Bitta Retail POS guide
POS Setup reference
Field reference for the POS Setup card: number series, cash customer, company defaults, tax calculation method, receipt printing, daily consolidation settings, and the setup actions, with links to each split-out topic.
status: verified applies-to: 1.0.0.121rev: 6
The POS Setup card is the single-record table that holds every company-wide behavioral choice in Bitta Retail POS. Almost everything on it can be overridden per store, per terminal, per tender method, or per POS user, so treat it as the company default layer. For the ordered go-live sequence, start from the Administrator setup checklist.
Where to find it
Open Tell Me (Alt+Q) and search POS Setup (it also matches "Point of Sale Setup", "Till Setup", "Register Setup"). The page is admin-only and runs under the BAA POS - Admin permission set.
Number series
| Field | Default | What it does |
|---|---|---|
| POS Item Nos. | BAAPOS-ITEM (wired by Assisted Setup) |
Number series for POS items. |
| POS Customer Nos. | BAAPOS-CUST |
Number series for POS customers. |
| POS Sale Nos. | BAAPOS-SALE |
Number series for POS sale documents. |
| Shift Nos. | BAAPOS-SHIFT |
Number series for POS shifts. |
| POS Posted Daily Sale Nos. | blank | Intentionally not auto-created - the posted daily-sales archive keys on an auto-increment entry number. |
The Create Number Series action creates the four canonical series only where missing and wires them into blank fields - it never overwrites a series you already chose. To use your own, create it on the standard No. Series page and select it here.
Cash customer and general defaults
| Field | Default | What it does |
|---|---|---|
| Default POS Store / Default POS Terminal ID | set by the wizard | Used when a POS user has no store or terminal mapping of their own. Lookups are filtered to active records. |
| Auto Create Cash Customer | off (wizard enables it when no cash customer exists) | Provisions the walk-in cash customer during an explicit setup flow. |
| Cash Customer No. | set by Assisted Setup | The walk-in POS customer for anonymous sales. Editable only while Auto Create Cash Customer is off. A store can override it per store. |
| Default Payment Method | blank | Default BC payment method for cash sales. Give it a Bal. Account No. so posted POS invoices settle automatically instead of staying open in receivables. |
| Default Salesperson Code | blank | Salesperson stamped on POS sales when the POS user mapping does not supply one. |
WARNING
The walk-in cash customer must be mapped to a real Business Central customer, or the first end-of-day run will fail. Assisted Setup handles this when it creates the cash customer.
Register behavior and security
Company defaults that individual terminals can override - see Stores, terminals, and users for the override fields.
| Field | Default | What it does |
|---|---|---|
| Require Terminal Password | off | Requires a POS User No. + PIN login before using a shared terminal. |
| Max PIN Attempts | 3 | Wrong PIN entries allowed before the login dialog closes. 0 = unlimited. |
| Auto-Lock Register (min) | 0 | Idle minutes before the register locks and asks for the PIN again. 0 = never. Terminals can override (-1 on the terminal = inherit this value). |
| Tile Size | (Default) = Medium | Company-wide item tile size on the touch register. Overridable per terminal. |
| Show Favorites Row | off | Shows the cross-category favorites strip on the register. |
| Show Stock on Register | on | Low/out stock badges, cart shortage hints, and nearby-location suggestions. Advice only - selling is never blocked. |
| Low Stock Warning Qty | 5 | Quantity at or below which a tile shows the LOW badge. 0 = low warning off. |
Details: Security, PINs, and lock screen and Register layout and assortment.
Shift and cash controls
Require Open Shift, Allow Negative Opening Float, Allow Negative Drawer Balance, Allow Cashier Sale Cancel, Blind Close, and the Over/Short Warning Threshold all live here. The negative-value guards are enforced server-side; the over/short warning never blocks a close. See Shifts and Cash movements.
Business Central integration
| Field | Default | What it does |
|---|---|---|
| Auto Map Items to BC | off | Automatically maps POS items to matching BC items (also runnable on demand via Auto-Map to Business Central). |
| Auto Map Customers to BC | off | Same for POS customers. Existing mappings are never changed. |
| Default Item Posting Group / Default VAT Prod. Post. Group | blank | Defaults applied to new POS items. |
Mapping rules, statuses, and review workflow: POS items and catalog.
Discounts, pricing, and dual pricing
The Discounts and Pricing FastTab holds the master switches (Allow Line Discount, Allow Invoice Discount, Allow Price Override), the company discount ceiling, reason-code requirements, the below-cost and minimum-margin guards, supervisor-approval behavior, and the On Account credit policy (Block / Warn / Allow). The Dual Pricing FastTab configures the Price Mode engine, its percentage, the receipt disclosure text, and the adjustment G/L account. See Pricing and discounts setup and Dual pricing and surcharges.
Tax method
| Field | Default | What it does |
|---|---|---|
| Tax Calculation Method | VAT | Sales Tax (US Tax Area/Group), VAT, or None. |
| Prices Include Tax | off | POS unit prices already include sales tax, so tax is backed out rather than added. Sales Tax method only. |
| Default Tax Rate % | 0 | Schema-retained; not consulted by any live calculation. Authoritative tax always comes from BC VAT Posting Setup or Tax Area/Group Tax Detail. |
See Taxes.
Receipt printing
| Field | Default | What it does |
|---|---|---|
| Auto Print Receipt | off | Prints the receipt automatically after each sale. |
| Receipt Header Text / Receipt Footer Text | blank | Lines printed on every receipt. |
| Print Transport | Browser | Legacy company default transport: Browser, PrintNode, BC Printer, WebUSB, or LAN. Scoped routing and copies are configured in POS Print Destinations. |
| Open Drawer On Cash | off | Pulses the cash drawer on cash sales when the transport supports drawer commands (PrintNode, WebUSB, LAN). |
| PrintNode Printer ID / Receipt Printer Name | 0 / blank | Transport-specific targets, overridable per terminal. |
| PrintNode API Key | Not configured | Read-only live indicator; set, test, or clear via page actions. |
Transports, Print Destinations resolution (explicit -> terminal -> store -> company), and the durable print queue: Printers and hardware setup.
Daily operations and consolidation
| Field | Default | What it does |
|---|---|---|
| Enable Daily Consolidation | off | Enables the recurring end-of-day Job Queue schedule after you choose Synchronize Daily Operations Schedule. |
| Daily Consolidation Time | 18:00 | Company-local wall-clock start time for scheduled end of day. |
| Daily Operations Time Zone ID | company/session zone | Controls the scheduled local time and the posting date, including daylight-saving transitions. |
| Schedule Status | Not scheduled | Read-only summary of the owned Job Queue entry. |
| Per-Tender Settlement | on | End-of-day posting settles each tender into its own account. See Per-tender settlement. |
| Create Sales Orders by Default | off | Off posts consolidated Sales Invoices; on creates unposted Sales Orders. The operator can override per run. |
NOTE
Scheduling is explicit by design - saving the fields enqueues nothing. Change them, then run Synchronize Daily Operations Schedule, and prove the result in a sandbox before enabling production scheduling. See End of day and Consolidated posting.
Card payments
The Card Payments FastTab selects the integrated card provider: None (off), Simulated (full flow for demos and tests - no hardware, no charges), or Stripe (paired Stripe Terminal reader; needs a stored secret key plus an EFT Terminal ID on each POS terminal). Missing live-provider configuration stops the payment with setup guidance before any transaction is created. See Stripe Terminal setup.
Barcodes, scales, and loyalty
- Enable Barcode Scanning turns on scan-based item lookup; formats and the scan-resolution chain are configured on Barcode setup.
- The Scales FastTab holds company scale policy (Enable Live Scales, Allow Manual Weight, stable-reading count and tolerance); per-terminal serial configuration lives on Terminal Scale Setup. See the Scale and weighed items lab.
- Loyalty policy is maintained entirely in the governed Loyalty Administration workspace (Programs, versioned Rules, Tier Benefits, Memberships) - loyalty fields remaining on POS Setup from earlier versions are not read by the current services. See Loyalty program administration.
Register Profiles
Register Profiles freeze the cashier experience and capture requirements onto each new basket. Resolution precedence is exact: Terminal > Store > POS Setup > Compatibility when no profile is assigned, and a missing or inactive assigned profile fails closed at its level. Validate a profile before assignment, and use Effective Register Setup for the exact Store/Terminal to see the resolved result. A profile edit affects the next empty basket, never an active sale.
Setup actions
From the POS Setup card you can run: Create Number Series, Create Cash Customer, Barcode Setup and Create Default Barcode Setups, Auto-Map to Business Central, Validate Setup, and the set/clear actions for stored provider secrets. Validate Setup checks the three main number series and - when auto-create is on - the cash customer, and reports "POS setup validation completed successfully" when the company is ready.