By default, POSitive assumes that you will be using Cash, Checks, Credit Cards and Store Account for tendering invoices. You may also want to use Coupons, both your own and those from manufacturers, and sell, recharge, and redeem Gift Cards or certificates. POSitive can also tender an invoice with foreign currency.
MANAGERS: Advance Setup
Normally there is no Advance Setup required. However, you may want to review the following.
1) Maintenance: Definitions: Tender Definitions and remove tender types which you will not be using in your store such as Store Account and Finance Company. You may choose to re-sequence the options. If you only accept credit cards, then move it to the top.
2) Consider two options affecting the Invoice Tender screen. Maintenance: System Setup: System Setup: Transactions
Under Invoicing tab: "Automatically Add Decimal Point When Entering Tender" Details
Automatically Add Decimal Point - When Entering Quantity/Price/Tender (Register Style Mode Only)
| • | If checked, whatever number is entered will automatically assume 2 decimal places. |
| • | PROS/CONS - this is not always a desirable setting, especially if you intend to change quantities. |
| • | If unchecked, (recommended) you can enter full integers without using a decimal, but any fractional amounts need you to type the decimal place. |
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Under Tender tab "Tender Screen Always In Edit Mode" Details
Tender Screen Always In Edit Mode - When completing an invoice the Tender screen will not fill in the tender amount when pressing the Enter key.
| • | If checked, you will be expected to enter the amount of tender from the keyboard. This is especially useful if you typically handle cash transactions and are always making change. |
| • | If unchecked, pressing Enter will fill in the exact amount of the invoice. This is especially useful if the customer typically pays by check or charge card. One extra keystroke is required for tendering payments in cash. |
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3) If you plan to accept foreign currency as tender, for additional setup information see Foreign Currency.
THINGS TO DO, to simplify invoicing
| • | remove unwanted tender types such as credit cards which will not be honored. (see Tender Definitions) |
| • | (optional) activate Food Stamps option (see Food Stamps) |
THINGS TO UNDERSTAND
| • | How payments made on open layaways, orders, service orders, and internet orders are handled as Deposits. (see Deposits) |
| • | How to tender an invoice with multiple individuals wanting to make separate payments by credit card or check (see Invoice Tender) |
