Settings overview

Settings is on the dashboard. Shop-wide settings apply to every device and location; everyone can see them and only admins can change them. Per-device choices (print method, current shop) are marked below.

General

The shop itself.

• Sales Tax: the Tax Rate (%) used for the estimated total on work orders and the drop-off receipt. It’s only an estimate; the real tax is calculated by Shopify POS at checkout.
• Numbering: the format and last number used for work orders and purchase orders. The defaults are WO-{SEQ:06} and PO-{SEQ:06}, giving WO-000001. Available tokens: {SEQ}, {SEQ:0N} for a zero-padded sequence, {YYYY}, {YY}, {MM}, and {DD}. Changing a format never renumbers existing documents.
• Auto-Lock: how long a device can sit idle before returning to the PIN screen, and whether it locks when the app goes to the background. See Devices and PIN lock.
• This device: Disconnect Shop signs this device out and unlinks it from your Shopify store (admins only), and the line under it shows the app version this device is running.

Work orders

What the counter and the bench see while writing a job.

• Labor Product Type: the Shopify product type that means “labor” in your store. It decides what appears on the Labor tab of a work order and on Inventory → Labor. It is case-sensitive.
• Work order products: Frequently used products is the Shopify collection the product picker opens on; Collections to browse limits the picker to those collections. Leave both empty to browse everything.
• Work order placeholders: custom lines your shop uses when the exact part or price isn’t known yet, offered as chips when adding a line. Each has a name, a default price, and whether it Starts as a special order.

Products

What the shop sells and where it comes from.

• Registered items: the product types that should be registered with a serial number at the till, and the Included service days that come with them. See Registered items.
• Catalog link: whether the supplier catalog is set up for your shop, and Run backfill, which links products already in your Shopify store to the catalog by barcode and part number. Imports from the catalog link on their own.
• Catalog pricing: Ask for a price on every import makes every catalog import ask for a retail price instead of using MSRP.

Shops

Which location this device operates from (per device), and for admins, which locations are enabled on your plan. See Plan and shops.

Staff, Printing, Devices

• Staff: see Staff and roles.
• Printing: the print method and printers for this device, and the print activity log. See Printing.
• Devices: see Devices and PIN lock.

Language

Not in Settings: the globe icon in the top bar switches between English and Español, per device.