POS Settings
Learn how to effectively manage POS settings to ensure sales are processed accurately.
44 articles
- Adding ESCs (Extended Service Contracts)
- Adding Payment Types
- Adding Return Locations
- Adding Rooms in POS Settings
- Assigning Inventory Model Statuses to ESCs
- Building Compensation Plans
- Bulk Categorization of Products
- Configuring POS Scanner Settings
- Create & Manage To-Do Tasks
- Creating an Addendum
- Creating and Editing Locations in POS Settings
- Creating Customer Types
- Creating Default Email Templates in POS Settings
- Creating Default Sales Tags
- Creating Disclaimers in Sales/Service Orders
- Creating Extended Service Contracts in Site Settings
- Creating & Managing Sales Tags
- Customizing ESC Solicitation Durations
- Enabling/Disabling Suggested Price Printing Sales Orders
- ESC Solicitation Settings
- General POS Settings
- How to Use Intake Scripts
- Location Based Status Flagging
- Location Tagging Feature in POS
- Managing Referral Types
- Merging Duplicate Sales Tags
- Sales Tax Setup
- Setting Default Line Item Pricing
- Setting Up Default Pricing in POS
- Setting Up Intake Script Statements and Questions
- Setting up Minimum Deposits
- Setting up Promo Report Periods
- Setting up TSYS Terminals
- Setting up your Delivery Options
- Setting Up Your Parts API Password in Point of Sale Settings
- Show Item Location Status Icon Overview
- Setting up Manufacturer Short Codes
- Creating Custom Finance Plans
- Pricing Set by Customer Type
- Set Up Customer Reviews by Location
- Using AI Compliance Rules
- Dedicated Job Status Tag Type
- Active Locations in POS and Inventory Settings
- Configurable Sender Email for Review Requests