POS Settings

POS settings control how your retail stores are configured before cashiers start selling. In SevenLedger, this includes store setup, warehouse assignment, cashier access, cash over/short reconciliation, credit sales behavior, and mapping payment buttons to the right cash or bank accounts.

POS Settings Areas

The POS settings UI includes:

General Settings
Payment Settings

1. General Settings (Store Management)

This is where you define the physical or operational store locations where POS sales happen. Each store behaves as its own selling point with its own warehouse linkage, cashier access, and reconciliation behavior.

Creating a New Store

Click the + Add button to set up a new location.

Basic Details

Field	What it does
`Name`	The store name shown in POS store selection and session flows.
`Description`	An optional description for the store.
`Warehouse`	The warehouse used as the stock source for this store when multiple warehouse mode is enabled.

Staff Access

Field	What it does
`Cashiers`	The team members allowed to use this store in POS sessions.

Reconciliation Accounts

When you close a shift, the actual drawer balance may not match the expected amount exactly. The store form supports over/short setup for that difference.

Field	What it does
`Enable Over/Short accounts for cash tracking`	Turns cash discrepancy tracking on for the store.
`Cash Over Account`	The account used when actual cash is more than expected.
`Cash Short Account`	The account used when actual cash is less than expected.
`Active`	Shows whether the store is active when editing an existing store.

2. Payment Settings

Money collected at the counter needs to land in the correct account. The Payment Settings page lets you choose a store, decide whether that store can sell on credit, and map each POS payment mode to a cash or bank account.

Store-Specific Config: Payment settings are configured per store. You must select a store from the dropdown before you can edit these settings.

Mapping Payment Modes

To add a payment button mapping for a store:

Select the store.
Click Add in the payment settings table.
Fill in the payment mapping fields.

Field	What it does
`Payment Mode`	The POS payment method, such as Cash, Card, Wallet, or Bank Transfer.
`Account`	The cash or bank account where money from that payment mode should be recorded.
`Status`	Activates or deactivates the payment mapping when editing an existing row.

Examples:

map Cash to a cash drawer or petty cash account,
map Wallet to the bank account where wallet settlements arrive,
map Card to the clearing or bank account used for card collections.

The “Credit” Feature

Do you allow trusted customers to buy now and pay later (Khata)?

Field	What it does
`Credit`	Allows the cashier to complete a sale with unpaid or partially paid balance. The remaining amount is recorded against the customer.

Setup Tip: If you leave these settings untouched, the system will use default accounts. However, for accurate reconciliation, we strongly recommend manually mapping “Cash” to a dedicated Cash Account for each store.

Best Practice

Create one POS store for each real operating store or counter setup.
Assign only the cashiers who should be able to run sessions there.
Enable over/short tracking if cash reconciliation matters to your process.
Review payment mappings carefully so each collection method lands in the right account.