1. Home
  2. Point of Sale (POS)
  3. Creating a POS Channel

Creating a POS Channel

Navigate to

  • Go to Main Menu >> Channels >> Add new channel
  • Select the channel type as POS
  • Set the channel configurations.
  • Save the channel and a channel will be created.

Channel Configuration

Channel settings can be configured in the channel configuration.

To set POS channel configuration, please navigate to Main Menu >> Channels >> POS Channel >> Select POS Channel. Here you can configure the following settings:

  • Standard Channel Configuration
    • Channel Name: You can add or edit the name of the channel.
    • Default Facility: The facility from which the inventory is sourced for this POS channel.
    • Price List: The price list to be associated with this channel. When a sale is made the prices will be picked from this price list.
  • Advanced Channel Configurations
    • Pricing Override: If enabled, the customer group pricing will override the pricing from the price list associated with the POS channel.
    • Tax on channel Prices: You can select the prices to be inclusive of tax or exclusive of tax.
    • Sync with accounting software: If enabled, the transactions will be synced to QBO.
    • Default order tags: Any tags added to this field will show up on all the orders of this POS channel by default.
    • Partial Fulfillments: Enable this to have partial fulfillments on this channel.
  • Payment Mapping
    • Standard Payment Methods: Indicates all the payment methods available to this channel.
    • Add payment methods: You can add more payment methods to the channel. These will show on the POS channel during checkout.
  • Registers
    • You will see a default register that will be created upon channel creation.
    • You can edit the registered name using the edit icon.
    • You can add a new register using the add new register button.
  • Advanced Configuration
    • Auto Create Invoices: If enables, invoices will be generated for orders upon order completion.
  • Sources for taxes
    • Tax Rules: Taxes will be picked according to the tax rules set up in the account settings.
    • Fixed-Rate: A fixed tax rate can be set to this channel. All the orders will have these fixed rates applicable to them on this channel.
    • You can set a fixed rate to all products, and another fixed rate to all service items.
Updated on March 6, 2020

Was this article helpful?

Related Articles

Leave a Comment