Configure POS (Point Of Sale)

Overview: Analytics allows business unit managers to integrate POS information into the system so they can get the actual sales data and incorporate it into their analysis.

Start from: The Analytics module.

• Navigate to Configuration > POS - Configuration.

• In the POS - Configuration screen, you will find two tabs: Sales Types and Sales Periods.

To learn more about these two variables, see Understand sales types and periods.

Sales types

In this tab, you will find the sales types previously configured in the POS.

To create a new sales type:

• Select New +.

• Select the Sales Type field to assign a name and its respective translations.
• Select a language from the Language drop-down list.
• Assign a name in the text field and select Add +.
• Select Accept to save the name and translations of your new sale type. 

• Back in the New Sales Type (POS) window, assign values to the following fields:
  • Code*
  • Category* 
  • Traffic Type (by default)
  • Groups (1, 2, and 3)*.
• Select Accept to save your new sale type OR Cancel to discard the configuration.

Sales periods

In this tab, you will find the sales periods previously configured in the POS.

To create a new sales period:

• Select New +.

• Select the Sales Period field to assign a name and its respective translations.
• Select a language from the Language drop-down list.
• Assign a name in the text field and select Add +.
• Select Accept to save the name and translations of your new sales period. 

• Back in the New Sales Period window, assign values to the following fields:
  • Code* 
  • Category* 
• Select Accept to save your new sales period OR Cancel to discard the configuration.