Company Preferences: Overview

Preference Instructions | Workstation Preferences

Company preferences are used to configure Point of Sale features to best suit the needs of your business. Company preferences define settings and options that are shared by all Point of Sale workstations and all stores.

From the File menu, select Preferences Company.

Company preferences are split into the following categories. Select a category for specific information about the options on that page:

General | Purchasing
Financial | Receiving
Merchant & Gift Services | Sales
Inventory | Sales tax
Price levels | Customers
Ratings & Trends | Layaways
Sales orders E-mail documents | Work orders Multi-store

Notes:

- Some company preferences are initially configured as you complete the Company Setup but can be directly edited at anytime as your needs change.

- Shared company preferences that affect all stores can be defined at Headquarters only. Store-specific company preferences, such as default payment type, allowed credit card types, default tax location used for sales, and employees and security, are set at each store independently. Learn more.

- Use workstation preferences to define workstation-specific settings, such as attached hardware setup and printing configuration.