The Point of Sale (POS) Default settings determine the tasks one can perform from the POS screen in Book4Time. For instance, you can define the receipt settings, returns and refunds, and user authorization requirements when processing payments.
Follow the steps below to customize POS defaults:
- From the main menu, navigate to Admin > System Settings.
- Click POS Settings and select Defaults.
A list of POS default settings appear on the right.
- Complete the POS Preference Setup as follows:
Field Name Description Print Next Appointment On Receipt Select to print the next appointment date on the receipt Allow package refund Select to allow the returns of package and series from the POS Show Tax Detail on Receipt Select to display the tax amounts on the transaction receipt Dollar Value Per Point Enter the redemption value for the customer loyalty points. For example, if 1 point is worth $00.10, then enter 0.10. See Customer Loyalty Points for more details Authenticate User on Payment Select to prompt the user to enter their login ID and password each time a transaction is processed (including customer check out and POS transactions) Hide Commission Before Discount at POS Select to prevent users from selecting the Commission Before Discount flag when applying a discount to a sale. When this feature is enabled (flag is checked), the status of the Commission Before Discount flag defaults to the setting applied in the technician's profile. Email Receipt Select to enable the option to email receipts to guests after a sale or return is processed. User Authorization when Cash out of Balance by $ To verify operators who choose to close a float when the cash is out of balance, enter the dollar value of the imbalance in the field. Automatic Shopping Cart Check Out Select to automatically add suggested products to the check out screen Gift Card Swiping Select to force the user to swipe the gift card during sale, redemption, and balance transfers. The card number can only be manually entered if the user has security rights to do so (see Security for Front Desk for details).
When the checkbox is deselected (unchecked), gift card numbers can be manually entered or swiped
Use mod10 check for Gift Cards Select to allow the system to validate gift cards according to a standard algorithm. Return G.C. Type Select the default G.C. Type that should be issued when processing a return in the form of a gift card.
Note that Book4Time can process returns to a gift card tender type, even when the original tender type used to process the sale is not a gift card.
On Account Owing Select to setup a house account where customers can charge services/product to a house account. This enables the House Account tender type to be used for processing sales even when there is no credit available. Click here to learn more about the House Account feature. Allow expired Package/Series Select to enable the redemption of expired package/series.
Note: When an expired package or series is redeemed, it is treated as a dollar value and can be used toward any service.
Customer Required for POS Select if you need to select the customer's profile to process a transaction in the POS.
If unchecked, the customer's name is not required to complete a POS transaction.
Disable Co-Sale at POS Select to disable split commission in the POS. This means that commission on a transaction cannot be split between two technicians.
When selected, the Split Commission checkbox is no longer available in the POS.
The following image shows the Split Commission checkbox when the Disable Co-Sale at POS is not selected (which means split commission is allowed):
Enable Return of Expired Gift Certificates Select to allow processing returns on gift certificates that are expired Enable Return of Expired Gift Cards Select to allow returns on gift cards that are expired. The guest becomes entitled to the dollar value on the gift card even when expired. Hide GC Expired Date Select to hide the G.C expiry date while selling a gift certificate from the POS screen Disable Auto Print Receipt: Select if you do not want to print receipts automatically when closing a transaction in the POS. When selected, you will need to manually print any receipts. Enable Full Page Receipt Select to enable the ability to be able to print a receipt on a full page. Allow discount on dollar value Gift Certificates Select to discount services being redeemed using a gift certificate that was purchased for a flat dollar value Calculate Tax Before Discount Select to allow Book4Time to calculate taxes before applying a discount to a transaction
- Click Finish.