1. What is a POS Configuration
A point of sale configuration refers to how your POS is set up based on the products or services you offer. Typically, this involves creating multiple configurations, each containing specific products or tickets.
The main goal of POS configuration is to ensure your employees have access to the products or services they need to effectively perform their roles by assigning specific configurations to specific users.
Type of POS Configurations:
Location-based Configurations: If your business has multiple sites, create configurations specific to each site based on the products or services offered there.
Seasonal Configurations: Create configurations specific to different seasons, holidays, or promotions. For example, you may have a configuration for year-end holidays with products popular during that period.
Category-based Configurations: Organize your products into categories and create configurations based on these categories. For example, you may have configurations for clothing, electronics, food products, etc.
Examples of Configurations You Can Create:
Ticketing: ticket sales
Restaurant: F&B sales
Retail Store: retail sales
2. How to Choose a POS Configuration
Every time you log into the point of sale, you'll need to load the correct configuration to start selling. You can choose the configuration from the point of sale by clicking on your name (top right) > Point of Sale Configuration.
The boxes in the middle change based on the selected POS configuration.
3. How to Create a POS Configuration
Creating a configuration is done in 2 steps.
1. Create Sales Groups
Each sales group is a button (folder) in the center bar (in the example below) with specific tickets/products.
Pay attention to the name you give to each sales group (collection), as it will be the name of the button on your POS.
Read this article to learn more about creating sales groups (collection).
2. Create POS Configurations
Once you have set up all the sales groups, you can start creating your configurations.
Each configuration is composed of sales groups.
To create your POS configuration: go to Channels > Point-of-Sale > Configurations
Click on "Create Configuration". Here are the details needed to create a configuration:
Configuration name
Configuration description
Associated users (each new user must be added to the correct configuration)
Associated peripherals (POS)
Then, add the sales groups you want to appear in this configuration.
For each sales group, you need to fill in the following:
Select the sales group from the list
Select its display on the POS
Calendar View: You can view your tickets chronologically (sorted by day and grouped by hour). This setting is perfect for products with dates and time slots. Only future slots will appear during the sale.
Alphabetical View: Your products will be displayed from A to Z.
Add button color: category color in the center of the POS (try to use something relatively dark as the font is white).
Select button position: it orders the groups from left to right descending.
Select price/options display:
Select price/options display:
Popup window
Separate buttons