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Ask “Are You Sure?” When Cancelling an Order |
Whether to include an Are You Sure prompt for canceling an order. | |
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Cash Drawer Button |
Controls the behavior of the cash drawer button. | |
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Cash Drawer Options |
Defines when to open the cash drawer. | |
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Customer Add Screen |
Select which customer add window to use in the Point of Sale window: Fast Full. | |
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Display a Menu on Service Scan |
Whether to enable scanned service action menu at POS. True enables a menu that will provide possible actions (payment / pick up / cancel) for this envelope when scanned. False will act immediately on the scanned envelope bringing it up for pick up if available, otherwise payment. | |
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Enable Adding New Customers at POS |
Whether to enable the New Customer button in the Point of Sale window. | |
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Fast Customer Find Preferred Contacts Only |
When using the fast customer find at POS, whether to return only preferred contact methods. True returns only preferred contact methods; False returns all matching contact methods. The Edge default is True. |
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Fast Customer Find Return Options |
When searching using the fast customer find at POS, the results that will be returned. Options include: Individual: Returns only matching individual records Couple: Returns matching records from either individual in the couple.
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Fast Customer Find Starting Field |
When searching using the fast customer find at POS, what should be the default starting field, i.e., cursor placement. Options include: Last name First name Phone Email. | |
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Flash Sale Line Buttons |
Flash buttons on the sale line when indicated by certain pop-ups, flags, or other indicators. | |
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Giveaway Threshold Amount – Percentage |
If a giveaway exceeds this percentage of the other merchandise on the sale, an override is required. | |
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Inventory Item Pop-Up at POS |
Pop-up notes for inventory items when placed on a sale line. | |
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Item Tax Override |
Whether to enable the checkbox to allow an entire sale to be taxed as if it were a single item. This is useful in some states for “trade up” sales. This item is always set to True for stores located in Tennessee. | |
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No Address on File |
Defines the text to display at point of sale if the customer has no address on file. | |
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No Email Address on File |
Defines the text to display at point of sale if the customer has no email on file. | |
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No Mailing Address |
Defines the text to display at point of sale if the customer has one or more addresses on file, but none specified for as a mailing address. | |
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No Phone Number on File |
Defines the text to display at point of sale if the customer has no phone number on file. | |
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No Preferred Email Address |
Defines the text to display at point of sale if the customer has no preferred Email address selected. | |
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No Preferred Phone |
Defines the text to display at point of sale if the customer has no preferred phone number on file. | |
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Occasion Days |
If an occasion is within this many days, it will appear at point of sale. | |
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Pay in Full Without Pick Up Options |
Level of security needed to allow a job to be paid in full without picking it up. No Check: Anyone can pay in full without picking up. Prompt: Prompt when an attempt is made to pay in full without picking up. Override: An override is necessary when an attempt is made to pay in full without picking up. | |
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Refund Limit Requires Override |
Any refund, other than credit memo, great than this amount requires an override. Use -1 to disable. | |
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Require Address when Entering New Customer |
Whether to require a customer address when a customer is added at point of sale. | |
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Require Email when Entering New Customer |
Whether to require that an email address be entered with a new customer record at POS. An override can allow the customer to decline. | |
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Require Permission to Allow Tax Changes at POS |
Level of security needed to change the change whether a sale is taxable. No Permission Required: Anyone can change tax. Requires
Permission: Associate must have permission, but will not otherwise
be prompted. | |
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Require Permission to Sell Item from Another Store |
Whether to require permission when selling an item located in another store. Options are: Do Not Require Ask Are You Sure? Require Override. | |
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Require Permission to Sell to Cash Customer |
Require a permission check to make sales to the cash customer. | |
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Require Phone Number when Entering New Customer. |
Whether to require that a phone number be entered with a new customer record at POS. An override can allow the customer to decline. | |
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Require Why In for Every Sale |
Whether the WhyIn field is required. | |
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Require Why In for New Customers |
Whether the WhyIn field is required for new customers. | |
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Restocking Fee for Returned Merchandise – Percentage |
How much as a percentage of purchase price, if any, to charge for a restocking fee in a return transaction. | |
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Returned Items when on a Sale with a Giveaway Item Options |
Level of security needed to validate a return that has a giveaway as part of the sale. No Check: Anyone can perform this action. Prompt: Prompt when an attempt is made to perform this action. Override: An override is necessary when an attempt is made to perform this action. | |
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Sell or Use Out of Stock Bulk Options |
Controls what to do when a user attempts to sell or use an out-of-stock bulk item. There are three options: Ignore it, Ask “Are you sure?” and require an override. | |
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Show Collection Pop-Up |
If an item that is part of a collection, this option will enable a pop-up at point of sale to prompt the associate to suggest other items in the collection to the customer. | |
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Show Customer Activity Summary at POS |
Whether to show an activity summary at point of sale. | |
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Show Customer Email at POS |
Whether to show customer email at point of sale. | |
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Show Customer Phone Number at POS |
Whether to show customer phone number at point of sale. | |
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Show Number of Items to be Picked Up or Make Payments at POS |
Whether to show the number of transactions available for pickup/payment next to the corresponding button. | |
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Show Only Selected Customer’s Services |
For linked customer accounts (spouse/partner), whether to show layaways, special orders, repairs, memos, and custom jobs on the Payment & Pickup buttons/screens for just the selected customer or for both the customer & their spouse. | |
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Tax Refunded on Returns With No Receipt or Sale Record |
Whether taxes are to be refunded on a return of an item with no receipt or sale record. | |
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Update Sold Item SKUs from Other Stores |
If enabled, if an item recorded as being in one store is sold in another, The Edge will update the item number to reflect the selling store. | |
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Use Fast Customer Find at POS |
When searching for customer as POS, this will bring up an abbreviated Customer Find window. | |
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Use Small Task Lines for Repairs and Custom Jobs |
Use small task line for repairs and custom jobs on intake at point of sale. | |
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Why In Allow Typing |
Set to True to allow users to type in the why-in reason. Otherwise they can pick from the list. | |
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Why In is Optional if Sale Includes a Cancellation |
Whether the WhyIn field is optional if the sale contains an order cancellation. | |
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Why In is Optional Payment if Sale Includes a Payment on Account |
Whether the WhyIn field is optional if the sale contains a payment on account. | |
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Why In is Optional if Sale Includes a Pickup |
Whether the WhyIn field is optional if the sale contains a pickup. | |
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Why In is Optional if Sale Includes an Adjustment to Repair or Custom Job |
Responding to the WhyIn field is optional if the sale contains an adjustment to a repair or custom job. | |
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Why In is Optional if Sale Includes a Return |
Whether the WhyIn field is optional if the sale contains a return. | |
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Why In is Optional if Sale Includes an Intake |
Whether the WhyIn field is optional if the sale contains an intake. | |