Counter sales > Setup > Counter sales parameters
POS Authentication
| Require uppercase |
The password must have at least one uppercase character |
| Require special character |
The password must have at least one special character |
| Require numeric character |
The password must have at least one numeric character |
Payment Registration
| Posting profile |
If needed the posting profile can be overridden. If left empty here, the standard Microsoft Dynamics 365 for Finance and Operations logic for determining the posting profile is used, when posting the payment transactions. |
Payment registration setup
Setup the default payment registration methods that are used when nothing has been setup on the drawer or the EFT terminal.
Store
| Reference type |
Determines the reference type when creating a store. It is not advised to create stores with different reference types. |
| Allow cash orders on credit limit error |
When a credit limit error occurs, orders that need to be paid in cash. The system checks whether the checkbox Cash Payment on the order header is enabled on the sales order header. In that case it will not block the order when there is a credit limit issue. |
| Show store on grid |
When enabled this will add the store field to several grids in the system:
- Sales order list page and grid of the form
- Quotation list page and grid of the form
- Customer service form
- Sales order processing and inquiry workspace
|
| Allow multiple stores with same warehouse |
When enabled, it is allowed to link the same warehouse to multiple stores of type Distribution Center. Please test carefully whether all logistical and counter sales processes like Take away now and delivered still work as expected. It is also allowed to link the same warehouse to a store of the type Store (max 1) and at the same time to 1 or more of the type Distribution Center. |
