Configure general options as described below.
Require Login Between Sales - If enabled, the user is automatically logged out of the client after completing a front office transaction, and prompted to log in again.
Allow Sale of Discontinued Item - If enabled, the user can sell a product that has been designated "discontinued."
Use For Recurring Billing Default - Checking this option causes Recurring to be the default selection in the Create E-Pay Account drop-down list on the Credit Card Verification Form during a Make Sale.
Allow E-Pay Credit Card Accounts for purchases - If selected, non-recurring E-Pay credit card accounts can be created and used for purchases during a POS sale.
Delay Promotions Until Complete Sale - If checked, the promotion amount is only displayed on the View Quote and Complete Sale windows.
Delay Taxes Until Complete Sale - f checked, the Tax and Total Due fields are only displayed on the View Quote and Complete Sale windows. Note: The Line Item Taxes permission for Sales Requests and Sales and Returns must be disabled when using this option.
Prompt for Taxable Address - If checked, displays the Select Taxable Address form during a POS Make or Bulk Retail Sale. This field is unchecked by default. Note: This setting is not applicable for Quick Sale or Make Sale Requests.
Require Customer For Returns - If checked, both blind and regular returns require customer information to be entered into the system before a return can be performed.
Require Customer for Blind Returns - If checked, customer information must be captured before a blind return can be entered into the system.
Require Return Reason - If checked, a Return Reason must be selected before a return can be entered into the system.
Suppress Shared Grant Discount Dialog - If selected, the Configure Discount reminder is not displayed upon completion of a sale that includes a Shared Across Selected Services (SASS) grant discount.
Inventory Dashboard Net Sales Display - Determines how the Inventory Dashboard displays the three net sales columns.
In the first field, enter an increment of the selected timeframe to be included in each of the three net sales.columns, for example 1, 2, or 3 (days, weeks, or months).
Select the timeframe of the net sales columns: Day(s), Week(s), or Month(s).
Notes:
If either column is blank, 1 Month of net sales is displayed in each column.
This setting cannot be overridden at the the Region, Franchise, or Store levels.
Inventory Count User - This optional field may contain the name of the person who is responsible for performing the inventory counts at this location. It can be chosen from a drop-down list of those with inventory count permissions.
Inventory Follow-up User - From this drop-down list you can designate a user to perform the follow-up of checking to see if there is negative inventory. (Can be an individual or a group.)
Default Service Type - The type of service that this location defaults to, such as GSM, wireless or prepaid. (It's the service that is triggered by an activation.)
GL Subcode - A number that relates an amount to the specific General Ledger category. It may be used if a provider has two separate companies.
Email Receipt 'From' Address - Enter the from email address.
Email Receipt Subject - Enter the desired text. If one is not entered, the receipt number and/or store location name will be displayed on the receipt by default. Clicking on the link displays the following message regarding the Subject field.
