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Step-by-step guide

Business settings, cart settings and order properties

6 steps. Prefer to watch? Play the 2:51 video.

  1. Go to Settings → Business Settings. Upload your logo, which also prints on receipts, and set the name shown on receipts.

    Screenshot for step 1: Go to Settings → Business Settings. Upload your logo, which also prints on receipts, and set the name shown on receipts.
    Watch this step at 0:14 →
  2. Turn on order confirmation emails if you want customers to get one.

    Screenshot for step 2: Turn on order confirmation emails if you want customers to get one.
    Watch this step at 0:28 →
  3. Cart settings: when saved orders are cleared, and where returned stock goes (same location or warehouse).

    Screenshot for step 3: Cart settings: when saved orders are cleared, and where returned stock goes (same location or warehouse).
    Watch this step at 0:48 →
  4. Tap to add puts a product straight into the cart, with no quantity pop-up.

    Screenshot for step 4: Tap to add puts a product straight into the cart, with no quantity pop-up.
    Watch this step at 1:18 →
  5. Turn on cash management if you need it, then Save Settings.

    Screenshot for step 5: Turn on cash management if you need it, then Save Settings.
    Watch this step at 1:52 →
  6. Custom Order Properties asks for extra details at checkout, such as the customer's date of birth. Set the name, description, sort order, field type and validation.

    Screenshot for step 6: Custom Order Properties asks for extra details at checkout, such as the customer's date of birth. Set the name, description, sort order, field type and validation.
    Watch this step at 2:26 →

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