PoS groups

When several points of sale share the same look and the same product range — a chain of shops, or several registers in one store — the PoS Grouping module (eyssen_pos_group) lets you maintain those settings once, on a PoS group, and apply them to every point of sale of the group.

Configuration

Create a group

  1. Go to Point of Sale ‣ Configuration ‣ Groups and click New.

  2. Enter a PoS Group Name.

  3. Fill in the Base Settings:

    • PoSes: the points of sale that belong to the group. Only points of sale that are not yet assigned to another group can be selected.

    • Managers: the users responsible for the group.

    • Description: a free description of the group.

  4. Fill in the Appearances settings, which mirror the POS logo and screen saver settings: Logo Option, Screen Saver Background, and the Receipt Design (see Receipt designs).

  5. On the Product Restriction tab, define what the points of sale of the group may sell:

    • PoS Product Categories: enable Restrict Categories and list the Available PoS Product Categories.

    • Product Categories: enable Restrict Product Categories and list the Available Product Categories. Keep Include Product Category Descendants enabled to also allow the child categories.

    • Product Tags: enable Restrict Product Tags and list the Available Product Tags.

    These fields work exactly like the per-POS settings described in Restrict products.

  6. A Sales Team can be linked to the group, so the orders of its points of sale are attributed to that team.

screenshot: pos-groups-form
menu
Point of Sale ‣ Configuration ‣ Groups ‣ New
shows
A PoS group form with the group name, the "Base Settings" and "Appearances" groups filled in, and the "Product Restriction" tab visible below.
data
Group "Premium Stores" with two points of sale and a custom logo.
module
eyssen_pos_group
notes
English UI, light theme, 1440px width.

Assign a point of sale to a group

A point of sale is added to a group either from the group’s PoSes field or from the POS settings, in the PoS Group section, using the PoS Group field. The field is locked while a POS session is open.

The group is also shown on the POS list, kanban, and search views, where the points of sale can be grouped by PoS Group.

Group operation mode

Every setting managed by the group can either follow the group or be overridden for one point of sale. Once a POS belongs to a group, a Group Operation Mode selector appears next to each of those settings in the POS settings:

  • Based on Group: the value is copied from the group and is refreshed whenever the group changes. This is the default.

  • Forced set Values: the point of sale keeps its own value, and the group no longer overwrites it.

The selector is available for the sales team, the logo and screen saver, the PoS product category restriction, the product category restriction, and the product tag restriction.

screenshot: pos-groups-operation-mode
menu
Point of Sale ‣ Configuration ‣ Settings
shows
A POS setting managed by a group, with the warning box below it showing the "Group Operation Mode" selector set to "Based on Group".
highlight
The "Group Operation Mode" selector (red frame).
module
eyssen_pos_group
notes
English UI, light theme, 1440px width, crop to the setting block.

Important

Changing a value on the group immediately updates every point of sale of the group whose operation mode is Based on Group. Set the mode to Forced set Values before changing the group if one of the points of sale must keep a different value.

Note

The Receipt Design of the group is not yet propagated to the points of sale; set it on each point of sale as described in Receipt designs.