POS payment methods

In this instructions, we present you how to manage payment methods in the POSX issue documents.

HINT A POS payment method is any way your customers can pay at a point of sale. Common payment methods include: Cash, credit and debit cards, including tap, chip and swipe.

Case summary Calvin Clerk, from sales department, wants to limit the payments methods because mistakes by choosing wrong way of payment are very offen. In order to avoid this situation the responsible person follows these steps:  POS document type setting Review changes

1.POS document type setting

In order to set limited POS payment methods in POSX issue document the person responsible selects Settings | Program | Document Types in the main menu.

The Document types register window opens.

The person responsible unselect the checkbox All Payment Methods, and clicks on   button where new window for choosing all the available methods is shown.

The responsible person chooses only the payment methods that are used the most by marking the payment methods and finishes the proces by clicking on   button.

The changes for this document are saved by clicking the  button in the toolbar.

WARNING TChanges to the settings must be saved so that they are reflected immediately in the way of working in the company.

2.   Review changes

The responsible person continues by checking the applied settings.

They open the  POSX  issue document and they create issued document.

Hint This is a HINT and should be marked with this icon. If necessary, copy this whole table and add a new hint.

Warning This is a WARNING and should be marked with this icon. If necessary, copy this whole table and add a new warning.