1. Overview
The POS Options window controls how the QBM point of sale screen behaves for cashiers and supervisors. It covers counter selection, transaction flow, customer prompts, receipt printing, customer displays, stock handling, speed keys, and X/Z report output.
What This Guide Covers
The main POS settings, arranged by the tab where the option is available.
What It Does Not Cover
This guide is for POS Options only, not the main company-wide QBM Options window.
Important Note
Some settings are available only to administrators or only when the related hardware or feature is in use.
How to read this guide: each section shows the tab path as it appears in the POS Options window. For example,
POS Options > Sales Receipt > Template means you open Sales Receipt first and then switch to the Template area.
Different from the main Options guide: if you are looking for accounting, VAT, purchasing, or company integrations,
use the separate QBM Options & Settings Guide. This page is only for POS behavior and POS devices.
2. Before You Start
- Make POS changes outside busy selling hours whenever possible, especially printing, display, or stock validation settings.
- Test changes on one counter first before applying the same process to all counters or branches.
- If a setting affects printers, cash drawers, or customer displays, confirm the device is connected and powered on before testing.
- Use Reset All Settings carefully, because it returns POS settings to their default behavior.
Permissions: some setup areas, especially account mappings and advanced hardware settings, may be editable only by administrators.
3. General
The General tab controls the active POS workstation, display formats, working hours, and a few day-to-day behavior settings.
POS Workstation Basics
Tab Path: POS Options > General
| Option | What It Does | When to Use It |
|---|---|---|
| Location | Selects the store or location that this POS screen will work against. | Use it when the same company runs more than one branch, warehouse, or selling location. |
| Counter | Selects the active POS counter or till for this workstation. | Use it when each cashier station or checkout lane needs its own counter identity. |
| Currency | Defines how many decimal places are shown for money values in the POS screen. | Use the number of decimals required by your currency and selling policy. |
| Numbers | Defines how many decimal places are shown for non-currency values such as quantities. | Useful when you sell measured, weighted, or fractional quantities. |
| Negative number | Controls how negative values are displayed, such as returns or corrections. | Choose the format your users find easiest to read quickly. |
| Label Total Color | Changes the color used for the total label or highlighted total area on screen. | Use it when you want totals to stand out more clearly for cashiers. |
Working Times
Tab Path: POS Options > General
| Option | What It Does | When to Use It |
|---|---|---|
| Use working times | Turns on opening and closing time control for the POS. | Use it when the counter should operate only during approved business hours. |
| From | Sets the start time for allowed POS activity. | Use it to match your branch opening time or shift start. |
| To | Sets the end time for allowed POS activity. | Use it to match your branch closing time or shift end. |
Other Preferences
Tab Path: POS Options > General
| Option | What It Does | When to Use It |
|---|---|---|
| Display confirm message on exit | Shows a confirmation prompt before the POS screen is closed. | Recommended to avoid accidental closing during a sale. |
| Pressing Enter moves between fields | Makes the Enter key move the cursor to the next field instead of staying in the current one. | Useful for keyboard-based counter work and fast data entry. |
| Go to Sales Receipt when started | Opens the POS directly on the sales receipt screen when the program starts. | Use it when the counter mainly handles immediate sales rather than other POS activities. |
Utilities
Tab Path: POS Options > General
| Option | What It Does | When to Use It |
|---|---|---|
| Delete data caches | Clears locally saved POS cache data so QBM can refresh lists and saved references. | Useful when counters still show old items, old settings, or outdated lookup data after recent changes. |
| Reset All Settings | Returns POS settings to their default values. | Use it only when you want to start again from the default POS setup. |
4. Setup
The Setup tab is mainly for mapping POS payment activity and cash handling to the correct accounts and denominations.
Default Accounts
Tab Path: POS Options > Setup
| Option | What It Does | When to Use It |
|---|---|---|
| Location | Identifies the branch or store to which the POS account rule applies. | Use it when different locations need different account mappings. |
| User | Identifies the cashier or POS user for the rule. | Use it when account posting differs by cashier or sales representative. |
| Cash | Sets the default account used for cash receipts in POS. | Use it to make sure cash sales post to the correct cash account. |
| Cheque | Sets the default account used for cheque payments in POS. | Use it if your branch accepts cheque payments. |
| Credit Card | Sets the default account used for card receipts in POS. | Use it when card sales should post separately from cash sales. |
| Gift Voucher | Sets the account used when gift vouchers are accepted as payment. | Use it when vouchers need separate tracking and reconciliation. |
| Discount | Sets the account used to record POS discounts. | Use it when discount values should be tracked clearly in reports and accounting. |
| Method | Selects an additional payment method to map. | Use it for custom or company-specific payment methods beyond the standard ones. |
| Account | Defines the account linked to the selected payment method. | Use it to make sure each payment method posts to the correct place. |
Money Denominations
Tab Path: POS Options > Setup
| Option | What It Does | When to Use It |
|---|---|---|
| Name | Defines the name of the denomination, such as a note or coin value. | Use clear names so cashiers can count and review cash more easily. |
| Description | Adds an explanation or note about the denomination. | Useful when you want extra clarity for uncommon denominations. |
| Inactive | Marks a denomination as unavailable without fully deleting it. | Use it when a denomination is no longer used but you want to keep its history. |
5. Transactions
The Transactions tab controls how the cashier screen behaves during sales, what information is shown, how customers are handled, and how rounding and tender limits work.
Transaction Screen Fields
Tab Path: POS Options > Transactions
| Option | What It Does | When to Use It |
|---|---|---|
| Show discount | Shows line-level discount details during item entry. | Use it when cashiers need to see or review discounts per item. |
| Show transaction discount | Shows a discount field for the whole sale. | Useful when the entire transaction may receive one overall discount. |
| Show attributes | Displays item attributes on the POS screen. | Use it when size, color, or other extra item details matter at the counter. |
| Use sub UOM as default | Makes the sub-unit of measure the default selection when selling items. | Use it when items are usually sold in a smaller selling unit than the main unit. |
| Show unit | Shows the selling unit on the transaction screen. | Useful when staff need to confirm they are selling by piece, box, kilo, or another unit. |
| Zeros after decimal | Controls how many trailing zeros are shown after the decimal point where fixed formatting is needed. | Use it when you want quantities or values to appear with a consistent decimal style. |
Customer and Order Controls
Tab Path: POS Options > Transactions
| Option | What It Does | When to Use It |
|---|---|---|
| Track customer's billing address | Allows the POS transaction to capture the customer billing address. | Use it when the billing address is needed for invoices or customer records. |
| Track customer's shipping address | Allows the POS transaction to capture a shipping or delivery address. | Use it when POS sales may involve delivery or later dispatch. |
| Mandate selecting a service type | Requires the user to choose a service type before completing the transaction. | Use it when service classification is mandatory for reporting or workflow. |
| Do not allow cashiers to change the customer | Prevents cashiers from replacing the customer on the receipt. | Use it when customer selection must stay under supervisor control. |
| Always use this customer | Forces POS sales to use one selected customer record every time. | Useful for walk-in retail models that always sell under one default customer. |
| Default cash customer | Lets you assign a default customer for cash sales. | Use it when cash receipts should automatically use a standard cash customer profile. |
| Save and load description | Keeps the entered description text and reuses it on the next transaction. | Useful when the same note or short description is entered repeatedly. |
| Allow editing of sales order | Lets users edit linked sales orders from the POS flow. | Use it when branch staff are allowed to adjust orders at the counter. |
Stock, Codes, and Validation
Tab Path: POS Options > Transactions
| Option | What It Does | When to Use It |
|---|---|---|
| Validate units in stock | Checks that stock is available before allowing the sale. | Recommended when overselling stock should be reduced or controlled. |
| Prefer item default location for reducing stock | Uses the item's default location first when reducing inventory. | Use it when the same item exists in multiple locations and one default location should be preferred. |
| UPC/SKU | Shows the UPC or SKU value on the transaction screen. | Useful when cashiers identify products by barcode or SKU. |
| Print for UPC/SKU | Prints the UPC or SKU on the related receipt output when enabled. | Use it when barcode or stock code details should appear on receipts. |
| Code | Shows the item code on the transaction screen. | Useful when items are searched or confirmed by internal item code. |
| Print for Code | Prints the item code on the receipt when enabled. | Use it when customers or back-office staff need the code on printed receipts. |
Tendering and Rounding
Tab Path: POS Options > Transactions
| Option | What It Does | When to Use It |
|---|---|---|
| Maximum receipt to tendered | Controls how much higher the tendered amount may be compared with the receipt amount. | Use it to reduce unusual tender entries, such as an accidentally very large cash amount. |
| Use Rounding | Applies rounding to the final transaction total. | Use it when small currency fractions should be rounded at the point of sale. |
| Roundup - Value | Defines the round-up value or step used when totals are rounded upward. | Use it when your business follows a fixed upward rounding rule. |
| Roundup - Account | Defines the account used to record upward rounding differences. | Use it when rounding differences must be tracked separately. |
| Roundup - Create | Helps create or prepare the related rounding account if it does not already exist. | Useful during initial POS setup. |
| Rounddown - Value | Defines the round-down value or step used when totals are rounded downward. | Use it when your business follows a fixed downward rounding rule. |
| Rounddown - Account | Defines the account used to record downward rounding differences. | Use it when rounding differences need separate tracking. |
| Rounddown - Create | Helps create or prepare the related round-down account if needed. | Useful during first-time configuration. |
6. View
The View tab controls the look and layout of the POS screen, including list colors, warnings, speed keys, home screen appearance, and right-side panels.
Lists and Reports Appearance
Tab Path: POS Options > View
| Option | What It Does | When to Use It |
|---|---|---|
| Use alternative color in lists | Alternates the background color of list rows to make reading easier. | Recommended when cashiers review long item or transaction lists. |
| Show tooltip on lists | Shows helper tips when the pointer moves over list content. | Useful when item names or descriptions may be longer than the visible area. |
| Alternative row color | Sets the color used for alternating rows in POS lists. | Use it to improve readability on busy screens. |
| Selected row color | Sets the highlight color for the currently selected row. | Use it when you want active selection to be more visible. |
| Selected text color | Sets the text color for the selected row. | Use it to keep highlighted rows clear and readable. |
| Use alternative color in reports | Applies alternating colors in report-style lists or report displays. | Useful when reports are reviewed frequently inside POS. |
| Report alternative color | Sets the alternating row color for report displays. | Use it to make report rows easier to scan. |
| Report selection color | Sets the color used when a report row is selected. | Useful when staff navigate reports using the mouse or keyboard. |
| Home back color | Changes the background color of the POS home or main area. | Use it when you want a clearer visual identity for the POS screen. |
Warnings
Tab Path: POS Options > View
| Option | What It Does | When to Use It |
|---|---|---|
| Sell below cost price | Warns the user when an item is sold below cost. | Use it when margin protection is important. |
| Sell below minimum sales price | Warns the user when the selling price is below the minimum allowed sales price. | Use it when company pricing rules should be checked at the counter. |
| Sell on quantity shortage | Warns the user when stock is short during sale entry. | Use it when stock shortages should be visible before completing the sale. |
Background Image
Tab Path: POS Options > View
| Option | What It Does | When to Use It |
|---|---|---|
| File | Selects an image file to use as the POS background. | Use it when you want branded or customized POS screen background artwork. |
| Layout | Controls how the background image is fitted into the screen. | Use it to choose the best appearance for your selected image. |
| Tile | Repeats the image across the background. | Best for small repeating patterns. |
| Center | Keeps the image at the center without stretching it. | Useful when the image should stay at its original size. |
| Stretch | Stretches the image to fill the available area. | Use it when filling the full screen is more important than keeping original proportions. |
| Zoom | Enlarges the image to fill the screen while keeping its proportions. | Recommended for branded background images that should not look distorted. |
Speed Keys
Tab Path: POS Options > View
| Option | What It Does | When to Use It |
|---|---|---|
| Items Back Color | Sets the background color used for speed key items. | Use it when item buttons should stand out more clearly. |
| Show items in a dialog | Shows items in a separate popup-style window instead of directly in the main area. | Useful when the item list needs more space or a cleaner selection screen. |
| Display categories on left side of items | Places speed key categories on the left side of the items area. | Use it when the staff prefer a side navigation layout. |
| Display categories above items | Places speed key categories above the items area. | Use it when a top navigation layout is easier for the counter team. |
| Category - Font Size | Sets the font size used on category buttons. | Increase it when buttons must be easier to read from a distance. |
| Category - Width | Sets the width of category buttons. | Use it when category names are longer or when you want larger touch targets. |
| Category - Height | Sets the height of category buttons. | Useful for touch-screen counters that need larger buttons. |
| Category - Fore Color | Sets the text color used on category buttons. | Use it to improve contrast and readability. |
| Category - Back Color | Sets the background color used on category buttons. | Use it for branding or to make category areas clearer. |
| Thumbnail | Shows speed key items in thumbnail style. | Useful when item images are important for selection. |
| Icon | Shows speed key items in icon style. | Use it when a smaller, simpler item display is preferred. |
Panels and Screen Layout
Tab Path: POS Options > View
| Option | What It Does | When to Use It |
|---|---|---|
| Order | Shows the order text box on the POS screen. | Use it when staff need to enter or review order notes directly in POS. |
| Show offline connection option | Shows the option to work offline when supported. | Useful in locations where connectivity may occasionally be unstable. |
| Payments | Shows the payments panel in the POS layout. | Use it when payment details should remain visible while selling. |
| Details | Shows the details panel on the right side. | Useful when staff need more transaction detail at a glance. |
| Items | Shows the items panel on the right side. | Use it when item review should stay visible during the sale. |
| Seatings | Shows seating-related information in the right panel. | Useful for restaurant or service environments that use seating control. |
| On Holds | Shows held transactions in the right panel. | Use it when staff often place transactions on hold and return to them later. |
| Orders | Shows the orders panel in the right-side area. | Useful when POS staff work actively with open orders. |
| Image Size - Width | Sets the width used for POS item images. | Adjust it when images appear too small or too large for the screen. |
| Image Size - Height | Sets the height used for POS item images. | Adjust it with the width setting to keep item images easy to recognize. |
7. Inventory
The Inventory tab controls how items are identified, grouped, priced, and read in POS, especially for weighted items, serial numbers, and barcode rules.
Item Setup and Pricing
Tab Path: POS Options > Inventory
| Option | What It Does | When to Use It |
|---|---|---|
| Attribute 1 | Defines the first extra item attribute label used in POS. | Use it for business-specific item details such as size, color, or model. |
| Attribute 2 | Defines the second extra item attribute label used in POS. | Use it when a second custom item detail should appear in the selling flow. |
| Use sales prices based on locations | Lets POS use different selling prices by location. | Use it when one branch or outlet sells the same item at a different price. |
| Group similar items in one line | Combines matching items into one line instead of creating separate lines. | Useful for faster receipts and cleaner item lists when the same item is scanned more than once. |
| Do not group similar items for weighted items | Keeps weighted items on separate lines even when the item is the same. | Use it when each weighed item should stay separate for control or review. |
| Default Price | Selects which selling price level POS should use by default. | Use it when your company maintains more than one selling price per item. |
| Use subunit code and description | Shows the subunit code and description instead of the main unit details. | Useful when staff sell mainly in subunits and those details are more meaningful at the counter. |
Random Weight Items
Tab Path: POS Options > Inventory
| Option | What It Does | When to Use It |
|---|---|---|
| Uses random weight items | Turns on support for barcodes that carry weight or price information for weighed items. | Use it for products such as fruits, vegetables, meat, or deli items. |
| Weight character | Defines the identifying barcode character used for weighted items. | Use the barcode prefix supplied by your scale or barcode standard. |
| Item's total characters | Defines the total barcode length used to identify the item. | Use it when your scale labels follow a fixed barcode length. |
| Uses total price | Reads the barcode as containing total price information. | Use it when the barcode carries the item's total amount rather than its weight. |
| Uses total weight | Reads the barcode as containing weight information. | Use it when the barcode carries the item's measured weight. |
| Always use quantity = 1 | For non-conventional weighted items, keeps the quantity at one and uses the barcode value instead. | Useful for label formats where the barcode already represents the final priced unit. |
| Non-Conventional - Weight character | Defines the identifying barcode character for non-conventional weighted items. | Use it when your scale uses a separate barcode prefix for that barcode style. |
| Amount Characters - Integer part | Defines how many digits belong to the whole-number portion of the barcode amount or weight. | Use it to match the barcode structure provided by your scale. |
| Amount Characters - Fractional part | Defines how many digits belong to the decimal portion of the barcode amount or weight. | Use it to correctly read decimal values from scale labels. |
Item Not Found Alerts
Tab Path: POS Options > Inventory
| Option | What It Does | When to Use It |
|---|---|---|
| Check again | Makes POS attempt another lookup when an item is not found. | Useful when barcode reads may occasionally be incomplete or mistyped. |
| Play a beep | Plays a beep when an item is not found. | Recommended when cashiers need an immediate audio alert. |
| Display a message box | Shows an on-screen message when the item is not found. | Use it when staff should receive a clear visible warning. |
| Sound File | Lets you choose a sound file for the item-not-found alert. | Use it when you prefer a custom sound instead of a standard beep. |
Serials
Tab Path: POS Options > Inventory
| Option | What It Does | When to Use It |
|---|---|---|
| Search items by their serial numbers | Allows POS to find items using serial numbers. | Use it for electronics, devices, or controlled items sold by serial number. |
| Custom Fields... | Lets you choose extra serial-related fields that should be available with serial handling. | Use it when serial tracking needs more business-specific information. |
Barcoding
Tab Path: POS Options > Inventory
| Option | What It Does | When to Use It |
|---|---|---|
| Type | Selects the barcode type used for POS inventory barcodes. | Use the barcode standard required by your labels or scanners. |
| Field | Selects which item field the barcode is based on. | Use it when your company identifies products by one specific code field. |
| Height | Sets the barcode height value where that barcode setup requires it. | Adjust it when barcode appearance or label reading needs improvement. |
| Weight | Sets the barcode weight value where the selected barcode setup uses it. | Use it only when your barcode format expects a separate weight definition. |
| Based on Category | Uses the item category as part of the barcode rule. | Useful when barcode logic differs by item category. |
8. Display
The Display tab controls customer-facing displays, including pole displays, scrolling messages, labels, and extended second-screen display behavior.
Pole Display Connection
Tab Path: POS Options > Display
| Option | What It Does | When to Use It |
|---|---|---|
| Port Name | Defines the communication port used by the customer pole display. | Use the port assigned to the display device on the POS machine. |
| Baud Rate | Defines the communication speed used by the customer pole display. | Use the value required by the display manufacturer. |
| Show item name in the first line | Shows the item name on the first line of the display. | Use it when customers should see the product name as it is scanned. |
| Next Line Hexadecimal | Defines the device command used to move to the next line on the display. | Usually set during hardware setup based on vendor instructions. |
| Clear Display Hexadecimal | Defines the device command used to clear the display. | Usually set only when a display device needs special control codes. |
Pole Display Messages and Labels
Tab Path: POS Options > Display
| Option | What It Does | When to Use It |
|---|---|---|
| Message 1 | Sets the first standard message shown on the customer display. | Use it for a welcome line or store message. |
| Message 2 | Sets the second standard message shown on the customer display. | Use it for a thank-you line or short promotion. |
| Idle Message | Defines the text shown when the display is not being used for an active sale. | Useful for greeting text, branding, or service notices. |
| Local | Uses a local idle message for this POS machine instead of the shared one. | Use it when one counter needs a different idle message from the rest. |
| Total | Defines the label used for total on the customer display. | Use it if you want to change the wording shown to customers. |
| Receipt | Defines the label used for receipt-related text on the customer display. | Useful when you want display wording to match your preferred terminology. |
| Amount | Defines the label used for amount on the customer display. | Use it when customizing customer-facing display wording. |
| Grand Total | Defines the label used for grand total on the display. | Useful when the grand total should have a different wording style. |
| Paid | Defines the label used for the amount paid. | Use it when customizing the payment wording shown to customers. |
| Change | Defines the label used for the change amount. | Useful when customer-facing wording should match company standards. |
| Marquee Speed | Controls how quickly scrolling text moves on the display. | Adjust it until the message is readable without being too slow. |
| Show grand total | Shows the grand total on the customer display. | Use it when customers should clearly see the final amount due. |
| Show grand total amount in second line | Shows the grand total amount on the second line of the display. | Useful on displays where a separate total line is easier to read. |
Extended Display
Tab Path: POS Options > Display
| Option | What It Does | When to Use It |
|---|---|---|
| Show extended display | Turns on the second or extended customer display when available. | Use it when the POS setup includes a customer-facing monitor. |
| Show images | Shows item or promotional images on the extended display. | Useful when visual presentation is part of the customer experience. |
| Rate / Second | Controls how often images change on the extended display. | Adjust it to balance visibility and movement. |
| Messages Rate / Second | Controls how quickly messages rotate or refresh on the extended display. | Use it when rotating messages should stay readable. |
| Name | Defines the label shown for item name on the extended display. | Use it when you want customer-facing labels to match your preferred wording. |
| Quantity | Defines the label shown for quantity on the extended display. | Useful when customizing the selling terminology shown to customers. |
| Price | Defines the label shown for price on the extended display. | Use it when display wording should match your receipt or branding style. |
| Discount | Defines the label shown for discount on the extended display. | Useful when discount information is displayed to customers. |
| Total | Defines the label shown for total on the extended display. | Use it when the total wording should be adjusted. |
| Description | Defines the label shown for description on the extended display. | Useful when item explanation text is shown to customers. |
| Grand Total | Defines the label shown for the final total on the extended display. | Use it when the final amount should be clearly highlighted for the customer. |
9. Printer
The Printer tab controls cash drawer commands, receipt cutting, print height, and the printer list used by POS printing.
Related guide: for advanced receipt printer setup, template selection, and printer-specific design work, see
POS Printer Configuration Guide.
Cash Drawer
Tab Path: POS Options > Printer
| Option | What It Does | When to Use It |
|---|---|---|
| Open Commands | Defines the command used to open the cash drawer. | Usually set based on the cash drawer or receipt printer model. |
| Connected to the printer | Indicates that the cash drawer is opened through the receipt printer connection. | Use it when the drawer is physically attached to the printer rather than directly to the PC. |
| Port Name | Defines the port used by the cash drawer when it is not connected through the printer. | Use it only for drawers that connect separately. |
| Baud Rate | Defines the communication speed for the cash drawer when it is not connected through the printer. | Use the value required by the cash drawer hardware. |
Receipt Cutting and Height
Tab Path: POS Options > Printer
| Option | What It Does | When to Use It |
|---|---|---|
| Cut Commands | Defines the command used to cut the receipt on printers with an auto-cutter. | Use it when receipt cutting is handled automatically by the device. |
| Height | Sets the print height used for POS output. | Adjust it when printed receipts are too long, too short, or not aligned properly. |
| Auto Configure | Lets QBM calculate the print height automatically. | Recommended when you want QBM to manage print height for you. |
| Footer Height | Sets the height reserved for the footer area. | Use it when footer text or logo space needs adjustment. |
Printer List
Tab Path: POS Options > Printer
| Option | What It Does | When to Use It |
|---|---|---|
| Name | Selects the Windows printer name for that POS printing rule. | Use it when POS should send output to a specific physical printer. |
| Template | Selects the print template used by that printer rule. | Use it when different printers need different receipt or order layouts. |
| Format | Opens format details for the selected template. | Use it when you want to review or adjust output structure. |
| Design | Opens the print designer for the selected template. | Use it when the printed appearance needs to be changed. |
| Notes | Stores notes for that printer rule. | Useful for internal reminders such as paper size, station purpose, or branch usage. |
10. Sales Receipt
The Sales Receipt tab controls what is printed, how receipt lines are formatted, which payment methods appear, the wording used on receipts, font choices, and receipt logo settings.
Printing Preferences
Tab Path: POS Options > Sales Receipt
| Option | What It Does | When to Use It |
|---|---|---|
| Use default printer settings | Uses the standard printer settings instead of relying on custom receipt font or layout adjustments. | Use it when you want simpler, standard output behavior. |
| Open cash drawer after print | Opens the cash drawer when the receipt is printed. | Useful for cash sale counters where the drawer should open automatically after payment. |
| Cut receipt after print | Cuts the receipt automatically after printing. | Use it with printers that support auto-cut. |
| Print barcode | Prints barcode information on the receipt. | Use it when barcode details are needed on printed receipts. |
| Print item number | Prints the item number on each receipt line where applicable. | Useful for reference, service, or stock identification. |
| Print transaction discount | Prints the overall transaction discount on the receipt. | Use it when customers should clearly see the total discount applied. |
| Print item price after discount | Prints each item's final price after discount. | Useful when discounted item pricing should be visible line by line. |
| Print on a POS printer | Uses the POS receipt printer format rather than a larger document-style printout. | Use it for standard receipt printers at the counter. |
| Print payment method total amount | Prints payment totals by payment method. | Useful when split payments should be clearly shown. |
| Print digits after decimal point for total quantity | Prints decimal digits for total quantity instead of rounding the displayed quantity. | Use it when total quantity may include fractions, such as weighted sales. |
| Print extended amount | Prints the extended line amount for items. | Useful when receipt lines should show quantity multiplied by price. |
| Add tax in price | Prints prices including tax. | Use it when your receipt policy requires tax-inclusive item prices. |
| Print discounted price percentage | Prints the discount percentage applied to the item price. | Useful when customers should see the percentage reduction. |
| Print discounted price amount | Prints the discount amount applied to the item price. | Use it when the actual saved amount should appear on the receipt. |
| Add line discount to subtotal | Rolls line discounts into the subtotal presentation. | Use it when you want the subtotal presentation to reflect line discount behavior. |
Payment Methods and Receipt Content
Tab Path: POS Options > Sales Receipt
| Option | What It Does | When to Use It |
|---|---|---|
| Cash | Includes cash as a printed payment method option on the receipt. | Use it when cash payments should be shown clearly on the receipt. |
| Credit Card / ATM Card | Includes card payment details on the receipt. | Use it when card-based payments should be identified separately. |
| Cheque | Includes cheque payment details on the receipt. | Use it if cheque payments are accepted in POS. |
| Gift Voucher | Includes gift voucher payment details on the receipt. | Use it when voucher payments are part of the selling process. |
| Print total quantity sold | Prints the total quantity of all sold items. | Useful for summary receipts and weighted item sales. |
| Print line details | Prints more detail on each line, such as fuller description information. | Use it when receipts need to be more descriptive. |
| Print customer's name | Prints the customer name on the receipt. | Useful for account customers, invoice-style receipts, or deliveries. |
| Print reference | Prints the transaction reference on the receipt. | Use it when reference tracking is important for customer service or reconciliation. |
| Use alternative color | Applies alternating color to receipt output where supported. | Useful when printed output should be easier to read visually. |
| Print description 2 | Prints the second description of the item as well. | Use it when items need an additional description line on the receipt. |
Item Description and Layout
Tab Path: POS Options > Sales Receipt
| Option | What It Does | When to Use It |
|---|---|---|
| Auto ellipse description | Shortens long item descriptions automatically when they exceed the available space. | Useful for narrow receipt layouts where long descriptions do not fit well. |
| Description maximum length | Defines the maximum description length printed in the receipt body. | Use it to keep receipt width clean and prevent wrapping issues. |
| Line character | Selects the character used for printed separator lines. | Use it to match your preferred receipt style. |
| Total extra characters | Adds extra characters after receipt lines where needed. | Use it only when your receipt layout requires extra spacing. |
| Currency | Defines how many decimal places are printed for currency on the receipt. | Use it to match your company currency display rules. |
Receipt Wording
Tab Path: POS Options > Sales Receipt
| Option | What It Does | When to Use It |
|---|---|---|
| Receipt Total | Defines the wording used for the receipt total label. | Use it when the printed wording should match your company's preferred term. |
| Amount Tendered | Defines the wording used for the tendered amount label. | Useful when you want to change the payment wording shown to customers. |
| Change Given | Defines the wording used for the change label. | Use it when the receipt wording should follow your store standard. |
| Cashier | Defines the wording used for cashier identification. | Useful when your business uses a different title for cashier or operator. |
| Till | Defines the wording used for the till or counter label. | Use it when you want to show counter information using your preferred term. |
| Sales Receipt | Defines the wording used for sales receipt documents. | Useful when you want a different document heading on POS output. |
| Return Receipt | Defines the wording used for return receipts. | Use it when returns should be labeled differently for customers. |
| Date | Defines the wording used for the date label. | Use it if you want the printed label to follow your preferred style. |
| Discount | Defines the wording used for discount on the receipt. | Useful when you want discount language to match your policies. |
| Subtotal | Defines the wording used for subtotal. | Use it when the receipt summary wording should be customized. |
| Total Qty | Defines the wording used for total quantity. | Useful for receipts that print a quantity summary. |
| Description | Defines the wording used for item description in the receipt body. | Use it when your receipt should use a different item-detail label. |
| Price | Defines the wording used for price. | Useful when you want all receipt headings to match your preferred language. |
| Customer | Defines the wording used for customer name. | Use it when customer-facing terminology should be adjusted. |
| Reference | Defines the wording used for reference number. | Useful when reference wording should match branch procedures. |
| Receipt | Defines the wording used for receipt. | Use it when short printed labels should match your preferred wording. |
| Amount | Defines the wording used for amount. | Useful when printed payment labels should be changed. |
| Method | Defines the wording used for payment method. | Use it when payment section wording should be customized. |
| Prepayment | Defines the wording used for prepayment. | Useful when advance or prepayment activity is shown on receipts. |
| Number | Defines the wording used for number. | Use it when receipt numbering labels should be changed. |
| Balance | Defines the wording used for balance. | Useful when the receipt may show due or remaining values. |
| Payment | Defines the wording used for payment. | Use it when the printed payment area should use a different label. |
| Description (Header) | Defines the wording used for the description header where that section is printed separately. | Useful when the header wording should differ from the line-item wording. |
| Amount Due | Defines the wording used for amount due. | Use it when the receipt may show a remaining payable amount. |
| Invoice Number | Defines the wording used for invoice number. | Useful when POS receipts reference invoice-related information. |
| Credit Amount | Defines the wording used for credit amount. | Use it when credit balances or credits may appear on the receipt. |
| Tax | Defines the wording used for tax. | Useful when receipt wording should follow local compliance terminology. |
| Printed receipt customer message - Line 1 | Defines the first customer-facing message line printed on the receipt. | Use it for thank-you text, branch contact details, or a short notice. |
| Printed receipt customer message - Line 2 | Defines the second customer-facing message line printed on the receipt. | Use it when the printed message needs an extra line for a slogan, contact detail, or note. |
Fonts
Tab Path: POS Options > Sales Receipt
| Option | What It Does | When to Use It |
|---|---|---|
| Default | Uses the standard receipt font settings. | Use it when you want a simpler, consistent receipt style. |
| Defined | Lets you use your own chosen font settings for different receipt sections. | Use it when you want more control over printed appearance. |
| Heading | Sets the font and size for the main receipt heading. | Useful when the receipt title should stand out more clearly. |
| Subheadings | Sets the font and size for secondary headings. | Use it to improve structure and readability on the receipt. |
| Customer Msg | Sets the font and size for the first customer message line. | Useful when you want the message area to be more prominent. |
| Customer Msg 2 | Sets the font and size for the second customer message line. | Use it when a second printed message line is used regularly. |
| Line Details | Sets the font and size used for detailed receipt line information. | Useful when detailed lines should remain readable on small paper. |
| Info | Sets the font and size used for general receipt information. | Use it when footer or additional information needs a different style. |
Template
Tab Path: POS Options > Sales Receipt > Template
| Option | What It Does | When to Use It |
|---|---|---|
| Trim description | Shortens descriptions in the selected receipt template where needed. | Use it when long descriptions affect layout or printer width. |
| Logo | Lets you add or change the POS receipt logo. | Use it when receipts should carry company branding. |
11. Reports
The Reports tab controls the content and template of POS X/Z reports.
X/Z Report Options
Tab Path: POS Options > Reports
| Option | What It Does | When to Use It |
|---|---|---|
| Items Sales Summary | Adds an item-based sales summary to the X/Z report output. | Use it when supervisors need to review report totals by item. |
| Categories Sales Summary | Adds a category-based sales summary to the X/Z report output. | Useful when management reviews performance by item category. |
| Template | Selects the template used for X/Z report printing. | Use it when your branch or business wants a specific X/Z report layout. |
12. Best Practices
- Separate operational settings from hardware settings. First confirm transaction flow, then test printers and displays.
- When using multiple branches, document which locations, counters, and default accounts belong together before changing the Setup tab.
- After changing sales receipt, rounding, or weighted-item settings, perform one full test sale and one return if applicable.
- Keep receipt wording short and clear so it fits narrow paper and remains easy to read.
- Use stock validation and warning settings carefully so the counter stays controlled without slowing staff unnecessarily.
13. FAQ
How is this different from the main QBM Options guide?
This guide is only for the POS Options window. The main QBM Options window covers broader company settings such as accounting, VAT, purchasing, and integrations.
Why do I not see all options from this guide?
Some options depend on permissions, hardware, active modules, or whether the setting is relevant for your environment.
When should I use Delete data caches?
Use it when POS still shows old item data, outdated lookups, or stale setup information after changes have already been saved.
Should every counter use the same POS settings?
Not always. Some settings should stay consistent across all counters, but others such as printer, display, counter, and local idle message may differ by workstation.
When should I use the separate POS Printer Configuration Guide?
Use it when you need more detail on POS printer templates, mapping printers, or advanced receipt printer setup beyond the overview covered in this guide.