All system default located in Office > Back Office Settings > Setup Options:

All in One Popup

• When on, this provides a popup in Point of Sale whenever a customer is brought up, showing all current balances, notes, quotes, trip or course reservations, and more.
• When off, this popup must be selected manually from the customer’s profile display to be viewed.

Auto Logout User After Sale

• When on, this will automatically log out the salesperson after each transaction, making sure that the next employee logs in with their own ID for the next sale.
• When off, the system will return to Point of Sale without checking for user ID.

Auto Sell & Close Charters

• When on, you will not need to manually sell each charter (often times daily or multiple times per day) after the trip is complete.

Auto special order

• When on, Point of Sale will assume any out of stock item is being special ordered.
• When off, Point of Sale will ask the user if they’d like to special order, transfer, or adjust an item’s stock.

Bar Code Prefix

• This is the two or three letter code that will appear before system-generated barcodes.

Capitalize Names & Addresses

• When on, all customer name entries will appear in all capital letters: JOHN SMITH

Charter

• When on, you will have access to the charter trip system, if you offer recurring trips.

DOB req. for Travel

• When on, date of birth will be required for any customer to book a trip; the reservation will not allow the user to proceed without it.

Date Format

• Select U.S. or International format: MM/DD/YYYY or DD/MM/YYYY

Default Customer Phone Display

• Select which phone number will show by default in Point of Sale: HOME or CELL

Default Guest Sale

• When on, all transactions will assume that a customer account is not necessary.
• When off, the user will be prompted to select a customer each time.

Default Quick Key Display

• Select your preference for product Quick Keys in Point of Sale: IMAGE or TEXT

Discount Button

• When on, a DISCOUNT button will be available in Point of Sale. This button applies an overall discount to an entire transaction.

Display Customer Country

• When on, the customer’s country will be included in their POS profile display.

Display additional part info in POS

• When on, Point of Sale will include current stock availability in the transaction line for the salesperson.

Enable Guest Sales

• When on, Guest Sale will be an option (absence of customer account info).

Enable Part Number Links

• When on, products will show links to their back end details page when searched for in POS.

Hide Copy From Count In/Out Buttons

• When on, staff must manually enter starting and end of day cash amounts after counting.
• When off, staff can choose to copy from start of day or the previous day’s end of day.

Hide Courses

• When on, the Courses menu will no longer be available in Point of Sale; use if you do not offer courses.

Hide Customer Discount Rate

• When on, the customer’s default price level will not display in Point of Sale.

Hide Drop Down Part Search in POS

• When on, quick search part results will not display in Point of Sale.

Hide Membership

• When on, Memberships will not appear in your inventory menu and memberships will be disabled; use this if you do not offer a membership program.

Hide Price on Barcode Labels

• When on, only part information plus the item’s barcode will print on labels.

Hide Rentals

• When on, the Rental menu will not display and rental options will be hidden; use this if you do not have a rental program.

Hide Store Notes

• Your home POS screen offers Store Notes, which can be used to communicate with staff. When on, this setting will hide that option.

Hide Travel

• When on, the Travel menu will be hidden and all travel options will be disabled; use this if you do not offer group trips.

Hide WorkOrders

• When on, the Work Orders menu will be hidden and all work order options will be disabled; use this if you do not offer repair services.

Hide balance Trip/Charter manifests

• When on, balances will not be included in travel and charter passenger manifests.

Lounge mode/ Tipping mode

• When on, the payment screen will allow you to add a tip in before processing payment (CardConnect users have a separate tip option and do not need this).

POS Change Inventory Status

• When on, an out of stock item will allow the user to change the item to become non-inventoried. (This is a useful option for new stores, but should not be used long term.)

POS Quick Add Item

• When on, a scanned or entered part number that is not found can be added directly from Point of Sale.
• When off, if a part number is not found you must add the item from the Manage Products area.

Print Credit Card Receipt

• When on, a separate card receipt for your customer to sign will print with each card transaction.

Print Date Received in Label

• When on, the date an item was received will be included on its barcode label.

Print cc receipt when email only is ON

• When on, a card receipt will still print even if your invoice settings are set to email only.

Prompt for DOB

• When on, Point of Sale will remind the staff to enter a customer’s date of birth as the customer record is created; this can be bypassed and is only a reminder.

Prompt for Email Address

• When on, Point of Sale will remind the staff to enter a customer’s email address as the customer record is created; this can be bypassed and is only a reminder.

Redirect to Review Invoice

• When on, each transaction will navigate to the Review Invoice page rather than Point of Sale as the transaction is completed and saved.

Require Country for New Customers

• When on, Point of Sale will require a country be selected for all new customers.

Require Quote terms

• When on, all quotes must have terms entered as they are created. When off, terms are optional.

Require package part check

• When on, the user must acknowledge or replace every product within a package before proceeding with the sale.

Running Tabs

• When on, this allows you to move your customer’s open cart to a tab outside of POS.

Set Mailing list flag for New Customers

• When on, all new customers will be added to your main mailing/contact list.

Shared Drawer

• When on, all transactions will be added to a single cash drawer, even if you have multiple physical drawers.

Show Charter Minimum Deposit

• When on, charters will have a minimum deposit option for booking, allowing the remaining balance to be paid later. When off, customers must pay for their options plus tax in full at time of booking.

Show Customer ID in POS

• When on, the customer’s system ID will display as part of their profile in Point of Sale.

Show Package Popup

• When on, packages will automatically show the employee what is included as the package is added to the invoice.

Show Sale Order

• When on, sale orders (layaway) are enabled.

Solr Search

• When on, quick search results throughout the system are faster.

Sort By Customer Details  

• Your selection will determine if quick search results for customers in Point of Sale are alphabetized by first or last name.

Tax Inclusive Bar Code Labels

• When on, barcode labels will print an item’s retail price including sales tax.

Tax inclusive price display

• When on, Point of Sale will display each item’s price including its tax.