Applying Accounting References to Tax and Sale Items

When adding an item it is important to select the correct accounting reference and sales tax. A default accounting reference and sales tax can also be set in the department defaults when adding or editing a department.

Individual Item

1. From your Point of Sale, click Admin
2. Click Items and Departments
3. Once you are in the department you would like to add the item to, click Add Item. 
4. Select the Accounting Reference from the drop-down. 
5. Select the Sales Tax from the drop-down. 
6. Click Save

Setting Department Defaults

Defaults can be set for all items within the department to simplify the process of adding items.

1. Click Admin
2. Click Items and Departments
3. Click Edit Department
4. Select the department you are editing. 
5. Make the changes that are required.
6. Click Update Items with Defaults
7. Select the field(s) you would like to update in the department. Check off each field and make the required changes. 
8. Click Ok
9. Click Yes
10. Click Save