🔧 Configurable Settings in the Web Portal
Last Modified on
04/07/2025 4:48 pm BST
Your system can be configured to match your exact business needs. These settings are managed centrally in the Web Portal by your solution provider.
Below is a helpful table explaining what can be configured and what each setting does:
👤 User Login & Session Settings
| Configuration | Default | Description |
|---|
| Logout User After Each Transaction | No | Logs the user out after each transaction. |
| Allow Staff to Stay Logged In | Yes | Adds a toggle at login to remain signed in. |
| Logout User After X Seconds | 120 seconds | Auto-logout if inactive. Set to 0 to disable. |
🧾 Transaction Settings
| Configuration | Default | Description |
|---|
| Name Transaction | Yes | Allows users to add a name/reference to transactions. |
| Split Transactions | All POS Users | Allows splitting payment using different methods. |
💰 Tipping Options
| Configuration | Default | Description |
|---|
| Custom Tip Amount | Yes | Enables entering custom tip amounts. |
| Pre-set Tip Amounts | Yes | Allows 3 pre-configured tip percentages. |
| Pre-set Tip 1 | 5 | First tip option shown to customers (%). |
| Pre-set Tip 2 | 10 | Second tip option (%). |
| Pre-set Tip 3 | 15 | Third tip option (%). |
💳 Refund Settings
| Configuration | Default | Description |
|---|
| Refund | Refund Code | Sets which staff access levels can refund. |
| Manual Refunds | Refund Code | Allows manual refunds without a linked transaction. |
| Refund Code | 8520 | Code entered to process any refund. |
📊 Access Control Settings
| Configuration | Default | Description |
|---|
| Access Reports | All POS Users | Grants access to the Reports screen. |
| Access Staff | Supervisor Only | Restricts access to Staff Management. |
| Perform End Day | Supervisor Only | Controls who can end the trading day. |
💵 Cash Handling Settings
| Configuration | Default | Description |
|---|
| Show Confirm on Cash Transactions | No | Prompts confirmation before finishing a cash sale. |
| Confirm Card Payment Approved | Yes | Displays “Payment Approved” before showing summary (card only). |
| Allow Cash Transactions | Yes | Set to No to disable all cash payments. |
🔘 Quick Tender Button Settings
| Configuration | Default | Description |
|---|
Top Button Name
| £5 | Label for the top cash quick-tender button.
|
Top Button Value
| 5 | Amount applied when top button is tapped.
|
Middle Button Name
| £10 | Label for the middle button.
|
Middle Button Value
| 10 | Amount applied when middle button is tapped.
|
Bottom Button Name
| £20 | Label for the bottom button.
|
Bottom Button Value
| 20 | Amount applied when bottom button is tapped.
|
🧾 Receipt Settings
| Configuration | Default | Description |
|---|
Default Receipt Behaviour
| Always Print Receipt
| Automatically prints or allows manual printing.
|
Receipt Header Text
| (blank)
| Custom text at the top of each receipt.
|
Receipt Footer Text
| (blank)
| Custom text at the bottom of each receipt.
|
🖨️ Hardware Settings
While you may see some hardware options, these are managed by your solution provider and typically don’t need to be changed.
