The web back office · 28 articles

SeroPOS back office help: Settings

Settings controls how the business runs: business details, tax rates and groups, POS options, invoice layouts and schemes, receipt printers and business locations. Email and SMS settings and notification templates control the messages the system sends.

Settings28

Set up your business details in SeroPOSYour business name, currency, time zone, logo, financial year and stock method live on the first tab of the Business Settings page. Open Settings › Setting in the back office sidebar (/business/settings), stay on the Details tab, change the fields you need and click Update Settings. The currency and stock accounting method shape every report, so set them before you add products and sales.Set your tax names and numbers in SeroPOSThe Tax tab of Business Settings holds the names and registration numbers of up to two taxes, such as GST and PST, that print on your invoices. Open Settings › Setting (/business/settings), click Tax, fill in Tax 1 Name and Tax 1 No., add Tax 2 if you collect a second tax, and click Update Settings. The rates themselves are set separately under Settings › Tax Rates.Choose product settings in SeroPOSThe Product tab of Business Settings decides which fields appear when you add products: SKU prefix, expiry dates, brands, categories, sub-units, racks and warranties. Open Settings › Setting (/business/settings), click Product, tick the options your catalogue needs and click Update Settings. Turning off a feature you don't use keeps the product form shorter for your staff.Set a default customer credit limit in SeroPOSThe Contact tab of Business Settings sets a Default credit limit that every new customer starts with. Open Settings › Setting (/business/settings), click Contact, enter the amount and click Update Settings. A customer who reaches their limit can't take more on account until they pay down the balance, and you can still change the limit on any single customer.Set sale defaults in SeroPOSThe Sale tab of Business Settings sets the defaults for every new sale: discount, tax, commission agent, how repeat items are added, cash rounding, a minimum selling price and overselling. Open Settings › Setting (/business/settings), click Sale, set the options and click Update Settings. Choose Round to nearest decimal (multiple of 0.05) if you round cash sales to the nickel.Change POS screen options in the SeroPOS back officeThe POS tab of Business Settings switches POS features on or off for the whole business: express checkout, drafts, hold sale, discounts, order tax, the credit sale button, multiple payments and more. Open Settings › Setting (/business/settings), click POS, tick or untick the options under POS settings and click Update Settings. Most options are worded as Disable, so a ticked box hides that feature.Edit POS keyboard shortcuts in SeroPOSYou can change the key combinations the POS uses for express checkout, pay and checkout, draft, cancel, discount, the weighing scale and more. Open Settings › Setting (/business/settings), click POS, edit the combinations in the Keyboard Shortcut column under Add keyboard shortcuts and click Update Settings. Write each one as key names joined by +, such as shift+e.Set up weighing scale barcodes in SeroPOSIf your scale prints weight labels, these web back office settings describe the label format. They are not used by the SeroPOS app, which takes the weight from a connected scale or the keypad. Open Settings › Setting (/business/settings), click POS, tick Enable Weighing Scale, then fill in the Weighing Scale barcode Setting fields: Prefix, Product sku length, Quantity integer part length and Quantity fractional part length. Match them to your scale's label format and click Update Settings.Choose purchase settings in SeroPOSThe Purchases tab of Business Settings controls how supplier purchases are entered: buying in another currency, updating product prices from a purchase, purchase status and lot numbers. Open Settings › Setting (/business/settings), click Purchases, tick the options you need and click Update Settings.Set the stock expiry alert window in SeroPOSThe Dashboard tab of Business Settings sets how far ahead the back office dashboard warns you about stock that is about to expire. Open Settings › Setting (/business/settings), click Dashboard, enter the number of days in View Stock Expiry Alert For and click Update Settings. Product expiry must be on in the Product tab for the alert to have anything to show.Change the back office theme in SeroPOSThe System tab of Business Settings changes how the back office looks: the Classic or Enterprise theme, how many rows tables show, and whether help tooltips appear. Open Settings › Setting (/business/settings), click System, pick a Theme, set Default datatable page entries and Show help text, then click Update Settings. Enterprise is the newer look; Classic keeps the previous one.Set reference number prefixes in SeroPOSPrefixes are the letters at the start of reference numbers, such as PO for purchases or SR for sell returns. Open Settings › Setting (/business/settings), click Prefixes, type the prefix you want for each type of record and click Update Settings. New records then use the new prefix; existing reference numbers stay as they are.Send SeroPOS emails from your own mail serverBy default SeroPOS sends invoices and notifications with the system's own email setup. To send from your own address, open Settings › Setting (/business/settings), click Email Settings, untick Use system email configurations, enter your mail server's Host, Port, Username, Password and Encryption, set the From Address and From Name, then click Send test email before you click Update Settings.Connect an SMS service in SeroPOSSMS receipts, reminders and booking confirmations need an SMS service. Open Settings › Setting (/business/settings), click SMS Settings, pick one of the built-in services from SMS Service and enter its account details, or choose Other to connect any HTTP SMS gateway. Enter a Test Number, click Send test SMS, and click Update Settings once the message arrives.Set up reward points in the SeroPOS back officeReward points let customers earn points on what they spend and redeem them on a later sale. Open Settings › Setting (/business/settings), click Reward Point, tick Enable Reward Point, give the points a display name, set the earning rules (amount spent per point, minimum order, maximum per order) and the redeeming rules, choose an expiry period and click Update Settings.Turn back office features on or off in SeroPOSThe Modules tab of Business Settings shows or hides whole areas of the back office, such as purchases, stock transfers, expenses, tables, modifiers, service staff, bookings and the kitchen screen. Open Settings › Setting (/business/settings), click Modules, tick the features you use under Enable/Disable Modules and click Update Settings. Menus for unticked modules disappear from the sidebar.Rename payment methods and add custom fields in SeroPOSCustom Labels lets you rename up to 7 extra payment methods and add your own fields to contacts, products, locations, users, purchases, sales, shipping and types of service. Open Settings › Setting (/business/settings), click Custom Labels, type a label for each field you want to use and click Update Settings. A field shows on its form only once it has a label.Add your Stripe keys in SeroPOSTo take card payments on orders from your online catalogue, connect your own Stripe account. Open Settings › Setting (/business/settings), click Stripe Setting, enter your Stripe Client id and Client secret and click Update Settings. Once saved, each key shows only its last 4 characters; leave a field blank to keep the saved key, or type a new one to replace it.Add and manage business locations in SeroPOSEach store, kitchen or warehouse you run is a business location with its own address, time zone, day-end time, invoice settings, payment methods and daily sales email. Open Settings › Business Locations (/business-location), click Add, fill in the form and click Save. To open a second store with the same menu, pick an existing store in Clone products from.Set receipt printing for a location in SeroPOSEach business location has its own receipt settings: whether an invoice prints automatically after a sale, whether it prints through the browser or a configured receipt printer, and which invoice layout and scheme it uses. Open Settings › Business Locations, click Settings on the location's row, set the Receipt Settings and click Update.Set up invoice numbering in SeroPOSAn invoice scheme decides how sale invoice numbers look: a plain number such as 0001, or a year-based one such as 2026-0001, with an optional prefix, a starting number and a fixed number of digits. Open Settings › Invoice Settings (/invoice-schemes), click Add on the Invoice Schemes tab, choose a format, fill in the fields, check the Preview and click Save.Design invoice and receipt layouts in SeroPOSInvoice layouts control what your receipts and invoices look like: the design, logo, header and footer text, tax numbers and which details print. Open Settings › Invoice Settings, click the Invoice Layouts tab and click Add. Pick a design (Modern for A4 or Letter, Slim for 80mm, Slim 2 for 58mm), add your logo and text, tick the fields you want and click Save.Add a receipt printer in the SeroPOS back officeAdd a receipt printer in the back office so a location can print receipts to it directly. Open Settings › Receipt Printers (/printers), click Add, enter a Printer Name, choose the Connection Type (Network, Windows, Linux, USB or Bluetooth), pick a Capability Profile and Characters per line, then enter the IP Address and Port or the Path. Click Save and pick the printer in the location's receipt settings.Add tax rates in the SeroPOS back officeTax rates are the percentages your store charges, such as GST 5% or PST 7%. Open Settings › Tax Rates (/tax-rates), click Add, enter a Name and the Tax Rate %, tick For tax group only if the rate should only be used inside a group, and click Save. Use a 0% rate for exempt or zero-rated items, then set the rate on your products.Combine taxes into a tax group in SeroPOSA tax group combines two or more tax rates, such as GST and PST, so a product can carry both with one setting. Open Settings › Tax Rates, scroll to Tax groups, click Add, enter a Name, pick the Sub taxes and click Save. Then choose the group as the product's tax.Edit email and SMS notification templates in SeroPOSNotification templates hold the wording of the emails and SMS messages SeroPOS sends, such as a new sale receipt with its invoice link, a payment reminder, a booking confirmation or a quotation. Open Notification Templates in the back office sidebar (/notification-templates), pick the template, edit the Email Subject, Email Body and SMS Body using the Available Tags, choose whether it sends automatically, and click Save.Invite your accountant to SeroPOSYou can give your accountant access to your books without sharing your password. Open Settings › Invite Accountant (/accountant-access), click Generate a connection code and read the code to your accountant. It works once and expires in 30 minutes. Their practice then appears under Accountants with access, every visit is logged under Who has opened your books, and Disconnect withdraws access straight away.Connect SeroBot voice AI to SeroPOSSeroBot is the voice AI that answers your restaurant's phone and takes orders. It is integrated with Inputly.AI, a Sero product, and connects to SeroPOS with an API key. Open Settings › Inputly Integration (/inputly-integration), click Generate Inputly API Key and copy it, note your SeroPOS URL and Location ID, paste them into your Inputly dashboard under POS Integrations › Connect SeroPOS, click Test Connection, then Sync Menu. Phone orders then arrive in the SeroPOS app under New Orders.