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POS Setting Form Template

Simplify Your POS Setup Process with Ease

Setting up a point of sale can be challenging and time-consuming. This POS Setting Form Template is designed to help business owners and managers create a structured and efficient setup process. Benefit from improved organization, reduced setup time, better inventory tracking, and clear communication with your team. Start using the live template to enhance your POS experience.

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Business name
Store or location code
Business email
Business phone
Preferred language for interface and receipts
English
Spanish
French
German
Chinese
Other
Please Specify:
Currency
USD
EUR
GBP
CAD
AUD
Other
Please Specify:
Enable tax calculation at POS?
Yes
No
Default tax rate (%)
Tax method
Inclusive (tax included in price)
Exclusive (tax added at checkout)
No tax / Not applicable
Accepted payment types
Please Specify:
Enable tips/gratuity?
Yes
No
Tip options shown to customers
10%
12.5%
15%
18%
20%
Custom amount
No tip option
Require signature over amount threshold?
Yes
No
POS hardware in use
Please Specify:
Email address used to send receipts
Receipt print behavior
Always print
Prompt to print
Email only
Both email and print
Use cashier PIN login?
Yes
No
Roles to set up
Admin
Manager
Cashier
Inventory clerk
Accountant
Other
Please Specify:
Require manager approval for refunds and voids?
Yes
No
Track inventory on sales?
Yes
No
Discount types allowed
Line-item discount
Order-level discount
Coupon code
Employee discount
Automatic promotions
Not allowed
Maximum discount without approval
0%
5%
10%
15%
20%
Other
Please Specify:
End-of-day report delivery
Print
Email to manager
Email to accounting
Save to file
Not applicable
Data retention period
1 year
2 years
3 years
5 years
Other
Please Specify:
Customer data collected at checkout
Email
Phone
Address
Name
None
Other
Please Specify:
Target go-live date
Additional notes
Authorized signature
{"name":"Business name", "url":"https://www.quiz-maker.com/QPREVIEW","txt":"Business name, Store or location code, Business email","img":"https://www.quiz-maker.com/3012/images/ogquiz.png"}
Paper art illustration depicting a POS Setting Form Template for FormCreatorAI article.

When to use this form

Use this form when you need to configure or update your point-of-sale settings across one or more stores. It helps you set tender types, taxes, receipt rules, user roles, and device options in one place. Use it before opening a new location, adding a register, switching gateways, or rolling out a promotion. If you are syncing items and prices, pair it with the Product information form to keep your catalog clean. To verify the flow end to end, run a test using the Order checkout form. The result: consistent checkouts, fewer cashier errors, and accurate inventory updates.

Must Ask POS Setting Questions

  1. Which store locations and registers should this configuration apply to?

    This scopes changes so you do not overwrite settings for the wrong site. Clear targeting also lets you roll out updates in stages and reduce risk.

  2. What supplies and peripherals will this POS use (receipt paper size, label printer, cash drawer, barcode scanner)?

    Listing devices and consumables ensures drivers, paper sizes, and drawer kicks are set right. If you need paper rolls or labels, submit a request with the Supplies order form.

  3. Which payment methods will you accept (cash, cards, gift cards, mobile wallets)?

    Defining tenders upfront enables the correct buttons, permissions, and fees. It also helps accounting reconcile deposits without manual fixes.

  4. How should receipts look and print (layout, header/footer, logo, paper size)?

    Receipt layout affects customer trust and returns processing. For logos or product images, source approved assets through the Image order form.

  5. When should inventory update and from which product catalog?

    Setting timing and source prevents overselling and stock drift. It also keeps reports consistent across channels.

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