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Create a POS Template

To create records of POS items of a store, first configure a POS template and assign it to an account.

User Permissions Needed
To create a POS template:

CGCloud Business Admin

OR

CGCloud Retail Business Admin
  1. From App Launcher, find and select POS Template, and then click New.
  2. Click Next.
  3. Provide these details:
    FIELD DESCRIPTION
    Identification
    Name Name of the POS template.
    Active Indicates whether a template is active. Only active templates are available when adding a POS to an account.
    POS Type Select the type of POS template. The options in this list are the POS types configured in the cgcloud_POS_Type__c field.
    Sales Org Sales org of the POS template.
    Description
    Description Language 1/2/3/4 Description of a POS template in the languages configured for the sales org.
  4. Save the changes.

See Also