Sales Register Codes window
Register Codes control activity at the register and sometimes work in conjunction with other codes. You usually need one Register Code for each terminal on which you plan to enter sales. However, in some cases, sales need to be broken down further, such as by shift or by day. Register Codes direct General Ledger posting for cash receipts, payments on account, and overages or shortages.
Register Codes also direct invoice or receipt output to the appropriate printer and designate the format to use with the invoice or receipt form.
Register Codes work in conjunction with
Device Codes to establish communication between the Register and the other hardware devices in the Point of Sale system.
POS Register Code
Enter a Register Code. Register Codes can be up to six letters, numbers, or special characters. For example, RGSTR1 is the code we use for the default register. This code will appear in Lookups and on some reports to identify this register and distinguish it from any others.
Description
Enter a description of up to 50 characters, usually the register’s name or location. This description will appear in Lookups and on some reports, and will further help you identify this register.
Status
This information only appears for Register Codes that have already been created. To the right of the Description field is the Status label, showing the status of the register at this time. The Status possibilities are ACTIVE, INACTIVE, and CLOSED.
• ACTIVE means that there is a Salesperson currently logged onto the register and it is currently in use.
• INACTIVE means that there is no Salesperson currently logged onto the register, but it hasn’t yet been balanced.
• CLOSED means that there is no Salesperson currently logged onto the register, and the register has been balanced.
Salesperson
Enter a default
Salesperson Code. We suggest you assign a default Salesperson Code for all registers and impose limits on the Salesperson Code rather than the register. This way the register is not open without controls when no Salesperson is logged on. The description for the selected Salesperson Code automatically appears to the right of the Salesperson Code.
Opening Cash
If the amount of cash in the register is the same every time it is opened, enter that amount here.
Prompt for Opening
Select the Prompt for Opening check box to have the operator prompted for an opening amount. Leave this check box empty if you open with the same amount of cash each session. If the clerk is prompted for the opening amount, they will have to enter an amount before they can log onto the register.
If you leave the Prompt for Opening check box unchecked, enter the amount of cash with which the register will open each session in the Opening Cash box.
GL Cash Acct.
If Point of Sale is integrated to General Ledger and you are not using the Interface Table, enter the GL Cash Account to use for posting all cash sales. After you select an account, the GL Account description will automatically appear to the right of this field for reference.
If Point of Sale is integrated to General Ledger and you are using the
Interface Table, enter the GL Cash Key to use for posting cash sales.
GL Payment Acct.
If Point of Sale is integrated to General Ledger and you are not using the Interface Table, enter the GL Payment Account to use for posting all customer payments. After you select an account, the GL Account description will automatically appear to the right of this field for reference.
If Point of Sale is integrated to General Ledger and you are using the
Interface Table, enter the GL Payment Key to use for posting customer payments.
GL Over/Short Acct.
If Point of Sale is integrated to General Ledger and you are not using the Interface Table, enter the GL Over/Short Account for posting all register overages/shortages. The description for the selected account automatically appears to the right of the GL Account.
If Point of Sale is integrated to General Ledger and you are using the
Interface Table, enter the GL Over/Short Key to use for posting register overages and shortages.
Default Tax Code
Enter a Default Tax Code to use when this Register Code is used in sales entry. This Tax Code can be overridden at the time of sales entry. This code will only be used as a default for sales to customers with no default
Sales Tax Code, and for sales in which there is no customer selected. The description for the selected Sales Tax Code automatically appears to the right of the Default Tax Code.
If you enforce the use of AvaTax for automated sales tax calculation, this field is hidden.
Sales Department
Enter the
Sales Department to use as a default when this Register Code is used in sales entry. This Sales Department can be overridden at the time of sales entry.
Starting Invoice Number
Enter the Starting Invoice Number for this Register Code.The Starting Invoice Number is used if the
On-Line Invoice Numbering check box is unchecked in Point of Sale Preferences. If you have the
On-Line Invoice Numbering check box selected in
Point of Sale Preferences, the invoice number is updated automatically by the computer as you save your invoices and cannot be changed. If you did not select On-Line Invoice Numbering, then the Invoice number is set at the time the sales entry window opens to a new sale, and the clerk can edit the number (depending on the individual
Salesperson Code rights).
Reset Status Button
If you want to set the register status as Closed, select this button.
Hardware Button
The
Sales Register Code window
Hardware button allows you to select from a list of pre-configured hardware systems and their peripheral devices that have been tested with Denali Sales. By selecting this button you can avoid the process of setting up your devices one at a time in the
Sales Device Codes window.