Introduction to Master Configuration  

TruePOS provides certain default fields essential for the retail industry. Additionally, TruePOS offers extra fields beneficial for different verticals and businesses. Based on your business requirements, you can determine which fields should be present in the Masters and which are unnecessary. This control is available in the Master Configuration menu.

Using the Master Configuration screen, you can show or hide fields that appear in the Master menu screens, such as Item, Customer, Supplier, and Branch, according to your business needs.

Menu Access: Click Master > More > Tools > Master Configuration

Functions Performed in Master Configuration  

1) Enable or Disable an attribute in a master screen  

Steps:  

1. Specify the name of the master screen in the Search Master field (e.g., Item Master).

2. Click Edit to view the attributes of the corresponding screen.

3. To enable an attribute or field from the Item Master screen, mark the checkbox under the Visible column.

4. To hide an attribute from the Item Master screen, clear the selected checkbox under the Visible column.

Example: If you want to enable the Category column, refer to the screenshot below.

2) Search a Field or Attribute  

• In the Search Attributes field, type the field name you want to find and edit.

3) Rearrange the Order of an Attribute Within the Master Screen  

Steps:  

1. Move the mouse pointer to the left corner of the attribute.

2. Drag and drop the attribute in the desired order within the same tab or group.

4) Set Default Values for an Attribute  

• On the field, specify or select the default values in the Default Value column for the attributes. This ensures that default values appear while creating an Item, Customer, Supplier, etc.

5) Marking Fields as Mandatory  

• Mark the checkbox under the Mandatory column against the required field.

• To remove the mandatory requirement, uncheck the checkbox.

6) Change the Field Name  

Steps:  

1. Double-click on the field name or attribute.

2. Edit the name by providing the desired label.

3. Click anywhere outside the field to save the changes.

Saving Changes  

After making the required changes in Master Configuration, click Save to update the settings. Log out of TruePOS and log in again to see the changes reflected in the corresponding Master screens.

7) Revert the Attribute name

Click the Revert Caption button to reset the attribute name to its original value. To see the updated changes reflected across the relevant Master screens, log out of TruePOS and log in again.

FAQs  

1. Can I rearrange attributes within a Master Screen?  

Yes, you can drag and drop attributes to rearrange their order within the same tab or group.

2. How do I enable or disable a field in a Master Screen?  

Navigate to Master Configuration, search for the Master Screen, click Edit, and check/uncheck the Visible column as needed.

3. What happens if I change the field name?  

The field name will be updated and reflected in all relevant screens after saving the changes and re-logging into TruePOS.

4. Do I need to restart TruePOS after making changes in Master Configuration?  

Yes, logging out and logging in again ensures that all changes are applied correctly.

 5. How to revert a field name to its original name?
Click the Revert Caption button to reset the attribute name to its original value .

6. Can I set default values for attributes in Master Configuration?  

Yes, you can specify default values in the Default Value column, which will be pre-filled when creating a new item, customer, or supplier.

7. Can we hide fields that we don't need?  

Yes, by unchecking the Visible column, you can hide fields that are not required.

8. Is it possible to filter attributes in Master Configuration?  

Yes, use the Search Attributes option to find quickly and modify a specific field.