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.