---
schema_version: "1"
id: a2aa0071def1d6ee3a73c19796d835853b66219652c08ac50f169f8750f369cd
title: Create a POS Template
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/cg_task_admin_create_pos_template.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_create_pos_template.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 2aa95f91dbc337ce1704fb6e26c0cb3a7c4eee6a33e6d204259821119ba1d9ee
description: To create records of POS items of a store, first configure a POS template and assign it to an account.
products:
  - Consumer Goods
release: "264"
---
# **Create a POS Template**

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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d53028e41">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d53028e41 ">To create a POS template:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d53028e41 ">
              <p>CGCloud Business Admin</p>
              <p style="margin-bottom:0;">OR</p>
              <p style="margin-bottom:0;">CGCloud Retail Business Admin</p>
            </td>

          </tr>
        </tbody>
      </table>

1. From **App Launcher**, find and select **POS Template**, and then click **New**.
2. Click **Next**.
3. Provide these details:
    
    <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
            <colgroup>
              <col style="width:50%">
              <col style="width:50%">
            </colgroup>
            <thead class="slds-text-title_caps ">
              <tr class="">
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d53028e109">FIELD</th>
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d53028e112">DESCRIPTION</th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d53028e109 d53028e112 ">
                  <strong>Identification</strong>
                </td>

              </tr>
              <tr class="">
                <td data-label="FIELD" class="slds-cell-wrap" style="vertical-align:top;" headers="d53028e109 ">
                  <strong class="uicontrol">Name</strong>
                </td>

                <td data-label="DESCRIPTION" class="slds-cell-wrap" style="vertical-align:top;" headers="d53028e112 ">Name of the POS template. </td>

              </tr>
              <tr class="">
                <td data-label="FIELD" class="slds-cell-wrap" style="vertical-align:top;" headers="d53028e109 ">
                  <strong class="uicontrol">Active</strong>
                </td>

                <td data-label="DESCRIPTION" class="slds-cell-wrap" style="vertical-align:top;" headers="d53028e112 ">Indicates whether a template is active. Only active templates are available when
                  adding a POS to an account. </td>

              </tr>
              <tr class="">
                <td data-label="FIELD" class="slds-cell-wrap" style="vertical-align:top;" headers="d53028e109 ">
                  <strong class="uicontrol">POS Type</strong>
                </td>

                <td data-label="DESCRIPTION" class="slds-cell-wrap" style="vertical-align:top;" headers="d53028e112 ">Select the type of POS template. The options in this list are the POS types
                  configured in the cgcloud_POS_Type__c field.</td>

              </tr>
              <tr class="">
                <td data-label="FIELD" class="slds-cell-wrap" style="vertical-align:top;" headers="d53028e109 ">
                  <strong class="uicontrol">Sales Org</strong>
                </td>

                <td data-label="DESCRIPTION" class="slds-cell-wrap" style="vertical-align:top;" headers="d53028e112 ">Sales org of the POS template.</td>

              </tr>
              <tr class="">
                <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d53028e109 d53028e112 ">
                  <strong>Description</strong>
                </td>

              </tr>
              <tr class="">
                <td data-label="FIELD" class="slds-cell-wrap" style="vertical-align:top;" headers="d53028e109 ">
                  <strong class="uicontrol">Description Language 1/2/3/4</strong>
                </td>

                <td data-label="DESCRIPTION" class="slds-cell-wrap" style="vertical-align:top;" headers="d53028e112 ">Description of a POS template in the languages configured for the sales org.</td>

              </tr>
            </tbody>
          </table>
4. Save the changes.

#### See Also

- [Point of Sale (POS)](https://help.salesforce.com/s/articleView?id=ind.cg_concept_user_point_of_sale.htm&type=5&language=en_US)