SalesCS > Sales > Options menu > Sales Point of Sale Preferences window > Sales Point of Sale Preferences window: Defaults tab
Sales Point of Sale Preferences window: Defaults tab
Use the Defaults tab to establish Point of Sale defaults for the Sales module. Default entries are provided for your convenience and can be changed at any time.
Salesperson 
It is important to understand the relationships between the current salesperson, the customer’s salesperson, the clerk, and the current user because these relationships define which salesperson gets credit for a particular sale.
In the Sales POS Register window, the Salesperson Code defines which salesperson makes the sale. Depending on which option you select here, the Salesperson Code identified in the customer files in Accounts Receivable may be reflected in sales reports.
Select one of the following options to determine which Salesperson Code is credited for a particular sale:
Override blank Salesperson Code with User: this option will only be available if you have Accounts Receivable installed. If a Salesperson Code is not specified in the Accounts Receivable customer file, this option automatically puts the user's salesperson code in the Sales POS Register window.
Always use default salesperson for customer: this option will only be available if you have Accounts Receivable installed. The Salesperson Code specified in the Accounts Receivable customer file automatically displays in the Sales POS Register window.
Always Use User As Salesperson: the current user's Salesperson Code always appears in the Sales POS Register window.
The salesperson can be changed in the Sales POS Register window, but sales reports always reflect the salesperson defined in Module Preferences according to the options described above.
For more information about Salespersons and Salesperson Codes, see Sales Salesperson Codes window.
On-Line Invoice Numbering 
If you select this check box, invoice numbers are generated when the invoice is saved; this prevents duplicate invoice numbers. It also ensures that no one can change the invoice number when creating an order.
If you leave the check box unchecked, invoices numbers will be generated automatically, but they appear when a new invoice is opened and can be changed by the user if the layout is set up to allow input. If you leave this check box unchecked, it is possible to create duplicate invoice numbers. Also keep in mind that if you leave the check box unchecked and you use numbers to define your Register Codes, you may get duplicate invoice numbers. You cannot post duplicate invoice numbers, so we recommend you select this check box.
Starting Invoice Number 
If you have the On-Line Invoice Numbering check box selected, the invoice number is updated automatically by the computer as you save your invoices and cannot be changed by the user. The only time you need to update this box is when you install Point of Sale and if you have an interruption in the number sequence. If you end your number with a letter, a 1 will automatically be added to the end of it so the invoices will increment correctly.
GL Exchange Gain/Loss Account 
Specify the General Ledger account that will be used for posting any gain or loss when exchanging foreign currency. A gain will credit this account and a loss will debit this account.
Default Non-Inventory Paid-Out Code 
Select the default Paid-Out Code, which is used when you need to take money from the drawer for incidental or miscellaneous expenses. This code appears automatically in the Register window Paid-Out box.
For more information see Paid Out Non-Inventory Codes.
Default Location 
If you have Multi-Location Inventory installed, use this drop-down list to indicate how the default inventory location will be determined. Your options are:
No Default Location: with this option, if the clerk scans an item for sale, the first location in the list will automatically be used. If the clerk activates the Lookup to select the item for sale, the item will appear in all locations, and the location associated with the item chosen will be used. The clerk can change the location by either activating the Lookup in the Item field and selecting the same item from a different location, or by activating the Lookup in the Location field and choosing a different location.
Use Default - Lookup Enabled: if you select this option, the default location will be determined by that specified in the Default Location field of the Sales POS Register Codes window on the Misc. tab, even if the clerk selects an item with a different location from the Lookup. However, the sales clerk can select a different location if necessary by activating the Lookup in the Location field and choosing a different location.
Use Default - No Lookup: with this option, only items in the default location can be selected. The default location is determined by the Default Location field of the Sales POS Register Codes window on the Misc. tab. If the clerk activates the Lookup in the Item field, only items in the default location will appear in the list.
Round Price To Decimal 
This setting determines the number of decimal places that will be used in the Price field on the Sales Register window. The stock item price will be rounded to the number of decimal places selected in this box, and then that rounded number will appear in the Price field and will be used to calculate the Extended field value. A number of 0 through 4 can be selected. The Extended field value is always rounded to two decimal places.
Quantity Decimal 
Enter the number of places to the right of the decimal that you want to show on your quantity boxes. This also determines the number of decimal places the clerk will be able to type if typing the unit price during a sale. If your quantities are always whole numbers, choose 0 to print just the whole number. If you sell in quantities no smaller than the one-tenth unit, choose 1 to print the one-tenth place. The allowable range is 0 - 4.
Age Verification
This group of settings is used if Specialty Shop is installed. Specify the age customers must be to purchase tobacco or alcohol products.
Tobacco 
Type the age in the field or use the up and down arrows to indicate the age at which customers are permitted to purchase tobacco products in your state.
Alcohol 
Type the age or use the up and down arrows to indicate the age at which customers are permitted to purchase alcoholic beverages in your state.
Prompt Type
Select the option that corresponds to the type of prompt you want the sales clerk to see.
Prompt Clerk 
If you select this method, when a customer attempts to purchase a product requiring age verification, a window will appear in which the clerk will type the customer’s birthdate. Once the customer’s birthdate has been entered, a message will indicate whether or not they are permitted to purchase the item.
Display for Comparison 
With this option, the date by which a customer must have been born will appear at the bottom of the Sales POS Register window. If the ages for tobacco and alcohol are different in your state, then there will be two dates displayed: one for tobacco and one for alcohol. The clerk can then look at the customer’s identification and compare the birthdate to that displayed in the Sales POS Register window to see if the customer is permitted to purchase the item(s).
None 
Select this option to turn off automated age verification.
 
Published date: 11/22/2021