General Settings
Overview
General Settings hold the brand-level POS settings that apply across your locations, such as whether customer information is required for different order types. Changes here affect only the POS App — specifically, whether entering customer information is optional or required when taking an order.
Requirements
- Permission to edit settings
Steps
Open General Settings
Open Settings → General.
Review the settings
Review the current customer-data settings for your brand.
Update and save
Update the settings as needed: click the select button and choose Required or Optional from the options.
These settings determine whether customer data is required when taking an order in the POS App. For each order type, choose whether it is required or optional.
Customer data means the customer’s name and phone number.
Notice that the Save button becomes active after you change a setting. Click Save to save your changes.
A confirmation message appears once your changes are saved.
Notes
These settings apply at the brand level and affect all locations. Changes take effect once saved.
The Delivery order type isn’t listed here because customer data — name, phone number, and address — is always required for delivery. Without it, you can’t determine the delivery zone or area, so you can’t tell whether you can deliver to that customer.
Troubleshooting
If you cannot change a setting, confirm you have permission to edit settings.