How to Set Up Location Policies and Serial Number Requirements
The Policies tab on the Location form lets you define a return/service policy and control whether serial numbers must be captured at this location.
Opening the Policies Tab
- Open the location for editing (Program → Locations → double-click the location)
- Click the Policies tab
Store Policy Text
The large text area lets you enter a free-form policy message. This can include:
- Return and exchange policies
- Warranty information
- Terms of service
- Any other text you want associated with this location
There is no character limit displayed — you can enter as much text as needed.
Printing the Policy on Invoices
Check the box "Print Policy On Invoice" to include the policy text on every invoice printed from this location.
When this is checked, the policy text appears at the bottom of printed invoices. When unchecked, invoices print without the policy text.
Require Serial Number Capture
Check the box "Require Serial Capture" to enforce serial number entry at this location.
When this setting is enabled:
- Users must enter a serial number for serialized items before they can save an invoice
- This applies to all invoices created at this location
- If a user tries to save an invoice with a serialized item that has no serial number entered, the save is blocked
When to use this: Enable this if your location sells high-value serialized items (electronics, equipment, etc.) and you want to ensure every unit is tracked by serial number at the point of sale.
Saving Policy Settings
Policy settings are saved when you click Save or Save & Close on the Location form. Changes to the checkbox and text area are tracked in real-time.