Configure POS settings: store name, address, contact info, tax settings, and rounding options.
Accessing Store Configuration
To access the Store Configuration:
- Navigate to /integrations/staffaccounts
- Click on the "Store Config" tab at the top of the page
- The Store Configuration form loads automatically
- Existing configuration values populate the form if previously set
Configuration Fields
The Store Configuration form includes the following fields:
- Store Name: Required field. Your business/store name
- Address: Optional. Physical address of your store
- Contact Email: Optional. Store contact email address
- Contact Phone: Optional. Store contact phone number
- Website URL: Optional. Your store's website URL
- Tax Rate (%): Optional. Tax rate as a percentage (e.g., 7.5 for 7.5%)
- Tax ID: Optional. Your store's tax identification number
- Round to nearest 0.05: Checkbox. Enable rounding to nearest 0.05 for prices
Step-by-Step Configuration Process
Follow these steps to configure your POS store settings:
- Navigate to /integrations/staffaccounts
- Click the "Store Config" tab
- Enter your Store Name (required field)
- Fill in optional fields as needed: Address, Contact Email, Contact Phone, Website URL
- Enter your Tax Rate as a percentage (e.g., 7.5 for 7.5% tax)
- Enter your Tax ID if applicable
- Check "Round to nearest 0.05" if you want prices rounded (useful for cash transactions)
- Click "Update Configuration" button
- Wait for success confirmation: "POS Configuration updated successfully!"
- After 1.5 seconds, the page automatically switches back to the Staff Accounts tab
Tax Rate Configuration
When configuring the tax rate:
- Format: Enter as a decimal number (e.g., 7.5 for 7.5%, 10 for 10%)
- Optional Field: Can be left empty if no tax applies
- Calculation: The system uses this rate to calculate tax on POS transactions
- Storage: Value is stored as a number (converted from string input)
- Helper Text: Field includes helper text: "Enter the tax rate as a percentage (e.g., 7.5)"
Round to Nearest 0.05 Option
The rounding option affects price calculations:
- Purpose: Rounds prices to the nearest 0.05 (5 cents)
- Use Case: Useful for cash transactions to avoid coin change
- Toggle: Checkbox can be enabled or disabled
- Default: Off by default (unchecked)
- Examples: $12.47 rounds to $12.45, $12.48 rounds to $12.50
Validation
The configuration form validates:
- Store Name Required: Store Name is required - error shown if empty
- Tax Rate Conversion: Tax rate is converted to a number (0 if invalid or empty)
- Error Display: Validation errors appear as red alerts above the form
- Success Confirmation: Successful saves show green success alert
Tip: The Store Name field is the only required field. All other fields are optional and can be left empty.
After Configuration
Once configuration is saved:
- Success Message: "POS Configuration updated successfully!" appears
- Auto-Navigation: After 1.5 seconds, automatically switches to Staff Accounts tab
- User Refresh: Your user data refreshes with the new configuration
- Persistent Storage: Configuration is saved to the database
- POS Usage: Settings are used in POS transactions and receipts