Field reference
POS Profile
How to use POS Profile in Point of Sale: access, working steps, fields, related records and troubleshooting.
Purpose and access
Select the permitted POS profile, customer and items, then review totals and the payment method. Opening and closing activities, stock availability and posting rules depend on the configured profile and assigned permissions.
This page is a record page in Sales & Marketing → Point of Sale. Use the link above to open the configured destination; permissions are checked by the destination service.
ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.
Before you start
Prepare the required information: Company, Warehouse, Payment Methods, Currency, Write Off Account, Write Off Cost Center, Write Off Limit.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open POS Profile from Sales & Marketing → Point of Sale, or use ERP Search.
- Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Add the required child rows. Review each row’s identifiers, linked records and values, using the child-table field reference below.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- Use any additional workflow actions only when the record and your role provide them. Saving this record does not automatically complete a related transaction or external action.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Companycompany | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Company |
Customercustomer | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Customer |
Countrycountry | Read Only Optional | System-provided value; correct its source record or calculation rather than overwriting the displayed result. |
Disableddisabled | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Warehousewarehouse | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Warehouse |
Company Addresscompany_address | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Address |
Payment Methodspayments | Table Required | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: POS Payment Method |
Set Grand Total to Default Payment Methodset_grand_total_to_default_mop | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Currencycurrency | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Currency |
Price Listselling_price_list | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Price List |
Write Off Accountwrite_off_account | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Account |
Write Off Cost Centerwrite_off_cost_center | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Cost Center |
Write Off Limitwrite_off_limit | Currency Required | Auto write off precision loss while consolidation |
Income Accountincome_account | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Account |
Expense Accountexpense_account | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Account |
Taxes and Chargestaxes_and_charges | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Sales Taxes and Charges Template |
Tax Categorytax_category | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Tax Category |
Account for Change Amountaccount_for_change_amount | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Account |
Disable Rounded Totaldisable_rounded_total | Check Optional | If enabled, the consolidated invoices will have rounded total disabled |
Apply Discount Onapply_discount_on | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Allow Partial Paymentallow_partial_payment | Check Optional | Applicable on POS Invoice |
Cost Centercost_center | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Cost Center |
Projectproject | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Project |
Action on New Invoiceaction_on_new_invoice | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Validate Stock on Savevalidate_stock_on_save | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Ignore Pricing Ruleignore_pricing_rule | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Print Receipt on Order Completeprint_receipt_on_order_complete | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Hide Imageshide_images | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Hide Unavailable Itemshide_unavailable_items | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Automatically Add Filtered Item To Cartauto_add_item_to_cart | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Allow User to Edit Rateallow_rate_change | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Allow User to Edit Discountallow_discount_change | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Applicable for Usersapplicable_for_users | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: POS Profile User |
Item Groupsitem_groups | Table Optional | Only show Items from these Item Groups Linked record: POS Item Group |
Customer Groupscustomer_groups | Table Optional | Only show Customer of these Customer Groups Linked record: POS Customer Group |
Print Formatprint_format | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Print Format |
Letter Headletter_head | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Letter Head |
Terms and Conditionstc_name | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Terms and Conditions |
Print Headingselect_print_heading | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Print Heading |
Sourceutm_source | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: UTM Source |
Campaignutm_campaign | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: UTM Campaign |
Mediumutm_medium | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: UTM Campaign |
Child tables
Payment Methods — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Defaultdefault | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Allow In Returnsallow_in_returns | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Mode of Paymentmode_of_payment | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Mode of Payment |
Applicable for Users — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Defaultdefault | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Useruser | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: User |
Item Groups — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Item Groupitem_group | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Item Group |
Customer Groups — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Customer Groupcustomer_group | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Customer Group |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.