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POS Configuration

Configure POS settings: store name, address, contact info, tax settings, and rounding options.


Accessing Store Configuration


To access the Store Configuration:

  1. Navigate to /integrations/staffaccounts
  2. Click on the "Store Config" tab at the top of the page
  3. The Store Configuration form loads automatically
  4. 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:

  1. Navigate to /integrations/staffaccounts
  2. Click the "Store Config" tab
  3. Enter your Store Name (required field)
  4. Fill in optional fields as needed: Address, Contact Email, Contact Phone, Website URL
  5. Enter your Tax Rate as a percentage (e.g., 7.5 for 7.5% tax)
  6. Enter your Tax ID if applicable
  7. Check "Round to nearest 0.05" if you want prices rounded (useful for cash transactions)
  8. Click "Update Configuration" button
  9. Wait for success confirmation: "POS Configuration updated successfully!"
  10. 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

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
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