Point of Sale - Zayeen Documentation

Used By

Administrator or module owner

Data Type

master data

Search Keys

Code, Name

When to Use This Form

When users need to create, review, or update Point of Sale.
When this data needs to be available as a choice in transactions, reports, filters, or settings.
When existing data needs correction because policies, accounts, prices, contacts, or operating rules have changed.

Before You Start

Make sure the user has access to this menu and the related reference data has already been prepared.
Check required fields first, especially codes, names, dates, accounts, customers, suppliers, products, divisions, or departments.
If the form uses active status, confirm the status before saving so the data appears in the correct selections.

Workflow

Open Sales & POS / Point of Sale / Point of Sale Configuration.
Create a new record, or select an existing record when the data needs to be corrected.
Fill in the required fields and complete supporting information that helps search, reporting, or transaction processing.
Review the code, name, status, accounts, grouping, and other references before saving.
Click Save. If the application shows a validation message, follow the message until the data is saved successfully.

Key Fields

Field	User Explanation	Status
Code `id`	Unique code used to identify Point of Sale. Use a consistent pattern so users can search and sort the data easily.	Required
Name `name`	Name shown in selections, transactions, and reports. Use wording that is clear for daily users.	Required
Default Payment `paymentdefault`	Amount used in calculation and reporting. Review the value before saving.	Required
Default Customer `customerdefault`	Customer reference used for sales, receivables, rewards, or customer reports.	Required
Default Sales Representative `salespersondefault`	Default Sales Representative stores information needed by Point of Sale. Fill it in according to the company data standard.	Required
Default Service Staff `servicedoerdefault`	Default Service Staff stores information needed by Point of Sale. Fill it in according to the company data standard.	Required

Details and Relationships

Most master-data forms are used as references by other forms. Changes may affect future transactions and reports.
Audit fields are filled in automatically by the application and help support teams trace changes.

After Saving

Active data can appear as a choice in transactions, reports, filters, or settings that use this reference.
Changes are normally used for new activity. Historical documents remain available for review.
If required data is incomplete or inconsistent, the application rejects the save and shows a validation message.

Common Issues

Data cannot be saved: complete required fields and read the validation message shown by the application.
Data does not appear in selection or search: check active status, access rights, filters, and the search keyword.
Duplicate code or name: use the existing record when it should be corrected, or use a different code for a new record.
Report values do not match: recheck reference data, accounts, dates, transaction status, and related filters.

Available Fields

The list below summarizes the fields available in this form. Field labels follow the English UI language file used by the application.

Field	User Explanation	Status
Code `id`	Unique code used to identify Point of Sale. Use a consistent pattern so users can search and sort the data easily.	Required
Name `name`	Name shown in selections, transactions, and reports. Use wording that is clear for daily users.	Required
Default Payment `paymentdefault`	Amount used in calculation and reporting. Review the value before saving.	Required
Default Customer `customerdefault`	Customer reference used for sales, receivables, rewards, or customer reports.	Required
Default Sales Representative `salespersondefault`	Default Sales Representative stores information needed by Point of Sale. Fill it in according to the company data standard.	Required
Default Service Staff `servicedoerdefault`	Default Service Staff stores information needed by Point of Sale. Fill it in according to the company data standard.	Required
Product Group `productgroup`	Product or item reference used in stock, sales, purchasing, or production processes.	Optional
Payment Type `paymenttype`	Amount used in calculation and reporting. Review the value before saving.	Optional
Auto Payment Fill `autofillpayment`	Amount used in calculation and reporting. Review the value before saving.	Optional
Division `division`	Business unit or branch related to this record. Choose the correct division before saving.	Required
Department `department`	Department, warehouse, work location, or cost center related to this record.	Required
Shipment `shipment`	Shipment stores information needed by Point of Sale. Fill it in according to the company data standard.	Required
Product Layout `layout`	Product or item reference used in stock, sales, purchasing, or production processes.	Required
Sales Invoice Prefix `frmsalesid`	Sales Invoice Prefix stores information needed by Point of Sale. Fill it in according to the company data standard.	Required
Last Order `currentsalesid`	Last Order stores information needed by Point of Sale. Fill it in according to the company data standard.	Required
Parent Cash Account `sourcecash`	Account used for journals and financial reporting. Check the account before saving.	Required
Connected to Customer Display `customerdisplayconnect`	Customer reference used for sales, receivables, rewards, or customer reports.	Optional
POS Cashier Printer `printcashier`	POS Cashier Printer stores information needed by Point of Sale. Fill it in according to the company data standard.	Required
Posting as Summary of All Invoices `postingsummary`	Posting as Summary of All Invoices stores information needed by Point of Sale. Fill it in according to the company data standard.	Optional
Use Customer Table `usetable`	Customer reference used for sales, receivables, rewards, or customer reports.	Optional
Use Table Order `orderfromvisitor`	Use Table Order stores information needed by Point of Sale. Fill it in according to the company data standard.	Optional
Table List `tables`	Table List stores information needed by Point of Sale. Fill it in according to the company data standard.	Optional
Auto Print After Save `autoprint`	Auto Print After Save stores information needed by Point of Sale. Fill it in according to the company data standard.	Optional
Slide Displayed on Customer Display `slideid`	Customer reference used for sales, receivables, rewards, or customer reports.	Optional
Print as Image `printasimage`	Print as Image stores information needed by Point of Sale. Fill it in according to the company data standard.	Optional
Low Printer Density `printdensity`	Low Printer Density stores information needed by Point of Sale. Fill it in according to the company data standard.	Optional
Paper Width (mm) `paperwidth`	Paper Width (mm) stores information needed by Point of Sale. Fill it in according to the company data standard.	Optional
POS Order Printer `printorder`	POS Order Printer stores information needed by Point of Sale. Fill it in according to the company data standard.	Optional
POS Order Layout `orderdesign`	POS Order Layout stores information needed by Point of Sale. Fill it in according to the company data standard.	Required
POS Cashier Layout `cashierdesign`	POS Cashier Layout stores information needed by Point of Sale. Fill it in according to the company data standard.	Required
POS Report Layout `reportdesign`	POS Report Layout stores information needed by Point of Sale. Fill it in according to the company data standard.	Required
POS Products Cached (no auto update) `cacheproduct`	Date used for recording, filtering, or reporting this data. Check the period before saving.	Optional
Show Product Categories `showcategory`	Product or item reference used in stock, sales, purchasing, or production processes.	Optional
Show Image `showimage`	Show Image stores information needed by Point of Sale. Fill it in according to the company data standard.	Optional
Barcode Decoder (Digital Scale) `barcodedecoder`	Unique code used to identify Point of Sale. Use a consistent pattern so users can search and sort the data easily.	Optional
Barcode Decoder Format `barcodedecoderformat`	Unique code used to identify Point of Sale. Use a consistent pattern so users can search and sort the data easily.	Required
User currently using this POS `user`	User currently using this POS stores information needed by Point of Sale. Fill it in according to the company data standard.	Optional
Opening Date `openingdate`	Date used for recording, filtering, or reporting this data. Check the period before saving.	Required
Closing Date `closingdate`	Date used for recording, filtering, or reporting this data. Check the period before saving.	Required
Status `status`	Status that controls whether the data can be used in new transactions or selections.	Required

Menu Location

Sales & POS / Point of Sale / Point of Sale Configuration
/form/pointofsales

Quick Create from Search Fields

If the + icon appears next to a search field, users can complete Point of Sale setup directly from this form instead of leaving to create supporting masters first.

Salesperson

Available on the Default Sales Representative field. If the default salesperson for this POS does not exist yet, click + and select it on the same configuration screen.

Service Staff

Available on the Default Service Staff field. If service workflow is used and the default staff member is missing, click + to create the record without leaving POS setup.

Account

Available on account fields such as Parent Cash Account or other POS payment-related accounts. If the required COA account does not exist yet, click + to create it and continue the same POS configuration.