What this helps you do

Turn the POS home screen into a set of large shortcuts for the work one staff member does at one location.

Before you start

Sign in as POS staff and choose a location. Products and collections must be available at that POS location before the picker can show them.

Steps

  1. Open Home.
  2. Select Customise Grids when the grid is empty, or use the header's customise action.
  3. Choose a tile type.
  4. Choose or enter the tile's details.
  5. Add more tiles, up to 24 in total.
  6. Enter edit mode to drag tiles into the right order or remove a tile.
  7. Select Done and wait for the order to save.

Understand the tile types

  • Action: open Cart, Products, Customers, Orders, Register, Scan, Saved carts, Add product, or Attribute sale to staff.
  • Product: open one chosen product quickly.
  • Collection: open a filtered list of products from that collection.
  • Discount: open either Discount code or Cart custom discount for the current cart.
  • Fee: add a fixed-price custom fee to the cart.
  • Link: open a permitted secure Upstorr page.

The same built-in action, product, collection, or discount is offered once in a grid so you do not fill it with accidental duplicates.

Understand fee fields

  • Fee title: the cart line name, such as Gift wrapping.
  • Fee price: the fixed amount added whenever this tile is selected. It must be greater than zero.
  • Charge taxes: when GST collection is enabled, choose whether the fee is taxable. This choice is saved inside the tile.

A fee tile adds a cart item; it does not change the price of another product.

  • URL: the destination. Smart-grid links accept secure Upstorr domains; ordinary public websites are not allowed.
  • Title: the words displayed on the tile. If left empty, the permitted site's hostname is used.

Link tiles require internet. Do not use one for a step that must work during an outage.

Reorder or remove tiles

Enter edit mode, hold and drag a tile to move it, or use its delete control to remove it. Removing a tile only removes the shortcut. It does not delete the product, collection, discount, fee from completed sales, or underlying POS feature.

The grid is loaded for the current location and staff member. Another person or location can therefore have a different layout.

What happens next

Selecting a tile opens its action or prepares the relevant cart task. Home and Cart can both show the saved shortcuts.

Common problems

  • A product is missing: It may not be available at the current POS location.
  • You cannot add another tile: The grid has reached its 24-tile limit.
  • A link is rejected: Use an HTTPS Upstorr URL allowed by the app.
  • A discount or link says unavailable offline: Reconnect before using an action that needs live validation.
  • The new order did not save: Stay on the screen, reconnect if needed, and select Done again.