POS Settings
POS Settings
The following options are available under settings:
General
Daily Report Emails
Receipt
KOT Receipt
Barcode
Sale
Report
General
Capture Customer Signature*: Allows to capture the customer signature during billing.
Send Sms after Transaction: Sends the transaction details SMS to the customer after the transaction.
Enable Tracking Empty Containers: This option is for water supply companies to manage their empty containers.
Customer Wise PriSome readersDevices
Devices
To map the KOT printer mapping, please check the below instructions:-
If you have two printers, for example, one is for Ice cream counter and another one is for fresh juices counter.
CreateSome readersLocations
Locations
Manage your business locations. You can create, edit and deactivate the location.
Edit and Deactivate: Click on Actions to see the available options.
Edit: To edit location details.
Change Active Status: To deactivate the location status.
Create Location: Click Create Location button to createSome readersPOS Licences
POS Licences
The licence code is required along with the username and password, for the first time POS login in the device. After the first login the code is mapped to the device.
The following columns are present in the licences table:
Name: Name of the device, which can be edited through Actions → Edit.
Code: Licence code of the number, UUID indicated the code is mapped to a device.
Active Login Date:Some readersStore Settings
Website Settings
Navigation: Main Menu --Accounts & Settings --Store Settings
Basic Domain: The website URL of your store under posbytz.com domain.
Custom Domain: Enter your custom domain purchased from a domain provider like godaddy etc, for your online store. Follow the instruction to configure the custom domain.
General Settings
Logo- Upload the business logo.
DSome readersDelete Transactions
Delete Transactions
Sales transactions can be deleted from the database. Use the following selectors to select the transactions over a period of date and time.
Date Selector: Select a date range, click Select a Date button, a calendar opens, choose From and To Date and press Apply.
Time Selector: Select the time range.
Finally, press the Delete button to delete the transactions. Once deleted, theFew readersPayment Methods
Payment Methods
Customers will pay by cash, card, online, etc. We can set up payment methods and track how much transaction is happening through each method. Payment methods can be Activated and Deactivated based on the needs.
Add Payment Method: Click Add Payment Method button. A full window pop opens, fill and Save the following details:
Label: Custom name for the payment methoFew readersChange Password
Change Password
Master password is reset in this section. If you lost your current password, please click Forgot Password option in the login page, to generate a new password on your own.
(https://storage.crisp.chat/users/helpdesk/website/9ae720b538edc000/screenshot-2021-10-12-1315211hoid93.pngFew readersBusiness Profile
Business Profile
Navigation: Main Menu --Account & Settings --Settings --Business Profile
Enter your business information in the business profile page. Business Profile contains the following sections:
Personal Information
Business Address
Business Logo
Preferences
Registration Numbers
Letter HeadFew readersSubscriptions
Subscriptions
Account subscription details are listed in this section.Few readersPurchase Order Settings
Purchase Order Settings
Criteria fcan be set from here for updating buying and selling price after receiving items.Few readers