When a customer other than the POS Cash Sale customer is selected in the POS program, the program defaults the payment terms, sales rep and tax information for the customer into the program.
• If the selected customer has Net Terms, the POS program will allow you to create a POS sale or return transaction for the customer without processing a payment for the transaction. In this case, the Pay Button label is changed to show “Net Terms” to indicate that a payment is not required.
• If the selected customer has a Taxtype of RESALE set in the customer record, and the customer has a valid tax certificate for the state in which the POS transaction is being processed, the system will default the tax information from the certificate into the POS program and display it on the Customer, ShipTo Tab Page. Once a RESALE Taxtype has been selected, the POS program will not apply any tax to the POS transaction – even if the Taxcode for the POS ship to location has a rate in it.
• If the selected customer has a Taxtype of RETAIL set in the customer record, and you change the Taxtype to RESALE, the system will ck for a valid tax certificate for the customer in the state being used for the POS invoice. If a valid certificate is found, the system will default the tax information into the Customer, ShipTo Tab Page. If a valid certificate is not found, the system will display a list of the tax certificates for the customer so that you can add a new tax certificate or update an existing certificate for the customer.