This box indicates the last sales batch posted.

Select this check box to allow sales to be placed on Hold. Sales on Hold are kept in a global batch file until you retrieve them and either convert them into invoices or delete them. When a sales batch is posted, the Hold sales do not post, but remain in the global batch file.

To purge the Hold batch file, see Purging Hold or Quote Transactions.

Select this check box to activate the Layaway features of the Sales module. If you will be using the Layaway features, define your Layaway Preferences in the Sales Layaway Preferences window.

This option is only enabled if you have Accounts Receivable installed and Sales is integrated to Accounts Receivable. Select this check box if you want credit transactions, such as sales returns, post to Accounts Receivable as unapplied credit memos. This option influences your accounting procedures in the following ways:

This option is only enabled if you have Accounts Receivable installed and Sales is integrated to Accounts Receivable. Select this check box to automatically apply payments on account to the oldest invoice available for that account. If the amount of the payment exceeds the amount of the oldest invoice, the remaining amount applies to the next oldest invoice, and so on, until all of the payment has been applied.

Leave this check box unchecked to manually select the invoices you want to apply payments to in Accounts Receivable.

Select this check box to allow duplicate receipts to print on charge and credit card sales.

You can only use this feature with receipt formats; you cannot print gift receipts with invoice formats. From the drop-down, select how you want gift receipts to print.

The gift receipt uses the same format as your regular register receipt but does not include any dollar amounts.

Specify the security to use for opening the cash drawer.

This check box determines if more items can be sold than are actually in inventory. Select this check box if you want your clerks to be able to sell any amount of an item, regardless of the quantity available and with no warning message. If an item is oversold, the inventory shows a negative on-hand quantity.

If you leave this check box unchecked, you will not be able to oversell an item.

If you open a transaction from Order Entry that includes more quantity than is available, you will be able to oversell those items regardless of your setting here.

If you select this check box, comments entered in the sales entry window will be automatically formatted to use the minimum number of detail lines.

If you don’t select this check box, the comment will appear in the entry window exactly like it does in the Enter Transaction Comments window, but only 50 characters are allowed and any amount over this will be cut off. You can create blank lines in Comment sections by pressing ENTER when you are typing the comment.

Select this check box if you want an increased quantity of an item to be added at the updated price. Leave it unchecked if you want the new quantity to be added at the original price. This function will only be used if the detail line is edited after the original entry.

This option is only available if you have Multi-Location Inventory installed. If you select this check box, the location of the inventory item will appear on the customer’s invoice or receipt.

Select this check box if you want the salesperson on the detail lines to update when the salesperson in the Header section is updated. Leave this check box unchecked if you want the original salesperson to remain on the order, even if another salesperson recalls the transaction.

Select this check box if you want the option to create purchase orders directly from the entry window. If you select this check box, the Create POs button will be enabled on the Options slide-out menu in the entry window.

Select this check box if you want to group purchase orders for the same vendor. When you post, all purchase orders for the same vendor will be merged into one order per register. Purchase orders that are drop shipped will not be grouped.

This is the purchasing buyer for all orders in Point of Sale. If there is a default purchasing buyer in Purchase Order Module Preferences, this field will default to that buyer, but you can change it. If there is no default buyer, use the Lookup to select a buyer. You must enter a buyer here to use this feature.

Select this check box to apply the tax code in the header portion of the transaction screen to each individual line item.

If you leave this check box unchecked, the tax code for each detail line defaults to the Default Tax Code specified in the stock item’s Inventory Code. In the case of a Non-Inventory item, the tax code attached to the non-inventory item will be used.

Select this check box if you want the Tax Code on the detail lines to change if you change the Tax Code in the header section. If you want the Tax Code on the detail lines to remain the same even if the Tax Code in the Header section is changed, leave the check box unchecked.

TSYS® TransPort™ must be installed before you can select it in this window. If you purchased TSYS® Genius™, there is no software to install, but you must enter your setup information in the TSYS Setup window in Controller. Select from these authorization software options: