Setting up the Point of Sale (POS) Feature

Use these steps to set up a cash drawer, payment types, receipts, and general information to be used with the Point of Sale feature. Setup is usually performed by an administrator or manager.

Set Up Payment Types

To set up various payment types, including Cash, Credit, Check, or On Account:

In the POS Setup form, select the Payment Types tab.
To create a new type, click the New button on the toolbar or select the next available line.
Specify a payment type ID in the Payment Type field.
Select a Transaction Type: Cash, Credit Card, On Account, or Check. The On Account transaction type leaves an open A/R balance for an amount. The other types generate a payment.
Optionally, select Use Credit Card Interface. This field is displayed only if you selected Credit Card as the Transaction Type, and you are a licensed user of the SyteLine Credit Card Interface.
Optionally, specify a Description and Bank Code.
Optionally, specify information about reference fields. For more information, see Reference Fields.
Save the record.
On the General tab, specify a default Payment Type to use for new orders. This value is also used as the default Change payment type for situations where the customer overpays and needs money back.

Set Up General POS Information

To set up information that is used in other POS forms. Most of these selections are optional:

In the POS Setup form, select the General tab.
If you are licensed for SyteLine Service and you want a default SRO template to be used for all POS service orders, specify it here.
Specify the account to use for cash adjustments, if necessary, during End of Day Processing.
Specify the default payment types to use for POS orders and reversals. The cashier can change the default type during order entry. Also if you are licensed for SyteLine Service, you can specify a SyteLine Service payment type.
Specify a prefix to use for customer orders generated from POS.
If you are licensed for SyteLine Service, specify a prefix to use for service orders generated from POS.
If you want the cashier to be logged out of the cash drawer after each transaction, select Automatic Logoff After Each Order.

Set Up the POS Receipt

To set up the text of the receipt that is given to POS customers:

In the POS Setup form, select the General tab.
In the Receipt Text field, specify general text that should be printed on all receipts, for example, "Thank you for shopping with us."
Select the types of system notes, if any, that should be printed on all receipts.
If you want any item serial numbers to be included on the receipt, select Serial Numbers.

Set Up a Cash Drawer

Cash drawers are set up for cashiers to access. Sale transactions, as well as payments, are recorded using the Cash Drawer feature. To set up the Cash Drawer:

In the POS Setup form, select the Cash Drawers tab.
To create a new drawer, click the New button on the toolbar or select the next available line.
Specify an ID in the Drawer field.
Save the record.
Specify the Order Type. If you want POS transactions to create customer orders as they are processed, specify CO. If you are a licensed SyteLine Service user and if you want POS orders to create service orders, specify SRO. Multiple drawers can be set up to support new sales processed as customer orders and service sales processed as service orders.
Optionally, specify a Description, Terms Code, and Warehouse.
Optionally, if you are licensed for SyteLine Service, specify the SRO template to use.
NOTE: Any changes to the SRO Template field do not affect cash drawers that are set up with Customer Order as the order type.
Save the record again. The User Name, Checkout Date, and Starting Balance fields (and the Partner field for an SRO type drawer) are only enabled when the drawer is checked out.

Set up POS Information for Rentals

To set up Point of Sale for use with service contract rentals if you are licensed for SyteLine Service: