Basic Setup Wizard

Basic cash register configuration with the basic setup wizard in POS Core.

As long as no cash register setups have been set up yet, this notification appears on all standard Business Central role centers and BE-POS setup pages:

If you click Set up BE-POS extension, the basic setup wizard opens. You can use it to define the initial setup for a cash register.

If you click Do not show again, this notification is no longer shown for the current user. If the current user has sufficient permissions to set up the cash register, the notification can also be deactivated for the entire tenant.

Insufficient Permissions

If you do not have sufficient permissions to set up the cash register, the basic setup wizard informs the user accordingly:

In this case, sign in with a user who has the SUPER or BET POS ADMIN permission set. Then run the basic setup wizard again with that user.

General Setup

Field	Description
Location	Specifies the location code where your items are sold
General Business Posting Group	Specifies a code for the company group
VAT Business Posting Group	Specifies a posting group code that determines how VAT is calculated and posted for customers and vendors

Financial Setup

Field	Description
Process Financial Data	Processes the financial data of each receipt either through standard finance or BE-POS journals
Financial Journal Template	Defines the name of the financial journal template for this cash register
Financial Journal Batch	Defines the financial journal batch for this cash register
Post Financial Data Automatically	Activates automatic financial posting
Compress Financial Data	Activates compression of financial data from revenue and discount lines

Open Entries Posting Setup

Field	Description
Post Open Entries Automatically	Activates automatic posting of open entries
Open Entries Journal Template	Defines the name of the journal template for open entries for this cash register
Open Entries Journal Batch	Defines the journal batch for open entries for this cash register
Open Entries G/L Account	Specifies the account no. for open entries

Item Posting Settings

Field	Description
Process Item Data	Defines whether item data from each receipt is to be processed
Post Items Automatically	Activates automatic item posting
Item Journal Template	Defines the name of the item journal template for this cash register
Item Journal Batch	Defines the item journal batch for this cash register

Resource Posting Settings

Field	Description
Process Resource Data	Defines whether resource data from each receipt is to be processed
Post Resources Automatically	Activates automatic resource posting
Resource Journal Template	Defines the name of the resource journal template for this cash register
Resource Journal Batch	Defines the resource journal batch for this cash register

Job Queue Setup

Field	Description
Start Job Queue Immediately	Activate this setting if the job queue should start immediately
Number of Minutes Between Runs	Specifies the minimum number of minutes that must pass between job queue runs
Start Time	Specifies the earliest time when the job queue may run
End Time	Specifies the latest time when the job queue may run
Run on Mondays	Specifies that the job queue runs on Mondays
Run on Tuesdays	Specifies that the job queue runs on Tuesdays
Run on Wednesdays	Specifies that the job queue runs on Wednesdays
Run on Thursdays	Specifies that the job queue runs on Thursdays
Run on Fridays	Specifies that the job queue runs on Fridays
Run on Saturdays	Specifies that the job queue runs on Saturdays
Run on Sundays	Specifies that the job queue runs on Sundays

Summary

On the last page of the basic setup wizard, you can review the settings. Then click Finish to complete the setup and automatically create a cash register setup. After that, the BE-POS role center should be opened so that detailed settings can be maintained more quickly. To do this, change the Role to BE-POS on the My Settings page.