General setup allows you to configure your Retail POS account to suit your retail operation. Navigate to Setup > General to edit the below settings.
This is where the full name of the store should be added for receipt printing and emails from the system.
This is your store URL. This cannot be edited.
This is the currency you trade in. You can use one currency per Retail POS account.
Your Retail POS store uses the local time on your Mac, PC or iPad device to record the payment time and date of sales, and this needs to be set to the correct time zone for your store. This can be found easily online by searching your city or state and ‘time zone’ to find it.
Time zones can impact your register closures and integrated services. You should make sure the time zones are set to the same zone for all integrations, and that the time on your computer or tablet is set correctly.
To edit your time zone for specific outlets, refer to our How to change the Outlet timezone guide.
This menu allows how taxes are displayed to be chosen, either Tax Exclusive or Tax Inclusive. Generally, your store will default to the correct setting for your country. This MUST be set when you are first setting up your store, and cannot be changed at all after your trial has ended.
Label printer format
This is the format used by label printers to print barcodes.
If you print labels, you will need to pick the correct format for your label printer and paper. Retail POS has options for continuous labels, and label sheets. Dimensions are provided for the label sheets are Y x Z: Y labels across, by Z labels down.
When you create a product manually in Retail POS, a SKU will automatically be created for you. You can override this SKU if you want to use another number, like the universal barcode.
You can choose whether the SKU created is based on the name or a sequence number. If you plan on printing barcodes, we recommend you choose Generate by sequence number. Otherwise, your barcodes may be too long and may not be able to be printed.
Current sequence number
If you choose the sequence number option, you can pick the number we'll start assigning SKUs from and Retail POS will count up from there.
You cannot choose a number you've already picked - the sequence number you input must be a larger number than the largest number assigned to an existing product.
Automatic SKU generation will not apply for products imported from a CSV file. You must set up the SKU before importing the file.
User switching security
This setting is important for the security-conscious around how changing users is handled. Four choices can be made:
- Never require a password when switching between users: does not restrict users from switching.
- Require a password when switching to a user with greater privileges: i.e. when switching from cashier to manager or admin, or manager to admin
- Don't require a password to switch users when switching with a barcode: Retail POS won't ask for a password when using a quick switch barcode to switch users
- Always require a password when switching between users: will require a password on any user switch.
For more information on user switching, refer to our User switching in Retail POS (X-Series) guide.
These fields are for standard contact information, Contact name, Email, and Phone, as well as Website and Twitter.
These fields are optional, except for email and name, which will be populated when creating your account so that there is information to get in contact with you via support tickets.
These fields are fairly straightforward, allowing for a full record of the address of your store or other selling location, and a separate record for a postal address for businesses that are run out of a separate location, or that use a PO Box or similar from a smaller area.
If your physical and mailing addresses are the same, you can click Same as Physical Address link to copy the information from the Physical address into the Postal.