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POS Settings

The Point of Sale (POS) Settings section allows system administrators to configure and manage all POS-related functionalities in Centric System. These settings ensure that sales operations, payments, accounting entries, receipts, and customer support integrations are properly aligned with the business requirements.

This documentation provides a detailed explanation of each subsection available under POS settings.

General​

Overview​

The General tab under POS settings defines numbering formats, device registration, and basic cashier permissions for Point of Sale operations. This ensures transactions are uniquely numbered, linked to a terminal, and controlled according to business rules.

General Screenshot

How to Access​

  1. From the left navigation menu, select Settings.
  2. Click on POS.
  3. Choose the General tab.

Detailed Sections​

  • Number Prefix → Prefix applied to POS invoice numbers to distinguish them from other transactions. Example: POS-.
  • Number Digit → Sets the number of digits for invoice numbers. The system pads numbers with zeros if needed. Example: 4 results in POS-0001.
  • Number Next → Defines the next sequential number that will be used. Example: 1001.
  • POS Serial Number → Registers the POS terminal with a unique serial identifier for device tracking. Example: SN-A1B2C3.
  • Guest Customer ID → Assigns a default customer for walk-in or guest sales. Example: Guest Customer.
  • Pending Order Time Limit → Sets the time limit (in hours) after which pending orders will automatically be cancelled. Example: 24.
  • Use Barcode Scanner → Allows scanning items directly into the POS system.
  • Enable Soft POS → Activates software-based POS functionality without physical terminals.
  • Validate Managers Access → Requires manager confirmation for protected actions.
  • Warehouse Tracking Login → Ensures warehouse activities are logged when using POS.
  • Display Warehouses Cash Register → Displays warehouse registers for monitoring cash activity.

Final Step​

Click Save to confirm changes. All new POS transactions will reflect these updated settings.

Payment​

Overview​

The Payment tab configures how payment methods link with accounting records and defines permissions for cashier operations.

Payment Screenshot

How to Access​

  1. From the left navigation menu, select Settings.
  2. Click on POS.
  3. Choose the Payment tab.

Detailed Sections​

  • Cash Account Id → Selects the ledger account used for cash receipts. Example: acc1.
  • Cash Payment Method → Defines how cash transactions are recorded. Example: Cash.
  • Card Account Id → Selects the ledger account for card payments. Example: acc1.
  • Card Payment Method → Sets the method used for card-based transactions. Example: Bank Transfer.
  • Bank Transfer Accounts Id → Ledger account for transfer payments. Example: acc1.
  • Payment Transfer Method → Specifies the type of payment method linked with transfers. Example: Cash.
  • StcPay Client Code → Enables StcPay integration using a unique code. Example: 7200203349778888.
  • Allow Cashier to Override Sale Price in POS → Determines if cashiers can manually adjust sale prices. Example: Enabled or Disabled.

Final Step​

Click Save to apply. All future POS payments will post according to the configured accounts and methods.

Accounting​

Overview​

The Accounting tab manages how POS transactions integrate with the financial system by defining posting categories.

Accounting Screenshot

How to Access​

  1. From the left navigation menu, select Settings.
  2. Click on POS.
  3. Choose the Accounting tab.

Detailed Sections​

  • Sale Category ID → Determines which category POS sales will be posted under in the ledger. Example: 2511.
  • Change Category ID → Defines the accounting category for cash change given back to customers. Example: Change Points of Sale.

Final Step​

Click Save to confirm. All POS sales and changes will now be reflected under the assigned accounting categories.

Receipt Printer​

Overview​

The Receipt Printer tab configures how receipts are generated and printed for customers.

Receipt Printer Screenshot

How to Access​

  1. From the left navigation menu, select Settings.
  2. Click on POS.
  3. Choose the Receipt Printer tab.

Detailed Sections​

  • Printer Paper Size → Selects the paper roll size for receipts. Example: 80mm (3 1/8").
  • Show Logo in Receipt → Prints the company logo at the top of the receipt.
  • Use Paper Cutter → Automatically cuts receipts if the printer supports it.
  • Display Customer Name → Prints the customer’s name on receipts when available.
  • Display Customer Address → Adds the customer’s address to receipts.
  • Display Customer Tax Number → Prints the customer’s VAT/Tax number if provided.
  • List Sale Order → Prints a detailed sales order layout.
  • Client Code → Provides a code used for integrations or customization. Example: 7200203349778888.

Final Step​

Click Save. Receipt formatting and content will be applied to all POS printers.

Contact Us​

Overview​

The Contact Us tab provides a link to the CRM or support portal where users can request technical assistance.

Contact Us Screenshot

How to Access​

  1. From the left navigation menu, select Settings.
  2. Click on POS.
  3. Choose the Contact Us tab.

Detailed Sections​

  • Contact Us → Stores the URL link to the CRM/helpdesk system. Example: https://crm.sandbox.silkysystem.com/....

Final Step​

Click Save. The contact link will be accessible within POS for quick support access.

Best Practices​

  • Always assign a Guest Customer to streamline walk-in transactions.
  • Use Manager Validation for sensitive operations like price overrides.
  • Monitor the Number Next field regularly to avoid invoice duplication.
  • Test printing after updating Receipt Printer settings to ensure correct formatting.

Final Step​

Once all POS settings are configured, run a test transaction including a sale, payment, and receipt to validate that accounting entries, permissions, and outputs work as intended.