POS Settings is where you set up the till. Open it from the basket options menu: tap the three lines at the top right of the basket, then Settings under Misc.
POS Settings has a list on the left and the chosen pane on the right. The panes you see depend on your role. An Owner sees all of them.
The panes
Pane | What it holds |
Merchant | Currency, Images, Refresh (branding), Enable Diagnostics, Export Config, Import Config, Open Drawer, and links to Frequently Asked Questions, Feedback, General Help and Request Feature |
Reports | Baskets by Date (One Day, Seven Days, Thirty Days), Baskets by Status (All, Incomplete, Not Uploaded, Unsynced), Daily Summaries (Print Today's Report, Print X Read, Print Z Read) and Close Out (View, New) |
Stores | Refresh, and the Store Selector for the store this iPad sells for |
Products | Refresh (products, categories, channels, modifiers and promotions), Enabled Categories, Show Popular and Enabled Channels |
Team | The staff who have logged in on this iPad |
Loyalty | The loyalty provider and its settings |
Hardware | Printers and displays. It offers auto setup first, then + to add hardware |
Payments | The card payment provider and its settings, and + to add a transaction helper |
Components | Basket, Checkout and Receipt settings |
Where the older settings moved to
You want to | Go to |
Refresh products and categories | POS Settings > Products > Refresh |
Change the currency | POS Settings > Merchant > Currency |
Open the cash drawer | POS Settings > Merchant > Open Drawer, or Cash Drawer on the Confirmation screen |
Print a receipt for every sale | POS Settings > Components > Receipt > Auto Print |
Add a message, the tax, the company number or a barcode to receipts | POS Settings > Components > Receipt |
Apply automatic promotions at checkout | POS Settings > Components > Checkout > Auto Promotions |
Let a basket complete without full payment | POS Settings > Components > Checkout > Allow Unpaid Basket Completion |
Set a default service charge | POS Settings > Components > Checkout > Service Charge |
Choose the channel prices (price tags) the till uses | POS Settings > Products > Enabled Channels |
Change store | POS Settings > Stores > Store Selector (run a close out first) |
Switch user | Basket options menu > Switch User |