Your business profile options within the portal will be set to
the default options – please take time to review these and
make sure you have the right ones selected for your business.
Go to the Config tab and select Profiles. There you can edit
the existing profile.
As a minimum we recommend reviewing all the settings in this table.
General > End of Day > Automatically end day
General > End of Day > Auto end day time
General > Register Settings Access >
Enable Settings Password
Functions > Product and Department
Browser > Browser view layout
User Permissions > Function Access
User Permissions > Module Access
Tax & Commissions > Tax Settings
Currently set to ‘Yes’. Set to ‘No’ if not required.
Time is 23:59:59. Change time as appropriate.
Set to ‘No’. Employees will be able to access settings.
If you wish to control access to the software settings
please change this to ‘Yes’ and set a password.
Currently set to ‘Grid (with images)’. If you don’t want the
grid layout or don’t have images for the products consider
changing this to ‘List’ view.
Check all functions to set privileges for user access i.e.
Supervisor vs. All POS Users. Change as appropriate.
Refunds are restricted by default to ‘Supervisor only’
but you can change this to ‘All POS Users’ if preferred.
Check all functions to set privileges for user access i.e.
Supervisor vs. All POS Users. Change as appropriate.
Most functions are set to ‘Supervisor only’ by default.
Check all tax (VAT) settings as appropriate for your
business. Tax rates are configured by visiting Config >
Taxes.
Section
Action required
Behind-the-scenes essentials
Tailoring key settings to your business
Call us on
0800 151 0399
*
to enable your SMS facility or
to change your allowance
*Calls to 0800 numbers are free from UK landlines and personal mobiles, otherwise call charges may apply.
International calls will be charged at a higher rate. Please check with your service provider.
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