Miscellaneous (Overview)

This document provides an overview of the miscellaneous settings available in the Preferences menu. These settings cover a range of options that don't fall under specific categories but are essential for customizing your experience within the system.

To access the Miscellaneous Settings, go to Setup > Preferences > Miscellaneous.

This setting determines what tax code prices have by default on new invoices.

Available options are:

• Tax Inclusive

• Tax Exclusive

Automatically increments numeric customer codes to the next number when adding new customers. While customer codes are not mandatory, they are recommended for exporting to third-party accounting systems.

See the following guide for more info: https://docs.hirepos.com/en/articles/2317441

When used with the Auto-increment Customer Code setting, this feature automatically assigns a code to new customers with the specified number of leading 0’s.

You can select between 2 and 6 digits from the dropdown, or leave the setting blank.

For example, if you select 5 digits, customer code 123 can be formatted as 00123.

Enabling this option allows the same customer code to be applied to multiple customers.

This can be useful when multiple customers in HirePOS need to correspond to the same customer record in an external accounting system.

Enabling this option defaults all new customers to zero Credit Limit (i.e. Cash type Customers) rather than setting them as 'account' type customers.

Selects the customer record to use for Cash Sales.

A generic customer such as "Cash Sale" can be used for over-the-counter sales where individual customer details do not need to be recorded.

For more information, see: https://docs.hirepos.com/en/articles/2338945

Displays the POS Interface when accessing Cash Sales instead of using the standard invoice interface.

Enable this option if you prefer to process cash sales through the dedicated point-of-sale interface.

For more information, see: https://docs.hirepos.com/en/articles/2317377

Displays a Cash Change popup when receiving a cash payment that is higher than the balance due. This allows you to confirm the Cash Received and the Change Required before completing the payment.

The Change Required amount is automatically calculated based on the Cash Received. Change is required when the Cash Received is greater than the amount entered in the Payment Amount field.

Changes the payment status displayed for account customers in the Setup > Reminders List.

When enabled:

• Customers with a credit limit greater than zero display an Account badge instead of their normal payment status.

• Overdue deposits for those account customers are hidden.

• Fully paid records continue to display a Paid badge.

Note: This setting is available when the Branches module is enabled.

Disables branch-level stock control for sales items.

When enabled, HirePOS assumes that sales stock is held at a single location and tracks stock levels at the Item level rather than separately for each branch.

Performs a low-stock check for sales items when an invoice is saved.

Enable this setting to identify sales items that have dropped below their configured reorder level after processing an invoice.

Automatically enables Invoice now, supply later in the Other tab when creating a new sales record.

This option can be used when an invoice needs to be created before the goods are supplied. Stock is then handled when the goods are dispatched or delivered rather than when the invoice is initially created.

This is different from the default behavior in which stock levels are adjusted immediately.

Disables the prompt to update an item's cost price when its cost is manually changed on a Purchase Order.

Enable this setting when you want to enter a different cost on a Purchase Order without being prompted to update the item's existing cost price.