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Configure POS fulfillment types and payment methods

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You can control which fulfillment types and payment methods are available to POS staff, and customize how they are labelled in the interface. Both are configured using store variables on the Store record in Salesforce.

For general information on adding store variables, see Store variables.

Configure fulfillment types

POS supports the following fulfillment types out of the box:

Fulfillment type Default label
takeaway Takeaway
delivery Delivery
pickup Click & Collect
hold Hold
transfer Transfer
reserved Reserved
special_order Special order

Enable or disable a fulfillment type

To hide a fulfillment type from the POS fulfillment picker, add a store variable with:

  • Key: pos.fulfillment_types.{type}.enabled
  • Value: false

Replace {type} with the fulfillment type key from the table above.

Example: To remove the Hold option from POS, add a store variable with key pos.fulfillment_types.hold.enabled and value false.

:::note Delivery fulfillment also requires shipping to be enabled on the store and at least one shipping rate or provider configured. Disabling delivery here hides the option from staff even when shipping is otherwise configured. :::

When a fulfillment type is disabled, it is also removed from the fulfillment options shown on cart items — not just from the fulfillment picker. If all fulfillment types are disabled, the fulfillment section on cart items is hidden entirely.

Customize fulfillment type labels

If your business uses different terminology — for example, “Shipping” instead of “Delivery” — you can override the default labels using store variables.

Three label attributes can be customized per fulfillment type:

Attribute Key pattern Effect
Singular label pos.fulfillment_types.{type}.label Name shown in the fulfillment picker and throughout the POS
Plural label pos.fulfillment_types.{type}.pluralized_label Plural form used in summaries and counts
Action label pos.fulfillment_types.{type}.action_label Verb shown on the arrange fulfillment button

Example: To rename Delivery to Shipping throughout the POS:

Key Value
pos.fulfillment_types.delivery.label Shipping
pos.fulfillment_types.delivery.pluralized_label shipments
pos.fulfillment_types.delivery.action_label Arrange shipping

You can set any combination of these — you do not need to set all three for a label override to take effect.

Configure payment methods

Enable or disable a payment method

To hide a payment method from the POS checkout, add a store variable with:

  • Key: pos.payment_options.{type}.enabled
  • Value: false

Supported payment type keys:

Type key Default label
cash Cash
card Card (manual)
card_integrated Card (integrated)
cheque Cheque
bank Bank transfer
voucher Voucher
on_account Pay on account
account_credit Account credit

Example: To remove the cheque/check option, add a store variable with key pos.payment_options.cheque.enabled and value false.

:::note Disabling a payment method hides it from POS staff at checkout and also prevents it from appearing as a refund option. It does not affect payment methods available on the web checkout. :::

Require a purchase order number

For payment methods used in B2B contexts (such as Pay on Account), you can require staff to enter a purchase order number before the payment can be accepted:

  • Key: pos.payment_options.{type}.require_purchase_order
  • Value: true

When enabled, the POS prompts for a purchase order number at checkout for that payment method.

Customize payment method labels

To rename a payment method in the POS interface, add a store variable with:

  • Key: pos.payment_options.{type}.label
  • Value: The label text to display

Example: To display “Credit card” instead of “Card (manual)”:

Key Value
pos.payment_options.card.label Credit card

For broader payment method setup — including enabling integrated card devices — see Configure POS payment methods.

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