Overview
Flax Enterprise Configuration App · Process guides
These guides document every setting in the Flax Enterprise configuration app (app version 96), grouped by the business process it controls rather than by screen. Each guide covers one process: where its settings live, what each one does, and which other settings it depends on or affects.
A single process often draws on several screens. For example, gift cards are configured in General settings, Role Settings and Receipt settings. Each guide pulls those together so the whole process can be set up from one place.
Loyalty points is a separate module and has its own guide.
How the app is organized
The left menu has ten sections. The search box at the top of the second column finds a setting by name.
| Menu section | What it holds |
|---|---|
| General settings | Account-wide settings, in tabs: General, Customers, Products, Sales, Payments, Returns, Receipt, Day Closing, Loyalty points |
| Role Settings | Permissions and defaults per user role, in tabs: Cash in/out, Customers, Discounts and Taxes, Products, Returns, Day Closing, Payments, Receipt, Cash Drawer, Sales |
| Locations & Devices | Location Settings, Register Settings and POS Devices |
| Users & Roles | POS Users, Create POS User and Manage Roles |
| Quick Keys | Quick key display mode and quick key groups by level |
| UI | Grid button colors and visibility |
| Reason Codes | Reason code lists by action type |
| Modules | Optional modules turned on or off for the account |
| Configuration Backup | Download and upload the whole configuration as a JSON file |
| Logs | Cart logs, cashier action logs and the configuration change log |
Setting levels and saving
Settings apply at one of four levels. Each guide names the level of every setting, because a setting changed at the wrong level is the most common reason a change does not appear at the POS.
| Level | Where | How you pick what to configure | Save with |
|---|---|---|---|
| Account | General settings | Applies to the whole account | Save |
| Role | Role Settings | Configure role dropdown | Save Configuration |
| Location | Locations & Devices > Location Settings | Configure location dropdown | Save Configuration |
| Register | Locations & Devices > Register Settings | Configure register dropdown | Save Configuration |
- Role, location and register settings are saved for the selected role, location or register only. Repeat the change for each one that needs it.
- Save Configuration stays greyed out until something on the page has changed.
- Clear Cache & Reload (General settings) reloads data from the Back Office. Use it after adding something in the Back Office, such as a currency, so it appears in the configuration app's lists.
- Modules, UI and Quick Keys have their own Save buttons. Module changes reach the POS at the next login.
Guide index
| Guide | Covers |
|---|---|
| 01 Users & Roles | Creating POS users, PIN users and roles |
| 02 Cashier Security & Access | Password and PIN expiry, automatic logout, cashier action logging |
| 03 Registers & POS Devices | Approving POS devices and setting up each register's card payments |
| 04 Customer Setup | Customer search, creation, required fields, ID cards and custom attributes |
| 05 Product Setup | Saleable products, scanning, search, serial numbers and product information |
| 06 Cart & Checkout | Keyboard shortcuts, cart safeguards and what the cart shows |
| 07 Discounts & Price Overrides | Role discount limits, manager override and price lists |
| 08 Payments & Tenders | Payment window, currencies, allowed tenders, cash rounding and card signatures |
| 09 Gift Cards | Issuing, selling, redeeming and refunding gift cards |
| 10 Returns & Exchanges | Who can make returns, return pricing, exchanges and refund tenders |
| 11 Sales Orders & Sales Documents | Sales document access and sales order creation, pick-up, listing and editing |
| 12 Receipts & Printouts | Receipt printing and email, logos, and the layout of each printout |
| 13 Cash Management & Day Closing | Cash in and out, the cash drawer, day closing rules and coin rolls |
| 14 Quick Keys | Quick key display, levels and groups |
| 15 POS Screen Layout | Grid button colors and visibility |
| 16 Reason Codes | Reason code lists for each action type |
| 17 Modules | Optional modules, the App Store and turning modules on or off |
| 18 Configuration Backup | Downloading and restoring the whole configuration |
| 19 Logs | Cart logs, cashier action logs and the configuration change log |