Settings
Enable Features and Configure Tax Defaults
Features decide which screens exist for staff. Tax defaults decide how new items and sale lines behave.
- Menu path
- Settings -> Features and Settings -> Tax
- Verified from
- Posnic demo and current POS source reviewed on 2026-09-08
Technical source evidence
settings_write.html feature grid and tax tab, settings.js saveModulesTab and updateTaxSettings, device_settings.js autofocus settings
Feature Switches to Decide First
Do not enable every feature just because it exists. Each enabled feature creates training, permission and close-time work.
| Feature | Enable when | Owner check |
|---|---|---|
| Cash Register | Drawer opening, closing and cash count are part of the day. | Starting cash and closing difference are reviewed. |
| Quick Sale | Cashiers need amount-only lines and the owner accepts review controls. | Quick Sale names and tax defaults are reviewed daily. |
| Tax | The shop charges tax or needs tax reporting. | Tax rates and invoice rules are approved. |
| Quotes | Staff create quotations before sale. | Quote conversion and expiry rules are known. |
| Customer Credit | The shop allows unpaid or partially paid customer account sales. | Outstanding Customers is reviewed. |
| Cash Book | Income and expenses are tracked with close reports. | Finance owner owns categories and review. |
| Recycle Bin | Deleted or restored records need owner traceability. | Only trusted roles can restore. |
Sale Settings That Change Checkout
Core Settings -> Sale changes how the New Sale and Edit Sale screens behave.
- Default Customer decides what appears when a cashier starts a sale.
- Sale Prefix affects bill numbering and receipt identity.
- Allow changing sale date should be restricted because it changes reporting periods.
- Quick line edit allows double-click editing in Add, Edit and Hold sale screens.
- SMS Receipt and WhatsApp Receipt expose sending actions when the shop has those channels ready.
- Virtual Keypad Screen helps touch counters.
- Round-Off Total 1.00 changes payment totals and close calculations.
- Auto focus settings are saved per device and can place the cursor in Add Sale, Edit Sale or Hold Sale.
Configure Tax Defaults
- Open Settings -> Tax.
- Confirm whether the Tax feature is enabled for the shop.
- Review Tax System and country-specific behavior such as GST where applicable.
- Open Tax Rates and create the rates the business is legally allowed to use.
- Open Tax Groups when multiple components must be grouped.
- Set whether a default tax rate should apply to new items.
- Create one test item and one sale, then verify the receipt and report result with the owner or accountant.
Training Rule
Feature and tax changes should not be made during a live queue. Change settings in training mode, run a test sale, check Sales History and reports, then announce the change to cashiers.