Set Up POS
Enable the Point of Sale module, configure taxes and payment methods, and prepare your location for in-person sales.
Before you can sell products at your location, you need to enable POS and configure a few settings. This guide covers the full initial setup.
Prerequisites
- A connected Stripe account (see Stripe Setup)
- At least one location configured with an address (used to create a Stripe Terminal location automatically)
Enable POS
- Navigate to Dashboard > POS. If POS is not yet enabled, you will see a prompt to go to settings.
- Click Go to Settings (or navigate directly to Dashboard > POS > Settings).
- Check the Enable POS checkbox. This is the master toggle -- nothing else works until this is on.
- Click Save Changes.
Once enabled, the POS screen at Dashboard > POS becomes active and shows the product grid and cart.
Configure Tax Settings
Still on the POS Settings page, scroll to the Tax Settings section.
Sales Tax Rate
| Field | Description |
|---|---|
| Sales Tax Rate | The primary sales tax percentage applied to taxable items. Enter a value between 0 and 100. For example, enter 8.25 for 8.25%. |
Tax is calculated on the taxable subtotal (after any discount is applied).
Additional Tax (Optional)
You can add a second tax -- useful for city taxes, tourism taxes, or similar surcharges.
| Field | Description |
|---|---|
| Tax Name | A label shown to staff on the order summary, e.g., "City Tax" or "Tourism Levy". |
| Amount | The numeric value of the tax. |
| Type | Choose % (percentage of the taxable subtotal) or $ (flat dollar amount per order). |
If you set a percentage, it must be between 0 and 100. If you leave the additional tax amount blank, no second tax is applied.
How Tax Calculation Works
The system calculates taxes in this order:
- Sum the line totals of all taxable items to get the taxable subtotal.
- Subtract the order discount from the taxable subtotal (floor at $0).
- Apply the Sales Tax Rate percentage to the result.
- Apply the Additional Tax (percentage or flat) to the same result.
- Add both tax amounts to the subtotal minus discount to get the grand total.
Items marked as non-taxable are included in the subtotal but excluded from tax calculations.
Configure Payment Methods
Scroll to the Payment Methods section. These toggles control which manual payment options appear when staff record a payment on an order.
| Setting | Default | Description |
|---|---|---|
| Allow Cash Payments | On | Staff can record cash payments against POS orders. |
| Allow Check Payments | On | Staff can record check payments against POS orders. |
| Allow Saved Card Payments | On | Staff can charge a card already on file for a customer (from a previous booking, for example). Requires the order to have a customer attached. |
Card-present terminal payments (tap/chip/swipe via Stripe Terminal) are always available once you have a registered reader. These toggles only affect manual and saved-card payment types.
General Options
| Setting | Default | Description |
|---|---|---|
| Require Customer Selection | Off | When enabled, staff must select or create a customer for every order. When off, walk-in (anonymous) orders are allowed. |
| Auto-Sync Products | On | When enabled, the POS screen automatically syncs products from Stripe if the product list is empty on load. You can always sync manually regardless of this setting. |
Stripe Terminal Location
When you first enable POS or register a reader, Resytech automatically creates a Stripe Terminal Location using your location's name and address. This happens behind the scenes -- you do not need to create it manually in the Stripe Dashboard.
Once created, the Terminal Location ID appears in the settings page under the Stripe Terminal section. This ID ties your registered card readers to your physical location.
If the location ID is missing, it usually means:
- Your Stripe account is not connected.
- Your location does not have an address configured.
What to Do Next
- Register a Terminal -- connect a card reader for in-person payments.
- Create POS Products -- add products to sell.