🏪 How to Set Up Your Store Preferences
Personalizing your store preferences helps your business run smoothly and gives your customers a great experience. No technical skills needed! This guide will show you how to update your store’s basic settings, like name, logo, hours, and more, in just a few easy steps.
📍 Step-by-Step Guide
- Open the Menu: Click the ☰ sidebar hamburger menu to open navigation.
- Go to Store Settings: Select Store from the menu list.
- Go to Store Preferences: In the menu, select Store Preferences.
- Update Your Preferences: Update the fields you want to change based on your store's needs. See below for field explanations.
- Save Changes: Click Save. Your updated preferences will appear instantly in your POS.
⚙️ Field Explanations
| Section | Field | What it Means | Required | Possible Values | Example |
|---|---|---|---|---|---|
| Order | Save Customer on order creation | Whether to save customer information when an order is created | Yes Yes, No | Yes, No | Yes |
| New Order Threshold | How long the order will turn red after created (in minutes) | Yes | Yes, No | 10 | |
| Delivery Fee | Add default delivery fee when creating an order | Yes | Yes, No | 50 | |
| Enable Printing Order Slip | Whether to enable printing of the order slip | Yes | Yes, No | Yes | |
| Print Order Slip on order creation | Whether to print the order slip automatically when an order is created | (Yes when Printing Order Slip is enabled) | Yes, No | Yes | |
| Print Order Slip on order completion | Whether to print the order slip automatically when an order is completed | (Yes when Printing Order Slip is enabled) | Yes, No | No | |
| Enable Email Receipts | Whether to enable email receipts for orders | Yes | Yes, No | Yes | |
| Send order information on creation | Whether to send order information (e.g., receipt) via email when an order is created | (Yes when Email Receipts is enabled) | Yes, No | No | |
| Send order information on completion | Whether to send order information (e.g., receipt) via email when an order is completed | (Yes when Email Receipts is enabled) | Yes, No | Yes | |
| Enable Printing Order Receipts | Whether to enable printing of order receipts. (Note: Store needs to have business permit setup) | Yes | Yes, No | Yes | |
| Print Order Receipts on completion | Whether to print the order receipts automatically when an order is completed | (Yes when Printing Receipts is enabled) | Yes, No | Yes | |
| Point of Sale | Default Order State | The default order state in POS Register/Terminal when submitting an order. | Yes | New, Pending, On Hold, Processing, Ready, Ship, Completed | Processing |
| Default Payment Method | The default payment method in POS Register/Terminal when submitting an order. | Yes | (Active Payment Methods in the store) | Cash | |
| Customer is required | Whether a customer is required to be selected in POS Register/Terminal when submitting an order. | Yes | Yes, No | Yes | |
| Assigning of staff(s) is required | Whether a staff member is required to be assigned in POS Register/Terminal when submitting an order. | Yes | Yes, No | Yes | |
| Service Mode is required | Whether a service mode is required to be selected in POS Register/Terminal when submitting an order. | Yes | Yes, No | Yes | |
| Auto assign staff | Whether the logged in staff member should be automatically assigned in POS Register/Terminal when submitting an order. | Yes | Yes, No | Yes | |
| Store | Enable Store Session | Whether the store session should be enabled before using POS Register/Terminal | Yes | Yes, No | Yes |
| Stock | Enable Return stocks on order close | Whether to enable return of stocks automatically when an order is closed, canceled, or voided | Yes | Yes, No | Yes |
| Service Fee | Enable Service Fee | Whether to enable service fee for orders | Yes | Yes, No | Yes |
| Rate Type | The type of rate to be applied for the service fee | (Yes when Service Fee is enabled) | Fixed, Percentage | Fixed | |
| Rate | The amount to be applied for the service fee | (Yes when Service Fee is enabled) | (Any number) | 0.00 | |
| Tax | Enable Tax | Whether to enable tax in the store | Yes | Yes, No | Yes |
💡 Tips
- Make sure to save your preferences after making changes.
- Make this page accessible to the right staff members (by implementing proper roles and permissions) so they can update it as needed.
- You can update your preferences anytime as your business grows or changes.
For more help, see the documentation or contact support.