How to Set Up Your Store Preferences

Your store preferences control how orders, printing, payments, and other features work in your POS. Adjusting these settings helps your business run the way you need it to.

Step-by-Step Guide

Open the menu. Click the sidebar menu icon to open navigation.
Go to Store Settings. Select Store from the menu list.
Go to Store Preferences. Select Store Preferences in the menu.
Update your preferences. Change the fields that apply to your business. See the sections below for details.
Save changes. Click Save. Your updated preferences take effect immediately.

Preference Sections

Store

Session

Setting	Description	Values
Enable Store Session	Requires starting a store session before using the POS terminal.	Yes, No

Local Server

These settings control how your POS connects to a local server for printer and device communication.

Setting	Description	Values
Enable Local Server	Turns on local server connectivity for printers and devices.	Yes, No
Cloud Fallback	Falls back to cloud printing if the local server is unavailable.	Yes, No
Host	The hostname or IP address of your local server.	Any text
Port	The port number your local server listens on.	Any number
Token	The authentication token for your local server connection.	Any text

POS Settings

These settings control the default behavior when you submit an order from the POS terminal.

Setting	Description	Values
Default Order State	The default status assigned to a new order when you submit it.	New, Pending, On Hold, Processing, Ready, Ship, Completed
Default Payment Method	The payment method pre-selected when you create an order.	Any active payment method in your store

POS Requirements

These settings determine what information is required before you can submit an order.

Setting	Description	Values
Customer Required	You must attach a customer to each order before submitting.	Yes, No
Service Mode Required	You must select a service mode (e.g., Dine-in, Takeout) before submitting.	Yes, No
Staff Required	You must assign a staff member to each order before submitting.	Yes, No
Auto-Assign Staff	Automatically assigns the logged-in staff member to the order.	Yes, No

Order Tab Settings

These settings control which order tabs appear on the POS screen.

Setting	Description	Values
Show All Orders	Shows the "All" tab that displays every order regardless of status.	Yes, No

You can also toggle individual tabs on or off: New, Pending, On Hold, Processing, Ready, Shipped, Completed, and Closed. Only the tabs you enable will appear on the POS screen.

Order Settings

These settings control general order behavior.

Setting	Description	Values
Save Customer on Create	Saves the customer information when you create an order.	Yes, No
New Order Threshold	The time limit (in minutes) for editing a newly created order. Orders past this threshold are no longer considered "new."	Any number
Delivery Fee	The default delivery fee amount applied to orders.	Any number

Order Slip

These settings control order slip printing.

Setting	Description	Values
Enable Order Slip	Turns on order slip printing for your store.	Yes, No
Print on Create	Automatically prints the order slip when you create an order.	Yes, No
Print on Complete	Automatically prints the order slip when you complete an order.	Yes, No

Order Receipt

These settings control receipt printing. Your store must have a business permit set up to use receipts.

Setting	Description	Values
Enable Receipt	Turns on receipt printing for your store.	Yes, No
Print on Complete	Automatically prints the receipt when you complete an order.	Yes, No

Order Email Notifications

These settings control email notifications sent to customers about their orders.

Setting	Description	Values
Enable Email	Turns on email notifications for orders.	Yes, No
Send on Create	Sends order details by email when you create an order.	Yes, No
Send on Complete	Sends order details by email when you complete an order.	Yes, No

Service Fee

These settings let you add a service fee to orders.

Setting	Description	Values
Enable Service Fee	Adds a service fee to orders.	Yes, No
Rate	The service fee amount or percentage.	Any number
Rate Type	Whether the service fee is a fixed amount or a percentage.	Fixed, Percentage

Stock

Setting	Description	Values
Return Stock on Cancel/Void	Automatically returns stock when you cancel, void, or close an order.	Yes, No

Tax

Setting	Description	Values
Enable Tax	Turns on tax calculation for your store.	Yes, No

Tips

Save your preferences after every change.
Restrict access to this page using roles and permissions so only authorized staff can modify settings.
Revisit your preferences as your business grows or your workflow changes.