POS Settings

Adjust your POS settings to suit the way your business sells. From the settings page you can change the theme, the start screen, search options, cart order and your default shipping, payment and document options.

How to open POS Settings

Launch the POS from the E-Commerce area, then click Settings in the menu on the left. It sits below Reports.

POS menu with the Settings button highlighted

POS settings explained

Each setting is explained below. After you change a setting, click the green Save Changes button at the bottom of the list.

The POS Settings page showing all available options

Display and layout

UI Theme

Switch the POS between Light Mode and Dark Mode. See Changing Between Dark & Light Mode POS for the steps.

Default Shopping Page

Choose the default shopping page for the POS, for example Shop Now.

Start Mode

Choose the first screen shown when user logs in. Products mode is the default and shows your categories and products on the first screen. CRM Home is designed for sales agents who focus on customer relationship management, with a follow up invoice at some stage in the customer life cycle. The View CRM Home Page button below the settings list opens it.

Show All Products Button

Adds an All Products category to the left side of the POS that shows all your products.

Cart Order

Choose if the newest items added to the cart appear at the top or the bottom of the cart.

Option Display Format

Choose the best format for product options in the POS layout, as it may be different to your website layout.

Searching

Search Mode

Choose the search mode the POS uses: Search, View or Add to cart.

Search Focus

Choose Focus Always (for example, if you use a scanner) or No auto focus (for example, if you use a mobile).

Checkout defaults

Default Shipping Method

Choose a default shipping method for when you are not doing a direct checkout.

Default Payment Method

Choose a default payment method for checkout, for example Eftpos.

Document Preference

Choose if the document sent is an invoice, order or receipt.

Document Auto Send

Choose the default action when you complete a sale:

Save order and send email
Save order (no email sent)
Save quote and send email
Save quote (no email sent)

Other settings

Below the settings list you will also find buttons to Change Login Password and Add 2 Factor Authentication for your POS login.

More From This Section

POS Dashboard

How do I enter POS mode

You can launch the POS mode of the shopping cart via the E-Commerce area.

Changing Between Dark & Light Mode POS

Switch your POS between Light Mode and Dark Mode using the UI Theme option in POS Settings.

Add a POS only User

Learn how to add a user to your POS.

POS Settings

You can adjust settings in the POS to suit your business.

Adding POS only Products

Add products or labour charges that are for POS only.

Add POS only Payment Methods

Add payment methods used by the POS only such as cash, eftpos, cheque.

POS only Freight

Set freight options to be seen by POS users only.

POS Payments

Find out about options available for payments via the POS interface.

POS Windcave Payments – QR Codes

POS now enables cards to be entered directly into the POS checkout for Windcave payments (or QR Code given to customer)

Quotes (via POS)

How do I create a quote rather than an order/invoice?

A non shipping option (that marks the order as shipped) that only appears in the POS

Is there an option with the CMS freight settings to have a non shipping option (that marks the order as shipped) that only appears in the POS?

Adding a Labour or AdHoc POS Item (With Increments)

This guide explains how to create a POS-only labour or service charge that can be sold in set increments, such as hourly billing in tenths or quarters.

Adding a percentage discount and/or a fixed discount or a surcharge amount to an order

You can add a percentage discount and/or a fixed discount or a surcharge amount to an order in the POS area.

POS Reports

How to find the most used POS reports.