Guides

How to use: Access POS settings by opening the "POS" section under SALES in the settings menu. Register new POS terminals by adding each register or device—assign names, locations, and unique identifiers. Configure receipt templates controlling what appears on customer receipts—company info, policies, promotional messages. Set up accepted payment methods: cash, credit/debit cards, mobile payments, gift cards, store credit. Configure card reader integration by connecting to payment hardware—enter device IDs and pairing codes. Set up cash drawer settings including starting cash amounts and denominations used at your location. Configure tax calculation rules for transactions—rates by location, product type, or customer status. Set up discount capabilities available at POS—percentage or dollar discounts with authorization requirements. Define user permissions for POS operations—who can process returns, void transactions, or apply large discounts. Set up barcode scanning by connecting scanners—configure automatic product addition or search behavior. Configure inventory integration so transactions automatically update stock levels in real-time. Set up offline mode allowing POS operation during internet outages—transactions sync when connection restored. Create quick-add buttons for frequently sold items—speeds checkout for common purchases. Configure customer display settings if using second screen—show prices and totals to customers during transactions. Set up receipt printer preferences—number of copies, auto-print settings, paper size. Configure till management for opening and closing shifts—cash counting, variance reporting, deposit preparation. Set up reporting access determining who can view sales reports and cash drawer totals. Enable customer features like email receipts, loyalty lookups, or account payments. Configure return policies including time limits, condition requirements, receipt requirements. Set up split payment processing for multiple payment methods on single transactions. Configure gift card activation, balance checking, and redemption procedures. Set up employee discounts with authorization and maximum percentage limits. Enable transaction notes for cashiers to add comments or special instructions. Configure age verification prompts for restricted products—require ID check before sale. Set up integrated scales for items sold by weight—pricing per unit calculation. Enable quick cash functions for common amounts—preset buttons for frequent denominations. Test POS thoroughly with sample transactions before going live—verify payments, discounts, and integrations work correctly.