Settings

Navigate to: Dashboard → Settings

Settings are restricted to Managers and Administrators only.

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Products Tab

Manage all products sold at the POS.

Adding a Product

1. Click New Product
2. Enter:
   • Name
   • Price (GYD)
   • Department/Category
   • Tax rate
   • Barcode (optional — for scanner input)
   • Modifier groups (if applicable)
   • Recipe/components (for combo products)
3. Click Save

Editing a Product

Click the product name → change any fields → click Save. Price changes take effect immediately on the POS.

Deactivating a Product

Toggle the Active switch off. Inactive products are hidden from the POS grid but remain in order history and reports.

Combo Products

Combo products bundle multiple items at a package price:

1. Create a new product
2. In the Components section, add the individual products and quantities that make up the combo
3. Set the combo price (typically less than buying components individually)
4. The POS shows it as one item; production tracking splits it into components automatically

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Categories (Departments) Tab

Organize products into departments (e.g., Chicken, Fish, Pastry, Beverages).

1. Click New Category
2. Enter a name and sort order (controls order of tabs in the POS)
3. Click Save

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Modifiers Tab

Modifier groups let customers customize products (e.g., "Spice Level: Mild / Medium / Hot").

1. Click New Group
2. Enter the group name
3. Set Min selections (0 = optional) and Max selections (1 = single choice, 3+ = multi-select)
4. Add modifier options (name + price)
5. Click Save

Link modifiers to products: open a product → find the Modifier Groups field → add the groups that apply.

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Users Tab

Adding a New User

1. Click New User
2. Enter: Name, Email, Role, PIN (4–8 digits)
3. Click Save — user can log in immediately

Built-in Roles

Custom Roles

For more granular control, create custom roles:

1. Go to Settings → Roles
2. Click New Role
3. Name the role and select permissions from 30+ resource categories
4. Save the role and assign it to users

Resetting a PIN

Click a user's name → change the PIN field → Save.

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Registers Tab

1. Click New Register
2. Enter a name (e.g., "Meals POS", "Pastry Counter")
3. Assign a location
4. Click Save

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Tax Rates Tab

1. Click New Rate
2. Enter a name (e.g., "VAT 16%") and the rate percentage
3. Set as default if it applies to most products
4. Click Save

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Receipt Configuration Tab

Customize receipts: Business name, Tagline, Address, Phone, Footer message, Promotional message.

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Document Settings Tab

Configure defaults for invoices and quotations. See Quotations & Invoices → Document Settings for the full list of options.

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Tables Tab

Add and manage dine-in tables. See Floor Plans & Table Layout for visual table management.

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Currency & Exchange Rates

Set exchange rates for USD, CAD, and other foreign currencies used for payments.

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Workspace Preferences

Each user can choose a default landing page in Settings → My Workspace.

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Locations

Manage store locations. Each location has its own registers and cash sessions.

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Printers

Configure receipt printers and print routing. See Receipt Printers & Print Routing.

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Webhooks

See Webhooks.

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Notifications (SMS / WhatsApp)

See Notifications.

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Backup

See Backup & Restore.