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What are POS Settings?

This article will review how to populate POS Settings prior to mapping your menu items.

Updated over 2 months ago

Overview

POS (Point of Sale) Settings are configurations that allow the integration of Paytronix Online Ordering with your POS system. Together with POS Mappings, POS Settings ensure that the menu items and modifiers in the Paytronix system are correctly mapped to those in the POS system, facilitating smooth operations and accurate order handling. In this article we’ll review how to populate POS Settings prior to mapping your menu items.

Where can I find POS Settings?

To begin, be sure you are logged into Online Ordering.

1. From the left hand navigation, select Online Ordering.

Left hand navigation with Online Ordering selected


2. On the dashboard that appears, navigate to the store you wish to map the POS for, select the three dots>General Settings.

Dashboard with General Settings selected


3. From the top level navigation, go to General Settings>POS Settings.

Settings dropdown with POS Settings selected



How do I Connect my POS?

1. On the POS Settings page, scroll to the section titled POS Enablement and check the box for Enable POS Integration.

Enable POS Integration box with checkmark



2. You’ll then see a dropdown list of available POS systems called POS Type.

POS Type dropdown with values


3. Select your POS from the dropdown.

NOTE: Most systems will have their own unique set of fields to then fill out or additional instructions for you to follow. Fill out the fields in their entirety and/ or complete all the additional instructions provided before moving on.

A few systems require additional assistance from Paytronix Support. If your system is one of these, you’ll see a blue banner prompting you to contact Paytronix Support, as seen in the example below.

Contact Support notification in blue banner


Once your POS is connected you should see a green banner under POS Connection confirming the successful connection.

Successful connection green banner


If you do not see this banner, please contact Paytronix Support for assistance.

Now that you’ve set up your POS system, it’s time to ensure your menu items are appropriately mapped to match with your POS IDs. For more on this process, please read How do I Map Menu Items to my POS?

For additional assistance, please contact your solutions consultant or customer success manager, or email [email protected].

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