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Transaction Settings

Transaction Settings is organized into tabs that group related settings. Use the Search Properties field at the top to filter settings across all tabs.

Order / Payments Tab​

Order Options​

Controls how orders are created, displayed, and processed.

ToggleDescription
Start with Prompt Service TypeAsk for service type when starting a new order
Auto Open Cart (Small Devices)Auto-open cart on small screens (PAX A920)
Enable Bill On HoldAllow placing orders on hold
Filter Manager OrdersFilter manager orders in the orders list
Display Tax + Total Per-ItemShow tax and total for each line item
Show Service TypeDisplay service type on the order
Display Edit Cart Buttons On HeaderShow cart edit buttons in the header
Re Order ItemAllow re-ordering previously purchased items
Enable Toggle Filter All / Current UserToggle between all orders and current user's orders
Show Number Pad In-OrderShow numeric keypad during order entry
Show Order Name EntryAllow naming orders
Show Customer OptionShow customer selection during orders
Apply Table Name to Order NameAuto-name orders by table name
Enable Catalog Schedule/RewardsEnable scheduled menus and rewards programs
Enable Limits ViewShow purchase limit information
Post METRC By Balance SheetsSubmit METRC reports grouped by balance sheet
Allow Sales of Inventoried Items OnlyRestrict sales to items with inventory tracking
Update Tax on Discounted ItemsRecalculate tax when discounts are applied
Update Inventory On ScanDeduct inventory when barcode is scanned
Start New Order On Order CloseBegin a new order immediately after closing
Print Un-printed Labels at ClosePrint pending labels when order closes
Disable Prep on Receipt PrintDon't send to prep when printing receipt
Print Receipt Without PreviewPrint receipts directly without confirmation dialog
Send Items for Prep at Order CloseAuto-send items to kitchen/prep at close
Send Items for Prep When Exiting OrderSend items to prep when leaving the order
Exit Order on Print ReceiptLeave the order screen after printing receipt

Item Count — Short order list length (0 for none, 15–50 for paging).

Order Polling Timer — Refresh interval in milliseconds (1000–5000).

Print Server — Select the POS device that serves as the print server from the dropdown.

Item Options​

Controls item-level options during order entry.

  • Display Notes
  • Display Quantity
  • Mix/Match Tier Pricing
  • Display Add Button
  • Display View
  • Disable Menu Item Expanded View
  • Disable Refund/Void Request

Payment Options​

Controls payment processing behavior.

  • Enable Rounding — Add a balance-due button that rounds to nearest dollar.
  • Cash Rounding — Cash rounding value.
  • Enable Exact Change — Show exact change amount.
  • Split Payment — Allow split tender payments.
  • Split Item Entry — Show split entry list during item entry.
  • Enable Split Check by Item — Split individual items to separate checks.
  • Enable Item by Half/Quarter — Allow half and quarter item splits.
  • Choose Order Type On Close — Prompt for order type at payment.
  • Auto Print On Close — Automatically print receipt when closing.
  • Disable Auto Print Cash — Don't auto-print for cash payments.
  • Auto Print Over Value — Auto-print when payment exceeds this amount.

Quick Service Settings​

  • Credit on Header
  • Pre Auth on Header
  • Exact Cash on Header
  • Quick Service Pay in Display Menu
  • Balance Due Screen Timer — Timeout value (set higher than 2000).

Operation / Audit / Events Tab​

Default Selections​

  • Default Client Type — Default customer type for new orders.
  • Default Online Client Type — Default type for online customers.
  • Default OTP Method — Communication method for one-time passwords (Email or SMS).
  • Default Online Order Type — Default service type for online orders.
  • Disable New Order Button — Hide the new order button.
  • Default Category On New Order — Pre-select a category for new orders.
  • Default Custom Menu — Pre-select a custom menu section.

Expo Settings​

Kitchen expeditor configuration.

  • Expo Printer — Name of the shared printer for expo tickets.
  • Expo Template — Receipt template for expo tickets.

Barcode Options​

  • Disable Barcode Scanning
  • Fuzzy Match Barcode Lookup (exact match not required)
  • Check Multi Barcode Lookup with Fuzzy
  • Assign Barcode as Serial
  • Prevent Duplicate Barcoded Items
  • Disable Item Cost In Catalog
  • Increase Items Quantity on Duplicate Scan
  • Auto Add Item in PO On Lookup
  • Enable Retail Quick Menu
  • Enable Repeat Selected Items
  • Enable Copy Selected Items
  • Require Enter/Tab to Lookup

Multi-Function Button Lists​

Assign button groups to different contexts:

  • Order Header — Button group for the order screen header.
  • Prep Header (Mobile) — Button group for mobile prep screen.
  • Prep Header (Stationary) — Button group for desktop prep screen.

Prep Screen Settings:

  • Prep Screen - Schedule Header Filter
  • Display Prep Time for Customers & Staff

Operation Settings​

Numeric and operational configuration fields:

  • Grace Value — Weight grace value for scale operations.
  • Enable Keyboard — On-screen keyboard toggle.
  • Reward Point Value — Value of each reward point.
  • Charge to the First Decimal — No rounding on prices.
  • Minimum Client Age — Minimum age for customers. Used for liquor, retail, bars and resataurants, also Cannabis.
  • Preferred Margin — Target margin of COSG.
  • ReSale Cost Ratio — Purchase cost as percentage of sale price.
  • Barcode Prefix for Transfer Items — Prefix for order prep labels.
  • METRC Prefix — Inventory prefix for METRC items (comma-separated).
  • Lot Pre Code Prefix — Prefix for intaken inventory items.
  • Buyer Amount — Percentage of buyer commission.
  • Idle Log Out Time — Auto-log out after minutes of inactivity.

Timed Events​

  • Show Time Range in Reports
  • Start Time — Day start time (time picker).
  • End Time — Day end time (time picker).
  • Auto Close Time — Auto-close time (time picker).
  • Time OT Per Day — Overtime threshold per day for break notifications.
  • Time OT Per Week — Overtime threshold per week for break notifications.

Integrated APIs Tab​

CRM​

  • Action Array — Comma-delimited actions for CRM reminders.
  • WordPress Import Types — Multi-select chips for allowed user types in WordPress imports. Leave blank for all types.

API Connectors​

Cannabis Publishing:

  • Publish Each — Publish interval threshold.
  • Publish Grams — Gram weight threshold for publishing.

Leafly:

  • Leafly Menu — Toggle to publish menu to Leafly.
  • Leafly Orders — Toggle to receive orders from Leafly.

Room Key Charges:

  • Room Charges — Toggle for hotel room charge integration.

Oracle PMS Integration:

  • Room Charge Remark — Remark text for room charges.
  • Oracle HotelID — Hotel identifier.
  • Oracle CashierID — Cashier identifier.
  • Valid Reservation Status List — Comma-separated valid statuses (for testing).
  • Verify Reservation ID — Enforce reservation ID verification.
  • Verify First Name — Enforce first name verification.
  • Verify Surname — Enforce surname verification.
  • Enforce Verify PIN — Require PIN verification.

Multi-Location:

  • Contact API — API URL for shared contacts.
  • Store Credit API — API URL for shared store credit.

Shipping Configuration​

  • Enable Package Grouping — Toggle to enable package-based shipping rates.

When enabled, define package box sizes:

  • Name, Length (in), Width (in), Height (in), Max Weight (oz)
  • Add or remove package boxes as needed.

Credit Card Settings Tab​

Additional credit card processing toggles and configuration options.

Copy / Paste Settings​

At the top of the Transaction Settings panel, you can export or import settings as JSON:

  • Copy — Copies all current transaction settings as JSON to the clipboard.
  • Paste — Reads JSON from the clipboard and applies it to the settings form.

Changes to transaction settings may require the POS software on other terminals to be restarted before they take effect.