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 settings explained

Each setting is explained below. After you change a setting, click the green Enregistrer les modifications button at the bottom of the list.

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 et Add 2 Factor Authentication for your POS login.