POS Settings

Learn how to effectively manage POS settings to ensure sales are processed accurately.

47 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

Apply Default Pricing Rules

View Available Fields for AI Compliance Analysis

How to Set Up Credit Card Surcharges