POS settings
POS settings control who reaches which branch's data, how POS pickup orders start out, the notifications you receive, and the payment methods your cashiers can take. Open them from Channels > POS > Settings. The POS settings page groups three pages under General:
| Page | What it covers |
|---|---|
| General Settings | Location-based access, the default status of pickup orders and POS order notifications. |
| Payment methods | The payment methods available at your points of sale. |
| Invoice templates | The layout of the invoices Zid POS issues. See POS invoice templates. |
Change the general settings
Go to Channels > POS > Settings and click General Settings.
Sample data from a demo store. Set the options:
| Setting | What it does |
|---|---|
| Enable location-based POS access | Restricts each staff member to the POS data and cashiers of their assigned locations. When you turn it on, an alert reminds you to add the team member as a cashier on the team management page, then assign a location to each cashier on the Cashiers page. |
| Default status for POS pickup orders | The status a pickup order gets when it's created at the POS: Delivered (the default) or New. |
| POS order push notifications | Sends you a notification in the Zid app each time a POS order is created. On by default. |
Click Save. The button is active only after you change something.
General settings depend on your plan and need the POS permission. Assigning cashiers to locations is covered in Cashiers.
Manage POS payment methods
The Payment methods page lists every payment method your cashiers can choose in the ZidPOS app.
| Column | What it shows |
|---|---|
| Payment method name | The name in the dashboard's language. |
| Reference name | A fixed code, such as POS-CASH, POS-CC, POS-TABBY or POS-PAYMENT-LINK. Methods you create get a code like POS-3-PM-1. |
| Status | A switch that turns the method on or off. |
Cash (POS-CASH), credit card (POS-CC) and split payment (POS-SPLIT) are built in and can't be turned off.
Add a payment method
Add your own methods, such as a bank transfer or a local wallet, to record how customers paid.
Go to Channels > POS > Settings and click Payment methods.
Click Create.
In the Add a new payment method dialog, fill in Name (arabic) and Name (English). Both are required.
Click Save. The method appears in the list with its own reference name.
New and changed methods reach the ZidPOS app when it syncs. If a method doesn't appear for your cashiers, sync payment methods from the app's settings. See When a change doesn't appear in the app.
Edit or turn off a payment method
To rename a method, click Edit in its row, change the names in the Edit payment method dialog and click Update.
To turn a method off or back on, use the switch in Status. The change saves right away.
The Payment methods page needs the POS permission and the permission to view payment methods; Create needs the permission to manage them. On the free POS Go plan, the page is locked with Not available in your plan. See POS Go and POS Pro plans.
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