Inventory Settings
The Inventory Settings panel is a grid of buttons that open various configuration features. This is the primary starting point for initial app setup.
This panel is visible only to users with the Admin role.
Open App Setup Guide
Opens the App Setup Wizard — a step-by-step checklist that guides new users through the entire onboarding process. The wizard tracks progress with a percentage bar and provides direct links to each configuration page.
Wizard Steps:
| Category | Steps |
|---|---|
| Company Setup | Initialize Side Menu, Company Setup |
| Products/Catalog | Item Types, Generic Item Type, Tax Rates, Item-Tax Association, Product Import |
| Payment & Transaction | Payment Methods, First Product, Adjustment Labels, Transaction Types, Receipt Layout |
| Users Setup | User Types, Authorizations, First Employee |
| Sales Procedures | First Sale, First Balance Sheet, Close of Day |
| POS Terminal | POS Terminal Assignments |
| Merchant Account | Credit Card Processing Setup |
| Complete | Toggle to hide the wizard from the toolbar |
Each step has a toggle to mark it complete. The wizard can be dismissed and reopened from this button.
Payment Methods
Routes to the Payment Methods page where you manage tender types.
Features:
- Search and filter payment methods
- AG-Grid list with Name and Edit columns
- Add new payment methods via dialog editor
Edit Fields (per payment method):
- Name (required)
- Sort Order
- Exchange Rate
- Image Upload
- Cash Discount Fee (percentage)
- Checkboxes: Credit Card, Cash, Company Credit, Reverse Charge, Manager Required, WIC, EBT, State, Pre-Auth, Enabled Online, Disable Splits, Disable
- Payment Features: Cash Discount toggle, Disable Points Accrual
- Customer Use Instructions (rich text)
Loyalty Points: The LoyaltyPointSystemValue setting controls point accrual (e.g., 0.1 = 10 cents per dollar, 1 = 1 point per dollar).
Adjustment Reasons
Opens a dialog to manage adjustment reason labels used for voids, refunds, inventory adjustments, and corrections.
Filter Categories (6 types):
- Items
- Payments
- Orders
- Manifest Rejections
- Refund Order
- Refund Item
Each reason has an ID (display only) and a Name (editable). Add, edit, and delete reasons within each category.
Transaction Types
Routes to the Transaction Types page to manage service types (Retail, Dine In, Take Out, Delivery, Pickup, or custom types).
Features:
- AG-Grid list with Edit, Name, Online Order, and Delivery Service columns
- Search by name
- Default Order Type selector — sets which service type is the default for new orders
- Add new transaction types via dialog editor
Edit Company
Routes to the Company Edit page. Enter or modify company information.
Fields:
| Field | Description |
|---|---|
| Company Name | Display name |
| Corporation Name | Legal name |
| Address 1 / 2 | Physical address |
| City / State / Zip | Location |
| Billing Address | Separate billing address |
| Phone / Phone 2 / Fax | Contact numbers |
| Website URL | Company website |
| Contact Email | Primary contact email |
| MED License Number | Medical license (for regulated businesses) |
| Receipt Header | Text printed at top of receipts |
Actions: Save, Save & Exit (returns to Settings), Cancel.
Content Settings
Routes to the Content/Blog editor for WordPress headless CMS integration. See the Content Management section for full details on setting up WordPress, managing blog posts, and configuring content groups.
Custom Fields
Routes to the Form Templates page. Manages dynamic form templates (Formly-based) for custom fields on various entities.
Features:
- AG-Grid list with Edit, Name, Entity Type, and Delete columns
- Search by name
- Add new templates → opens the Form Designer
- Edit existing templates → opens the Form Designer with the template loaded
Dining Layout
Routes to the Floor Plan page for restaurant table layout design. See the Floor Plan guide for details.
Initializer
The Initializer section contains a destructive setup feature. Expand the section to access:
- Initialize — Deletes all item type settings and re-initializes them from the default template. A confirmation dialog appears: "This function will delete all item type settings and re-initialize all options for item types." Use this to factory-reset item type configuration.
- Clean Data — Calls the backend to remove duplicate settings records from the database.
Use the Initialize function with caution. It cannot be undone once executed.