Options and Defaults

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Enter transaction entry defaults and system controls on this form.

Change receipt method

Select the receipt method that represents the way in which change will be issued to the customer. This allows the change calculation to be subject to rounding.

Tran type for sales

Select the default transaction type for a sale transaction.

Tran type for returns

Select the default transaction type for a return transaction.

Save receipt batches by branch

Select this option to create a different daily receipt batch for each branch, rather than a single daily receipt batch for all branches. This option is useful if a company has one bank account for all branches.

User customer default salesperson

Select this option to default the customer's default salesperson to POS Sales Entry. If this is not selected, the salesperson assigned to the user in POS User Preferences defaults to POS Sales Entry instead.

Allow to purge POS transactions

Select this option to enable access to the POS Purge Transactions process. If you don't select this option, you cannot purge transactions.

Does invoice include tax

Select this option to print the sales invoice total inclusive of tax. If it is not selected, the invoice total displays net of tax.

AR on-line

Select this option to enable POS users full access to view and edit customer details using the POS Customer Maintenance function. The provides the same access as the AR Customer Maintenance form.

If you don't select this option, only a sub-set of customer details is available to view or edit when the POS Customer Maintenance form is opened

If you are using head office/branch function, access to customers would normally be restricted at the branch location, and enabled at the head office location.

IN on-line

Select this option to enable Point of Sale users full access to view and edit inventory item details using the POS Inventory Maintenance function. The provides the same access as the IN Inventory Item Maintenance form. If you don't select this option, only a sub-set of item details is available to view or edit when the Point of Sale Inventory Maintenance form is opened.

Allow notes entry

Select this option to enable users to enter notes in Point of Sale Sales Entry, which print on the header of invoices and receipts.

Allow transaction date change

Select this option to enable transaction date changes on the header of the invoice. You should only select this option for clients with a specific need — for example, for entering takings from a previous night not made at the Point of Sale station.

Displayed quantity unit

Select the number of decimal places you want to retain for the transaction (and print on the invoice) in relation to the inventory line quantity

This does not affect the number of decimal places you can use to enter the quantity, or the number used to calculate the invoice total.

Enable rounding

Select this option to enable rounding in relation to the sales invoice total.

Round to nearest

This is applicable only if the Enable rounding option is selected. Enter the value you want to system to round to when calculating the total.

For example, if the invoice total is $1.23 and this value is 0.05, the total will round to $1.25 if the Rounding factor is set to Up.

Rounding factor

Select one of three pre-defined factors: Closest, Down, Up. This is used with the Round to nearest value to determine the rounded value.

For example, if the invoice total is $2.37, the round to nearest value is 0.05, and the rounding factor is Closest, the value will round to $2.35. If the invoice total is $2.38, the value will round to $2.40.

Enable online EFTPOS

Select this option if you will be using EFTPOS to process transactions.

Service Providers

Greentree integrates with the EFTPOS provider Smartpay. If you need to use a different EFTPOS provider, contact your Greentree consultant.

Greentree's Smartpay interface is compatible with Smartpay S800 terminals within Australia and New Zealand. 

• POS Sales Entry

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