Sales Section Guide

In the Store Config module, use the search box or the jump to drop-down menu to get you to the Sales section.

(Note: To see images of the drop-down lists, click on the letter in parentheses, for example "Select from the drop-down list (A)". This will bring you to the drop-down list section of this article.)

• Sale ID Prefix (1): Input what you want the Sale Id to say before the sale number, for example POS 96 (This field is required).
• Item ID To Show On Sales Interface (2): Select from the drop-down list (A) what type of item id you want to be included in the item information when using the Sales interface (UPC/EAN/ISBN, Product ID, or Item Id) (This field is required).
• Auto Focus On Item Field When Using Sales/Receivings Interfaces (3): Checking this box will set it up so that whenever you go to the Sales or the PO & Receiving modules, the cursor will automatically focus on the item field search in the Sales or Receivings interface.
• Do Not Allow Sales To Be Edited (4): Check this box to block sales from being edited.
• Capture Internal Notes During Sale (5): Check this box to capture internal notes during a sale. ?????
• Capture Signature For All Sales (6): Check this box to require that a signature is captured for all sales.

• Number of Recent Sales By Customer To Show (7): Select from the drop-down list (B) how many of a customer's most recent sales you want to show in the window that pops-up when clicking on the customer's name in the Sales interface, with options ranging from 10-500.
• Hide Recent Sales For Customer (8): Check this box to disable the window that pops-up showing the recent sales of a customer when clicking on the customer's name in the Sales interface, instead taking you directly to the Update Customer screen under the Customers module. 
• Disable Confirmation For (9): Check one of these boxes to disable the confirmation warning when completing a transaction, either for a Sale transaction or for a Receiving transaction.
• Disable Sale Quick Complete (10): Check this box to disable the ability to complete a sale at the same time as adding payment, making it so that in order to complete a sale, the user must first add payment, then after doing so can complete the sale. Also see How to Take Credit Card Payment and Then Suspend the Sale
• Calculate Average Cost Price From Receivings (11): See Set Up Cost Price Averaging in coreSTORE
• Hide Suspended Receivings In Reports (12): Check this box to hide any suspended receivings when producing a report.

• Track (Payment Type) in Register (13): Check one of these boxes to require an opening amount of that payment type to be input when opening a register, or a closing amount if closing a register. If one of these boxes is checked, a register cannot be opened/closed without inputting an opening/closing amount of that payment type. For example, if your store does not accept checks, you can leave the box that says Track Checks In Register unchecked, and when opening/closing a register it will not require an opening/closing amount of checks to be input.
• Alert When Cash Is Above/Below (14): Input a dollar amount for which you want your coreSTORE to alert you when that amount of cash in the register is above and/or below the dollar amount you input. For example, if you want to be alerted when the register has less than $5, you would input 5 into the below option, and/or if you want to be alerted when the register has more than $500, you would input 500 into the above option.
• Do Not Show Expected Closing Amount When Closing Register (15): Check this box to remove the summary of the payment type amount when opening the register. This summary includes sales, additions, subtractions, and the amount of that payment type that should be in the register when closing the register.
• Disable Giftcard Detection (16): Check this box to prevent your coreSTORE from automatically detecting a card number as a giftcard. ?????

• Always Show Item Grid (17): Check this box to keep the item grid on the Sales and Receiving screens at all times. [Note: If you have (21) checked, that will override this option for the Receiving screen.]
• Hide Out Of Stock Items In Grid (18): Check this box to not include items in the grid that are out of stock.
• Default Type For Grid (19): Select from the drop-down list (C) which item group you want to show automatically in the grid, Categories or Tags.
• Hide Grid Type Option (20): Check this box to hide the option on the Sales screen to choose which item group you want to show in the grid.
• Hide Grid From Receiving Screen (21): Check this box to hide the grid from the Receiving screen.
• Hide Label On Grid Button If There Is An Image (22): Check this box to have your coreSTORE not show the name of an item on the grid button for that item if it has an image.
• Center Text on Grid (23): Check this box to have text centered on the grid button.

• Require Customer For Sale (24): Check this box to require that a customer be selected in order to complete a sale.
• Select Sales Person During Sale (25): Check this box to enable the option to select which sales person is using the register to complete the sale.
• Default Sales Person (26): Select from the drop-down list (D) if you want the Default Sales Person on the Sales screen to be the Logged in employee, or to not have a default sales person (Not set).
• Commission Default Rate (27): Input what you want to be the default commission rate. For example, if you want the default commission rate to be 5%, you would input 5 here (no need to include the % sign because it is already there to the right of the input box).
• Commission Percent Calculation Method (28): Select from the drop-down list (E) if you want the commission to be calculated by either the Selling Price or the Profit of the sale.
• Disable Sale Notifications (29): Check this box to disable sale notifications. ?????
• Confirm Error Messages Using Modal Dialogs (30): Check this box to have the user confirm an action which would result in a possible error. ?????
• Change Sale Date For New Sale (31): Check this box to enable the option to change the sale date when completing a new sale.

• Do NOT Group Items That Are The Same (32): Check this box to not have items that are the same grouped together on the Sales screen.
• Do NOT Allow Items To Be Sold Below Cost Price (33): Check this box to not allow, by default, items to be sold at a price below the cost price. (Note: You are able to override this option for specific items, see How to Override "Do NOT Allow Items to be Sold Below Cost Price?")
• Do Not Allow Out Of Stock Items To Be Sold (34): Check this box to not allow items to be sold that are out of stock.
• Warn User If Item Is Not Available (35): Check this box to have your coreSTORE warn the user if the item they are trying to sell is out of stock/not available.
• Do NOT Allow Variation Items To Be Sold Without Selecting Variation (36): Check this box to not allow an item that has variations to be sold without selecting a variation.
• Edit Item Price If 0 After Adding To Sale (37): Check this box to have the edit item price dialog pop-up as soon as you add an item to a sale that does not have a price.

Drop-Down Lists Index

Back to Option (2)

Back to Option (7)

Back to Option (19)

Back to Option (26)

Back to Option (28)