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POS - Select Customer Tab

Point of Sale Select Customer Tab

Overview

These controls are used to configure the Rover Web POS customer selection page.

Main Page

Recently Viewed

Search Results

Customer Lookup The Customer Lookup tab is used to replace the customer table with a lookup table in the POS main customer tab.

Integrations

Filter Inactive Customers Checking this box will filter inactive customers from the search results.

Opportunities

Quotes

Orders

Drafts

Behavior

Hide Load Customer Button Checking this box will hide the load customer button in the main customer search screen.

Allow Customer Creations Checking this box will add a "New Customer" button next to the customer search and allow customer creation when a search result returns empty.

Order Action Items

Hide Action Buttons Checking this box will hide the actions buttons that appear on the right side of the orders tables.

POS Allow Edit Order Checking this box will add the ability to edit an order within POS.

POS Allow Cash Deposit

Checking this box will add the ability to add a deposit for a sales order.

Integrations

Version 1.7.19.0