POS — Server-Side Setup

The rest of the POS guide is about the register: selling, taking payment, closing a shift. But every register is set up — and everything it does is collected — on the Nama server, under the Point of sale menu. That is where you decide which warehouse a register sells from, how its invoices are numbered, what happens to the cash when a shift closes, which accounts a sale posts to and what each cashier is allowed to do.

These pages are for the people who configure and support registers. They answer the questions that arrive as tickets: "the shift is not reset at close", "how do we change the invoice prefix?", "why can't the cashier close the shift?".

How the pieces fit

1. The register is a master file, one per machine. It names the warehouse, payment methods, terms and the many options that apply to that machine only.
2. POS Settings is a single screen of company-wide defaults. Wherever a register has its own value for the same option, the register wins.
3. Supporting settings screens — service charge, delivery cost, screen layouts, security profiles and the like — are separate records that the register or POS Settings points to.
4. Documents come back the other way. Each invoice, return, shift and payment a register saves is synced up and processed on the server through its document term.

Every change you make here reaches the registers through the normal data sync, so a register that is offline keeps the old values until it reconnects — see How POS Data Syncs with the Server.

Start here

🖥️Setting Up a RegisterThe register master file: warehouse, payment methods, terms, tables, allowed users and the register's own buttons.⚙️The POS Settings ScreenThe company-wide POS options, grouped by what they affect, and which ones a register can override.

Most-asked settings

🔢Numbering POS DocumentsHow a register builds invoice and shift codes, and how to change the prefix, digits, date part and starting number.💵Shift Opening, Closing & Cash-Reset SettingsWhat shift documents hold, Shift Close Reset Cash, the settings that block a close, and how differences post.

Accounting and control

🧾POS Document TermsThe document terms behind every POS document and how a register picks the term for each sale, return or payment.🔐POS Security ProfilesWhat each cashier may do at the register, capability by capability.

Selling options

🍽️Service Charge, Minimum Charge, Delivery & Return ReasonsSpecial items the register adds and prices for you, plus the return and depreciation reasons cashiers pick from.📦What a Register Receives: Items, Barcodes & Sync SettingsWhich items each register gets, stock checks at the till, scale and GS1 barcodes, save-on-server-first rules, and the read queue.🖱️Screen, Keyboard & Device SettingsScreen layouts, the mobile app, keyboard shortcuts, the pole display, default values and required fields.

After the sale

📤POS Documents on the ServerThe invoices, returns, payments and stock documents registers send up, and what you can and cannot do with them.