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POS

Menu Menu: Manage POS / POS Settings
Feature Feature: POS
Editions Editions: Corporate, Store

These settings control the integration with the Kensium POS. The options are:

  • Register

    • The POS register definition that Kensium POS should use when saving sales and other transactions.
  • This register definition should be created in the POS admin tools.

    • Important: the register should be for the exclusive usage by Kensium POS.
  • It’s important to ensure that the register definition is created properly. Kensium POS will use the register definition for:
    – Location and Store settings

    • Customer template to use when creating new customers
      • Default transaction class for any orders created through POS (e.g. checkout)
  • Default Clerk

    • The POS user (or clerk) account to use when saving sales and other transactions.

    • Kensium POS does not use or observe register security settings; this field’s purpose is for POS to supply a valid user in transaction records.

  • Default Customer

    • The POS customer account to use when saving sales and other transactions, when a customer context is not known (e.g. a ‘guest’ customer is placing an order, or a salesperson is creating an order for a guest customer).

    • This customer account should be created in the POS admin tools and Acumatica, if applicable.

    • This customer account is like the “Cash Customer” account used by registers, except that it should be configured for the exclusive use by Kensium POS.

  • Payment Type

    • The POS payment type for payments that are made against orders within Kensium POS.

    • This payment type should be created in the POS admin tools and Acumatica, if applicable.