Customize your Posterita POS experience by adjusting preferences such as payment types, receipt settings, and display options. This customization helps streamline your operations, ensuring that the POS system aligns with your business processes.
1. Access the Preferences Menu
Go to the Back Office, navigate to the Preferences Settings.
2. Set Payment Types
Define the payment methods you’ll accept, such as cash, credit card, or online payments.
Example: A retail store might enable cash and card payments, while an online-based business would focus on online payments.
3. Customize Cash Payment Settings
Under Cash Payments, you can enable options such as:
- Accept Cash Payment?: Allow cash payments at the POS.
- Print Receipt for Cash Payment?: Enable or disable automatic receipt printing for cash transactions.
- Open Cash Drawer for Cash Payment?: Set to open the cash drawer automatically with each cash payment.
4. Explore Additional Payment Options
Other payment methods include:
- Credit Card Payments
- Customer Credit Payments
- Check Payments
- MCB Juice Payments
- Online Payments
- Blink Payments
- Mixed Payments
Tip: Enable only the payment types your business uses to keep the POS interface straightforward.
5. Configure Advanced Display Settings
In the Advanced section, customize additional display options:
- Show Tax Code: Display the tax code on receipts.
- Prevent Zero Qty Sales: Disallow sales of items with zero quantity.
- Show Customer BRN/VAT No.: Display customer tax information on receipts.
- Show Unit Price: Enable display of unit prices on receipts.
- Show Receipt Logo: Display your business logo on receipts.
- Show Stock Transfer: Enable stock transfer visibility.
- Show Signature: Display a signature line on receipts for authorized transactions.
6. Save Your Preferences
Once all settings are configured, click to apply the preferences.
Important Tips:
- Simplify Payment Types: Activate only the payment options you regularly use to keep the POS interface clutter-free.
- Display Customization: Use display options to enhance branding (like showing the logo) and meet legal or customer requirements (such as showing tax codes).
- Flexibility: You can always return to the Preferences menu to make changes, ensuring your POS setup evolves with your business.