For the complete documentation index, see llms.txt. This page is also available as Markdown.
POSstore policiesinventoryextended descriptionsubdescriptionout of stockback orderunknown iteminactive itemAction buttonserial numberEANUPC

Configure inventory policies

Use this topic to identify inventory policies that you want to manage or enforce by configuring options and permissions for POS and Store Manager.

You should also consider defining policies regarding what inventory information cashiers and floor sales can look up in POS, and what inventory-related actions are available in POS.

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Display or hide item extended descriptions, notes, or sub-descriptions

  1. Click File | Configuration.

  2. Click Store Rules.

  3. Expand Item Options.

  4. Select or clear:

  • Show Item Extended Description

  • Show Item SubDescription

  • Show previously defined Item SubDescription

Display or hide out of stock items

  1. Click File | Configuration.

  2. Click Store Rules.

  3. Expand Item Options.

  4. Select or clear Display out of stock.

Prevent or allow the sale of out of stock items

  1. Click File | Configuration.

  2. Click Store Rules.

  3. Expand Item Options.

  4. Select or clear Do not allow sale of items when out of stock.

Prevent or allow cashiers to accept the return of out of stock items

  1. Click Setup.

  2. Expand People & Security.

  3. Click Users.

  4. Do one of the following:

  • Click New to create a new user.

  • Double-click an existing user.

  1. On the Extended Properties tab, select or clear Do not allow to accept out of stock item.

Prevent or allow back orders

  1. Click File | Configuration.

  2. Click Store Rules.

  3. Expand POS Options.

  4. Select or clear Enable back orders.

Prevent or allow lookup of unknown items

  1. Click File | Configuration.

  2. Click Store Rules.

  3. Expand Item Options.

  4. Select or clear:

  • Display unknown item screen

  • Look up unknown items

Prevent or allow the sale of inactive items

  1. Click File | Configuration.

  2. Click Store Rules.

  3. Expand POS Options.

  4. Select or clear Prevent sale of inactive items.

Prevent or allow cashiers to view item cost

  1. Click File | Configuration.

  2. Click Store Rules.

  3. Click Users.

  4. Do one of the following:

  • Click New to create a new user.

  • Double-click an existing user.

  1. On the General tab, in POS User Roles, select or clear Allowed to view cost information.

Prevent or allow cashiers to edit item cost

  1. Click File | Configuration.

  2. Click Store Rules.

  3. Expand Item Options.

  4. Select or clear Do not allow to edit item cost.

Prevent or allow cashiers to access pricing information

  1. Click Setup.

  2. Expand People & Security.

  3. Click Users.

  4. Do one of the following:

  • Click New to create a new user.

  • Double-click an existing user.

  1. On the General tab, in POS User Roles, select or clear Allowed to access pricing.

Prevent or allow cashiers to use the Action button in POS

  1. Click Setup.

  2. Expand People & Security.

  3. Click Users.

  4. Do one of the following:

  • Click New to create a new user.

  • Double-click an existing user.

  1. On the Extended Properties tab, select or clear Do not allow to access the Action button.

Prevent or allow cashiers to edit item description

  1. Click Setup.

  2. Expand People & Security.

  3. Click Users.

  4. Do one of the following:

  • Click New to create a new user.

  • Double-click an existing user.

  1. On the Extended Properties tab, select or clear Allowed to edit Item Description.

Prevent or allow serial numbers to be created (entered) in POS

  1. Click File | Configuration.

  2. Click Store Rules.

  3. Expand Serial Number Options.

  4. Select or clear Allow POS serial number creation.

Require unique serial numbers in POS

  1. Click File | Configuration.

  2. Click Store Rules.

  3. Expand Serial Number Options.

  4. Select or clear Enforce unique serial numbers.

Enable random weight EAN and UPC codes

  1. Click File | Configuration.

  2. Click Store Rules.

  3. Expand POS Options.

  4. Select or clear:

  • Utilize random weight EAN codes

  • Utilize random weight UPC codes

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