FAQ

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Why Use POS Settings in TMDsuite?

The POS Settings option allows you to configure how your Point of Sale system works — from customer forms to invoice behavior, making billing smooth, fast, and customized to your store’s needs.


1. Customer Form

What it is:

Customize the form shown when adding a new customer at the POS.

Use:

Enable/disable fields like phone, email, and GSTIN

Make fields optional or required

Helps collect relevant customer data quickly


2. Customer Setting

What it is:

The default behavior for handling customers during billing.

Use:

Choose whether Customer Group 

Set default customer (like "wholesale")


3. Order Return Reason

    What it is:

List of predefined reasons for product returns.

Use:

Standardize the return process

Track why items are returned (e.g., expired, damaged, wrong item)

Useful for reporting and supplier claims


4. Payment Method

What it is:

Add or manage payment options available at checkout.

Use:

Add modes like Cash, UPI, and Card

Set the default payment method

Helps in tracking daily payments by type


5. Shipping Charges

What it is:

Define delivery charges or shipping fees for POS orders.

Use:

Add fixed or percentage-based shipping fees

Apply per order or based on conditions

Helps recover delivery costs

6. Invoice Settings

What it is:

Control how invoices look and behave in POS.

Use:

Upload Logo to display, Add upi id for display QR code  

Customize logo, footer promotional message,

Add terms & conditions, GST info

Set invoice format: A4, Thermal

7. PayNow Setting

What it is:

Configure Payment Method: Cash, Card, UPI.

Use:

Redirect to the payment screen or finalize the invoice directly

Set rules for full payment

Add UPI QR or online link

8. Display Setting

What it is:

Controls what elements are visible on the POS screen.

Use:

Show/hide and set limit like Page Limit, image size, Opennig Balance Popup.

9. Non-Catalog Setting

What it is:

Manage how non-catalog (manual) items are added to the cart.

Use:

    Set the default product to show the non-catalog option on pos screen

Tags

  • pos-settings