The following options relate to the selected company and the characteristics of TransActPOS as a whole.
Print Sales Rep on Invoice Detail
The Sales Rep's login name will be included on the Invoice Detail.
Turn "ON" POS Loop Lock
When this option is checked, the system immediately returns to the Ring Sale screen using the current user and does not require user interaction. With this option unchecked, the system will ask if you want to return to the Main Menu or go back into Ring Sale.
POS Invoice w/ Integrated Grid
The Ring Sale screen will be smaller and display on the right side of the screen with the grid showing on the left.
Turn "ON" Grid Logging
Once an item is selected from the Grid in the Ring Sale screen, the Grid display screen will be displayed again. With this option unchecked, you must click the Grid button again to access the grid.
Turn "Logout" to "Login" on Main Menu
The Logout button on the Main pane of the main menu will be changed to Login.
Automatically Initiate Grid in POS Ring
The item lookup display grid will be displayed when Ring Sale is selected. This is good for a specialized Point of Sale that only sells a few items (rental counter, paint department, etc).
Wildcard Search by adding an Asterisk (*) to end of Item Number
A list of all the items with the matching item numbers or model numbers in the inventory file will be displayed.
Excludes Manufacture Model number from the item lookup
By default, this box is unchecked. This means, when you enter an item’s mfg. model number at the point of sale, the item will be located just based on that number. If you don’t want this to happen, enable this option. You must restart TransActPOS for it to take effect, but once you do and try to enter a model number in Ring Sale, you will receive the following message:
Ring Sale - Display Location instead of Gift To
Checking this box will replace the Gift To column in Ring Sale to Location
Validate Sales Order imported into PO
Selecting this option will make the cashier have to scan each item for validation upon importing a sales order into Ring Sale (before continuing to the payment screen).
Validate Service Ticket imported into PO
Selecting this option will make the cashier have to scan each item for validation upon importing a service ticket into Ring Sale (before continuing to the payment screen).
Refund item - Present invoice list to cashier
Checking this box will allow for an invoice list to be displayed when selecting refund next item and scanning/entering the item number. This list shows the date the invoice was created, the number of the invoice, the payment type, the quantity of items on that particular invoice, how many returns have already been made on that invoice, and the price at the time of invoice. This process is much easier and allows tracking within the customer's file. Click
here for more information.
Refund Menu - Display "Customer Invoices"
Checking this option enables the Customer Invoices button in the Refund Menu.
Shifts close and only count cash and checks
Enabling this option allows for a quick close when the shift is closed. This will only allow you to total the cash (coins and bills) and the number of checks.
Clicking Close will print a small readout report as shown below. After the report prints, the system will ask if you want to reprint the report. If you answer No, the system will continue the close shift process.
Allow shifts to be open multiple days
By default, this option is unchecked. This will prompt the user with a message telling the user that the shift was opened prior to that day and you must close the shift and then begin a new shift to continue.
Flip the order of the cash on Reconciliation
By default, this option is unchecked. Checking this box will cause the reconciliation to begin at pennies and work up to $20 vs. $20 to pennies.
Auto Add Items in TAPDA
Enabling this option will allow someone with a wireless unit to add item UPCs from the ECatalog while working on the adjustments form of TAPDA. With this option unchecked, if you scan a UPC that is in the ECatalog and isn’t in your inventory, you will get an “Item Not Found” message.
| | Note: This option is different to the option found in the ECatalog section of Company Setup “Auto Add Item from ECatalog in POS and TAPDA Inventory Screen.” This Auto Add will only work in the adjustments section of the TAPDA.
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TAPDA Print Label w/UPC
Enabling this option will print the UPC scanned on the label when asked to make the label, even if the UPC scanned was NOT the primary UPC on the item itself.
Inform Customer SO or ST
Selecting this option will bring up a list of all Sales Orders (that have been flagged) and Service Tickets for the customer if Account Charge is selected as the payment type.
Clicking Print List from this list will print a report with these items on it (as seen below).
Clicking OK will continue the payment process.
To flag a Sales Order to appear in this list, simply check the “Flag” box on the Main tab of the Sales Order.
Max. Item $ Refund w/o Manager OK
The value entered here will be the maximum dollar amount allowed for a refund without a manager’s approval. If a cashier issues a refund for more than the value entered, the user will see the following message.
Clicking OK will pop up the login prompt, allowing for a manager to input their credentials to continue the invoice.
Max. Invoice Refund for Cash/Check
Once the value entered in this field is surpassed, the system will not allow refunds via cash or check.
SMARTtill
TaxJar
Tax Jar is a third party application to track and record taxation requirements at a specific location be it in state or out of state.
Additional information to be added.
