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Create a POS Template
To create records of POS items of a store, first configure a POS template and assign it to an account.
| User Permissions Needed | |
|---|---|
| To create a POS template: | CGCloud Business Admin OR CGCloud Retail Business Admin |
- From App Launcher, find and select POS Template, and then click New.
- Click Next.
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Provide these details:
FIELD DESCRIPTION Identification Name Name of the POS template. Active Indicates whether a template is active. Only active templates are available when adding a POS to an account. POS Type Select the type of POS template. The options in this list are the POS types configured in the cgcloud_POS_Type__c field. Sales Org Sales org of the POS template. Description Description Language 1/2/3/4 Description of a POS template in the languages configured for the sales org. - Save the changes.

