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POS Settings Overview

Who this is for

Admins configuring how the POS behaves for checkout, staff access, and core financial setup.

Before you start​

  • Confirm the correct brand.
  • Confirm whether the setting is a shared definition or still needs shop-level enabling.
  • Check whether the change affects live checkout.

What this section is for​

POS Settings controls the main business rules that the POS uses during service.

Use this section for:

  • tenders and checkout methods
  • tax and surcharge logic
  • departments and reporting groupings
  • reason lists for high-risk actions
  • POS user access
  • payment vendor connections for on-premise payment gateways

How to use this section​

  • Payment Methods: define tenders staff can use at checkout.
  • Tax & Surcharge: define automatic or manual financial additions.
  • Departments: group items for reporting and structure.
  • Reasons: create standard reason choices for controlled actions.
  • POS Users: manage cashier and manager login records.
  • Payment Vendors: manage installed payment gateway vendors and per-shop vendor setup.

Common tasks​

What changes after you save​

Many POS Settings records are shared setup records. Some still require shop-level enabling or follow-up configuration.

Always verify changes that affect payment flow, tax totals, service charge, or staff access.

If something goes wrong​

  • Confirm whether the setting is brand-level, shop-level, or both.
  • Check whether a linked vendor or shop setting is missing.
  • Test the change in the target checkout flow before editing additional settings.

When to ask owner/admin​

  • The change affects money handling or tax reporting.
  • The tender depends on a gateway or vendor you cannot verify.
  • You are unsure whether a user group or vendor should be changed for all shops.