Sales Settings - General Overview

In the General overview, you can make general settings for sales reports, dining options and receipts in the General tab. In the Invoicing tab, you can select predefined payment terms as well as define custom payment terms for invoices. In the Dunning tab, you define grace periods and dunning conditions that apply to overdue invoices.

To edit the settings for your sales channel, open Sales > Sales Settings > General Overview in the POS menu.

Then make the following settings in the following tabs:

• General

  In the General tab, you choose whether you want your revenue to be displayed with or without tax, specify your dining options, and make settings for your receipts.

  

  Sales Reports

  Select here if you want to display your revenue with or without the current sales tax.

  Show revenue with tax: activate this option if you want to display the revenue with sales tax.

  Show revenue without tax: activate this option if you want to display the revenue without sales tax.

  Dining Options

  Choose here whether you offer Take Away sales. Also set your default dining option here. 

  Take Away: Check this option if you offer take away sales. 

  The Take Away area in the This Device overview is only visible if the Take Away dining option has been activated in the General overview. Accordingly, you must first activate the Take Away dining option in the General overview so that you can then make changes in the This Device overview.

  Standard - Ask for every new Order: choose this option if you have activated Take Away and want to specify the dining option for each new order in the cash register. 

  Standard - Inhouse is the Default: enable this option when you make in house sales by default. 

  Standard - Take Away is the Default: check this option if you want every order to be automatically a take away sale.

  You can of course sell Take Away or Inhouse if you have set a standard. We explain how to do that here.  

  Receipt

  Merge Line Items on Invoice: activate this option if you want to merge several line items of the order on one invoice.

  Do not show free options on Invoice: activate this option if free options of the order should not be displayed on the invoice.

• Invoicing

  In the Invoicing tab you define your payment terms. Select already specified payment terms from the Default Payment Terms list. Alternatively, create your own payment terms.

  

  Default Payment Terms

  There are 5 predefined payment terms in enforePOS. The selected option is marked by a blue check mark on the right. The default payment terms are:  

  • Due immediately net
  • Due immediately with 3% Cash Discount
  • Due 10 Days net
  • Due 14 Days net
  • Due 30 Days net

  [+ Add Custom payment term]

  In addition to the predefined payment terms, you can also define your own payment terms: 

  1. Tap on [+ Custom payment condition].
     ⮕ The Custom Payment Terms window opens.
  2. In the Payment Type field, select whether this payment term should be with or without cash discount.
  3. In the Payment Period field, specify by when the payment must be received. You can choose between days, weeks, months and years.
  4. If you selected Cash Discount in the Payment Type field, you can enter the discount percentage in the Cash Discount field.
  5. Save your entries with .

     

     ⮕ The Custom Payment Terms window closes.
     Your custom payment term will now be listed in the overview.

• Dunning

  With enforePOS, you can send reminders to your customers for overdue invoices. The dunning process comprises four dunning levels. In the Dunning tab, you define the grace periods and the deadlines for each dunning level. From the 3^rd dunning level, you can also define surcharges and/or interests.

  

Learn more...

• Sales Settings - Overview
• Sales Settings - Build To Order
• Sales Settings - Layouts
• Sales Settings - General
• Sales Settings - Floor Plan