Settings
Enable and Train Posnic Feature Switches
Feature switches hide or show modules without deleting existing data. They are the operator's control panel for workflows.
- Menu path
- Manage -> Features
- Verified from
- Posnic demo and current POS source reviewed on 2026-09-08
Technical source evidence
frontend/modules/settings_write.html v-pills-modules feature grid, frontend/static/script/js/modules/js/settings.js saveModulesTab and applyModuleNav, frontend/static/script/js/modules/js/settings.js featureInfo
How Feature Switches Behave
When a feature is off, Posnic hides its menu and workflow from staff. Existing records are not normally deleted. Turning the feature back on restores the menu, so the switch is a workflow gate rather than a data purge.
- Use Search features when the grid becomes long.
- Use Take the tour when training a new owner, manager or cashier.
- Save after changing switches; unsaved switches are only screen state.
- Review role permissions after enabling a new feature.
- Run one test transaction for every money-affecting feature.
Main Feature Decisions
| Feature | Enable when | Before staff use it |
|---|---|---|
| Workforce | Staff clock in/out, labour reports or payroll exports are needed. | Create users and decide who can edit shifts. |
| Cash Register | Drawers are opened, counted and closed by register. | Create branch registers and opening-float rules. |
| Quick Sale | Busy counters need amount-first selling. | Decide review rules for unnamed quick lines. |
| Quotes | Staff create quotations before confirmed sales. | Set quote defaults and conversion rules. |
| Custom charges | Parcel, service, delivery or installation charges are used. | Agree names and who can add them. |
| Till PIN Lock | A shared counter device must lock between sales. | Give staff PINs and choose idle timeout. |
| Restaurant | Dine-in tables, KOT or modifiers are needed. | Create tables, kitchen rules and modifiers. |
| Tax | Tax rates, GST/VAT/sales tax or tax reports are required. | Get owner/accountant approval. |
| Customer Credit | Customers can owe money and pay later. | Set limits, terms and collection process. |
| Customer Marketing | Loyalty, coupons, cashback, campaigns or price lists are used. | Approve offer rules before publishing. |
| Messaging | Receipts, reminders or campaigns are sent by SMS/WhatsApp/email. | Configure providers and test numbers. |
| Sales Channels | Kiosk, QR ordering or public catalog-style orders are used. | Set store id, images, payments and reports. |
| Themes | Users can change the app appearance. | Keep color meaning consistent for success and danger actions. |
| Cash Book | Expenses and cash movements are tracked with reports. | Create finance review rules. |
| Recycle Bin | Deleted records should be restorable. | Limit restore permission to trusted roles. |
| Demo Data | Training samples should stay available or be swapped. | Remove samples before real go-live if they clutter operations. |
| Weighing Scale | Weight-embedded barcodes or scale reads are used. | Configure hardware and barcode rules at the till. |
Branch-Specific Changes
The feature page can show a branch selector when more than one branch exists. Saving there can update the selected branch without changing the current till session.
- Open Manage -> Features.
- If the Branch selector is visible, choose the branch you intend to change.
- Read the remote-branch note before saving.
- Change only the switches approved for that branch.
- Save.
- Switch to that branch or ask a cashier there to refresh and confirm the menu.
Training Order
Do not turn on every feature in one afternoon. Introduce features in a sequence that the shop can absorb.
- Start with Core Settings, Items, Sales, Payments and Receipt Print.
- Add Cash Register and Cash Book after staff understand payment totals.
- Add Customer Credit only after customer accounts and collections are owned.
- Add Marketing and Messaging after customer phone data is clean.
- Add Kiosk, Restaurant, Workforce and hardware features with separate test runs.
When Turning a Feature Off
- Tell staff before the menu disappears.
- Check whether active sales, quotes, campaigns, open registers or shifts depend on it.
- Export or review reports if the owner needs a before/after record.
- Remember that saved records usually remain; the feature switch mainly hides the workflow.
- For Demo Data, read the confirmation carefully because sample records can be removed.