Salesforce Docs Portal

Configuring Price Checker in Point of Sale

Create an app that customers use to scan a product’s bar code to get the current price. Change the layouts, visibility settings, and other important settings.

Creating a Dedicated App Configuration

  1. In CMS, go to Apps > All.
  2. Create an app configuration by selecting the + symbol.
  3. Select Modern POS and configure the necessary fields for the app configuration. For detailed instructions, refer to Creating an App Config.
  4. Select Create.
    The Store App Configuration in Point of Sale CMS.

Creating Role and Approval Policies

Create a dedicated role and assign approval policies.

  1. To create a dedicated role, in CMS, go to Store Management > Associates > Associate Roles.
  2. Select Create in the top right corner and configure the necessary fields. For detailed instructions, refer to CMS Store Associate Custom Roles.
  3. To assign approval policies, in CMS, go to Store Management > Associates > Approval Policies Configuration.
  4. Select Create in the top right corner and configure the necessary fields. For detailed instructions, refer to CMS Store Associate Approval Policies.

Creating Dedicated Login and Device Settings

Establish a dedicated login for associates.

  1. In CMS, go to Store Management > Associates > Associates.
  2. Select Add in the top right corner and configure the necessary fields. For detailed instructions, refer to Store Associates.

Customizing Layouts

Customize the appearance of the app configuration by configuring layouts.

  1. In CMS, go to Layouts > Layout Pages.
  2. Select Add From Template.
  3. Select a template and edit it to match your requirements.

Disabling Clienteling Search & Store Locator Picker

Prevent customer access to Personally Identifiable Information (PII) and store locator picker.

  1. In CMS, go to Apps > All.
  2. Edit the customer-facing app config.
  3. Go to Modules > Clienteling.
  4. Turn off Show Clienteling Icon.
  5. Go to Modules > Store Locator.
  6. Turn off Store Locator.
  7. Save your changes.

Disabling Location Picker

  1. In CMS, go to Apps > All.
  2. Edit the customer-facing app config.
  3. Go to Modules > Clienteling.
  4. Turn off Show Clienteling Icon.
  5. Save your changes.

Configuring Timeouts

Set timeouts on both the device and app configuration to make sure that customers remain logged in during their sessions.

Store Settings

With the Store Settings, the timeout is applied globally to all the registers.

  1. In CMS, go to Store Management > Store Settings > Transaction.
  2. Under Cart Session Expiry Duration in Seconds, enter the timeout in seconds.
  3. Save your changes.

App Config

With the App Config, the timeout is applied to a specific app configuration and overrides the Store Settings.

  1. In CMS, go to Apps > All.
  2. Edit the app configuration you want to configure the timeout.
  3. Go to Modules > Settings.
  4. Under Enable Session Time, turn on this flag.
  5. Under Session Timeout in Seconds, enter the timeout in seconds. The minimum is 120 seconds.
  6. Save your changes.

Store Associate Session

You can configure the amount of time a store associate can be logged into the app before being automatically logged out. If this isn't configured, the timeout defaults to eight hours.

  1. In CMS, go to Store Management > Store Settings > Associate.
  2. Under Length of associate session in seconds on login, enter the timeout in seconds.
  3. Save your changes.

Customer Profile Login Session

You can also configure the amount of time a customer profile can be logged. This only logs out the customer as the store associate remains logged in and items remain in the cart.

  1. In CMS, go to Store Management > Store Settings > Checkout.
  2. Expand Advanced.
  3. Under Customer Login Session Length, enter the timeout in minutes.
  4. Save your changes.

iPad

Configure the amount of time that elapses before the iPad turns off the display and swipe the screen to resume.

  1. On the iPad, go to Settings > Display & Brightness.
  2. Tap Auto-Lock.
  3. Select the timeout.
    The Auto-lock settings on an iPad.