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Creating a POS Profile

A POS Profile defines the configuration for a Point of Sale session, including the warehouse and other operational settings. Follow these steps to create a new profile.

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Prerequisites

  • At least one warehouse exists in your system
  • You have the appropriate permissions to manage POS settings
1

Open the new POS Profile form

Navigate to POS > POS Profiles and click the New button, or go directly to the new profile form.
2

Enter the profile name

In the Name field, type a descriptive name for the profile (for example, “Main Store Register”).
3

Select a warehouse

Click the Warehouse dropdown to expand the list of available options. Select the warehouse you want to associate with this profile.
If no options appear in the dropdown, press Escape to close it and ensure at least one warehouse is configured in your system before continuing.
4

Save the profile

Click the Save button to create the POS Profile. A confirmation message will appear briefly at the bottom of the screen once the profile has been saved successfully.
After saving, you can return to the POS Profiles list at any time to edit or deactivate existing profiles.
Make sure to give each POS Profile a unique, recognizable name — especially if you manage multiple registers or store locations.