Admin

System administration and configuration documentation for managing POS settings, users, inventory, and business rules.

The Admin section provides comprehensive documentation for POS administrative configuration screens, data structures, and supporting reference tables. These resources enable administrators to set up and manage the system settings that control transaction processing, inventory management, customer relationships, pricing, taxes, and operational workflows.

What You'll Manage

🏪 Store Settings

Physical locations, registers, and store-specific configuration

👥 Users & Security

User accounts, roles, permissions, and access control

📦 Inventory Management

Products, categories, vendors, and stock tracking

💰 Pricing & Taxes

Price sheets, promotions, and tax configuration

💳 Payments & Currency

Payment methods, gift cards, and currency settings

⚙️ System Configuration

Enterprise settings and advanced options

Admin Sections

⚙️ System Configuration

Manage high-level system settings:

Enterprise Settings - System-wide configuration Branding - Visual identity and messaging Custom Fields - Custom field definitions Field Placements - Display rules and layouts UI Commands - Keyboard shortcuts and commands

💳 Payments & Currency

Manage payment methods and currency:

Currency Types - Supported currencies Coupon Types - Coupon identification and discounts Gift Card Definitions - Gift card setup and redemption Payment Types - Payment method configuration

👤 Customers

Manage customer master records and classification:

Credit Terms - Payment terms configuration Customer Classes - Customer categorization Customer Price Groups - Pricing tier codes Ship Vias - Shipping method codes Customer Master Records - Customer information

📦 Inventory

Manage inventory items and product information:

Locations - Warehouse and store locations Item Classes - Item classification codes Product Categories - Product categorization Product Price Groups - Pricing tier codes Manufacturers - Product manufacturers Vendors - Supplier management Item Masters - Product information and setup Item Locations - Location-specific inventory settings

💰 Payments

Configure payment instruments and tender types:

Payment Types - Tender definitions and payment rules

🧮 Taxes

Control tax behavior and compliance:

Tax Classes - Item-level tax classifications Tax Schedule Codes - Individual tax components Tax Schedules - Named groupings of tax codes

🏪 Stores & Registers

Configure and manage store-level settings:

Store Definitions - Physical locations and configuration Reason Codes - Transaction reason codes Transaction Classes - Transaction grouping Register Classes - Register type definitions Register Definitions - Individual register settings Register Connections - Register authentication and connectivity Receipt Inserts - Receipt messaging configuration

💰 Pricing & Promotions

Define and manage pricing structures:

Price Sheets - Price-sheet identifiers and groupings Pricing Rules - Server-side pricing rules Sales Events - Promotional events and campaigns

💵 Commissions

Manage commission plans and rules:

Commission Plans - Commission structure and rules

👥 Users & Security

Manage system user accounts and access control:

Users - User account management Roles - Role-based access control Login & Security Settings - Authentication and security policies

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