POS Screen Configuration
Customizing your POS screen layout and configuration helps optimize your checkout process and improve efficiency. This guide covers all aspects of POS screen customization in EquiBillBook.
What is POS Screen Configuration?
POS screen configuration allows you to customize the Point of Sale interface to match your business needs, streamline operations, and improve user experience for your staff. You can enable/disable features, change layouts, and optimize the screen for faster transactions.
Accessing POS Configuration
To configure your POS screen:
- Go to Settings from the main menu
- Navigate to Sales Settings
- Click on "POS Settings" or "POS Configuration"
- You'll see various configuration options
Transaction Flow Configuration
Disable Draft Mode
Remove draft functionality for faster checkout:
- Enable: Hides "Save as Draft" option
- Use Case: When you only want completed sales
- Benefit: Reduces confusion and speeds up processing
Disable Quotation
Remove quotation option from POS:
- Enable: Hides quotation creation in POS
- Use Case: POS is only for immediate sales
- Benefit: Cleaner interface, fewer options
Disable Proforma
Remove proforma invoice option:
- Enable: Hides proforma invoice creation
- Use Case: When proforma is not needed at POS
- Benefit: Simplifies transaction types
Disable Credit Sale
Prevent credit sales at POS:
- Enable: Only cash/card payments allowed
- Use Case: Strict payment policies at counter
- Benefit: Ensures immediate payment collection
Disable Hold
Remove hold transaction feature:
- Enable: Transactions must be completed immediately
- Use Case: High-traffic stores with no hold policy
- Benefit: Forces completion of all transactions
Disable Multiple Payment
Restrict to single payment method:
- Enable: Only one payment method per transaction
- Use Case: Simplified payment processing
- Benefit: Faster checkout, less complexity
Enable Express Checkout
Add quick checkout option:
- Enable: Shows express checkout button
- Use Case: Fast processing for simple purchases
- Benefit: Reduces checkout time significantly
Product Display Configuration
Product Suggestion
Control product suggestion display:
- Don't Show Product Suggestion: Disable dropdown suggestions
- Show Product Suggestion: Display suggestions while typing
- Benefit: Faster product selection with autocomplete
Recent Transactions
Display recent sales on screen:
- Don't Show Recent Transactions: Hide transaction history
- Show Recent Transactions: Display last few sales
- Benefit: Quick reference for repeat customers
Show Pricing on Product Suggestion Tooltip
Display prices in product suggestions:
- Enable: Show price when hovering over suggestions
- Benefit: Helps staff select correct products quickly
Pricing Configuration
Disable Discount
Remove discount functionality:
- Enable: No discounts allowed in POS
- Use Case: Fixed pricing policy
- Benefit: Prevents unauthorized price reductions
Disable Order Tax
Hide tax options:
- Enable: Tax calculated automatically, no manual override
- Use Case: Standard tax rates only
- Benefit: Ensures consistent tax application
Subtotal Editable
Allow manual subtotal editing:
- Enable: Staff can manually edit subtotal
- Use Case: Price negotiations or special cases
- Benefit: Flexibility for unique situations
Additional Features Configuration
Enable Transaction Date
Allow custom transaction dates:
- Enable: Staff can set transaction date
- Use Case: Backdating transactions if needed
- Benefit: Flexibility for accounting purposes
Enable Service Staff
Assign staff to transactions:
- Enable: Staff assignment field appears
- Is Service Staff Required: Make assignment mandatory
- Use Case: Commission tracking or performance monitoring
- Benefit: Track which staff member handled sale
Enable Weighing Scale
Integrate with weighing scale:
- Enable: Connect to electronic weighing scale
- Weighing Scale Barcode Prefix: Set prefix for scale barcodes
- Use Case: Retail stores with produce or bulk items
- Benefit: Automatic weight-based pricing
Invoice/Receipt Configuration
Show Invoice Scheme
Display invoice scheme options:
- Enable: Show different invoice schemes
- Use Case: Multiple invoice formats for different customers
Show Invoice Layout Dropdown
Allow layout selection:
- Enable: Staff can choose receipt layout
- Use Case: Different layouts for different transaction types
Print Invoice on Hold
Print receipt even for held transactions:
- Enable: Generate receipt when transaction is held
- Use Case: Provide receipt before payment completion
Barcode and SKU Configuration
Product SKU Length
Configure barcode/SKU scanning:
- Set Length: Define expected barcode length
- Use Case: Standardize barcode formats
- Benefit: Faster and more accurate scanning
Quantity Settings
Configure quantity input:
- Quantity Integer Part Length: Maximum whole number digits
- Quantity Fractional Part Length: Decimal places allowed
- Use Case: Control how quantities are entered
Best Practices for POS Configuration
- Start Simple: Enable only essential features initially
- Test Settings: Test configuration changes before going live
- Staff Training: Train staff on enabled features
- Performance: Disable unused features to improve speed
- Security: Restrict price editing and discount features
- Consistency: Use same configuration across all POS terminals
- Review Regularly: Periodically review and optimize settings
Configuration Checklist
Use this checklist when setting up your POS:
- ✓ Transaction flow options configured
- ✓ Product display settings optimized
- ✓ Pricing rules set according to policy
- ✓ Staff and date features configured
- ✓ Invoice/receipt options set
- ✓ Barcode scanning configured
- ✓ Weighing scale integrated (if applicable)
- ✓ Settings tested and verified
- ✓ Staff trained on configuration
What's Next?
After configuring your POS screen, you can:
- Start processing POS sales
- Set up barcode scanning
- Configure receipt printing
- Train staff on POS operations
- Monitor POS performance and adjust settings
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