General settings controlling operations
• | Set This Station To Your Default - Each workstation (computer) must have its own station number. By checking this box, the computer you are using now will operate according to the settings of this station. You will need to exit POSitive before the changes take effect. |
• | Opening Balance - The amount shown here is the current cash in the drawer to be used for making change. As you balance the cash drawer and opt to leave cash in the drawer to be carried over to the next day, the amount selected will be displayed here. This value cannot be edited. |
• | This Station Number - POSitive generates the station number when you choose to add a workstation. This number cannot be edited. |
• | Station Name - You may name this station to reflect the location or the user of the station: Front Register, Bobs Desk, etc. |
• | Collect Tender At Station - If this computer station will be making sales transactions and will be balancing its own cash drawer, this number should match the station number above. |
If you are running a network, this option allows you to process invoices at this station, but assign a different station or cash drawer for keeping the money. Indicate the station number where the money will be kept. When the cash drawer of the other station is balanced, the transactions made at this station will be included. This option is used to help you in balancing your cash drawer(s).
• | Wallpaper - The background in POSitive can be set to whatever picture or pattern you would like. Use the browse button to find your graphic file. Choose to either Tile (places multiple copies on screen) or Center the graphic. And then use the Set button to confirm the selection. |
• | Use Touch-Screen Interface for Login - (leave unchecked until you have completed the Touchscreen setups) When this station starts to run POSitive it will open the touchscreen login for sales ID and password. |
Divisions
Leave these settings as they are unless you have defined divisions under Maintenance: Company: Divisions; then you will have additional options.
• | Assign Transactions from this Station to Company Division - This will be set to Retail automatically if you have not created any Divisions under the Company Information screen. (See Divisions) |
• | Pricing From this Station - Choose "Use Customer Price Level" - Only if this station is doing work as a specialized Division would you consider using any other price level listed. |
When Logging Out
For security purposes, when you are finished working with POSitive, you should logout. This will require the next employee to log in and POSitive will then limit that employee's activity and view to pre-authorized settings.
• | Prompt To Logout Securely Or To Switch Users - the open windows will still be visible |
• | Execute A Secure Logout (No Prompt) - no open windows are displayed. |
When Opening Screens
Maximizing an invoice, layaway, order, screen makes the transaction fill the entire computer screen, thereby placing the focus on the transaction. If it is left unchecked, the transaction will be opened as a smaller window. Select options as desired.
• | Open Service Orders Maximized |
• | Open Internet Orders Maximized |
Streamlined POSitive
Do Not Show POSitive Menu Bar - (WARNING Special Use Only - Misuse of this option could lock you out of the program permanently!)
This setting is designed for a dedicated sales station which will do nothing more than create invoices, layaways and other pending transactions. POSitive will not display the master menus on screen. Immediately launches prompt for a new transaction.
If this station needs more access, then choose File: Station Settings and perhaps uncheck this option.
WARNING: before implementing this switch, be sure that you have additional stations defined which are not using the switch and that a special password will get you into another station if needed.