Docs Settings Point of sale settings

Point of sale settings

Turn on the Cash Sale button and choose the customer new cash sales start with.

Overview

Point Of Sale Settings switch on counter sales. With point of sale on, the Scheduler’s header bar shows a Cash Sale button for sales that have no job. You can also pick the customer each new cash sale starts with.

The Point Of Sale Settings page, with the Point Of Sale enabled? switch and the default customer list

The settings

SettingWhat it doesDefault
Point Of Sale enabled?
On or off
Add the Point Of Sale button to the header bar.Off
Point Of Sale default customer
Pick one
The customer to select for new POS jobs/invoices.Not set

Point Of Sale default customer lists your customers, plus - None -.

Step by step: turn on point of sale
  1. Click Settings in the header.
  2. Click Point Of Sale under Feature.
  3. Click the switch beside Point Of Sale enabled?.
  4. Pick a customer for Point Of Sale default customer, if you want one.

Smartworks shows Field updated after each change, and the Cash Sale button appears in the header bar.

See also