Machine Configuration Overview
The Machine Configuration form is where you set up and manage individual POS terminals. Each machine has its own settings for identity, location assignment, payment methods, receipt formatting, display options, cash balances, and activity logging.
How to Open Machine Configuration
There are several ways to open this form:
- Program → Machine Configuration — opens the configuration for the machine your workstation is currently using
- Program → Machines → double-click a machine — opens the configuration for the selected machine
- Program → Machines → click New — opens a blank form to create a new machine
Permission Required
You must have Management Access (Manager role or above) to open Machine Configuration.
Menu Bar
The form has a menu bar at the top with the following options:
| Menu Item | What It Does |
|---|---|
| Open | Opens a machine picker so you can switch to configuring a different machine |
| Save | Saves all current settings without closing the form |
| Refresh | Reloads the machine settings from the database (warns if you have unsaved changes) |
| Set as This Machine | Assigns this machine to your current workstation (see below) |
| Print Technical Details | Prints a summary of the machine's technical information |
| Print Balances | Prints the machine's current balance sheet |
Title Bar
The title bar shows the machine name and indicates if you are viewing your own workstation's machine:
- "Machine Configuration - Register 1 (This Machine)" — you are editing the machine your workstation is assigned to
- "Machine Configuration - Register 2" — you are editing a different machine
- "Machine Configuration - New Machine" — you are creating a new machine
Tabs Overview
The Machine Configuration form has 5 tabs:
| Tab | Purpose |
|---|---|
| General | Machine identity (name, location, hardware info), POS screen behavior, receipt settings, and feature toggles |
| POS Settings | Item display columns, quick-add toggle, gas station mode, quantity/amount shortcut buttons |
| Payments & Accounts | Payment methods, split payment rules, cash drawer triggers, and account override flags |
| Balance | View and manage the machine's current cash and payment balances |
| Activity Log | View a searchable, filterable log of all POS activity on this machine |
Unsaved Changes Protection
The Machine Configuration form tracks all changes you make. If you try to close the form, switch machines, or navigate away with unsaved changes, you will be prompted:
- Save — saves your changes and continues
- Don't Save — discards changes and continues
- Cancel — stays on the current form
Status Bar
The bottom of the form shows the current machine name and a progress indicator when operations (saving, loading) are running.