Sales Profiles

Sales Profiles in LS Express allow you to define different configurations for each Point of Sale, including store settings, printing options, and drawer preferences. Here's a step-by-step guide on various actions related to Sales Profiles:

 

How to: Create a Sales Profile

How to: Configure Printing in Sales Profiles

How to: Configure a Drawer in the Sales Profile

How to: Assign Sales Profile to Users

How to: Verify the Sales Profile on the POS

 

How to: Create a Sales Profile

  1. To open Sales profile, go to Administration > Navigate > Sales Profiles.

  2. In the sales profile list, there should be at least the "Default profile - System-Created" profile in the sales profile list. If you upgraded from a previous version of LS Express, your old printing configuration has been migrated to the system profile.

  3. To create a new Sales Profile, select New from the action bar in the Sales Profile List.

  4. On the General FastTab, specify the ID and description for the Sales Profile.

  5. New Interface: Select the store to which the profile applies and the POS Menu Profile that applies to the Sales Profile.

How to: Configure Printing in Sales Profiles

  1. Turn on the Print Slip Automatically toggle if you want the POS to print a receipt automatically at the end of each sale. Staff members can still choose to email or print the receipt manually, regardless of this setting.

  2. Choose the type of receipt printing you prefer - a standard sales slip or a larger invoice receipt.

  3. For each receipt type, you can choose between PDF and PrintNode printing methods:

    • PDF: Saves the receipt as a PDF document.

    • PrintNode: Utilizes a 3rd party service called PrintNode. You can set up PrintNode and choose available printers for receipt printing in the designated fields. See here for details on setup.

LS Pay: How to Print a Merchant's Copy

  • If LS Pay is set up, a new field Print Merchant Copy allows you to choose when to print a merchant's copy of the receipt (Same as print slip, Always, or Never).

How to: Configure a Drawer in the Sales Profile

  • If you want to pre-select a drawer for every sale and avoid manually selecting one, you can define a drawer in the Sales Profile.

  • When a sales profile has a drawer defined, the POS automatically uses that drawer without prompting for selection during payment.

  • If no drawer is defined in the sales profile, the drawer list pops up if there is more than one available drawer.

  • It is possible to use the Printer hardware driver to trigger the drawer to open after a sale. See How to: Use the Printer Hardware Driver.

How to: Assign Sales Profile to Users

  1. Go to Administration > Navigate > Subscription.

  2. In the Point of Sales List FastTab, select a Sales Profile for each POS User ID.

How to: Verify the Sales Profile on the POS

  • In the POS, select the Current Sales Profile option.

  • The POS will displays the information on the sales profile currently in use.