Transaction Defaults in WPOS

This article explains how to configure transaction defaults in WPOS to speed up cashier work and reduce errors.

Path in WPOS

Settings › Transaction Defaults

Available settings

• Default payment method: what appears automatically when a new invoice is opened (cash, card, transfer, etc.).
• Default tax settings: the tax rate applied automatically to new products.
• Default discount settings: the default discount value or percentage suggested when a new invoice is opened.

Settings scope

Choose “Choose Settings Scope”:

• Global: the same defaults for all branches.
• Location: different defaults for each branch (for example, one branch accepts card only, another accepts cash + card).

Benefits of the feature

• Reduces routine steps for the cashier on every transaction.
• Standardizes transactions according to the nature of the branch.
• Reduces manual entry errors for tax and discount.

Steps

1. Open Settings, then Transaction Defaults.
2. Choose the settings scope (Global or Location).
3. Fill in the required default values.
4. Click “Save”.

Notes

• Default values can be modified at the individual invoice level if the user has the permission to do so.
• “Reset to Default” returns all values to Qoyod’s default settings.