How to edit the sales box data

Learn how to modify the name of the sales box, cashier, payment methods, printer type, and sales interface.

After adding the sales box, you can modify its data and update its settings, such as the box name, cashier, payment methods, sales interface, and printer type.

⚠️ Note: The sales box must be closed to make modifications. If there is no necessity to modify during working hours, it is preferable to make changes after closing the box at the end of the shift.

#Change the Sales Box Name

1. Go to Sales & Customers > Points of Sale.

2. Ensure the desired box is closed.

3. Click on "Settings".

4. Click on the pencil icon in front of the box name.

5. Modify the box name.

6. Click on the ✔️ mark next to the name field.

7. Click on "Save Changes".

#Change the Cashier Used for the Sales Box

1. Go to Sales & Customers > Points of Sale.

2. Ensure the desired box is closed.

3. Click on "Settings".

4. Click on the "Cashier" option.

5. Choose the cashier you want to grant access to use the box, and you can select more than one cashier for the same box.

6. Click on "Save Changes".

ℹ️ The main account retains access to all sales boxes and cannot be removed or have its permissions changed.

ℹ️ Usernames with "cashier" permissions in this branch appear. To modify cashier permissions or add a new cashier account, go to Settings > Users > Edit Member.

#Add or Remove Payment Methods from the Sales Box

1. Go to Sales & Customers > Points of Sale.

2. Ensure the desired box is closed.

3. Click on "Settings".

4. Click on the "Payment Methods" option.

5. Select the payment methods you want to add or remove.

6. Click on "Save Changes".

ℹ️ If you need to create a new payment method on the platform:

1. Click on the "New Payment Method" option to go to the payment methods page.

2. Add the required data.

3. Return to the previous page (sales box settings).

4. Choose the payment method you added.

5. Click on "Save Changes".

#Modify the Printer Type in the Sales Box

1. Go to Sales & Customers > Points of Sale.

2. Ensure the desired box is closed.

3. Click on "Settings".

4. Click on the "Printer Type" option.

5. Choose the printer type you use to print sales receipts:

   • Thermal.
   • A4.

6. Click on "Save Changes".

ℹ️ The specified printer type will be applied to this box only.
ℹ️ If you want to modify the printer type for all sales boxes, go to: Sales & Customers > Sales Settings > Receipts > Print Layouts.

#Modify the Sales Interface in the Sales Box

1. Go to Sales & Customers > Points of Sale.

2. Ensure the desired box is closed.

3. Click on "Settings".

4. Click on the "Sales Interface" option.

5. Enable or disable the "Display Products with Images" option.

6. When enabling the option, choose the interface you want.

7. Click on "Save Changes".

ℹ️ The sales interface is the way products are displayed on the cashier screen. To add a new custom sales interface:

1. Click on "New Sales Interface".

2. Add the required data.

3. Return to the previous page (sales box settings).

4. Choose the interface you created.

5. Click on "Save Changes".

#FAQs

1. Does the box name appear on the sales invoice?
   Yes, it appears within the data at the top of the invoice.

2. Can I modify the box settings from the Rewaa Cashier app?
   No, box settings can only be modified through the platform via a browser.

3. I added a payment method on the platform, why doesn't it appear in the sales box?
   The method of adding a payment method on the platform differs from adding it to the sales box. To use it in the sales box, go to: Sales & Customers > Points of Sale > Box Settings > Payment Methods, then select the desired payment method and click on "Save Changes".