POS Configuration
Overview
Configure your POS system to match your business needs and operations.
Accessing POS Configuration
- Go to "Point of Sale" > "Configuration"
- You will see the configuration options
POS Terminals
Adding a POS Terminal
- Go to "Point of Sale" > "Configuration" > "Terminals"
- Click "Add Terminal"
- Enter terminal details
- Click "Save"
Terminal Details
- Terminal Name: Identifier for the terminal
- Terminal ID: Unique system identifier
- Location: Physical location of terminal
- Hardware: Type of hardware (computer, tablet, etc.)
- Receipt Printer: Connected printer
- Payment Terminal: Connected payment device
Managing Terminals
- Edit terminal settings
- Enable/disable terminals
- View terminal activity
- Remove terminals
Payment Methods
Configuring Payment Methods
- Go to "Point of Sale" > "Configuration" > "Payment Methods"
- Click "Add Payment Method"
- Select payment type
- Configure payment settings
- Click "Save"
Payment Method Settings
- Payment Type: Cash, Card, Check, etc.
- Account: Accounting account for this payment type
- Default: Set as default payment method
- Enabled: Enable/disable this payment method
Card Payment Configuration
- Payment gateway integration
- Card types accepted
- Processing fees
- Settlement account
Receipt Settings
Receipt Configuration
- Go to "Point of Sale" > "Configuration" > "Receipts"
- Configure receipt settings
- Click "Save"
Receipt Options
- Receipt Format: Layout and content
- Company Logo: Display company logo
- Footer Message: Custom message on receipt
- Item Details: What information to show
- Payment Details: Show payment method
- Barcode: Print transaction barcode
Receipt Printing
- Automatic printing after transaction
- Manual printing option
- Email receipt option
- SMS receipt option
Discounts and Promotions
Discount Configuration
- Go to "Point of Sale" > "Configuration" > "Discounts"
- Click "Add Discount"
- Configure discount details
- Click "Save"
Discount Types
- Percentage Discount: Discount as percentage
- Fixed Amount: Discount as fixed amount
- Buy X Get Y: Promotional discount
- Loyalty Discount: Customer loyalty discount
Promotion Management
- Create promotional campaigns
- Set promotion dates
- Define eligible products
- Track promotion effectiveness
Inventory Integration
Inventory Settings
- Go to "Point of Sale" > "Configuration" > "Inventory"
- Configure inventory settings
- Click "Save"
Inventory Options
- Auto Update: Automatically update inventory on sale
- Low Stock Alert: Alert when stock is low
- Stock Location: Track stock by location
- Barcode Scanning: Enable barcode scanning
Stock Management
- View current stock levels
- Adjust stock manually
- Track stock movements
- Generate stock reports
Customer Settings
Customer Configuration
- Go to "Point of Sale" > "Configuration" > "Customers"
- Configure customer settings
- Click "Save"
Customer Options
- Customer Required: Require customer for all sales
- Loyalty Program: Enable loyalty tracking
- Customer Groups: Organize customers into groups
- Price Lists: Different prices for different customers
Loyalty Program
- Points per purchase
- Redemption rules
- Tier levels
- Rewards catalog
Security Settings
POS Security
- Go to "Point of Sale" > "Configuration" > "Security"
- Configure security settings
- Click "Save"
Security Options
- User Authentication: Require login for POS
- Cashier Tracking: Track which cashier made each sale
- Refund Approval: Require approval for refunds
- Discount Approval: Require approval for discounts
- Void Transactions: Require approval to void
Access Control
- User roles and permissions
- Cashier restrictions
- Manager overrides
- Audit logging
Hardware Configuration
Printer Setup
- Configure receipt printer
- Set paper size
- Test printer connection
Payment Terminal Setup
- Configure payment device
- Set communication protocol
- Test payment processing
Barcode Scanner Setup
- Configure scanner
- Set barcode format
- Test scanning
Best Practices
- Configure all settings before going live
- Test all payment methods
- Verify receipt format
- Set up security controls
- Train staff on POS procedures
- Regularly review and update settings
Next Steps
After configuring POS: