Pricing, currency and business settings

This guide covers promotions, price tiers, currency, tax, business locations, receipt design, and protected administration settings.

Pricing workspace¶

Open Sales & Transactions > Pricing & Promotions.

The workspace can manage:

• Customer groups: customers that share pricing or promotion eligibility.
• Price tiers: alternative price lists.
• Tier items: products and prices within a tier.
• Product variants: related sellable forms of a product.
• Promotions: date-limited or rule-based discounts.

Create a customer group¶

1. Select the customer-group section.
2. Select Add.
3. Enter a clear name and description.
4. Save.
5. Assign the intended customers where supported.

Create a price tier¶

1. Select price tiers and choose Add.
2. Enter the tier name and required configuration.
3. Save the tier.
4. Add tier items and their prices.
5. Verify that assigned customers receive the expected price at POS.

Avoid entering zero as a placeholder price if it could become an active selling price.

Create a promotion¶

1. Select promotions and choose Add.
2. Enter the promotion name.
3. Select the discount type.
4. Enter the discount value and applicable period.
5. Select eligible products.
6. Select customer groups when the promotion is restricted.
7. Save.
8. Test a qualifying and non-qualifying cart.

Review whether promotions can overlap. Confirm which rule wins before activating multiple promotions on the same products.

Currency and exchange rates¶

Open Settings & Customization > Currency.

1. Select Add currency.
2. Enter the currency code and name.
3. Enter the exchange rate using the business's base-currency convention.
4. Save.
5. Test a sale and receipt in that currency.

Review exchange rates regularly. A stale rate warning should be resolved before completing a sensitive multi-currency payment.

Tax configuration¶

Tax settings can be tenant-level or part of fiscal configuration.

• Create or synchronize the authorised tax definitions.
• Assign each product to the correct tax category.
• Confirm displayed prices are treated as inclusive or exclusive according to configuration.
• Test normal, zero-rated, and exempt products when applicable.
• Do not invent tax identifiers; use the values supplied by the accounting or fiscal authority.

After a tax change, refresh products and settings on POS devices.

Retail branches¶

Open Settings & Customization > Retails.

1. Select Create a retail branch.
2. Enter the branch name and location details.
3. Configure options such as loyalty where available.
4. Save.
5. Assign employees and the correct inventory relationship.

Do not create duplicate branches to solve a missing-permission problem. Correct the user or inventory assignment instead.

Warehouses and stock locations¶

Open Warehouses.

1. Create a warehouse with a unique name.
2. Enter its location and type.
3. Save.
4. Create or assign inventory items to the resulting stock location.
5. Verify it appears in Available Stock, GRV, transfer, and inventory forms.

Before deleting a warehouse, move or resolve its stock and historical dependencies.

Receipt customisation¶

Open Receipt Customisations to control available receipt layouts and branding.

Configure only approved business information, such as:

• Business and branch identity.
• Address and contact details.
• Logo or header content.
• Footer messages and customer notices.
• Receipt or invoice layout options.

Preview and test print after every material layout change. Check both narrow thermal paper and full-page documents when both are used.

Tenant Management¶

Tenant Management contains business-wide settings and integrations.

• Confirm the tenant name and business identity.
• Restrict payment-provider credentials to administrators.
• Clear or replace credentials only as part of an authorised change.
• Review reporting configuration where offered.

Changes here can affect every user and device.

Administrator settings¶

Open Admin for protected controls such as the administrator PIN.

• Use a non-trivial PIN.
• Share it only with authorised supervisors.
• Change it when access should be revoked.
• Record important protected actions through normal audited workflows.

Change-control checklist¶

Before a major settings change:

• [ ] Capture the current value.
• [ ] Confirm who authorised the change.
• [ ] Choose a low-risk testing period.
• [ ] Save the new configuration once.
• [ ] Refresh affected devices.
• [ ] Complete a test transaction.
• [ ] Verify the receipt and reports.
• [ ] Review audit history.

Common problems¶

New price does not appear at POS¶

• Confirm the correct tier and customer eligibility.
• Check promotion dates.
• Refresh products and settings.
• Confirm another rule is not overriding it.

Currency total is unexpected¶

• Confirm the exchange-rate direction.
• Check the base currency.
• Refresh stale rates.
• Review rounding on the completed receipt.

Location does not appear¶

• Confirm it saved successfully.
• Check user permissions and tenant ownership.
• Refresh the form.
• Confirm the screen requires a warehouse inventory rather than a retail branch.