This topic provides definitions for the Point of Sale (POS) options in the Options Configuration window. To find a definition for a particular option, click the appropriate option in the alphabetical list below. When you are finished viewing a definition, click the Back button at the top of this window to return to the list.
Acceptable approval message for gift card processing (1-10)
Access Order/Transfer Code? (Y/N)
Accumulate and Print cash drawer totals on receipt printer
Activity limit for customer to be included in Offline Database Refresh
Add/Change 1st User Defined Header Code
Add/Change 2nd User Defined Header Code
Add/Change 3rd User Defined Header Code
Add/Change 4th User Defined Header Code
Add/Change user-defined price override reason codes
Additional fields to include in POS Customer QuickAdd
Adv S/O Default PO to BUYER to place item on Buyer's List
Allow all windows fonts in Enhanced Forms and Flex-Labels
Allow an item marked as non-returnable to be returned with a M/O
Allow cash back if loyalty coupon(s) exceed purchases
Allow change of customers/jobs in POS
Allow double-click in posting grid to invoke item change
Allow loyalty account in all stores even if "Cross Store Charges" = No
Allow payment by credit cards on non-credit authorization terminals?
Allow quick add of customers/jobs in POS
Allow UPC capture on Keep Stock = No SKU's
Alternate Journal # Usage (Y/N/D)
Alternate tender allow cash back?
Alternate tender available on credit transaction?
Alternate tender available on Order/Special Order trx?
Alternate tender available on sale transaction
Alternate tender general ledger account
Alternate tender max amount without mgr. override
Alternate tender open cash drawer
Alternate term to use for Bag/Bucket Sale
Append Special Order Items to specific Purchase Order(s) Now? Prompt
Apply CPP pricing to Keep Prices = No items
Apply Discounts to Discounted Items Terms? (Y/N)
Apply Discounts to Discounted Items Trade? (Y/N)
Apply Discounts to Give Immediate Discount? (Y/N)
Apply Discounts to Millwork Assemblies Terms? (Y/N)
Apply Discounts to Millwork Assemblies Trade? (Y/N)
Apply Discounts to Non Discountable Items? (Y/N)
Apply Discounts to Open Quote Items Terms? (Y/N)
Apply Discounts to Open Quote Items Trade? (Y/N)
Apply Discounts to Pricing Matrix Items Terms? (Y/N)
Apply Discounts to Pricing Matrix Items Trade? (Y/N)
Apply Discounts to Promo Items Terms? (Y/N)
Apply Discounts to Promotion Items Trade? (Y/N)
Apply Discounts to Qty Break Items Terms? (Y/N)
Apply Discounts to Qty Break Items Trade? (Y/N)
Apply Discounts to Tax Amount? (Y/N)
Apply MSU discount to customer best price that is less than retail
Assign Invoice/Journal # to ROA? (I/J)
Automatic description lookup from item (Sku) field
Automatically complete invoicing order when total due is .00
Automatically print Flex-Labels for special orders/non-stocks
Backorder Pick Tickets print on the terminal's Order printer
Bankcard-Maximum Amount on a Sale Without M/O
Bankcard G/L account for American Express transactions
Bankcard G/L account for Diner's Club & Carte Blanche
Bankcard G/L account for Discover Card transactions
Bankcard G/L account for Mastercard transactions
Bankcard G/L account for Visa transactions
Bankcard G/L account number for private label
Beginning Invoice Number 6 digits
Build reverse sort name in Customer QuickAdd
Buyer's List to display items on orders in-process
Calculate due dates on unapplied credits same as invoices
Calculate Terms Discount on Deposits
Cash-Maximum amount on a sale without M/O
Cash Refund - Maximum amount without a M/O
Change customer when entering loyalty # at end of transaction
Change item to non-taxable when tax code from tax override plan is 0%
Change salesperson when item is returned?
Check-Maximum amount on a sale without M/O
Check for customer's open orders or quotes at start of new transaction
Check maximum amt. in cash back without mgr override
Check Quantity Insufficient on Special Orders
Check the balance of stored In-Store Gift Card
Clear the credit tax amount when HHC subtotal is zero or positive
Copy customer name into auth to charge name in Customer QuickAdd
CPP Down from retail applies to promotion price
Credit Card Receipt Message Line 1
Credit Card Receipt Message Line 1a
Credit Card Receipt Message Line 2
Credit Card Receipt Message Line 2a
Credit Card Receipt Message Line 3
Credit Card Receipt Message Line 3a
Cross Store Charges Allowed? (Y/N/W)
Customer Display Attached to VDT
Customer Display Message line 1
Customer Display Message Line 2
Customers for Lowest Price on returns w/o original receipt/credit card
Default answer for "Add S/O Item to Inventory" Prompt
Default answer for "Print Invoice" prompt on cash sale
Default Check Guarantee? (A/D/N)
Default Criteria for Purging Cash Customer Trxs
Default Criteria for Purging Charge Customer Trxs
Default Criteria for Purging Deleted Customer Trxs.
Default Criteria for Purging Special SKUS
Default days for Estimate Expiration Date
Default Flex-Label for POS/Order Entry
Default Flex-Label for shipping
Default for Estimate Archive flag
Default for PO# when reserving PO for special order item
Default PinPad device to debit mode
Default printer for Central Distribution or Stock Transfer Balancing Transfer
Default store for Auto-Transfer's 'From Store'
Default vendor for backorders on Buyer's List
Department used to track Buyout activity
Department used to track Direct Ship activity
Directory that contains third party transaction import files
Disallow Transaction Reversal on a transaction over this # of days old
Display After Barcode Scan? (D/L/Y/N)
Display Bid Quantity in the Committed Qty hyperlink
Display Customer Balances? (Y/N/R)
Display Customer Credit Card List only on Protobase enabled terminals
Display Document Printing Message in POS?
Display email address in POS Customer Details Window
Display Extended Description Window for Items or Customer
Display item's cost as asterisks in POS posting area?
Display Matrix Pricing? (Y/N/B)
Display phone # in POS Customer Details Window
Display Post Freight prompt automatically when invoicing
Display Qty NA Warning Message
Display Suspended Transactions on POS Signon
Display Total Quantity Available in Alternate Item Dialog at POS?
Display Transfer From To Window in POS
Do you want GPO to commit available Show PO quantity to customer orders
Does pinpad ask for verification of amount prior to sending auth request
Does Prompt for Customer Info in POS apply to all customer types
Does the receipt for a Suspended sale print the items?
Does this POS station have a physical cash drawer
Does this store give Quantity Break Prices
Dynamic Promotions - Limit Totals Based Promotions to One
Dynamic Promotions - Use Alternate Calculation for Type 7
Email Address used by Job Accounts
Enable re-display of adjusted pricing on checkout's consumer display
Estimate - Default Special Instructions line 1
Estimate - Default Special Instructions line 2
Estimates – Use ’established’ price on subsequent posting of same item
Expired Resale Code/Tax Exempt No. Action
Field Label for 1st Header Code in Shipping Options Dialog
Field Label for 2nd Header Code in Shipping Options Dialog
Field Label for 1st user in Shipping Options dialog
Field Label for 2nd Header Code in Shipping Options Dialog
Field Label for 2nd user in Shipping Options dialog
Field Label for 3rd Header Code in Shipping Options Dialog
Field Label for 3rd user in Shipping Options dialog
Field Label for 4th Header Code in Shipping Options Dialog
Field Label for 4th user in Shipping Options dialog
Finalize on remote signature capture?
Flex-Label for special order/non-stock items
Force Gift/Cash Card activation
Format for tax breakdowns on POS receipts
Format of the invoice’s Mfg Part #/UPC line
Format of the item information's 'simplified' display?
Gift/Cash Card activation maximum amount
Gift/Cash Card activation minimum amount
Gift/Cash Card cash-out maximum without M/O
Gift/Cash Card - print amount remaining on POS receipts/invoices
Grace Period for expired resale code/tax exempt number
Have Ctrl-P Prompt for Raincheck
Immediately Post when item's UPC is scanned?
In Open Order Viewer, Show Item Thumbnail
In-Store Gift Card description for receipts
Include "Save and print added items" on the Finish Order menu
Include Credit Card Lookup in POS's Reprint, View, Fax, or Email
Include store name on pre-printed laser forms for Email
Include store name on pre-printed laser forms for Fax
Included Backorder Quantity in MSU comment line
Invoice prints Mfg Part/UPC line on Estimates, Orders, Special Orders
Invoice prints Mfg Part/UPC line on Sales/Credits
Invoice prints Mfg Part/UPC line on Transfers
Item cost/GP% in WinPOS displays readable
Item information's display cycle includes take down
Launch QuickRecall with 'Details' defaulted to checked?
Layaway - Default Special Instructions line 1
Layaway - Default Special Instructions line 2
Layaway Payment - 1st tier percentage
Layaway Payment - 1st tier upper limit
Layaway Payment - 2nd tier percentage
Layaway Payment - 2nd tier upper limit
Layaway Payment - final tier percentage
Layaway sales - monthly sales units to update
Mark <Ctrl+O> Priced Items as Discounted? (Y/N)
Millwork Document Print Mode? (A/E/F)
Millwork Door Source (D/I/M/S)
Millwork Non-Stock General SKU
Millwork Pricing Method (C/D/G/L/M/S)
Millwork Print Special Records?
Millwork Use Component Defaults
Millwork Window Source (D/I/M/S)
Minimum amount for issuing a store voucher
Minimum amount for manually entered credit card liability notification
Minimum Amount to prompt for Signature on credit card approvals
Minimum GP% for item to qualify for terms discount
Minimum GP% when price and/or cost manually entered
MPS printer number for special order/non-stock Flex-Labels
MSU specific price is always the Best Price
Non-printing comment identifier
Note to use for POS receipt footer message
Note/Text to use for POS Loading Ticket Receipt
Number of breakpoints allowed in the Product Analysis Report
Number of Detail Lines to Print
Number of prior selling prices to show in POS
Offline Database Refresh Exclusions
On suspended accounts allow estimates to be created/modified
On Transfers Update Committed Qty
On Transfers Update Inv. Cost at To Store?
On Transfers Update Qty on Order?
Open cash drawer detection enabled on system
Open Cash Drawer for Credit Cards?
Order - Default Special Instructions line 1
Order - Default Special Instructions line 2
Order Header Code Used as Order Status
Page Break on Location for Orders
Pass Direct Ship info from sales order to P.O. ?
POS Customer Message used by Job Accounts
POS Display uses NEX attributes
POS Order Viewer – Do exact match on Short ID lookup
Post item(s) as non-taxable when item level tax code's rate is 0%?
Post returns with current or original cost?
POS timeout for automatic return to Clerk
Pricing Codes can be entered in Price field
Print 1st Customer Heading on line
Print a separate Store Voucher Receipt on a Refund/Re-issue
Print a store copy receipt for debit card
Print a store copy receipt for returns
Print Audit Line on Receipt Printer?
Print BOM components on receipts
Print cash account's name on invoice when no address
Print Cash Tendered Line on Receipt Printer?
Print Change Line on Receipt Printer?
Print Charge Customer on Receipt Printer?
Print clerk's name on POS receipts
Print composite tax breakdowns on POS documents
Print Cost & GP% on Store Copy of Invoice
Print defective return receipt for item returned/exchanged as defective
Print Detail Line Column Header? (Y/N)
Print Document Barcode On 40 Column Receipt
Print full Credit Card Number/Exp Date on Store Receipt?
Print invoice # on offline invoices
Print Invoice Terms Discount Readable?
Print invoice when non-taxable item sold to cash customer
Print Invoice with Store Name (Y/N/E)
Print Invoiced Order on Receipt Printer? (Y/N/P)
Print Invoices Invoice Spacing? (1-3)
Print Invoices Promo/Discount Percent?
Print Invoices with Description?
Print Invoices with Kits Expanded? (Y/N/U)
Print Invoices with Phone Number? (A/O/N)
Print Loading Ticket for Returns
Print Lumber Type Totals on Invoice
Print name of store order created in when invoicing from another store
Print Orders and Special Orders to the receipt printer
Print Pick Ticket for Backordered Items
Print Prices on Estimates? (Y/N/E)
Print Pricing Mil Digit? (Y/N)
Print Promo Message Lines on Invoice
Print Promo Message Lines on Receipt?
Print QRPRINT using Enhanced Forms
Print resale code (tax exempt number) on receipts and invoices
Print Savings Line on Receipt Printer?
Print sequence for bankcard receipts
Print Shop Order with/without Prices
Print Store Address on Receipt
Print store copy receipt for bankcards or gift card activations
Print Store Name Line on Receipt Printer?
Print store number next to document # on invoices and receipts
Print Store Receipt for Charge?
Print tax breakdowns on POS documents
Print "Total Items" count on customer receipt
Print transaction totals on receipts in both currencies?
Printing preference for POS Comments
Private Label Card Plan Code field1
Private Label Card Plan Code field2
Promo discount percentage threshold
Promo Message Line 1 (chars. 1-32)
Promo Message Line 1 (chars. 33-40)
Promo Message Line 2 (chars. 1-32)
Promo Message Line 2 (chars. 33-40)
Prompt clerk if Reserved PO should be used for other Special Orders
Prompt clerk to reprice status R transfers when recalled
Prompt for loyalty ID at 'end' should display when
Prompt for Order Status Change?
Prompt for price override reason?
Prompt if internal comments should print when using Save and Print
Prompt the clerk for a purchase order number when using RSRV
Prompt to email invoices/credits?
Purge Deleted Transactions Immediately?
Quantity to record as lost sale when order quantity changed
QuickRecall number of years to keep charge customer transactions
QuickRecall number of years to keep Special SKUs transactions
Reason to print on receipt for No Signature Required
Recalculate Average Cost after a return
Recalculate cost Keep Prices=N items when price changed
Receipt Coupon Message - Line 1 (Chars. 1-32)
Receipt Coupon Message - Line 1 (Chars. 33-40)
Receipt Coupon Message - Line 2 (Chars. 1-32)
Receipt Coupon Message - Line 2 (Chars. 33-40)
Receipt Coupon Message - Line 3 (Chars. 1-32)
Receipt Coupon Message - Line 3 (Chars. 33-40)
Receipt Coupon Message - Line 4 (Chars. 1-32)
Receipt Coupon Message - Line 4 (Chars. 33-40)
Receipt Coupon Message - Line 5 (Chars. 1-32)
Receipt Coupon Message - Line 5 (Chars. 33-40)
Receipt Header Message - Line 1 (Chars. 1-32)
Receipt Header Message - Line 1 (Chars. 33-40)
Receipt Header Message - Line 2 (Chars. 1-32)
Receipt Header Message - Line 2 (Chars. 33-40)
Receipt Store Copy Line _ (Characters _ to_)
Receipt Store Voucher Line _ (Characters _to_)
Receipt Top Header Message (Chars. 1-32)
Receipt Top Header Message (Chars. 33-40)
Receipt Trailer Message - Line 1 (Chars. 1-32)
Receipt Trailer Message - Line 1 (Chars. 33-40)
Receipt Trailer Message - Line 2 (Chars. 1-32)
Receipt Trailer Message - Line 2 (Chars. 33-40)
Record special ordered stock items as unusual usage
Recover abnormally terminated sales/credit memos WinPOS Startup
Register Daily Activity Separately
Reprice credit items when transaction is repriced
Repricing a transaction checks for price < cost
Reprint invoices from QuickRecall to receipt printer
Require cash customer information on a Return
Require Charge Authorization? (Y/N/S)
Require COD when Charge Not Allowed?
Require entry of driver's license for checks this amount and over
Require specific fields when adding an account using Customer QuickAdd
Require zip code (or other information) for cash customers
Required fields in POS Cash Customer Information window
Restrict change of Transfer's status to appropriate store?
Restrict modifying or invoicing an order selected for Batch Invoicing
Return to clerk signon after opening the cash drawer
Return to Header Screen after Each POS Trx.
Rounding rule for prices calculated by POS
S/O - Default PO# to RSRV on Special Orders
Search Catalog at POS? (Y/N/S)
Set BOM Component Print flag to Not Printed when posting component with zero quantity
Should change in order quantity be recorded as lost sales?
Show expanded customer balances in the customer Detail dialog
Show only the serial numbers for this store when selling a serialized item
Show Total Items count on POS Totals Screen
Signature Capture - Print a store copy receipt for charge
Signature Capture - Require signature for Tax Exemption
Signature Capture - Require signature on a bankcard return
Smart POS item lookup by SKU, UPC, Mfg Part #
Special Order - Default Special Instructions line 1
Special Order - Default Special Instructions line 2
Start with Cursor in QTY Field
Store Voucher required on a POS Refund
Suggested Price to Print? (L/M/R/P)
Suppress watermark on reprinted invoices
Tally 2 Component Print Format
Tax Exemption - Always print an invoice?
Tax Exemption - Applies to what items?
Tax Exemption - Applies to which customers?
Tax Exemption - Receipt/Invoice text line
Tax Exemption - Signature Pad text line
Tax Exemption - Specific Tax code
Tax Exemption - Use Code position to identify what items
Tax Exemption - Use Code value to identify what items
Tax Exemption - When to capture signature on Orders
Term to use for Bag/Bucket Sale
Terminal's Estimate Print Sequence
Terminal's Estimate Printer Number
Terminal's Estimate Printer Type
Terminal's Invoice Print Sequence
Terminal's Invoice Print Suggested Price/Location
Terminal's Invoice Printer Number
Terminal's Invoice Printer Type
Terminal's Order Print Sequence
Terminal's Order Print Suggested Price/Location
Terminal's Order Printer Number
Terminal's Receipt Print Sequence
Terminal's Receipt Print Suggested Price/Location
Terminal's Receipt Printer Number
Terminal's Receipt Printer Type
Terminal's Transfer Print Sequence
Terminal's Transfer Printer Number
Terminal's Transfer Printer Type
This store posts Sells With that are an environmental fee
Timeout (minutes) for release of a transaction stuck in 'printing' state
Total number of lines per page
Trade discount percentage threshold (line items and entire trx)
Transaction types with 100% deposit that allow edits which change total
Treat IMU cost of .001 as .00 when selling item in POS
Update Committed Quantity immediately
Update Inv. Sales History at From-Store? (Y/I/N/U)
Update Purchase History at From-Store?
Update Purchase History at To-Store?
Update special order item cost when cost is changed in MPO
Update store order was created in when invoicing from another store
URL in POS posting area's Additional Information dialog
Use card bin ranges to determine credit card type
Use Code position for skus that require opening cash drawer
Use Code value for skus that require opening cash drawer
Use consolidated format on RDI
Use Current Cost When Invoicing?
Use Options instead of POS-Tools-Options Deposit and Special Order tabs
Use Order Number with Invoicing?
Use Pricing Unit of Measure to Compute Price?
Use Retail Price in Best Pricing?
Users can see inv. qty in E-Contractor
Valid Credit Cards American Express?
Valid Credit Cards Diners Club/Carte Blanche
Valid Credit Cards Discover/Novus?
Valid Credit Cards Mastercard?
Valid Credit Cards Other Credit Cards
Warn if invoicing special order with items which haven't been received
What actions does security bits 565/566 control?
What does security bit 543 = No mean?
What does security bit 578 = No mean?
When to give price less than cost warning