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Setting up your POS Layouts

Below are instructions on creating POS layouts. You have a choice between an automatically generated layout based on your most popular items or, creating your own custom layout. The layouts are used in the web-based and mobile POS systems.

 

System Generated POS Layout

1) Select the Point-of-Sale tab and select POS Layouts.


 

2) To generate an automatic layout based on most popular items click on New POS Layout (Automatic - Most Popular Items)

 

 

3) To view the generated layout and to modify it click on the name of the layout (see red arrow).



 

4) If you would like to change or add more items follow these steps:

1. Select the square you want to modify. If you want to add an item, please select an empty square with a plus sign.

2. In the search bar begin typing in the name or SKU code of the item. The available matches will be shown right away.

3. Select the item you want. You can also select a category by clicking the ADD button. 


 

Custom POS Layout

 

1) Select the Point-of-Sale tab and select POS Layouts.

 

 

2) Click on New POS Layout (Custom).

 

 

3) Select your products.

1. Enter the name of your layout and click on Save Name at the top.

2. Select a square.

3. In the search bar begin typing in the name or SKU code of the item. The available matches will be shown right away.

4. Select your choice, you can pick:

a. A category

b. A brand

c. A product

Continue adding as many products as you need.

 

 

Once you have finished adding all the products to your layout, don't forget to check your general POS settings. Click here for instruction on the POS settings.