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:

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.

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.

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.

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.

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.

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:

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.

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.

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.

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.

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.

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).

Select this option to turn off automated age verification.