POS Lite
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      How to Set Up the POS Lite

      Adding POS Lite

      Follow these steps to add a POS Lite sales channel:

      1. Log in to your ikas Dashboard:

        Sign in to your ikas dashboard.

      2. Create a New Sales Channel:

        • Click the plus icon (+) next to Sales Channels in the left menu.
        • Select POS (Point of Sale) as the new sales channel.

        ⚠️ Note: POS Lite is only available with the All-in-One plan or must be purchased separately.

      3. Configure the POS Lite:

        Fill in the required information to create the POS Lite:

        • Shop Name: Assign a unique name for the POS location or physical store (e.g. "Berlin Store").

          ⚠️ Note: Once registered, the shop name cannot be changed in the system.

        • Address: Enter the physical address where the POS will be used.

      4. Save your Changes:

        Click Save to add the new sales channel.

      Setting up the POS Lite

      1. Configure Payment Methods:

        • Click the Add Payment Method button to create new payment options.

        • By default, Cash and Credit Card are available.

        • You can also add custom payment methods such as check or payment on account.

        • Optionally, set a minimum and maximum order amount for each method.

        • Save your changes.

        • Payment methods can be deactivated or deleted as needed.

          ⚠️ Important: If a payment method is deleted, orders previously completed with it can no longer be refunded.

      2. Adjust General Settings:

        • PIN Requirement: Define whether staff must log in using a personal PIN (mandatory or optional).
        • Customer Requirement: Set whether customer details must be entered when creating an order (mandatory or optional).
        • Hide Out-of-Stock Products: Control whether products with no stock are hidden from the POS screen.
        • Continue to Sell Out-of-Stock Products: Decide whether items can be sold even if they are out of stock.

      3. Select a Stock Location:

        Choose the stock location from which inventory will be deducted during POS sales.

        Note: Choosing the correct stock location is essential for accurate inventory tracking.

      4. Set a Price List:

        Choose the price list and currency that apply to POS transactions.

      5. Add Terminals:

        Edit the names of existing terminals or add new ones to use POS on specific devices or locations.

      6. Save Your Configuration:

        Don’t forget to click Save to apply all your settings.

       

       

      For any assistance or if you have further questions, please let us know. You can contact us by phone at +49 7361 3893012 or email us at support@ikas.de.