# Point of Sale Settings

> Set up POS branches and registers, cashier access and PINs, selling rules, ticket names, scale barcodes, receipts, the register layout, and how items are sold.

Point of Sale settings decide where the register can sell, who can use it, and what cashiers are allowed to do. Most settings are per branch, so two stores can work differently.

Open **Settings → Point of Sale**:

| Item | What it holds |
|---|---|
| **Branches & Registers** | POS behavior, registers, discounts, tips, receipts, and the register layout for each branch |
| **Team Access & PINs** | Which members can use the register, at which branches, and their PINs |
| **Payment Methods** | The payment options shown at checkout, and their order. This is the same list as **Settings → Finance → Payment Methods**. See [Payments](https://workstation.repzo.com/docs/commerce/payments#payment-methods). |
| **Taxes** | Tax rates and whether displayed prices include tax |
| **Currencies** | Base currency, selling currencies, and exchange rates |
| **Products** / **Product Categories** | What you sell and how it is grouped on the register |
| **Inventory** | Branch stock, suppliers, brands, and transfers |

Apart from **Branches & Registers** and **Team Access & PINs**, these are shortcuts to the workspace-wide settings of the same name. Branches are the same records as **Settings → Locations**. Changing POS settings needs `pos.manage_settings`, registers need `pos.manage_devices`, and the layout needs `pos.manage_layout`.

## Set up a branch

Open **Branches & Registers** and select a branch. Each branch has these tabs:

| Tab | Holds |
|---|---|
| **General** | Name, contact number, timezone, address, opening hours, and whether the branch is active |
| **Billing & tax** | Company name and billing address for receipts, **Receipt prefix** and **Next receipt number**, tax defaults, **Tax pricing**, and tipping (**Ask for tips**, **Suggested tip percentages**) |
| **Point of sale** | Selling rules, ticket names, scale barcodes, and staff and stock alerts |
| **Checkout** | Checkout fields and discount presets |
| **Registers** | The registers at this branch |
| **Receipts** | Paper size, header, and footer |
| **Layout** | The register's tiles and tabs |

Receipt numbers run separately for each branch and use the receipt prefix (or the register code) followed by a number.

### Selling rules

On the **Point of sale** tab:

| Setting | What it does |
|---|---|
| **Enable POS** | Lets activated registers sell from this branch |
| **Require an open shift** | Cashiers must open a shift and count the drawer before selling |
| **Held tickets** | Lets cashiers park a sale and resume it later |
| **Walk-in sales** | Allows checkout without choosing a customer |
| **Partial payments** | Lets a sale stay open when the payment doesn't cover the full balance |
| **Open prices** | Lets authorized operators type a price for an item |
| **Blind cash close** | Hides expected cash until the drawer count is submitted |
| **Negative stock** | **Block sale**, **Warn and require authority** (needs `pos.sell_negative_stock`), or **Allow sale** |
| **Cash rounding increment** | Rounds cash-only sales, for example to 0.05. Leave empty for no rounding. |

### Ticket names

Turn on **Predefined ticket names** to offer cashiers a fixed list when they hold a ticket, such as tables, counters, or pickup spots. Add names with **Add a name**. A name already used by an open ticket isn't offered twice, and cashiers can still type their own.

### Scale barcodes

Deli and produce scales print barcodes with the weight or price built in. Turn on **Scale barcodes** to read them. For example, scanning `2 00123 00750` adds item `00123` at 0.750 kg.

- **In-store prefix**: the first one or two digits that mark a scale barcode. Most scales use `2`.
- **What the code carries**: **Weight in grams** or **Price amount**.

The middle five digits are the scale's item code (PLU). It must match the item's SKU or barcode, and the item must be sold by weight (see [Items sold by weight](#items-sold-by-weight)).

### Staff and stock alerts

- **Time clock** lets employees clock in and out on the register's PIN screen. Clocking in does not open a shift. See [Time Cards](https://workstation.repzo.com/docs/pos/time-cards).
- **Daily low stock email** sends one email a day listing the branch's low and out-of-stock items. It goes to everyone with the `inventory.manage` permission. An item counts as low when its stock is at or below its **Low stock level**.

### Checkout fields

On the **Checkout** tab, **Add an invoice property** to ask cashiers for extra details on every sale, such as a table number or a delivery note. Mark fields **Required** when the sale shouldn't complete without them. Create the properties first under [Properties](https://workstation.repzo.com/docs/administration/properties) for Invoices.

### Discount presets

Click **Add discount** to create a preset that cashiers can pick:

- **Name**, **Applies to** (One item or Whole sale), **Type** (percentage or fixed), and **Value**.
- **Manager approval**: a manager must approve it with their PIN.
- **Allow combining**: when off, the preset can't be used with other discounts.

Presets can be added and deleted, but not edited. To change one, delete it and add it again.

### Registers

On the **Registers** tab, click **Add register** and give it a name. Activate the registers cashiers can choose. Deactivating or deleting a register signs out anyone using it.

### Receipts

Choose the **Paper profile** (58 mm compact, 80 mm / 3-inch standard, or 101.6 mm / 4-inch wide), and add a **Receipt header** and **Receipt footer**. **Preview receipt** prints a test receipt so you can check the printer. Turn off the browser's headers, footers, margins, and scaling when printing.

### Register layout

By default the register shows **All**, **Products**, **Services**, and **Memberships** tabs. On the **Layout** tab you can design up to three tabs of your own, each with up to 36 tiles. A tile can be a category, a product, an exact variant, or a discount, with a short label and a color. Click **Save layout**, or **Restore automatic** to go back to the default.

## Give cashiers access

Open **Team Access & PINs** and select a member. On the **Point of Sale** card, click **Turn on** (or **Edit POS access**), then:

1. Switch on **POS access**.
2. Choose the **POS locations** they can sell at, or **All locations**.
3. Optionally choose a **Default register**.
4. Click **Set PIN** and enter a 6-digit PIN, or **Generate PIN**. Repeated or sequential digits are rejected. Tick **Require a new PIN at the register** to make the cashier choose their own PIN the first time.

The card shows **Needs a PIN** until a PIN is set. Resetting a PIN signs the member out of any register. Setting PINs needs `pos.reset_member_pin`.

A member also needs a role with POS permissions. See [Point of Sale permissions](https://workstation.repzo.com/docs/pos#permissions).

## Items and pricing

POS sells the products and services in **Settings → Products**. A few product settings matter at the register.

### Items sold by weight

On the product form, **Measure** decides how cashiers enter the quantity:

- **A whole product**: cashiers enter whole units.
- A unit such as **kg**, **g**, **lb**, **oz**, **l**, or **ml**: cashiers enter a decimal amount and the price is per unit. For example, 0.750 kg at 10.00 per kg is 7.50.

Scale barcodes only work for items sold by weight (kg, g, lb, or oz).

### Per-store stock and prices

In the product's inventory section, **Edit locations** sets where the item is **Stocked at**. For each branch you can set:

- **Low stock level**, used by stock warnings and the daily low stock email;
- **Store price**, which replaces the product's normal price at that branch. Leave it empty to use the default price.

### Composite items

A composite item is made of other items, such as a gift basket. When it is sold, stock is taken from its components, and the register warns when a component runs short. The product form doesn't have a screen for setting up components yet.

## Related pages

- [Point of Sale](https://workstation.repzo.com/docs/pos)
- [Time Cards](https://workstation.repzo.com/docs/pos/time-cards)
- [Payments](https://workstation.repzo.com/docs/commerce/payments)
- [Team](https://workstation.repzo.com/docs/administration/team)
- [Settings](https://workstation.repzo.com/docs/administration/settings)