Settings
Configure Daily Shop Defaults in Core Settings
Core Settings decide how everyday screens behave: default customer, prefixes, date editing, stock tracking, payments and device focus.
- Menu path
- Manage -> Core Settings
- Verified from
- Posnic demo and current POS source reviewed on 2026-09-08
Technical source evidence
frontend/modules/settings_write.html Core Settings tabs, frontend/static/script/js/modules/js/settings.js viewSettings and updateCommonSetting, frontend/static/script/js/modules/js/device_settings.js autofocus settings
When to Change Core Settings
Core Settings are not cosmetic. They change every sale, receiving entry, stock movement, receipt and payment review after saving. Make changes outside a live queue, run a training transaction and tell staff what changed.
- Change sale defaults before the first live bill of the day when possible.
- Use prefixes only after the owner approves the numbering convention.
- Treat date editing, quick line edit and split payment as permission-sensitive controls.
- Receipt and payment tabs connect to cashier behavior, close reports and customer documents.
- Device autofocus switches save locally on that device, not as a branch-wide rule.
Sale Defaults
| Control | What it changes | Operator rule |
|---|---|---|
| Default Customer | The customer preselected when a sale starts. | Use Walk-in only when anonymous counter sales are normal. |
| Sale Prefix | The prefix used for sale/bill numbering. | Keep short and stable after go-live. |
| Allow changing sale date | Lets staff backdate or choose the sale date. | Leave off unless the owner needs controlled backdating. |
| Quick line edit | Lets line price, discount or tax be edited from the sale line. | Train staff whether changes affect this sale only or item master data too. |
| SMS and WhatsApp Receipt | Shows receipt-send actions when messaging is configured. | Test providers before enabling for live cashiers. |
| Virtual Keypad Screen | Shows an on-screen keypad for touch counters. | Use on touch tills and disable on keyboard-heavy counters. |
| Round-Off Total 1.00 | Rounds payable totals to the nearest whole unit. | Confirm rounding policy before receipts are printed. |
| Profit and Loss includes Cash Book | Subtracts Cash Book expenses in P&L totals. | Keep on when expense records are part of owner review. |
Receiving Defaults
- Open Manage -> Core Settings.
- Select Receivings.
- Set Default Supplier only if one supplier should appear by default.
- Set Receiving Prefix when purchase or receiving records need a short approved prefix.
- Use Add Receiving and Edit Receiving autofocus only on devices that receive stock often.
- Save, then open Purchase -> Purchases or New Purchase and confirm the behavior.
Inventory Defaults
Inventory controls decide whether quantities and alerts are meaningful. Do not switch tracking on halfway through messy item data without first reviewing stock on important items.
- Low Stock Notification Range controls dashboard and low-stock attention.
- Stock Log records movement history so stock changes can be explained later.
- Track Inventory makes item quantity matter in sales, receiving and stock review.
- Service or fee-style items should usually avoid normal quantity tracking.
- After changing inventory defaults, test one sale, one receiving and Inventory Logs.
Payment Overview
The Payments tab is the doorway to the deeper payment configuration. Split Payment changes tender behavior; Payment Modes and Cash Denominations need separate setup and close-time discipline.
- Enable Split Payment only when cashiers can enter exact method amounts.
- Use Payment Modes for labels such as Cash, Card, UPI, Bank Transfer or Store Credit.
- Use Payment Gateway only after gateway credentials and settlement checks are ready.
- Use Cash Denominations when drawers are counted by note/coin at close.
- Run a test sale and verify Sales History and register close totals.