How do I set up POS Receipt settings?

Set your warehouse, tax rate, default customer, and accounting preferences for POS Receipts.

Go to System Settings

In ERP, navigate to:
Admin Tools → System Settings → System Parameters Setup.

Select the POS section & configure the required POS settings

From the left-hand navigation, click POS to access the specific configuration options for this feature.

You’ll see the following fields:

• Default POS Bank
  Choose the account these transactions will be mapped to in your accounting system (e.g., QuickBooks), or your internal general ledger.

• Default POS Warehouse
  Select which warehouse POS Receipts will pull inventory from. This is often your showroom or main warehouse.

• Default POS Tax Rate
  Choose the default tax rate to apply to POS transactions. You can still override it on individual receipts later.

• Default POS Customer Code
  This is typically set to a generic “Walk-in” customer profile, which allows you to quickly process in-person sales without assigning a specific buyer.

Save and apply changes

Once you’ve entered your settings:

• Click Save.

• Click Yes to confirm.

• Log out and log back in when prompted to apply your new POS settings across ERP.

Tips:

• You must complete these settings before using the POS Receipt screen.

• If you plan to track POS sales separately in accounting, consider creating a unique bank account or GL mapping.

• You can always update these settings later if your process changes.