Who is this for?
StoreHub merchants who want to customize how products appear on their POS app, including adding categories, arranging items, and setting colors for easy navigation during sales.
Overview
This guide will show you how to create new POS layouts, edit existing ones (including adding categories, arranging products, and color-coding), rename layouts, and delete them in your StoreHub BackOffice.
You'll also learn how to sync these changes to your POS app. A well-organized POS layout helps your cashiers find products faster and improves the checkout experience.
Before You Begin
Products Ready: Ensure your products are already added to your BackOffice (see this article).
POS App Version: Ensure your POS app is running version 2.0 or later for full layout features.
Step-by-Step Guide
Add a New POS Layout
1. In your StoreHub BackOffice, go to 'Settings', then tap 'POS Layouts'.
2. On the 'POS Layouts' page, tap 'Add POS Layout'.
3. Give your new POS Layout a 'Name' (e.g., 'Main Counter Layout', 'Cafe Menu').
4. Under 'Applied App Version', select 'v2.0'.
5. Tap 'Save'. Your new layout will now appear in the list.
Edit an Existing POS Layout
The layout screen is organized to make it easier to use. The product search list is at the top of the screen, and your layout grid is at the bottom.
1. In your StoreHub BackOffice, go to 'Settings', then tap 'POS Layouts'.
2. On the 'POS Layouts' page, tap on the name of the layout you want to edit.
3. To start, click the 'Add Tab' button to create a new tab in your layout grid. To rename a tab, click the 'pencil icon'. To delete it, click the 'close (x) icon'.
Note:
Tab names can be up to 15 characters long.
4. Use the search bar in the top section to find products. You can search by:
'Category': See all products grouped by their category.
'Tag': Find all products that share a specific tag.
'Specific Name': Type the name of the item.
5. Click and drag a product from the list at the top and drop it onto an empty square in your layout grid at the bottom.
Note:
If a product is already on the layout, you will see a locator icon next to it in the search list. Hover over this icon and click 'Show product location in POS Layout' to see where it is. The tile will blink to highlight its position.
6. Customize Product Appearance:
For products WITH an image:
The product's image will automatically show on the tile. This will override any color you may have set previously. You cannot change this to a color.
For products WITHOUT an image:
You can set a tile color. Click the product tile on the layout, and a color palette will appear. Choose a color to help you identify it easily.
Delete a POS Layout
1. In your StoreHub BackOffice, go to 'Settings', then tap 'POS Layouts'.
2. On the 'POS Layouts' page, find the layout you want to delete.
3. You will see the 'Delete' button listed under the 'Action' column. Tap this button.
4. A confirmation message will appear. Click on the 'Delete' button to confirm the deletion.
Note:
You cannot delete a POS layout that is currently assigned to any active POS registers. You must first assign a different layout to those registers before deleting the old one.
Syncing Layout Changes to Your POS App
After making any changes to your POS layouts in BackOffice, you need to sync your POS app to see the updates.
BackOffice (Assign Layout to Register)
1. In your StoreHub BackOffice, go to 'Settings', then tap 'POS Registers'.
2. Select the register where you want the new layout to appear.
3. Under 'POS Layout', choose the layout you just created or edited from the dropdown menu.
4. Tap 'Save' to apply the layout to this register.
POS App (Perform Sync)
1. Open your StoreHub POS app on the device.
2. Go to the main menu (by tapping the three lines at the top left corner).
3. Tap 'Sync'.
4. After the first sync is complete, tap 'Sync' a second time. This ensures all settings and product images are fully updated.
Your new items and layout changes should now appear on the register screen.
Troubleshooting and Resolving Syncing Issues in the StoreHub POS System
Efficient syncing between the StoreHub BackOffice and the POS system is critical for ensuring product availability and operational smoothness. Below are detailed troubleshooting steps:
Issue | Solution |
Step 1 – Refresh and Relaunch the POS App | 1. For iPad devices: Double-press the 'Home' button (or swipe up from the bottom for newer iPads without a Home button) to see all open apps.
2. Swipe up on the StoreHub app to close it completely.
3. Reopen the app and perform a fresh 'Sync' twice to retrieve updated product and layout information.
|
Step 2 – Refresh BackOffice | If syncing issues persist even after refreshing the app, refresh your BackOffice page (e.g., by pressing F5 on your keyboard or clicking the refresh icon in your browser) to ensure all changes have been properly saved and updated on the server side.
By following these steps, you can address common syncing concerns effectively and ensure operational smoothness. |
FAQs
1. Why is my product image showing instead of the color I chose?
Product images are now prioritized to make your layout look clean and consistent. If your product has an image uploaded in the BackOffice, it will always be displayed on the POS tile instead of a color.
2. Why is my new product or tab not appearing on the register?
You must sync your POS app after making any changes in the BackOffice 'POS Layouts' settings. Open your StoreHub app on the iPad and tap 'Sync'. You may need to sync twice for all changes to appear.
3. How do I use different layouts for my different branches or registers?
You can create and manage a unique 'POS Layout' for each of your business locations or registers. Here is the recommended process:
Create and Name Your Layouts: Follow the main steps in this article to create a separate 'POS Layout' for each specific need. To stay organized, give each layout a clear name, like 'Petaling Jaya Branch - Counter 1' or 'Weekend Pop-Up Menu'.
Assign to the Correct Register: After saving your layouts, you must assign each one to its designated register. To do this, go to 'Settings' in your BackOffice, select 'POS Registers', and choose the correct 'POS Layout' for each register from the dropdown menu.
Sync Your POS App: Remember, for the new layouts to appear on your register screens, you must sync your devices. Open your StoreHub 'POS App' on each register and tap 'Sync' to apply the changes.
Need Help?
Contact StoreHub Support via live chat in your StoreHub app or email [email protected].
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