POS

Menu: Manage POS / POS Settings

Feature: POS

Editions: Corporate, Store

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

• Register

  • The POS register definition that Fusion 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 Fusion POS.

• It’s important to ensure that the register definition is created properly. Fusion 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.

  • Fusion 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 Fusion POS.

• Payment Type

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

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