A2.70 : How to Enable POS Credit Control?

A2.70 : How to Enable POS Credit Control?

Question :

In Accounting system we can set credit control for debtor, how about POS? If yes, how to trigger credit control on POS?


Solution :

Yes, AutoCount POS credit sales supports credit control.

POS 3.1 :

1. Firstly set credit control for debtors. You may refer the following link on the setup.

https://wiki.autocountsoft.com/wiki/AR:_How_to_set_credit_control_for_multiple_debtors_or_creditors

2. Login POS > More Function > Configuration Setting

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3. Document Control 2 > tick Credit Control > HQ Database Connection (fill up) > OK

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Server Name: server IP address + \Microsoft SQL instant name + port number (e.g. 192.168.2.88\A2006,88)

SA Password: server Microsoft SQL instance sa password, if the user uses AutoCount default password just leave it blank.

Database Name: name of account book normally preceded with AED_


4. Click on Yes

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5. Click on Yes

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6. Login POS > select Debtor > select an item > click on Credit Sales

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System will prompt message when credit limit is reached.


POS 5.0 & F&B :

1. Same as POS 3.1 you must firstly set credit control for debtors. Refer to the following link on how to setup.

https://wiki.autocountsoft.com/wiki/AR:_How_to_set_credit_control_for_multiple_debtors_or_creditors

2. Point of Sale > Maintenance > POS Option Maintenance

000113-f.png


3. Edit your option

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4. Appearance > HQ Database Connection (fill up)

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5. Document Control 2 > tick Credit Control (Credit Sales) > OK

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6. go to POS and perform sync.


--Source from AutoCount Wiki --


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