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Setting of POS X

 

Before starting to use the POS X module, which in the PANTHEON program is intended for retail operations, it is necessary to adjust certain settings that enable systematic, fast and easy work with the program. In this chapter, we will introduce how to set setting in POS retail.

Case summary

Sam Student is a warehouse worker in Retail department in the retail store of the company Tecta. Before starting to use the POS X cash register, he wants to edit its basic settings. It will do this with the following steps:

  1. Opening POS settings
  2. Selecting appearance
  3. Selecting External device

1. Opening POS settings

The person responsible wants to define the appearance and reports of the POS cash register. In the main menu he selects Goods | Issue, and the document 3200 - POS retail. Then, he click the button   (Settings) and opens the window POS settings.

And the window POS Settings opens.

2. Selecting appearance

The POS settings are divided into two panels. One of them is Appearance. In the panel Appearance, you can edit the default settings for visible fields, reports, etc.
Responsible person, Sam, want to define visible fields for customer selection.
In this case, we will mark fields: Sell To, Department, Person Responsible, Cost Center.

This fields are visible now on tab Customer in 3200-POS retail.

 

In the next step, the person responsible wants to set the default POS invoice report.

In the panel Reports, the person responsible selects report 857 and the Default printer from the drop-down list.

The alternative option would be to print the invoice to a PDF file. The checkbox may be checked to display a Print preview.

3. Selecting External devices

In the panel External devices, the person responsible sets up the connection to the external devices and selects the POS terminal model.
In this model, from drop-down list, he selects Ingenico. After that, his choice confirms click by button Save .

With this step, it's complete the overview of the main settings of the module POS X.
The person responsible can now create a POS receipt.
 

Hint

Additional POS module settings can be accessed in the menu Settings | POS.

 

 

  

     


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