Configure transaction policies

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

You will want to define policies for what actions are allowed - and not allowed - in POS.

I want to...	To set up, go to...
Always display the Customer Lookup window	Click File | Configuration. Click Store Rules. Expand Customer Options. Select Always display 'Find' window for customers.
Prompt or require customer selection for transactions	Click File | Configuration. Click Store Rules. Expand Customer Options. Select one or more of the following: Prompt for customer selection Require customer selection for orders Require customer selection for quotes Require customer selection for sales
Prompt or require sales representative selection for transactions	Click File | Configuration. Click Store Rules. Expand POS Options. Select one or more of the following: Prompt for sales representative Require sales representative
Prompt or require reason codes for discounts, inventory adjustments, no sales, returns, tax changes, drops, etc.	Click File | Configuration. Click Store Rules. Expand Reason Code Options. Select one or more of the following options: Prompt for reason code on account adjustments Prompt for reason code on discounts Prompt for reason code on manual inventory adjustments Prompt for reason code on no sales Prompt for reason code on returns Prompt for reason code on tax changes Reason code required on account adjustments Reason code required on discounts Reason code required on drops Reason code required on manual inventory adjustments Reason code required on no sales Reason code required on payouts Reason code required on physical inventory count adjustments Reason code required on returns Reason code required on tax changes
Prevent or allow cashiers to delete items from transactions	Click Setup. Expand People & Security. Click Users. Do one of the following: Click New to create a new user. Double-click an existing user. On the General tab, in POS User Roles, select or clear Allowed to delete entries from transactions.
Prevent or allow cashiers to change item or transaction taxes	Click Setup. Expand People & Security. Click Users. Do one of the following: Click New to create a new user. Double-click an existing user. On the General tab, in POS User Roles, select or clear Allowed to change tax status.
Prevent or allow cashiers to use the Action button in POS	Click Setup. Expand People & Security. Click Users. Do one of the following: Click New to create a new user. Double-click an existing user. On the Extended Properties tab, select or clear Do not allow to access the Action button.
Prevent or allow cashiers to put transactions on hold	Click Setup. Expand People & Security. Click Users. Do one of the following: Click New to create a new user. Double-click an existing user. On the General tab, in POS User Roles, select or clear Allowed to put transactions on hold.
Prevent or allow cashiers to cancel transactions	Click Setup. Expand People & Security. Click Users. Do one of the following: Click New to create a new user. Double-click an existing user. On the General tab, in POS User Roles, select or clear Allowed to abort transactions.
Prevent or allow cashiers to sell to store employees who have discounts	Click Setup. Expand People & Security. Click Users. Do one of the following: Click New to create a new user. Double-click an existing user. On the General tab, in POS User Roles, select or clear Allowed to sell to employees with discounts.
Set transaction amount limits	Click Setup. Expand People & Security. Click Users. Do one of the following: Click New to create a new user. Double-click an existing user. On the General tab, enter a dollar amount in the Floor Limit field.
Prevent or allow cashiers to return or void items from a transaction	Click Setup. Expand People & Security. Click Users. Do one of the following: Click New to create a new user. Double-click an existing user. On the Extended Properties tab, select or clear Do not allow to return or void entries from transaction.
Set return amount limits	Click Setup. Expand People & Security. Click Users. Do one of the following: Click New to create a new user. Double-click an existing user. On the General tab, enter a dollar amount in the Return Limit field.