Method
Transfer cost can be distributed to each item. Transfer cost is the sum of the freight and cost of item. Cost Distribution methods and computation.

N=None : Cost is not distributed to each item in the transfer.
Q= Quantity - ( Current Cost" + (Quantity for a line/Total Quantity on the Transfer)x Freight)
L= Line Total - (Line Total of the item/Total Cost of Transfer)x Freight)
W = Weight - ("Current Cost" + (Weight of items in a line /Total Weight in the Transfer)x Freight)

Return Policy Number of Days
"Return Policy Days " allow users to restrict customers to return an invoice by enforcing number of days within which an invoice can be returned.

For example, the "Return Policy Number of Days" is set to 3.

Transaction A was created on the 08/06/2020.
If customer returns the invoice on the 10/06/2020 the cashier will be able to process the return as the return is been made 2 days after the sale.
If customer returns the invoice on the 12/06/2020 the cashier will not be able to process the return as the return has been requested after 4 days which is greater than the return policy.

Replication
Folder path to export replication files on Web server drive
Define a folder path for the "Replication Data" export and import. Data will be exported to the define path. The exported file naming convention is {DestinationServer}_{DestinationDatabase}_YYYYMMDDHHMMSS.xml

Subgroup	Rule	Functionality
Point of Sales	Automatic Product Code	"Automatic Product Code" set to "Yes (Y)" which automatically generates the product codes on the "Inventory Master" when an item is saved. The code is generated based on the "Automatic Product Code Method"configuration.
	Automatic Product Code Method	The configured method is used to create codes. Users can configure of the below: M = Next Number Mask C = Category CS = Category plus Sub Category (First 3 Characters of C or CS + 3 digit next number) Create a product in BO , set the category as OF and sub category as CAB. The product code should be OFCAB001
	Automatically create all locations when an item is saved in Product Master (Y/N)	"Automatically create all locations when an item is save in the Product Master" will insert all locations for stock entry for a product. Notes The "Default Location" needs to be enabled The "Default Location Bin" needs to be enabled with the Location
	Transfer Cost Distribution Method	Transfer cost can be distributed to each item. Transfer cost is the sum of the freight and cost of item. Cost Distribution methods and computation. N=None : Cost is not distributed to each item in the transfer. Q= Quantity - ( Current Cost" + (Quantity for a line/Total Quantity on the Transfer)x Freight) L= Line Total - (Line Total of the item/Total Cost of Transfer)x Freight) W = Weight - ("Current Cost" + (Weight of items in a line /Total Weight in the Transfer)x Freight)
	Return Policy Number of Days	"Return Policy Days " allow users to restrict customers to return an invoice by enforcing number of days within which an invoice can be returned. For example, the "Return Policy Number of Days" is set to 3. Transaction A was created on the 08/06/2020. If customer returns the invoice on the 10/06/2020 the cashier will be able to process the return as the return is been made 2 days after the sale. If customer returns the invoice on the 12/06/2020 the cashier will not be able to process the return as the return has been requested after 4 days which is greater than the return policy.
Replication	Folder path to export replication files on Web server drive	Define a folder path for the "Replication Data" export and import. Data will be exported to the define path. The exported file naming convention is {DestinationServer}_{DestinationDatabase}_YYYYMMDDHHMMSS.xml