Order Entry Screen Customization

Order Entry Screen Customization

You can add your own custom fields for customers, orders, and invoices for use when creating Quotes, Fulfillment/Service/Rental Orders, and Invoices.

Activate the Custom Fields add-on via Tools -> System -> Add-ons.

Add and modify custom fields by going to Tools -> System -> Custom Fields Editor.

There are also settings you can tweak for the and order and POS page by going to Admin -> Billing -> Company Options -> General like Display Profit, Display Weight, Display Unit of Measure, Hide GL Sales Accounts, Hide Inventory Stats, Hide Qty/Price Box.

If you would like to fully customize a POS interface for your users (especially nice for use on tablets), activate or request the Sales Clerk Style Point of Sales add-on. You can design layout templates by going to Admin -> Billing -> POS Countertop Layouts.

In order for users to have access to the custom POS interface, on the user edit page (Admin -> System -> Users) you will need to set the User Type under the POS section to Countertop POS Access Only and choose a Countertop Template for them. When users log in who are marked asĀ Countertop POS Access Only, and who have a default template assigned, they will see the custom POS interface and can push POS orders into the system.