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System Parameters | Setup tab
Use the Set Up tab to control how Counter System behaves for data entry, signatures, and required fields on contracts. This article explains each option so you can choose the right balance of speed, accuracy, and control for your operation.
Topics included in this article
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General Settings
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Signature Capture
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Force Settings
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Change Log — Text Updated or Removed in This Revision
General Settings
Expert Path: Program Menu > Configuration > System Configurations > Parameters
Elite Path: Gear Icon > Under Core Options, App Configurations > System Configurations > Parameters
| Setting | Checked | Unchecked / Details |
|---|---|---|
| Accept Enter for Yes | Press Enter to answer Yes to most on-screen questions. | Type Y and press Enter to answer Yes. |
| Require Operator ID | The system prompts for an Operator ID after every transaction in Counter System. | After you enter an Operator ID, the system keeps using it until you press Enter at the Counter System menu without making a selection. |
| Select Items First on Open Contract | Select all items first, then select the customer. | Enter customer information first, then select items to rent. |
| Item key begins with store number (multi-store systems only) | The item key begins with the store number. | The item key ends with the store number. |
| Allow account modifications on counter | Users can modify account customer records at the counter. | Modify account customers in File Maintenance only. |
| Ask for Return Transfer | Enables automatic return on transfer items. | The system does not create an automatic return. |
| Days to hold completed contract | Set how many days completed contracts remain in the Active file before moving to History. A value around 3 days is typically sufficient. Higher values keep more contracts active and can slow daily close. | |
| Default Terms Days for Account Customers (Available for Elite versions 2026.06 or higher) | Set how many terms days will be the default for account customers. This is used to calculate the due date on the invoice. The number of days set here will be added to the billed date to get the due date. Any terms days set on the customer record will override this setting. | |
| Days for Quote Valid (Available for Elite versions 2026.06 or higher) |
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| Maximum Deliveries per day | Enter the maximum number of deliveries allowed per day. To allow unlimited deliveries, enter 9999. | |
| Maximum Pickups per day | Enter the maximum number of pickups allowed per day. To allow unlimited pickups, enter 9999. | |
Note: In Security, set the required password level to override the maximum delivery/pickup limits when necessary.
Info: Keeping many completed contracts in Active can slow End of Day processing. Start with 3 days, then adjust based on daily volume.
Warning: Changing Item key begins with store number in a live, multi-store environment may impact item lookups, imports, and reports. Consult your system admin/SME before toggling.
Signature
Path: Configuration ▸ Counter System ▸ Set Up ▸ Signature
- Checked: The counter user is prompted to capture the customer’s signature for the selected payment method and transaction type.
- Unchecked: The system does not prompt for a signature.
- Requirement: Signature capture requires the optional signature device and software.
Force Settings
Path: Configuration ▸ Counter System ▸ Set Up ▸ Force Settings
Use these options to require specific entries when opening or sending out a contract, logging calls, or managing delivery/pickup logistics.
Force entry of deposits on open (if applicable)
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Checked: Enter an amount in the Deposit field at the Payment screen when opening/sending out a contract.
Force entry of rental/sale on open (if applicable)
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Checked: Enter an amount in the Rental/Sale field at the Payment screen when opening/sending out a contract.
Force entry of payment method
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Checked: Select a payment method (for example, cash or check) at the Payment screen when opening/sending out a contract.
Force acknowledgment of Damage Waiver
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Checked: When opening a new contract, the system asks whether to charge Damage Waiver.
Force serialized item selection
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Checked: Select a serialized item when opening/sending out a contract.
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Unchecked: You may defer serialized selection until close.
Force entry of contract information on open
- Checked: Complete the Contract Information field(s) when opening a contract.
Force entry of auto license on open
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Checked: Enter auto license information when opening a contract.
Force entry of ‘Ordered by’
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Checked: Select or enter the Ordered by value when creating the contract.
Force ‘Picked up by’ for Account Customers
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Checked: Enter Picked up by when opening a contract for an Account customer.
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Unchecked: The field is optional, but available.
Force ‘Picked up by’ for Cash Customers
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Checked: Enter Picked up by when opening a contract for a Cash customer.
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Unchecked: The field is optional, but available.
Force salesperson on open
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Checked: Select a salesperson whenever a contract is opened.
Force ‘Customer heard about us’ question
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Checked: When adding a new customer, select how the customer heard about you.
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Unchecked: Optional; you can still select a method manually.
Force entry of call log type
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Checked: Select a Call Log Type whenever creating a new call log.
Force contract type on open
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Checked: If Contract Types are configured, you must select a Contract Type on every new contract.
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Unchecked: Contract Type selection is not required.
Force delivery truck on new contract
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Checked + Delivery selected on contract: After you enter Delivery and Pickup times and click OK, the system prompts you to select a delivery truck and navigates to the Delivery tab.
Force pickup truck on new contract
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Checked + Pickup selected on contract: After you enter Delivery and Pickup times and click OK, the system prompts you to select a pickup truck and navigates to the Pickup tab.