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Home Office Controls
Home Office Controls
Access to the following features is transferred to the TransActPOS Home Office application.
The following features are not available (grayed out) within the store's menu system in the TransActPOS MultiStore environment.
Accounts Receivable - Payment on Account
Payments on Account
Payments posted at the Store in a TransActPOS Multi-Store installation
Payments posted at the Home Office in a TransActPOS Multi-Store installation
Reverse payments but ONLY if the payment was taken at home office (payments taken Locally have to be paid out to customer as they create a credit)
Pay out to Customer: paying a credit out to the customer to remove it from their account
Edit invoice header in AR: Manager Screen. (It is recommended to confirm if this has been changed at the local level but it will take a few minutes)
Corporate Customers Printing of Statements
Applying and reversing Credits
Inventory Control
IC > Support Files
Class
Code
Fine
Sub fine
Manufacturer
Seasons
Customer Type
Unit of Measure
AP > Vendor File > Adding a New Vendor
System Resources
Creating User Security Groups
Changing the settings for User Groups
Return Reasons – reasons for a refund (yes/no listing)
Creation of General Ledger Accounts
Creation of General Ledger Sales Link Codes, if used
Adding of States and Countries for addresses
Store Listing – which store is store 1 and which store is store 2
Creation of Customer Terms
Sales Tax (following only)
Customer Tax Types
Locations
Taxable Items Types
Non-Tax Types
Just as an FYI: Tax tables with tax rates are set at the local level to allow different stores to set their own tax rates. This is sometimes the case when the stores are located in different states or if their local tax rate is different.
