POS customization and design

POS customization options

Here’s some of the ways you might want to customize the POS dashboard and navigation.

• Quicklists - Create shortcuts for staff to access popular products
• Supplier visibility - Let staff see and contact suppliers about orders
• POS actions - Configure the common and easy to reach actions in the POS dashboard
• Custom views - Enable different views for the POS dashboard. For example, you might have one view for front of house, and another view for back of house.
• Custom page layouts - Add or edit page layouts for receipts, labels, etc.
• POS layouts - Control how records are displayed in the POS, including custom fields, filters, and action items — see POS layouts and POS layout filters

The articles below cover the templates and lists behind those options, including receipts, labels, and the actions staff see on the dashboard.

In this section

• Add a supplier list to POS
• Create a POS cart print template
• Create or update a POS label template
• Create or update a POS receipt template
• POS print templates
• POS action groups
• Document print templates
• Display popular items in a quicklist
• Add custom fields to the End Shift form