Options and Defaults

Enter transaction entry defaults and system controls on this form.

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

Change receipt method

Select the receipt method that represents the way in which change is issued to the customer. The change calculation is 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. Select this option if the company has one bank account for all branches.

User customer default salesperson

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

Allow to purge POS transactions

Select this option to enable access to the POS Purge Transactions form. 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 form.

If you don't select this option, you can only view or edit a sub-set of customer details when the POS Customer Maintenance form opens.

Note: If you are using head office/branch function, access to customers is restricted at the branch location, and enabled at the head office location.

IN on-line

Select this option to give Point of Sale users full access to view and edit inventory item details using the POS Inventory Maintenance form. If you don't select this option, users can only view or edit a sub-set of item details when the Point of Sale Inventory Maintenance form opens.

Allow notes entry

Select this option to enable users to enter notes on the POS Sales Entry form, 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 POS station.

Displayed quantity unit

Select the number of decimal places to retain for the transaction (and print on the invoice) about the inventory line quantity.

Note: 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 about the sales invoice total.

Round to nearest

This is applicable only if the Enable rounding option is selected. Enter the value 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 rounds to $2.35. If the invoice total is $2.38, the value rounds to $2.40.

Enable online EFTPOS

Select this option if you are 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.

The Smartpay interface is compatible with Smartpay S800 terminals within Australia and New Zealand.