Setting up the Sale Screen

This article explains how to create a sales experience that works for your business by adding and arranging the products that are shown on the Sale Screen.



Views are the pages or tabs that show the product tiles within the Sale Screen. A View can be created and deleted without any effect on the products shown within it.

2. Products

Products in the Sales Screen are represented by tiles. These tiles show the product name and price by default and can be customized with colors or shorter names.

3. Product groups

Products can also be grouped and shown as a list. This is useful for products that might not be ordered as often and for expanding the products available on the Sales Screen.

Product groups use tags to filter down the products to be shown. After creating a group and selecting more than one tag, only the products that contain both tags will be included in the group.

4. Tags (not shown)

Tags are used to cluster products together for use in sales and reporting. You might create and add tags by the type of product (e.g., coffees), by order frequency (e.g., fast movers) or by some other role that the products play (e.g., upselling).

How to setup the Sale Screens

Adding, editing and removing Sale Screens on a tablet

Enter and exit editing mode

Add, edit and remove Views

Adding products, product groups and search tiles

Add products to a View

Add groups to a View

Remove products or groups from a View

Setting up the Sale Screen on mobile


Below we’ve shown some examples of how you might configure the new Sale Screen: