| Ask “Are You Sure?” When Cancelling an Order |
Whether to include an Are You Sure prompt for canceling an order. |
| Cash Drawer Button |
Controls the behavior of the cash drawer button. |
| Cash Drawer Options |
Defines when to open the cash drawer. |
| Customer Add Screen |
Select which customer add window to use in the Point of Sale window:
Fast
Full.
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| Default Description on Trade/Buy |
Text entered here will automatically fill in at POS when a trade is taken. |
| Display a Menu on Service Scan |
Whether to enable scanned service action menu at POS. True enables a menu that will provide possible actions (payment / pick up / cancel) for this envelope when scanned. False will act immediately on the scanned envelope bringing it up for pick up if available, otherwise payment.
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| Display Credit Memo Balance Message |
Display a message at POS if the customer has a Credit Memo balance. |
| Display House Account Balance Message |
Display a message at POS if the customer has a House Account balance. |
| Enable Adding New Customers at POS |
Whether to enable the New Customer button in the Point of Sale window. |
| Fast Customer Find Preferred Contacts Only |
When using the fast customer find at POS, whether to return only preferred contact methods.
True returns only preferred contact methods; False returns all matching contact methods. The Edge default is True.
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| Fast Customer Find Return Options |
When searching using the fast customer find at POS, the results that will be returned. Options include:
Individual: Returns only matching individual records
Couple: Returns matching records from either individual in the couple.
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| Fast Customer Find Starting Field |
When searching using the fast customer find at POS, what should be the default starting field, i.e., cursor placement. Options include:
Last name
First name
Phone
Email.
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| Flash Sale Line Buttons |
Flash buttons on the sale line when indicated by certain pop-ups, flags, or other indicators. |
| Giveaway Threshold Amount – Percentage |
If a giveaway exceeds this percentage of the other merchandise on the sale, an override is required. |
| Inventory Item Pop-Up at POS |
Pop-up notes for inventory items when placed on a sale line. |
| Item Tax - Treat as Single Sale |
Set this to TRUE to enable the checkbox to allow an entire sale to be taxed as if it was a single item. This is useful in some states for “TRADE IN” sales. This option is always treated as TRUE for stores located in Tennessee.
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| No Address on File |
Defines the text to display at point of sale if the customer has no address on file. |
| No Email Address on File |
Defines the text to display at point of sale if the customer has no email on file. |
| No Mailing Address |
Defines the text to display at point of sale if the customer has one or more addresses on file, but none specified as a mailing address. |
| No Phone Number on File |
Defines the text to display at point of sale if the customer has no phone number on file. |
| No Preferred Email Address |
Defines the text to display at point of sale if the customer has no preferred Email address selected. |
| No Preferred Phone |
Defines the text to display at point of sale if the customer has no preferred phone number on file. |
| Occasion Days |
If an occasion is within this many days, it will appear at point of sale. |
| Office of Foreign Assets Control (OFAC) List URL |
URL of the Office of Foreign Assets Control (OFAC) list to check against customer information. |
| Office of Foreign Assets Control (OFAC) Probable Match Threshold |
When checking customer data against Office of Foreign Assets Control (OFAC) list, a lower number returns more values.
(0.00 to 1.00, with 0 being no match, and 1.00 being exact match only.)
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| Pay in Full Without Pick Up Options |
Level of security needed to allow a job to be paid in full without picking it up.
No Check: Anyone can pay in full without picking up.
Prompt: Prompt when an attempt is made to pay in full without picking up.
Override: An override is necessary when an attempt is made to pay in full without picking up.
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| Refund Limit Requires Override |
Any refund, other than credit memo, greater than this amount requires an override.
Use -1 to disable.
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| Require Address when Entering New Customer |
Whether to require a customer address when a customer is added at point of sale. |
| Require Email when Entering New Customer |
Whether to require that an email address be entered with a new customer record at POS. An override can allow the customer to decline. |
| Require Just the Zip Code when Entering New Customer |
Whether to require just the zip code when entering new customer. |
| Require Override if an Item is Returned After This Many Days |
Require override if an item is returned after this many days. 0 = no override required. |
| Require Override to Split Sale |
When selling an item, require an override to split the sale between associates. |
| Require Permission to Allow Tax Changes at POS |
Level of security needed to change whether a sale is taxable.
No Permission Required: Anyone can change tax.
Requires Permission: Associate must have permission, but will not otherwise be prompted.
Requires Override: Associate must have permission & will be prompted with an override window.
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| Require Permission to Sell Item from Another Store |
Whether to require permission when selling an item located in another store. Options are:
Do Not Require
Ask Are You Sure?
Require Override
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| Require Permission to Sell to Cash Customer |
Require a permission check to make sales to the cash customer. |
| Require Permission to Trade/Buy at POS |
Require a permission to Trade/Buy at POS. |
| Require Phone Number when Entering New Customer. |
Whether to require that a phone number be entered with a new customer record at POS. An override can allow the customer to decline. |
| Require Why In for Every Sale |
Whether the WhyIn field is required. |
| Require Why In for New Customers |
Whether the WhyIn field is required for new customers. |
| Restocking Fee for Returned Merchandise – Percentage |
How much as a percentage of purchase price, if any, to charge for a restocking fee in a return transaction. |
| Returned Items when on a Sale with a Giveaway Item Options |
Level of security needed to validate a return that has a giveaway as part of the sale.
No Check: Anyone can perform this action.
Prompt: Prompt when an attempt is made to perform this action.
Override: An override is necessary when an attempt is made to perform this action.
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| Sell or Use Out of Stock Bulk Options |
Controls what to do when a user attempts to sell or use an out-of-stock bulk item.
There are three options: Ignore it, Ask “Are you sure?”, and Require an override.
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| Show Collection Pop-Up |
If an item is part of a collection, this option will enable a pop-up at point of sale
to prompt the associate to suggest other items in the collection to the customer.
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| Show Customer Activity Summary at POS |
Whether to show an activity summary at point of sale. |
| Show Customer Email at POS |
Whether to show customer email at point of sale. |
| Show Customer Phone Number at POS |
Whether to show customer phone number at point of sale. |
| Show Number of Items to be Picked Up or Make Payments at POS |
Whether to show the number of transactions available for pickup/payment
next to the corresponding button.
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| Show Only Selected Customer’s Services |
For linked customer accounts (spouse/partner), whether to show layaways,
special orders, repairs, memos, and custom jobs on the Payment & Pickup
buttons/screens for just the selected customer or for both the customer
& their spouse.
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| Show Trades Option for Returns at POS |
Show the Trades Option when performing Returns at POS. |
| Tax Refunded on Returns With No Receipt or Sale Record |
Whether taxes are to be refunded on a return of an item with no receipt or sale record. |
| Update Sold Item SKUs from Other Stores |
If enabled, if an item recorded as being in one store is sold in another,
The Edge will update the item number to reflect the selling store.
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| Use Fast Customer Find at POS |
When searching for customer at POS, this will bring up an abbreviated Customer Find window.
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| Use Small job Task Lines for Repairs and Custom Jobs |
Use small task line for repairs and custom jobs on intake at point of sale.
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| Why In Allow Typing |
Set to True to allow users to type in the Why In reason. Otherwise, they can pick from the list.
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| Why In is Optional if Sale Includes a Cancellation |
Whether the WhyIn field is optional if the sale contains an order cancellation. |
| Why In is Optional Payment if Sale Includes a Payment on Account |
Whether the WhyIn field is optional if the sale contains a payment on account. |
| Why In is Optional if Sale Includes a Pick Up |
Whether the WhyIn field is optional if the sale contains a pickup. |
| Why In is Optional if Sale Includes an Adjustment to Repair or Custom Job |
Whether the WhyIn field is optional if the sale contains an adjustment to a repair or custom job. |
| Why In is Optional if Sale Includes a Return |
Whether the WhyIn field is optional if the sale contains a return. |
Why In is Optional if Sale Includes an Intake
Why In on Store Receipt
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Whether the WhyIn field is optional if the sale contains an intake.
Show Why In on the Store Copy of the receipt.
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