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 Save Changes 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 and Add 2 Factor Authentication for your POS login.