POS Information 3

The following options relate to the selected company and the characteristics of TransActPOS as a whole.

 

Checking this feature will disable the ability to create an Accounts Receivable account in POS. To create an account this way, you have to go to AR | Customer File | Add.

 

This option allows for custom code to be written to enable an item description to be generated from a properly formatted Item ID.

 

The receipt message printed on each receipt is derived from this memo field.  Receipts are typically printed on a 40-column printer defined within the workstation setup.  The Invoice Message is located within System | Company Setup | Properties | Accounts Receivable.

 

By setting up customer as a zero credit limit account, TransActPOS can track customer purchases even during non-account charge sales.  Having the system prompt the sales clerk and entering the proper customer ID during some portion of the sales process will allow management the opportunity to review a customer's purchase history for even cash sales.  The following selection allows the user to determine when or if this information is collected.

 

Selecting this option will, after asking for the customer, request a purchase order or job if the customer has these items set up within their customer file.

 

TransActPOS allows the default customer lookup on the Find Customer Screen to be set to one of the following:

 

Selecting one of these fields from the Customer Lookup by pick list will set the picked field as the default setting.  In the example below, the default setting is Customer ID, which is highlighted in yellow in the Find Customer Screen.

 

 

 

 The option selected here determines how deep your customer search will look. There are four options to choose from.

 

As mentioned above, selecting A-C will determine how strong you want your search to be. Selecting D will not only get your that strong of a search, but it will also look under any contacts listed under any given customer in your system and yield those in the search results.

 

These radio buttons determine the behavior of the refund screen.

 

When a customer does not have an invoice, refund prices will be automatically calculated according to their normal discounts.

 

This field is for customers who do not have an invoice. The refund price will be set to the lowest price paid within the set amount of days. If 3 is set, the system will look for the lowest price in the last 3 days for the refunded item.

 

This setting controls the maximum item count of a partial item number search before displaying an informational message.

 

 

Displaying over 15,000 items in the above example can take several minutes depending on the speed of your system.

 

Selected buttons will have color instead of just the white buttons.

 

All the user input text boxes will be highlighted in the selected color.

 

None                                                                      Yellow

              

 

Blue                                                                        Red

              

 

The Inventory Ranking Percents are used within System | File Maintenance | Recalculate.  The results of this calculation are seen within the Sales History screen.

 

Checking this box will allow ranking the items based on class.

 

Commission cost will be calculated based on the selected cost basis.

Enter the IP address of the Watcher server. The IP address assigned to the Watcher server should be static.

 

The technical staff at Watcher Products will assist you in the configuration of your surveillance system with TransActPOS.  After entering the correct IP address, the Port Number should be assigned to the workstation to which the surveillance is viewing.  Check "Assigning Workstation Port numbers" within System > Workstation Setup > General tab for more information.