Point of Sale Administration

The Point of Sale Administration tab allows administrators and assigned managers to easily edit POS settings. These settings options include setting Invoice Sources, Shipping Methods, Delivery Types, Tax Types, Discount Reasons, Discount Structures, and more. To access the POS Administration tab, go to the Wrench in the top right -> Point of Sale -> select the necessary tab option.

Invoices Sources

Invoice Sources are the origins of your Sale Order such as Walk-in, Phone, Service, and Purchase Order. You can Edit Invoice Sources by: 

1. Clicking the top right Wrench -> Point of Sale -> Invoice Sources
2. Once on the Edit Invoice Sources, click Edit, which is far right of the Invoice Source Line
3. Invoice Sources can be added by clicking the + Icon in the top right, and then typing the Invoice Source in the text box before clicking Save

Shipping Methods

Shipping Methods include all freight types or other ways ordered items get to customers. Examples of Shipping Methods include UPS, FedEx, ground freight, air freight, Stock, and Will Call. Important columns in the Shipping Methods table includes short and long name, Shipping percentages, Min. and Max., Shipping Clerk, Ship-out, and Ship-in. Any disclaimers can be accessed by clicking the three dots in the far right. To edit Shipping Methods,

1. Click Edit, which is far right of the Invoice Source Line
2. Insert the appropriate Short Name and Long Name, Fees, and other information before clicking Save
3. Shipping Methods can be added by clicking the [picture of icon] in the top right, and then inserting all appropriate information before clicking Save

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Delivery Types

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Tax Types

Tax Types are the different kinds of taxes applied to certain transactions. These types may include State Sales Tax, County, Local, or other. To change these Tax Types:

1. Click the Edit, New, or Delete in the far left Column
2. Enter the appropriate Tax Type name, Description, Rate, Cap and other information
3. If the Default is turned to Yes, than these Tax Types will autopopulate for all Sale Orders created for the locations listed for that tax type
   • Does not apply to customers who are categorized as Tax Exempted
   • Exemption status will display next to the Edit Tax Rules when the two-pan tax icon [picture of icon] is clicked on the POS for Tax Exempted customers

Discount Reasons

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Discount Structures

Discount Structures are automatic customer discounts and allow for default discounts to be set on a per customer basis. Users can Edit, Add, or Delete discount structures from this page by clicking the appropriate button. Once Edit or Add is clicked, a pop-up page will prompt ID, Name, Alias, Description and other structure information. Click Save and the changes will be updated on the table.

To assign a discount to a customer, enter the discount on the Discounts text box when editing the Customer dashboard. [See here(Hyperlink to other article)] for more information.

New Customer Reasons

Discount Reasons are the reasons behind the creation of a customer. Whether the customer is a walk-in rental, walk-in parts, or called the store, the Discount Reasons are edited here. Once Edit or Add is clicked, a text box will prompt the Reason, and then click Save to record the Reason to the customer dashboard. But I couldn’t find it in the dashboard??

Edit Salesperson Relationship Types

Customer-Salesperson Relationship Types are the different relationships that the customer has with the dealership. You can edit these relationships by clicking the + icon, as well as the Edit and Delete buttons.

Invoice Payment Types

Invoice Payment Types are the different types of payments which customers and users can choose during check out. These not only, but do include Debit, Credit, Check, Cash, Account etc…  These can be edited are added to by clicking the Edit, Delete or + buttons. To include Invoice Payment Types in the Other tab when adding Payment to a Sales Order, edit the Payment Types and click the Other check box. To see if the Invoice Payment Type is an Item Reference, Groups Transactions, or is Auto Approved, click the three dots in the far right.