Overview of the Account tab

In this article, we will walk you through the features and functionality of the Account tab located within the Admin module of the Flawless POS system. This tab allows you to update various store settings, ensuring that your store operates efficiently and effectively.

You may refer to this video for a step-by-step guide on Overview of the Account Tab: https://www.youtube.com/watch?v=qFb5YvxW9E8 

Step 1: Access the Account Tab

1. Open Your Left Navigation Menu.

2. Click on the Store Menu Option.

3. Select the Admin Option.
   
    

4. Enter Your Admin Security Code: You will be prompted to enter your admin security code to gain access.
   
    

5. Click on the Account Tab: Once in the Admin panel, click on the Account tab to view the configuration options available for your store.
   
    
   
   

Step 2: Explore Account Configuration Tabs

The Account tab contains several sub-tabs, each designed to manage different aspects of your store settings:

1. Account Tab:

   • Edit various details for your store, including address, contact information, and website details.
     
     

2. Store Tab:

   • Customize and manage your store settings for greater flexibility in operations.
     
     

3. Shipping Tab:

   • Set up default shipping options to streamline the fulfillment process for your orders.
     
     
     

4. Payments Tab:

   • Configure payment settings, including accepted payment methods and processing details.
     
     

5. Online Tab:

   • Set up online chat features and adjust settings related to online purchases to enhance customer engagement.
     
     

6. Social Media Tab:

   • Populate links for your store's social media accounts, facilitating customer interaction through various platforms.
     
     

7. Documents Tab:

   • Populate necessary footers for invoices, memos, and other documents to ensure consistency in your communications.
     
     
     

8. Reporting Tab:

   • The URL or path used to access reports associated with your store within the Bold Reports system. 

Troubleshooting

If you encounter any issues while trying to make any changes on the Security Tab, please reach out to  Flawless POS customer support for technical assistance.