Configuration

Access the POS settings

To access the general POS settings, go to Point of Sale ‣ Configuration ‣ Settings. Then, open the dropdown menu in the Point of Sale field and select the POS to configure.

Dropdown menu to select the POS in the app settings

Note

These settings are available to users with the access rights Administration set as Settings.

You can also configure some settings from the dashboard by clicking the vertical ellipsis button () on a POS card. Doing so opens a popup window, from which you can:

popup window to access quick settings in POS

Note

These settings are available to users with the access rights Point of Sale set as Administrator.

Make products available

To make products available for sale, go to Point of Sale ‣ Products ‣ Products, and select a product to open the product form. In the Sales tab, enable Available in POS.

Making a product available in your POS.

PoS product categories

Configuration

POS product categories allow users to categorize products and get a more structured and clean POS interface.

To manage PoS categories, go to Point of Sale ‣ Configuration ‣ PoS Product Categories. To add a new category, click Create. Then, name it in the Category Name field.

To associate a category with a parent category, fill in the Parent Category field. A parent category groups one or more child categories.

Example

The PoS product categories grouped by parent categories

Assign PoS product categories

Go to Point of Sale ‣ Products ‣ Products and open a product form. Then, go to the Sales tab and fill in the Category field under the Point of Sale section.

Sales tab of a product form to add a PoS product category

Adapt the POS interface

Start category

You can select one product category to display when opening a POS session. To configure it, go to your POS settings and select a PoS category from the dropdown menu of the Start Category field within the PoS Interface section.

Setting to set up the start category feature

Restrict categories

You can also limit the categories displayed on your POS interface. To achieve this, go to your POS settings and choose the specific categories to display in the Restrict Categories field within the PoS Interface section.

Setting to set up the restrict category feature