Find the right configuration page

The Settings hub holds company-wide preferences. Users & Roles, Stores & Terminals, Hardware, Languages and Tax also have their own sidebar destinations. Use the directory below to open the matching guide.

Software installation, the initial cron job and initial email setup are provided at handover. Your store administrator configures the business, staff access, devices, WhatsApp, channels, loyalty, backups and other operating preferences.

Business, branding and regional settings

Company profile

Enter the trading and legal name, address, contact details and logo. Check how they appear on receipts, reports and the header.

Branding & theme

Set the accent colour, favicon and default light or dark appearance for the admin area.

Privacy & terms

Edit the public business privacy policy and terms pages, then open the published pages to verify the wording.

Regional

Choose Asia/Colombo and the date/time display format. Scheduling and reports use the company timezone.

Currency & formatting

Set LKR, its symbol and position, decimal places and separators. A currency change does not convert historical amounts; decide this before trading.

Pricing, selling and receipts

Pricing

Choose product or batch prices and cost-to-selling automation when receiving goods. Review how the selected mode affects existing products.

Manage batches & expiry →

Numbering

Set completed-sale and held-order receipt formats, automatic SKU patterns and in-store barcode prefixes. Check each live preview before saving.

Add & maintain products →

Loyalty points

Enable points, earning rate, redemption value, minimum/cap and expiry. Customer groups can have different earning multipliers. Separately enable or pause saving cash change as customer credit.

Earn & redeem loyalty points →

Receipt template

Set paper size, visible fields, branch name/address, batch details, header and return-policy wording. Review the live preview and print a sample on the actual counter printer.

Hardware & printing →

Cashier (POS)

Choose layout, product-tile size, default theme and visible totals. Overselling needs the additional controls explained below.

Make your first sale →

Weighing scale

Match the scale barcode prefix, product-code digits and encoded weight or price format to your scale labels.

Sell items by weight →

Payment methods

Enable only accepted tenders. Add record-only methods and require a reference where needed. Record LankaQR only after merchant verification; use the bank card terminal for card approval.

Cash, split payments & store credit →

WhatsApp

Choose Click-to-Chat or connect company/store Meta Cloud API accounts, document templates, tests and delivery logs.

Send documents on WhatsApp →

Stock locations

Rename aisle, rack, shelf and bin fields to match the shop. Disable unused fields and assign locations per store.

Find products on the shelf →

System and data settings

Email & SMTP

Initial delivery is configured for you. Verify sender details and send a test before relying on receipts, reset links and scheduled messages.

Security

Choose whether each account can remain signed in on more than one device. See the session behaviour below.

Header & footer scripts

A super administrator can configure reviewed analytics or chat snippets with limited scope and password confirmation.

Scheduler

Monitor the heartbeat and scheduled runs. The initial cron configuration is already provided.

Background tasks →

Backup

Run, schedule, download, retain or delete backup copies, and use the verified restore flow when recovery is required.

Backups & recovery support →

Updates

Review the current version and available release, then follow the in-app update workflow during a quiet period.

Software updates →

System Health

Check database, folder access and scheduler health. Preview historical cost repair or review the one-off sample-data cleanup before confirming.

Other configuration guides

Users & roles

Create staff accounts, roles and store access; review sessions and account safeguards.

Staff accounts & permissions →

Stores & terminals

Create branches and counters, assign staff and configure shift requirements.

Choose your store & terminal →

Hardware & printing

Pair printers and configure drawers, scanners and label printing for each counter.

Hardware & printing →

Languages

Choose the default language or maintain translations using spreadsheet export and import.

Change your interface language →

Taxes

Configure components, groups and product classifications for the rules your business uses.

Check product tax settings →

Customer display

Enable a second screen or tablet and set welcome messages and promotions.

Use a customer-facing display →

Kiosk

Configure a self-ordering terminal, pay-at-counter ordering, pickup codes and supervisor exit.

Handle self-ordering kiosk orders →

Sales channels

Connect Shopify or WooCommerce, map stock and configure order allocation.

Manage your online sales channels →

Accounting

Set accounts, business mappings, opening balances and financial periods with your accountant.

Review your business accounts →

Allowing sales below available stock

• Overselling is off by default. In Settings → Cashier (POS), enable Allow selling below available stock only when the business accepts backorders.
• The staff role must also have Sell below available stock. Both the company setting and the user permission are required.
• Untracked services do not need stock. Batch- or expiry-tracked products still cannot be oversold. Eligible tracked items can show negative on-hand quantities until new stock is received.

One signed-in device per account

• In Settings → Security, enable Allow only one signed-in device per account if required. Each new sign-in ends all older sessions for that same account; other staff accounts stay signed in.
• This option requires database-backed sessions. If a prerequisite warning appears, contact support to check the installation setting before relying on the switch.
• Leave it off if the same person needs the till and office browser simultaneously. Use separate accounts for separate staff, and use the profile or Users actions for individual remote sign-outs.

Trusted header and footer scripts

1. A super administrator opens Settings → Header & footer scripts and pastes the complete reviewed <script> or supported <noscript> snippet. External sources must use HTTPS.
2. Choose public-page execution. Enable the additional authenticated admin/cashier scope only if the trusted service needs those pages.
3. Enter the current password and acknowledge the browser-code risk when enabling, then save and test on an appropriate page.
4. Sign-in, password-reset, print, email, customer-display and kiosk surfaces are excluded. This settings page never executes saved snippets, so return here to disable broken code.

System Health and maintenance tools

• System Health reports database, folder-access and scheduler checks as OK, warning or failure. Capture the relevant result when requesting support.
• Rebuild historical sale costs can fill missing costs on old sales that appear as 100% profit. Preview first, review the proposed changes and only then confirm. Existing recorded costs are not overwritten.
• Clear sample data removes demonstration records from a fresh shop. It takes a backup first and retains company, stores, users and settings. Read the removal confirmation; this is a one-off cleanup, not a daily reset.

Verify email delivery

1. Initial email setup is completed for you. Open Email & SMTP, verify the sender name/address and send a test to your inbox.
2. Check the result and spam folder before relying on password resets, receipts and scheduled reports. If delivery later fails, share the error with support without sharing the mail password.

Choose receipt store and batch details

1. Open Settings → Receipt template. In What to show, Print store name controls the selected branch name, rather than the company trading name. Print store address controls that branch’s address.
2. Print store name and Print batch details are off by default. Turn on batch details when customers need the item’s lot and expiry information. Review the live preview and save your choices.
3. The preview uses sample customer and cashier names. Completed receipts show the real names, sale number and date/time on separate lines, and Amount received for cash handed over.
4. Automatically reduced items show the original unit price crossed out beside the new price. Subtotals use the new price. Customer credit appears in the balance/points area, with saved-change details in the payment area when applicable.
5. Every completed-sale receipt ends with POS Artisan | www.posartisan.net. This footer is always included. Print a sample to check your selected paper width and printer.