POS Settings
Overview
POS Settings — Business Overview
POS Settings is a control document in Dafater that defines how Point of Sale (POS) activities operate within your business. It acts as the central place where management decides how sales made at counters, outlets, or shops should behave from a business perspective.
Even though it is a small document, POS Settings plays a critical role in ensuring fast, consistent, and error-free POS transactions.
Purpose in Business Operations
POS Settings is used to:
- Define how POS transactions are handled across the business
- Ensure all POS counters follow the same rules and standards
- Support quick billing and smooth customer checkout experiences
- Align POS sales with accounting and reporting needs
In simple terms, it sets the business rules for selling at the counter.
Prerequisites Before Using POS Settings
Before configuring POS Settings, the business should already have:
- At least one active company or business unit in Dafater
- Products or services ready for sale
- Basic accounting and pricing policies defined
- POS users or staff identified
These ensure the POS operates smoothly once settings are applied.
Typical Workflow and Business Usage
Management defines POS behavior
Business owners or finance managers decide how POS sales should be handled (for example, how transactions are recorded or controlled).POS Settings is configured once
The document is usually set up during initial system setup or when introducing POS operations.Settings apply to daily POS operations
All POS counters follow the defined rules automatically during billing and checkout.Ongoing review
As the business grows or policies change, POS Settings may be reviewed and adjusted.
This document is not used daily by cashiers but supports every POS transaction behind the scenes.
Key Business Scenarios Where POS Settings Is Essential
- Retail stores needing fast and standardized checkout processes
- Restaurants or cafés handling high volumes of walk-in customers
- Multi-branch businesses that want consistent POS behavior across locations
- Seasonal or promotional sales where POS rules must align with business policies
- Audits and reporting where POS sales must match financial records
Without proper POS Settings, businesses risk inconsistent sales handling and reporting issues.
Important Considerations for Users
- Set it carefully before going live: Changes can affect all POS transactions
- Keep it aligned with business policies: Especially pricing, billing, and accounting rules
- Review when operations change: New branches, new sales models, or policy updates may require adjustments
- Limit access: Only authorized users should modify POS Settings to avoid business disruption
Summary
POS Settings is a foundational business document in Dafater that ensures POS operations are fast, consistent, and aligned with company policies. While simple in structure, it is essential for any business running point-of-sale transactions efficiently and professionally.
Basic Information
- Module: Accounts
- Document Type: Other
- Type: Single (Configuration)
Fields
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| invoice_fields | POS Field | Table | POS Field | Configure fields displayed on Dafater POS invoice. | |
| possearchfields | POS Search Fields | Table | POS Search Fields | Define fields searchable in Dafater POS for faster transactions. |
Child Tables
POS Field (POS Field)
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| fieldname | Fieldname | Select | - | Select Dafater POS field identifier to display or capture data | |
| label | Label | Data | - | Display label shown to users on Dafater POS screen | |
| fieldtype | Fieldtype | Data | - | Defines Dafater field input type controlling data entry behavior | |
| options | Options | Text | - | List of selectable options or values for Dafater POS field | |
| default_value | Default Value | Data | - | Pre-filled default value automatically set in Dafater POS field | |
| reqd | Mandatory | Check | - | Marks field as mandatory before completing Dafater POS transaction | |
| read_only | Read Only | Check | - | Prevents editing of this Dafater POS field during transactions |
POS Search Fields (POS Search Fields)
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| field | Field | Select | - | Select POS field used for searching transactions | |
| fieldname | Fieldname | Data | - | Internal Dafater field identifier used for POS search logic |
Permissions
| Role | Read | Write | Create | Delete | Submit | Cancel |
|---|---|---|---|---|---|---|
| Sales User | ✓ | ✓ | ||||
| Accounts User | ✓ | ✓ | ||||
| System Manager | ✓ | ✓ |