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.
3.1. Create Sales Collections
Each sales collection 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 collections.
3.2 Create POS Configurations
Once you have set up all the sales collections, you can start creating your configurations.
Each configuration is composed of sales collections.
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 collections 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.
This setting is perfect for retail products and F&B.
Note that to sell gift cards or memberships on the POS, you need to use the alphabetic view, not the calendar view, because those tickets don't have proper dates to select from.
Add button colour: category colour in the centre of the POS (try to use something relatively dark as the font is white).
Select button position: it orders the collections from left to right descending.
Select price/options display:
Select price/options display:
Pop-up window
Separate buttons
Sellers and other user roles can only view and open a POS configuration if they are assigned to it. Owners and Managers have access to all POS configurations, even without being assigned.