You are here: Pending Sales > Pending Sale Settings

Pending Sale Settings

POS Terminal Settings

Go to Setup > POS Terminals > Modify > Miscellaneous Tab > General.

When Pending Sales are generated, they will be given a pending sale code to keep them organised.

 

 

Global Options
Global Options - General

The Company Logo that is set in the Company Logo Graphic will be displayed on the top-right corner of any Pending Sale Windows Prints.

Place the Company Logo Graphic into the folder path C:\ProgramData\Idealpos Solutions\Idealpos\Pictures\

Then go to: Back Office > Setup > Global Options > General > Company Logo Graphic.

Browse to the above folder location and select the Company Logo Graphic.

 

 

Go to: POS Screen > Pending/Pending Sale > Select a Pending Sale from the grid > Press the "Windows Print" button on the bottom-left corner of the window.

The Company Logo Graphic will be printed to the printed Pending Sale.

 

 

Global Options - Sales

Go to: Back Office > Setup > Global Options > Sales.

There are three sections that can be set which are:

 

 

Sale Type Status

These descriptors can be used to categorise your pending sales.

When a pending sale is saved you have the option of applying one of these labels.

These can be used for take-away stores, or businesses that want to highlight pick-up times and delivery details.

 

 

Pending Sales Options

This set of tick boxes controls how printing of pending sales is handled:

 

 

 

 

 

A4 Pending Sale Messages

Details that are entered here will be printed on A4 windows print outs.

 

 

 

Yes/No Options

There are many Yes/No Options that can apply to Pending Sales.

Refer to the Yes/No Options topic for further details.

 

 

Clerks & User Permissions

Clerks that are linked to Users other than Admin can be set by going to: Setup > Users > Modify > Clerk Permissions > POS > Pending Sale.

 

 

Clerks that do not have permission to use this function will be shown a message box.

 

 

POS Screen Setup

A Pending Sale button will need to be created to allow you to save and retrieve sales.

 

Go to Setup > POS Screen > POS Screen Setup > Buttons.

If required, you can select which Pending Sale Type you want to link the button to, and create multiple Pending Sale buttons for each type.