Settings
Under the Settings tab on Dashboard, you can access and manage your business, store, inventory, location, tax, and all other settings. Let’s explore each of these settings:
Business Information Settings
In this tab, you can add your business information, such as business name, logo, address, city, contact information, etc.
Add Business Information
1. Switch to the Settings.
2. Select the Business Info card.
3. Enter your business information.
4. Click on Save Record.
Basic Settings
Under the Basic Settings, you can add the general settings for your business, such as the business category, currency, time zone, etc.
Setting Up Basic Settings
1. Go to the Settings tab.
2. Select Basic Settings.
3. Select your business type.
4. Select a time zone.
5. Choose a currency.
6. Enter the notification number.
7. Enter the notification email.
8. Click Save Record.
Tax Settings
This option allows you to add tax information for your business.
How to Add a New Tax?
1. Go to the Settings tab.
2. Select Tax Settings.
3. Enter the tax name.
4. Enter the tax rate as a percentage.
5. Click Create Tax.
The new tax will be added to the table underneath. The table shows the existing taxes with their agency, creator, and creation date.
Locations Settings
The Locations is where you can add new locations or edit the existing ones. These locations refer to the areas where your business is available.
How to Add a New Location?
1. Go to the Settings tab.
2. Select Locations.
3. Click on the Create Location button.
4. Enter the location ID.
5. Enter the location name.
6. Enter the location address.
7. Enter the location city.
8. Enter the postal code.
9. Enter the state or province for your branch.
10. Click Create Location.
The new location will start appearing in other tabs.
How to Edit Existing Locations?
1. Go to the Settings tab.
2. Select Locations.
3. Click on the Edit button before the location you want to edit.
4. Make changes to the location details.
5. Click Save Record.
User Accounts Settings
Under this section, you’ll find all the same options as the Users tab. It allows you to create and manage users and their roles. Please refer to the Managing Users section for a detailed demonstration.
Card Reader Settings
These settings allow you to set up your card reader machines to accept card payments at the POS.
How to Configure a New Card Reader?
1. Switch to the Settings tab.
2. Select Card Reader.
3. Select a provider.
4. Click on Configure.
5. Enter the terminal ID.
6. Enter the pairing token.
7. Select a location.
8. Click Configure.
The new card reader will be configured.
How to Remove an Existing Card Reader?
1. Go to the Settings tab.
2. Select Card Reader.
3. Click on the Remove button on the card reader machine to remove it.
API Integration Settings
ScanTranx allows you to integrate third-party applications using API keys. You can generate a unique key for each application.
How to Generate an API Key?
1. Go to the Settings tab.
2. Click on API Integration.
3. Enter the client name.
4. Click Generate Key.
5. To view the key, click on the View link.
How to Revoke an API Key?
1. Go to the Settings tab.
2. Click on API Integration.
3. Click on the Revoke Key button.
The key will no longer be accessible to the client.
POS Terminals
You can view all the configured POS terminals under the POS Terminals settings.
It allows you to monitor which terminal is currently online, as well as the last login date.
Online Store Settings
The Online Store settings allow you to configure and manage your online store. You can set up the look and feel of your store from this tab.
How to Set up the Online Store?
1. Go to the Settings tab.
2. Select Online Store.
3. Under the Domain and Templates tab, enter your domain name.
4. Click on Save Record.
5. Now, select the E-commerce Template.
Tip: You can preview the template by clicking on the Preview Template link below each template.
6. Specify the primary color.
7. Specify the secondary color.
8. Click Save Record.
How to Add Sliders?
1. Go to the Settings tab.
2. Select Online Store.
3. Switch to the Sliders tab.
4. Click on Choose File and select the slider image.
You can upload up to 3 images.
5. Click Save Sliders.
How to Add Featured Banners?
1. Go to the Settings tab.
2. Select Online Store.
3. Switch to the Featured Banners tab.
4. Click on Choose File and select the banner image.
You can add 2 banner images.
5. Click Save Banners.
How to Add Social Links?
1. Go to the Settings tab.
2. Select Online Store.
3. Switch to Social Media.
4. Enter the links to your social platforms.
5. Click Save Record.
Payment Gateway Settings
You can configure the gateways through which you want to receive the online payments under the Payment Gateways settings.
How to Configure a Payment Gateway?
1. Go to the Settings tab.
2. Select Payment Gateways.
3. Select a payment gateway.
4. Click Configure.
5. Enter the public key.
6. Enter the secret key.
7. Click Configure Gateway.
Please note that in order to configure a payment gateway, you must have a valid public and secret key. You can get these keys by signing up for your desired payment service providers.
How to Delete an Existing Gateway?
1. Go to the Settings tab.
2. Select Payment Gateways.
3. Click Remove before the gateway.
Shipping Configuration Settings
To set up your shipping methods for online deliveries, you can configure them under the Shipping Config settings.
Basic Shipping Settings
Under the general shipping settings, you can select a shipping plan and other options. The available shipping plans include:
i. Weight-Based: The shipping is calculated according to the weight of the parcel.
ii. Price-Based: The shipping cost is calculated according to the price of the parcel.
To set up shipping preferences, follow these steps:
1. Go to the Settings tab.
2. Select Shipping Config.
3. Select a shipping plan.
4. Enter the minimum weight or price for the order.
The checkout will not proceed unless the order matches this weight or price.
5. Enter the limit for free shipping.
If the order exceeds this limit, shipping becomes free.
6. Select whether to apply free shipping or not.
7. Click on Save Record.
How to Add a New Shipping Plan?
The Shipping Plans refer to the shipping services available in specific locations.
1. Switch to Shipping Plan under Shipping Config.
2. Enter the plan name.
3. Enter the flat rate.
4. Select the country for which the shipping plan is valid.
5. Enter the minimum shipping fee.
6. Add notes.
7. Activate or deactivate the flat rate.
When enabled, all the shipments will cost the same regardless of the destination.
8. Click Save Record.
How to Delete an Existing Shipping Plan?
1. Switch to the Shipping Plan tab under Shipping Config.
2. Click on the Delete button before the shipping plan.
How to Set Up Shipping By Price?
You can also set up minimum and maximum prices for each shipping plan in your store. The orders falling under the specified price range will be shipped for the cost specified as follows:
1. Switch to the Shipping By Price tab under Shipping Config.
2. Enter the minimum order price.
3. Enter the maximum order price.
4. Enter the shipping charges.
5. Click Save Record.
How to Set Up Shipping By Weight?
You can set up the minimum and maximum order weight for each shipping plan in your store. The orders weighing under the specified range will be shipped at the cost specified as follows:
1. Switch to the Shipping By Weight tab under Shipping Config.
2. Select a shipping plan.
3. Enter the minimum order weight.
4. Enter the maximum order weight.
5. Enter the shipping charges.
6. Click on Save Record.
How to Set Up the Pick Up Locations?
If your store offers order pickup, you can set up the pickup locations as follows:
1. Go to the Pick-Up Locations tab under Shipping Config.
2. Enter the pickup address.
3. Enter the city.
4. Enter the state/province.
5. Enter the zip or postal code.
6. Select the country.
7. Click Save Record.
Auditing System
You can view the system audit log under the System Audit option under Settings. It shows a log of when a particular operation was performed, by whom, and whether it was successful or not.