POS Setup reference

Bitta Retail POS keeps its company-wide behavior on one card, POS Setup, and decides what each register offers through register profiles. This page is the reference for both, plus the fulfillment methods that order-taking profiles use. Every setting lives in your Business Central company, so a change needs no sync step. Most changes reach an open register on its next action; layout settings such as tile size apply when the register reloads its item grid.

Prerequisites

• The BAA POS - Admin permission set. See POS user permissions.
• The setup wizard has run in this company, so number series, a store, a terminal and a first profile exist. See Run the setup wizard.

POS Setup reference

Open POS Setup from the Setup menu of the Bitta Retail POS Admin role center, or with Tell Me. There is one POS Setup record per company; the card cannot insert or delete it. The FastTabs below are listed in page order with the fields that matter most.

Number Series

POS Item Nos., POS Customer Nos., POS Sale Nos. and Shift Nos. number POS items, POS customers, POS sales and shifts. Create Number Series creates the default series BAAPOS-ITEM, BAAPOS-CUST, BAAPOS-SALE and BAAPOS-SHIFT and fills only the fields that are blank. POS Posted Daily Sale Nos. has no consumer and is not checked by Validate Setup.

General Settings

Field	What it controls
Default POS Terminal ID, Default POS Store	The register context used when nothing more specific is known, for example by Effective Register Setup.
Default Register Profile Code	The company-wide register profile. Leave blank for compatibility behavior; a store or terminal can override it. Effective Register Profile and Resolved From show the result for the default context.
Auto Create Cash Customer, Cash Customer No.	The walk-in customer for anonymous sales. Cash Customer No. is editable only while Auto Create Cash Customer is off.
Default Payment Method	The payment method for cash sales. Posted POS invoices settle automatically only when this payment method has a Bal. Account No.
Default Salesperson Code	Used when the POS user has no salesperson.
Require Terminal Password	Requires PIN login on terminals marked Shared Terminal.
Max PIN Attempts, Approval Lockout (min.)	PIN attempt limit (default 3) and lockout length (default 15 minutes). See Cashier PIN security.
Require Open Shift	A sale cannot be tendered, completed or released without an open shift on the terminal.
Allow Cashier Sale Cancel	Lets cashiers cancel the current sale from the register. When off, a supervisor cancels it from the back office.
Blind Close, Over/Short Warning Threshold	Hide the expected amount while a shift is counted, and warn after closing when the difference exceeds the threshold (0 turns the warning off; closing is never blocked).

Business Central Integration

Auto Map Items to BC and Auto Map Customers to BC try to link new or changed POS items and POS customers to matching Business Central records. See Item catalog setup.

Discounts and Pricing

Field	What it controls
Allow Line Discount, Allow Invoice Discount	Turn line or whole-ticket discounts on or off everywhere, register and back office. Both default to on.
Default Max Discount %	The highest discount a cashier can give alone. 0 means no discount without supervisor approval. A POS user's own Max Discount % above 0 overrides it.
Require Discount Reason, Require Price Override Reason	Demand a standard Business Central reason code.
Allow Price Override	The master switch for price overrides; items and users can still be refused individually.
Price Override Never Below Cost, Min Margin %	Hard floors for an overridden price. No approval can pass them.
Supervisor For Over-Limit Discount, Supervisor For Price Override	Ask for supervisor approval when a discount exceeds the cashier's limit, or when a cashier without Can Override Price overrides a price. Both default to on.
Discount Recheck Action	What happens when a later change leaves a discount above the authority that granted it: Reduce to Authority, Remove Discount or Block Change.
On Account Credit Policy	Block, Warn or Allow an on-account sale that exceeds the customer's credit limit.

Policy details are on Prices and discount limits.

Dual Pricing

Price Mode (Off, Dual Pricing, Cash Discount, Surcharge), Cash Discount %, Price Mode Disclosure Text and Price Adjustment G/L Account. The app applies what you configure and does not judge program compliance. See Dual pricing and surcharges.

Register Behavior

Field	What it controls
Auto-Lock Register (min)	Idle minutes before the register locks and asks for a PIN. 0, the default, never locks. Terminals can override it.
Register Lease Timeout (sec)	How long an abandoned register page stays in use after its last heartbeat. Use 60 to 600; 0 uses 120 seconds.
Tile Size, Show Favorites Row	Company defaults for the item grid; terminals can override both.
Show Stock on Register, Low Stock Warning Qty	Stock badges and hints on the register (advice only, selling is never blocked). The low-stock quantity defaults to 5. See Stock availability.

Daily Operations

Enable Daily Consolidation, Daily Consolidation Time and Daily Operations Time Zone ID schedule one recurring End of Day run as a Business Central job queue entry; Schedule Status shows whether the job queue entry matches the setup, and Synchronize Daily Operations Schedule saves and reconciles it. Per-Tender Settlement (on by default) applies each tender's share of a posted document to that tender's own settlement account. Create Sales Orders by Default makes End of Day create sales orders instead of posting invoices; the End of Day dialog can override it per run. EOD Open Shift Policy decides what happens when a sale belongs to a shift that is still open: Block (default), Warn or Allow; unattended runs treat Warn as Block. See End of Day posting.

Loyalty Expiration

Loyalty Time Zone ID is the company fallback time zone for loyalty earning and expiry dates, and Expiry Schedule Status shows the loyalty expiry job queue entry. See Loyalty programs.

Cash Management

Allow Negative Opening Float and Allow Negative Drawer Balance are both off by default. See Shifts and Z reports.

Scales

Enable Live Scales, Allow Manual Weight, Scale Stable Reading Count (default 3) and Scale Stable Tolerance. Weighted barcodes keep working when live scales are off. See Sell by weight with scales.

Receipt Printing

Auto Print Receipt, Receipt Header Text, Receipt Footer Text, Open Drawer On Cash and PrintNode Timeout (sec) (default 30). PrintNode API Key only shows whether a key is stored; the key itself is never displayed. Automatic receipts cannot use the Browser transport. Routing lives on Print Destinations: see Receipt printers.

Card Payments (EFT)

EFT Provider offers None, Stripe and Simulated. Integrated Card Tender Code names the active Card tender used for card-present payments, and Stripe Currency Code defaults to USD when blank. Stripe API Key shows only whether a secret key is stored for this company. Payment Poll Failure Limit (default 3) and Payment Poll Failure Window (sec) (default 120) decide when a card or QR payment with repeated status-check failures is marked for review; it is never marked declined. The QR Pay group holds QR Pay Enabled, QR Pay Tender Method Code and QR Pay Success URL. See Stripe Terminal setup.

Advanced Settings

Enable Barcode Scanning shows the scan box on the register; it is off until you turn it on. Tax Calculation Method (Sales Tax, VAT or None) and Prices Include Tax set the tax model; see Sales tax and VAT. Reward Zero VAT Prod. Group applies to loyalty item rewards under VAT. Allow Insecure LAN Printer HTTP permits plain HTTP to a LAN printer after a confirmation; keep it off.

Actions on POS Setup

Action	What it does
Validate Setup	Checks the number series and, with auto-create on, the cash customer.
Create Default Barcode Setups	Creates the standard, weighted and price-embedded barcode rules. See Barcode setup.
Create Cash Customer	Creates the walk-in cash customer.
Auto-Map to Business Central	Links unmapped POS items and customers to Business Central records.
Clear Approval Lockouts	Ends every PIN lockout in the company now.
Set PrintNode API Key, Test PrintNode Connection, Set Stripe API Key and their Clear actions	Store, test or remove credentials.

Under Related you reach Barcode Setup, POS Stores, POS Terminals, POS Users, Payment Methods, Print Destinations and Cash Rounding Policies.

Register profiles

A register profile decides which capabilities a register offers and what the cashier must capture. Each profile has 23 capabilities: 19 on/off switches and 4 capture requirements (Customer Requirement, Order Reference Requirement, Fulfillment Requirement, Promised Time Requirement) that take Not Used, Optional or Required. The card groups them as follows:

FastTab	Capabilities
Selling	Park and Resume, Cashier Cancellation
Customer Service	Customer Requirement, Returns, Price Check, Stock Availability, Customer History
Pricing	Pricing Changes (governed discounts and price overrides)
Fulfillment	Order Reference Requirement with Order Reference Caption, Fulfillment Requirement, Promised Time Requirement, Preparation Instructions, Kitchen Printing, and the Fulfillment Methods part
Cash Operations	Shift Operations, Cash Movements, No Sale
Hardware	Weighed Item Capture
Printing	Gift Receipt, Receipt Recovery, Printer Menu
Cashier Information	Sales History, Cashier KPIs, Cashier Financial Amounts

A profile requests a capability; company policy and permissions still decide. Pricing Changes stays hidden unless POS Setup allows line discounts, invoice discounts or price overrides; Cashier Cancellation needs Allow Cashier Sale Cancel; Stock Availability needs Show Stock on Register; Weighed Item Capture needs Enable Live Scales or Allow Manual Weight.

Inheritance. A terminal uses its own Register Profile Code; when blank it inherits the store's; when that is blank it inherits Default Register Profile Code from POS Setup. The whole profile is inherited, not individual switches. Check the result per terminal on Effective Register Setup.

To create or change a profile:

1. Open Register Profiles from the Setup menu.

2. Choose New, enter Code and Description, and set the switches. To start from a template, choose Setup -> Create from Template and pick Standard Checkout or Order and Fulfillment; this replaces an unassigned profile with the template defaults. Copy Profile creates an independent copy of an active profile, including its fulfillment methods.

3. On the Fulfillment FastTab, set the capture requirements and add methods in Fulfillment Methods with Sort Order and one Default.

4. Choose Troubleshooting -> Validate. A profile with an order reference requirement needs an Order Reference Caption, and a required fulfillment needs at least one method; kitchen printing also checks kitchen methods, destinations and routes.
5. Assign the profile on POS Setup, a store or a terminal. Assignments -> Where Used lists every assignment.

Template	Defaults
Standard Checkout	Every switch on except Preparation Instructions, Kitchen Printing, Weighed Item Capture and Cashier Financial Amounts. Customer Requirement is Optional; the other capture requirements are Not Used.
Order and Fulfillment	Standard Checkout plus Order Reference Requirement Optional (caption "Order Reference"), Fulfillment Requirement Required, Promised Time Requirement Optional, Preparation Instructions and Kitchen Printing, with the methods DINEIN, PICKUP (default), DELIVERY, DRIVETHRU and CURBSIDE.

A profile cannot be renamed, and it cannot be deleted or deactivated while POS Setup, a store or a terminal uses it, or while it still lists fulfillment methods. Activating a profile validates it first. For ready-made designs per business type, see Setups by store type.

Fulfillment methods

POS Fulfillment Methods is the company list of the ways an order can be fulfilled. Open it from the Fulfillment menu of the role center.

Field	What it controls
Code, Description	The identity and the text the cashier sees.
Active	Only active methods can be assigned to profiles and selected on new sales.
Behavior	The stable reporting class: On Premise, Collection, Delivery, Drive Through, Curbside or Other.
Sort Order	A reference order for the company list. The register shows a profile's methods in the Sort Order set on that profile's Fulfillment Methods part.
Require Customer, Require Order Reference, Require Promised Time	Extra capture demanded when the cashier picks this method.
Send to Kitchen	Sales using the method are eligible for kitchen output.

When a register profile applies, a method reaches the register only through that profile's Fulfillment Methods part, and only when the profile's Fulfillment Requirement is Optional or Required. The Order and Fulfillment template creates the five standard methods if they do not exist yet. See Kitchen tickets and labels for what Send to Kitchen triggers.

What's next

Set up the places and people that use these settings: Multi-store setup.