Glance Card
Getting Started with Rundoo · Setup
Set It Once
Tune a customer's Settings tab (POS → Customers → the account → Settings) and every sale rings right after that.
The four sections that do the work
1
Contacts
Who gets which paperwork.
Add new contact + delivery prefs
2
Payment & pricing
Faster checkout, right prices.
Card / ACH + Pricing tier
3
Checkout settings
Blocks the sale until it's filled.
Require PO, Job, Buyer, Signature
Do it in 4 steps
- Open POS → Customers, click the account, open the Settings tab.
- Edit a section (Contacts, Pricing tier, Notes, Checkout, Tax), then click its own Save.
- For checkout rules, toggle on Require PO and any others the account needs.
- Repeat per section. Each one saves on its own.
Make them tax-exempt
Use custom tax rate
Pick a 0.0% rate. The Sales tax number field is records only, it does not remove tax.
No 0.0% rate in the list? Create it once in Admin → Locations → Custom tax rates, then come back and pin the customer to it.
Sale reminder: a note in the Notes section pops up on the transaction screen every time this customer is added to a sale. It flags the cashier without blocking the sale.
Set it once, and every sale rings right. · rundocs.com