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QBPOS-Help/backups/backup_html_20260109_181155/sysprefs07.htm

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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="MS-HAID" content="Company preferences">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Company Preferences: Sales</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<style type="text/css">
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<style title="hcp" type="text/css">
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font.hcp5 { font-style:italic; }
font.hcp6 { font-family:"Wingdings 2";
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</head>
<body><a name="642b3b9347ca42c9b00b820c00c373fa=2"></a><a name="642b3b9347ca42c9b00b820c00c373fa=1"></a>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Company Preferences: Sales</p>
<p class="Help-Main-Topic-Links"><a href="companyprefs_instructions.htm">Preference Instructions</a> <font color="#C0C0C0">|</font> <a href="../qbpos_recording_sales_and_returns/receiptsoverview.htm">Sales Overview</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">Sales preferences allow you to define various options related to sales transactions. &#160;</p>
<p class="Help-Text">The <span style="font-weight: bold;">Sales</span> page covers the general sales preferences. Other sales preferences are discussed on sub-pages (select a link for instructions).</p>
<p class="Help-Text"><a href="companyprefs_discounts.htm">Discounts</a> define and optionally require manual item discount reasons</p>
<p class="Help-Text"><a href="companyprefs_receiptmessage.htm">Receipt message</a> printed on every sales receipt</p>
<p class="Help-Text"><a href="companyprefs_shipping.htm">Shipping</a> list of shipping providers</p>
<p class="Help-Text"><a href="companyprefs_tendering.htm">Receipt tendering</a> payment options</p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0; font-weight: bold;">&#160;</p>
<p class="Help-Text" style="font-weight: bold;">Sales General</p>
<table cellspacing="0" width="372">
<tr class="hcp1">
<td style="width:37.10%;" bgcolor="#E6E6E6" class="hcp2">
<p class="Help-Text" style="font-weight: bold;">Preference</p>
</td>
<td style="width:62.90%;" bgcolor="#E6E6E6" class="hcp2">
<p class="Help-Text"><font class="hcp3">Function</font></p>
</td>
</tr>
<tr class="hcp1">
<td style="width:37.10%;" class="hcp4">
<p class="Help-Text" style="font-weight: bold;">Order to display full name field</p>
</td>
<td style="width:62.90%;" class="hcp4">
<p class="Help-Text">Choose the order in which to display/print customer names on receipts.</p>
<p class="Help-Text">Example: A record has <font class="hcp5">Sara</font> in the <font class="hcp3">First</font> field, <font class="hcp5">Edward</font> in the <font class="hcp3">Last</font> field, and <font class="hcp5">Ms.</font> in the <font class="hcp3">Title</font> field. If you choose to display the name as last, title, first, Point of Sale will print the name as <font class="hcp5">Edwards, Ms. Sara</font>.</p>
</td>
</tr>
<tr class="hcp1">
<td style="width:37.10%;" class="hcp4">
<p class="Help-Text" style="font-weight: bold;">Require a <a href="../qbpos_recording_sales_and_returns/receipt_promo_codes.htm" style="font-weight: normal;">promotional code</a> entry</p>
</td>
<td style="width:62.90%;" class="hcp4">
<p class="Help-Text"><font face="Wingdings 2" class="hcp6">R</font> <font class="hcp3">=</font> Requires an entry in the <font class="hcp3">Promo Code</font> field on a receipt before payment can be accepted and the document saved. This field facilitates filtering for viewing or reporting purposes.</p>
<p class="Help-Text">(Pro) This also applies to customer orders.</p>
</td>
</tr>
<tr class="hcp1">
<td style="width:37.10%;" class="hcp4">
<p class="Help-Text" style="font-weight: bold;">Require a manual media count for X/Z-Out</p>
</td>
<td style="width:62.90%;" class="hcp4">
<p class="Help-Text"><font face="Wingdings 2" class="hcp6">R</font> <font class="hcp3">=</font> If selected, associates are required to manually count each denomination of currency when running a <a href="../qbpos_end_of_day/xz1114.htm">Z-Out Drawer Count</a> report.</p>
</td>
</tr>
<tr class="hcp1">
<td style="width:37.10%;" class="hcp2">
<p class="Help-Text" style="font-weight: bold;">When printing group item on receipt or customer order <span style="font-weight: normal;">(Pro)</span></p>
</td>
<td style="width:62.90%;" class="hcp2">
<p class="Help-Text">Select to print the <a href="../qbpos_inventory/inv_item_groups.htm">group item</a> price only, the individual component item prices only, or both. Default is to print individual item prices only.</p>
</td>
</tr>
<tr class="hcp1">
<td style="width:37.10%;" class="hcp4">
<p class="Help-Text" style="font-weight: bold;">Open Cash Drawer</p>
</td>
<td style="width:62.90%;" class="hcp4">
<p class="Help-Text"><font face="Wingdings 2" class="hcp6">R</font> <font class="hcp3">=</font> Select the payment types that will open an attached, compatible <a href="../qbpos_workstation_preferences/wsprefs_cashdrawer.htm">cash drawer</a>. Defaults: Cash, Check.</p>
</td>
</tr>
</table>
<p class="Help-Text"><a href="sysprefs07.htm">Return to top</a></p>
<p class="Help-Text">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Text"><a href="../qbpos_basic_procedures/basic_customizelistcolumns.htm">Customizing receipt item list columns</a></p>
<p class="Help-Text"><a href="../qbpos_print_designer/printdesigner_oview.htm">Customizing printed receipts and other documents</a></p>
<p class="Help-Text"><a href="sysprefs04.htm">Company preference: removing unused features</a></p>
<p class="Help-Text"><a href="sysprefsoverview.htm">Company preferences overview</a></p>
</body>
</html>