Point of Sale Settings

Point of Sale Settings

The Point of Sale (POS) settings allow you to customize and manage your checkout process. You can configure various aspects, such as payment methods, invoice settings, tax settings, invoice or receipt formats and print settings. 

How to enable/disable round-off value in the invoice?

To enable or disable the round-off value in the invoice, follow these steps:

1. Login to MioSalon.

2. Go to Settings from the main menu.

3. Within Business Settings, select Point of Sale.

4. Click on Invoice in the sidebar.

5. In the Invoice Settings, toggle the Round-Off Value to enable rounding off the invoice value to the nearest whole number.

6. Disable Round-Off Value to collect an accurately calculated amount without rounding.

How to enable/disable an invoice /receipt for past dates?

To enable or disable the invoice/receipt for past dates, follow these steps:

1. Login to MioSalon.

2. Go to Settings from the main menu.

3. Within Business Settings, select Point of Sale.

4. Click on Invoice in the sidebar.

5. In the Invoice Settings, toggle the Invoice/Receipt for Past Dates to create the invoices for previous days.

6. Disable Invoice/Receipt for Past Dates to disallow invoicing for previous days.

How to enable/disable item price adjustments in the invoice?

To enable or disable the item price adjustments in the invoice, follow these steps:

1. Login to MioSalon.

2. Go to Settings from the main menu.

3. Within Business Settings, select Point of Sale.

4. Click on Invoice in the sidebar.

5. In the Invoice Settings, toggle the Item Price Adjustments, allowing staff to adjust prices for selected items, such as services, products, and packages.

6. Disable Item price adjustments by disabling Allow staff to adjust prices for selected items, such as services, products, and packages.

How to enable/disable a discount before tax?

To enable or disable the discount before tax, follow these steps:

1. Login to MioSalon.

2. Go to Settings from the main menu.

3. Within Business Settings, select Point of Sale.

4. Click on Invoice in the sidebar.

5. In the Invoice Settings, toggle the Discount Before Tax to apply discounts before tax for service and product sales.

6. Disable Discount Before Tax to disallow the collection of discounts before tax for service and product sales.

How to enable/disable the invoice preview?

To enable or disable the invoice preview, follow these steps:

1. Login to MioSalon.

2. Go to Settings from the main menu.

3. Within Business Settings, select Point of Sale.

4. Click on Invoice in the sidebar.

5. In the Invoice Settings, toggle the Invoice Preview to show an invoice preview before generating invoices.

6. Disable Discount Before Tax to not show an invoice preview before generating invoices.

How to reset the invoice sequence instantly?

To reset the invoice sequence instantly, follow these steps:

1. Login to MioSalon.

2. Go to Settings from the main menu.

3. Within Business Settings, select Point of Sale.

4. Click on Invoice in the sidebar.

5. In the Invoice Settings, navigate to the Reset invoice sequence instantly.

6. Click on the Reset Now button to immediately reset the invoice sequence number to 1.

How to automatically reset the invoice sequence?

To automatically reset the invoice sequence, follow these steps:

1. Login to MioSalon.

2. Go to Settings from the main menu.

3. Within Business Settings, select Point of Sale.

4. Click on Invoice in the sidebar.

5. In the Invoice Settings, enable the Reset invoice sequence automatically.

6. Then select Reset (Monthly/Yearly).

7. Click on Save button.

How to automatically reset the invoice sequence every month?

To automatically reset the invoice sequence, follow these steps:

1. Login to MioSalon.

2. Go to Settings from the main menu.

3. Within Business Settings, select Point of Sale.

4. Click on Invoice in the sidebar.

5. In the Invoice Settings, enable the Reset invoice sequence automatically.

6. Then select Reset (monthly or yearly).

7. Choose the Month option in the drop-down.

8. Click on the Save button.

How to automatically reset the invoice sequence every year?

To automatically reset the invoice sequence, follow these steps:

1. Login to MioSalon.

2. Go to Settings from the main menu.

3. Within Business Settings, select Point of Sale.

4. Click on Invoice in the sidebar.

5. In the Invoice Settings, enable the Reset invoice sequence automatically.

6. Then select Reset (monthly or yearly).

7. Choose the Yearly option in the drop-down.

8. Then Choose starting month to reset.

9. Click on the Save button.

How to change the invoice prefix?

To change the invoice prefix on the invoice number, follow these steps:

1. Login to MioSalon.

2. Go to Settings from the main menu.

3. Within Business Settings, select Point of Sale.

4. Click on Invoice in the sidebar.

5. In the Invoice Settings, navigate to the Invoice Prefix.

6. Enter the Invoice Prefix name, which will be displayed in the invoice.

Note: The new prefix will apply only to bills generated after the changes are made. For old invoices, the previous prefix number remains unchanged and cannot be altered.

How to add a reason for deleting an invoice /receipt?  

To add a reason for deleting an invoice/receipt, follow these steps:

1. Login to MioSalon.

2. Go to Settings from the main menu.

3. Within Business Settings, select Point of Sale.

4. Click on Invoice in the sidebar.

5. In the Invoice Settings, navigate to the Reason for Invoice/Receipt Deletion.

6. Click on the Add Reason button.

7. In the Add Reason for Deletion, enter the Reason.

8. Click on Save.

Note:

This reasons will be displayed as pre-defined list while canceling the invoice/receipt.

How to delete a reason for deleting an invoice /receipt?

To delete a reason for deleting an invoice/receipt, follow these steps:

1. Login to MioSalon.

2. Go to Settings from the main menu.

3. Within Business Settings, select Point of Sale.

4. Click on Invoice in the sidebar.

5. In the Invoice Settings, navigate to the Reason for Invoice/Receipt Deletion.

6. In the Action button, click on the Delete button.

7. In the Delete Confirmation popup, click on the Delete button.

How to add the GST number?

To add the GST number, follow these steps:

1. Login to MioSalon.

2. Go to Settings from the main menu.

3. Within Business Settings, select Point of Sale.

4. Click on Tax in the sidebar.

5. In the GST Settings, click on Add GST Number.

6. In the Add GST Number popup, enter the GST Number.

7. Click on Add.

Note:

1. Each business location (outlet) can have only one active GST number.

2. Deactivate the current GST number to add a new one.

3. The active GST number will be displayed on the invoice.

How to deactivate the GST number?

To deactivate the GST number, follow these steps:

1. Login to MioSalon.

2. Go to Settings from the main menu.

3. Within Business Settings, select Point of Sale.

4. Click on Tax in the sidebar.

5. In the GST Settings, click on Deactivate GST.

6. Thus, the GST number has been deactivated.

How to enable or disable tax configuration?   

To enable or disable tax configuration, follow these steps:

1. Login to MioSalon.

2. Go to Settings from the main menu.

3. Within Business Settings, select Point of Sale.

4. Click on Tax in the sidebar.

5. In the Tax Settings, enable or disable Apply Taxes To Saleable Items.

6. If you’re enabling taxes, you can add taxes and tax groups. 

7. The tax listing displays tax name, its percentage, tax for all services, tax for all products and action for edition or deletion.

8. If you’re disabling taxes, the tax won’t be collected on services, products, memberships, packages and prepaid.

How to create or add tax?

To create or add a tax, follow these steps:

1. Login to MioSalon.

2. Go to Settings from the main menu.

3. Within Business Settings, select Point of Sale.

4. Click on Tax in the sidebar.

5. In the Tax Settings, enable Apply Taxes To Saleable Items.

6. Click on the Add Tax, a tax popup displayed.

7. In the Add Tax popup, enter the Tax Name and Tax Percentage.

8. Click on Save button.

How to create or add a tax group?

To add a tax group, follow these steps:

1. Login to MioSalon.

2. Go to Settings from the main menu.

3. Within Business Settings, select Point of Sale.

4. Click on Tax in the sidebar.

5. In the Tax Settings, enable Apply Taxes To Saleable Items.

6. Click on the Add Tax Group, a tax popup displayed.

7. In the Add Tax popup, enter the Tax Group Name and choose the Tax options.

8. Click on the Save button.

How to edit a tax or tax group?

To edit or update a tax or tax group, follow these steps:

1. Login to MioSalon.

2. Go to Settings from the main menu.

3. Within Business Settings, select Point of Sale.

4. Click on Tax in the sidebar.

5. In the Tax Settings, locate the tax or tax group you want to edit.

6. In the Action column, click on the Edit icon.

7. In the Update Tax popup, modify the details.

8. Click on the Save button.

How to delete a tax or tax group?

To delete a tax or tax group, follow these steps:

1. Login to MioSalon.

2. Go to Settings from the main menu.

3. Within Business Settings, select Point of Sale.

4. Click on Tax in the sidebar.

5. In the Tax Settings, locate to the tax or tax group you want to delete.

6. In the Action column, click on the Edit icon.

7. In the Update Tax popup, click on the Delete button.

8. In the confirmation popup, click on Delete button.

How to set a common tax or tax group for all services or products?

To set a common tax or tax group for services and products, follow these steps:

1. Login to MioSalon.

2. Go to Settings from the main menu.

3. Within Business Settings, select Point of Sale.

4. Click on Tax in the sidebar.

5. In the Tax Settings, locate the tax or tax group you want to make it common.

6. For the service, click on the Radio Button in All Service column.

7. For the product, click on the Radio Button in All Product column.

8. Thus all the services and products have common tax or tax group.

How to include or exclude taxes for services, memberships, gift vouchers, etc.?   

To include or exclude taxes for services, memberships, gift vouchers, etc., follow these steps:

1. Login to MioSalon.

2. Go to Settings from the main menu.

3. Within Business Settings, select Point of Sale.

4. Click on Tax in the sidebar.

5. In the include or exclude taxes for services, memberships, gift vouchers, etc. section, choose Include to include taxes for services, memberships, gift vouchers and packages.

6.  Choose Exclude to exclude taxes for services, memberships, gift vouchers and packages.

How to include or exclude tax in the unit price of the product?

To include or exclude taxes for services, memberships, gift vouchers, etc., follow these steps:

1. Login to MioSalon.

2. Go to Settings from the main menu.

3. Within Business Settings, select Point of Sale.

4. Click on Tax in the sidebar.

5. In the include or exclude tax for products section, choose Include to include taxes for products.

6. Choose Exclude to exclude tax in the unit price of the product.

How to add a payment method?

To add a payment method, follow these steps:

1. Login to MioSalon.

2. Go to Settings from the main menu.

3. Within Business Settings, select Point of Sale.

4. Click on Payment Method in the sidebar.

5. In the Add Payment Method,  enter the payment method name and choose the locations.

6. If you want to get some payment code information, enable Collect The Payment Code Details During Checkout.

7. Also, you can make it mandatory by clicking Make It Mandatory*

8. Click on Save button.

How to edit a payment method?

To edit a payment method, follow these steps:

1. Login to MioSalon.

2. Go to Settings from the main menu.

3. Within Business Settings, select Point of Sale.

4. Click on Payment Method in the sidebar.

5. In the Action column, click on the Edit icon.

6. In the Update popup, modify the locations or the toggling of payment code.

7. Click on the Update button.

How to delete a payment method?

To delete a payment method, follow these steps:

1. Login to MioSalon.

2. Go to Settings from the main menu.

3. Within Business Settings, select Point of Sale.

4. Click on Payment Method in the sidebar.

5. In the Action column, click on the Edit icon.

6. In the Update popup, click on the Delete button.

7. In the confirmation popup, click on Delete button.

Note: 

The Delete button won’t be displayed for the payment method that is “Mark as default",  "Cash” or "Prepaid”.

How to make one payment as a default option at checkout?

To make one payment as a default option at checkout, follow these steps:

1. Login to MioSalon.

2. Go to Settings from the main menu.

3. Within Business Settings, select Point of Sale.

4. Click on Payment Method in the sidebar.

5. In the Mark Default column, click on the Radio Button for the payment method.

6. This payment method will be automatically selected on the checkout page.

How to configure print settings?

To configure print settings, follow these steps:

1. Login to MioSalon.

2. Go to Settings from the main menu.

3. Within Business Settings, select Point of Sale.

4. Click on Print Configuration in the sidebar.

5. Customize the print settings - invoice header message, invoice footer message 1, invoice footer message 2, invoice name and choose the details to print on the invoice.

6. Once entered, click on Save button

7. To view the preview, click on Show Invoice Preview button