FAQs
A collection of answers to frequently asked questions about POS365.
Daily use
- How do I prevent an item in Business Central from being sold in POS365?
- Which reports are available in the Admin Center?
- Can I continue making sales if POS365 loses its internet connection?
- How do I select a different bin for a product in POS365?
- How do I retrieve a bill of lading in POS365?
- How do I complete a sale in POS365?
- How do I remove a single item from the basket?
- How do I delete the entire sale?
- How do I send a receipt by email?
- How do I add a comment to a receipt?
- How do I apply a discount to the entire sale?
- How do I update POS365?
- What should I do if POS365 does not start?
- Why is the Email receipt option not visible?
- Why are payment buttons not shown in a consistent order?
- How do I put a sale on hold?
- How can I view stock levels at other locations?
- Can I change a product’s price during a sale?
- Why am I asked to select a product variant?
- How do I find a product in POS365?
- How can I tell whether POS365 is online or offline?
- Can I continue making sales if the internet connection is lost?
- Why has a discount not been applied to a product?
- What should I do when changes from the Admin Center are not visible in POS365?
- How do I find an old receipt in POS365?
- How do I make a manual refund without the original receipt?
- How do I resume a sale that was put on hold?
- How do I reprint an old receipt?
- How do I create a new customer in POS365?
- How do I add an existing customer to a sale?
- How do I change the quantity of an item?
- How do I make a refund using a return label?
- Which customer details can I search for in POS365?
- How do I print a delivery note in POS365?
Payments and cash handling
- When is the Order Completed [PON] field updated in Business Central? (Used to automatically create or post invoices)
- How do I create an invoice from a paid sales quote?
- When is inventory reduced after a sales order or sales quote is paid in POS365?
- Why is a paid sales quote not automatically converted into a sales invoice in Business Central?
- Why does a payment for a sales order or sales quote appear on the Z report but not in the store’s total sales?
- Why is a payment type not visible on my POS365 cash register?
- How do I track serial numbers when selling a product in POS365?
- How do I create a sales order or sales quote in POS365?
- How do I use a gift card in POS365?
- How do I create a gift card in POS365?
- How do I pay an active invoice in POS365?
- Can I add cash to the cash register without making a sale?
- What is the difference between Payment on account and Credit check?
- How do I withdraw cash from the cash register?
- Can I process a credit sale while POS365 is offline?
- Why is a new payment type not visible in POS365?
- How do I complete the End of Day process?
- How do I manually open the cash drawer in POS365?
- Can completed sales orders and quotes be posted automatically in Business Central?
Printers and hardware
- What should I do if my card terminal cannot connect after I did not allow POS365 through Windows Defender Firewall?
- How do I print price labels in POS365?
- How do I enable or disable the customer display in POS365?
- What should I check if the card terminal is not responding?
- What should I check if the barcode scanner is not working?
- How do I select the receipt printer?
- What should I check if receipts are not printing?
- How do I select and test a receipt printer?
Users and permissions
- Why can an employee not access a specific function?
- How can I hide a button in POS365 using Permission Roles?
- Which email address should I use to sign in to POS365?
- Where do I change an employee’s POS365 password?
- Should I run a Full Sync immediately after changing data in Business Central?
- How do I add an employee to POS365?
- Can I continue using POS365 without an internet connection?
- How do I set up card or chip login for an employee?
- How do I remove access when an employee leaves?
Onboarding
Business Central
- How does PON Auto Apply POS365 Payments work?
- Where can I find External Document No. on an open sales invoice?
- Where can I find payment methods in Business Central?
- Where can I find the POS365 payment dimensions for a location?
- Where can I find posted sales invoices?
- Where do I start a new sales credit memo?
- Where do I start a new sales invoice?
- Where can I find open sales credit memos?
- Where can I find open sales invoices?
- How does PON Auto Post POS365 Gen. Jnl. work?
- How does PON Auto Post POS365 Cr. Memo work?
- How do I update the POS ONE – POS365 BC Integration app?
- Can I display prices including VAT for specific customers in POS365?
- How do I add an image to an item variant for display in POS365?
- Why are POS365 sales invoices not posted by the Business Central job queue?
- Why is a new item not visible in POS365?
- Why is corrected Business Central data not updated in POS365?
- Where can I find and post transfer orders created in POS365?
- How do POS365 Job Queues work in Business Central?
- How do I switch to the POS365 user interface and change the language
- Where can I find posted sales credit memos?
- Where can I find the POS365 receipt number on a sales invoice?
- Where can I see which cash register a sales invoice came from?
- Where can I access reports from the Business Central home page (POS365 UI)?
- Where can I find items in Business Central?
- Where can I find the On POS365 setting for an item?
- Where can I see which item category a product belongs to?
- Where can I find an item's product posting groups?
- Where can I find the variants of an item?
- Where can I find the item tracking code assigned to a product?
- Where can I find item categories?
- Where can I find the POS365 availability setting for an item category?
- Where can I find sales price lists used with POS365?
- Where can I check the quantity requirement for a price-list discount?
- Where can I find customers in Business Central?
- Where can I find the customer's Prices Including VAT setting?
- Where can I find a customer's discount group?
- Where can I find customer posting groups?
- Where is the On POS365 field for a customer posting group?
- Where can I find the default POS365 customer setting?
- Where can I find locations used with POS365?
- Where can I find the default bin for a POS365 location?
- Where can I find the description used for a POS365 payment method?
- Where can I find the balancing account for a payment method?
- Where can I find currencies used with POS365?
- Where can I find a currency's exchange rates?
- Where can I find the cash denominations for a currency?
- Where can I find the cash-rounding setting for a currency?
- Where can I find the cash drawer account for a currency?
- Where can I find the bank deposit account for a currency?
- Where can I check whether a currency is enabled for POS365?
- Where can I find vouchers?
- Where can I find voucher types?
- Where can I find the POS365 integration setup?
- Where can I find the POS365 hosting-region setting?
- Where can I find the domestic general business posting group?
- Where can I check which general journal POS365 uses?
- Where can I find the POS365 loss and gain account?
- Where can I find the POS365 rounding account?
- Where can I find the POS365 background jobs?
- Where can I find the Business Central records used to set up POS365 employees?
- Where can I view the dimensions on a sales invoice header?
- Where can I find the installed POS ONE Business Central integration app version?
- Where can I find a customer’s VAT business posting group?
- Where can I find a customer’s price group?
- Where can I find a customer’s payment terms and payment method?
- Where can I find a customer’s posted invoices and payments?
- Where can I see the remaining amount on a customer invoice?
- Where can I see which entries have been applied to a customer invoice?
- Where can I find the VAT percentage for a posting-group combination?
- Where can I check an item’s unit price and whether it includes VAT?
- Where can I see an item’s inventory at different locations?
- Where can I find the inventory entries for an item?
- Where can I check a sales price list’s status and validity dates?
- Where can I find the line discount on a sales price list?
- Where can I find sales quotes in Business Central?
- Where can I find sales orders in Business Central?
- Where can I find the salesperson code on an open sales invoice?
- Where can I find the error history for a POS365 job queue entry?
- Where can I check the schedule for a POS365 job queue entry?
- Where can I find the posting date on an open sales invoice?
- Where can I find the document type on a general journal line?
- Where can I find a customer’s default dimensions?
Sanity Checks
- How to solve – “General ledger is not set up”
- How to solve – “No employee with login access found”
- How to solve – “No categories found”
- How to solve – “No products found”
- How to solve – “Bank account is not set up”
- How to solve – “Default customer is not set”
- How to solve – “Default customer is not synced”
- How to solve – “Cash account is not set up”
- How to solve – “Rounding must be equal to or higher than the smallest denomination”
- How to solve – “Denomination cannot be 0”
- How to solve – “Rounding should be equal to or higher than the lowest denomination”
- How to solve – “Base currency rate must be 100”
- How to solve – “Base currency is not synced”
- How to solve - “Base currency is not set up”
- How to solve – “No denominations found”
- How to solve – “Rounding cannot be 0”
- How to solve – “Unable to load base currency”
- How to solve – “Customer VAT does not match company VAT”
- How to solve – “Print header is invalid”
- How to solve – “Print footer is invalid”
- How to solve – “Loss/gain account is not set up”
- How to solve – “Rounding account is not set up”
- How to solve – “No payment types found”
- How to solve – “Ensure at least one payment type has a PaymentService”
- How to solve – “Tax setup is invalid”
- How to solve – “Gift card posting group is not set up”
- How to solve – “No screen is set up”
- How to solve – “A newer POS version is available”
- How to solve – “Integration is outdated”
Admin Center
BC errors
Reports
- What does the Reconciliation Report show, and when should I use it?
- What does the Transaction Lines Report show, and when should I use it?
- What does the Transactions Report show, and when should I use it?
- What does the Vouchers Report show, and when should I use it?
- What does the Product Sales Report show, and when should I use it?
- What does the Turnover Report show, and when should I use it?
- What does the Voucher Balance Report show, and when should I use it?