Customize Store Advanced Settings

It covers three critical areas:

• Marketing (what customers see on the screen),
• Data Privacy (how much customer data staff can access)
• Action Controls (preventing fraud and mistakes).

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Why Configure Advanced Settings?

• Free In-Store Marketing: Upload digital posters to your customer-facing screen to promote deals while the register is idle.
• Protect Sensitive Data: Prevent data theft by limiting staff visibility. For example, you can restrict them to viewing only "Max 3 records" or "Same day" orders instead of your entire database.
• Prevent Revenue Leakage: Enforce strict rules like "Block Collection if Unpaid" or "Require Approval for Refunds" to stop operational errors before they happen.

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Customer Screen Posters

Utilize your customer-facing display to market your business even when the register is idle.

1. Go to Sales Channel > Point of Sale > Advanced Settings.

2. In the Customer screen posters section, click + Add poster.

3. Upload promotional images (e.g., "Welcome" banners or "Seasonal Sale" ads).

4. Assign them to specific POS locations or all locations.

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Customer Account Registration

Control what information staff must collect when registering a new customer at the POS.

1. Scroll to Customer Account Registration.
2. Review fields like Name, Phone number, or Email.
3. Set their requirement level:
   • Required: Staff cannot save the profile without this info.
   • Optional: Staff can skip this field.

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Configure Handover Receipts

For service-based businesses, define the templates used when items move across the counter.

• Batch check out/in receipt: Select the appropriate "Handover receipt" template to track items sent out for servicing or received back.

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Set POS Data Access

Control exactly what data your staff can view. Most categories offer Unrestricted, No Access, or specific limits.

• Customer Data:
  • Amount based access: Limit visibility to a specific number (e.g., "Max 3 records") to prevent data theft.
• Order Data:
  • Time based access: Restrict viewing to "Same day only" or "Limit to past [x] days" (you can define the number of days).
  • Cross-store: Toggle "Allow access to orders from other stores" if your staff works across multiple branches.
• Sales Channels:
  • Restrict access to specific channels (e.g., "Online Store only") or grant Unrestricted access.
• Sales Data:
  • Hide sensitive revenue figures by selecting No Access, or limit visibility using Time based access (e.g., "Same day only").

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Define POS Action Controls

Prevent fraud by restricting high-risk actions. You can set these to Unrestricted, No Access, or apply specific conditions.

• Cancel Order / Edit Order / Cancel Payment:
  • Time based access: Allow these actions only within a specific window (e.g., "Same day only" or "Limit to past [x] days").
• Discharge Items (Pickup):
  • Security: Toggle "Enforce QR code scanning" to ensure staff scan the physical ticket before releasing items.
  • Payment: Select "Paid Only" to prevent releasing unpaid items.
• Issue Sales Returns:
  • Select Requires Approval to force staff request for approval before processing a refund.
• Apply Discounts / Price Overwrites:
  • Set to No Access for staff to prevent unauthorized price changes.

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Inventory Configuration

Link your store to the correct digital warehouse.

• Pending Service Inventory: Select the default storage location (e.g., "Vinz Storage") for items received at the counter.

[Go to Inventory Management Settings]