How to adjust POS preferences?

TB POS · settings · Last updated August 17, 2026 · Version 1

This process works in apps: TB POS

This article will teach you how to change checkout defaults such as taxes, required fields, and printer behavior.

POS Preferences under App Settings control counter behavior: required customer/vehicle fields, signature rules, tax defaults, and printer targets. These are shop-floor settings distinct from Organization Settings (users, locations, tax rates). Changing a required field mid-shift without telling the team causes abandoned checkouts.

Steps

• Open Settings → POS Preferences in TB POS.
• Review tax defaults and whether prices are tax-inclusive or added at checkout.
• Check required-field toggles for customer, vehicle, and signature.
• Update printer or receipt options your lane uses.
• Save preferences.
• Run a test quote → complete flow on a training customer.
• Confirm the receipt and signature prompts match what advisors expect.

Conclusion & best practices

Change preferences deliberately during slow periods. Surprise required fields mid-rush create abandoned checkouts. Document who approved tax or signature changes so night-shift staff are not blamed for new prompts.