POS Settings is the hub for catalog, accounting, and integration configuration behind your point of sale features.
Location: Point of Sale > Settings
The page is a set of cards grouped into three sections, each showing how many records you have. Click a card to open that area.
Catalog — SKUs, SKU Categories, SKU Groups, Locations, Location Groups
Accounting — Funding Banks
Redemption & Integrations — Redemption Restrictions, TM Ticket Expiration Overrides, Stored Value Config, and — on programs running TDC — Surprise & Delight
Purpose: double-entry bank accounts that fund gift cards and vouchers. They're how you classify and organize money in and money out — a renewal budget, a surprise-and-delight budget.
The table lists each bank with its ID, Label, Behavior, whether it's the Default, its Balance, and when it was Created.
To add one, click + New Bank, give it an Account Label (required), pick a Behavior Type, and click Create Bank. The label is what you'll see in the Funding Bank picker when you activate a gift card or add value.
Purpose: the physical venues and terminals your transactions come from. Locations populate from your transactions as they arrive, and you can rename them for clarity.
The table shows Location ID, Name, Created, a Lock toggle, and Actions. Search by name or ID above the table.
+ New Location asks for a Remote Location ID (required) and an optional Name.
Import CSV loads locations in bulk rather than waiting for them to appear.
Editing a location lets you change its Name — useful when the POS only gives you an ID. You can also click the name in the table to rename it in place.
The Lock toggle locks and unlocks a location.
Group locations so a rule can target several at once — club level, or everywhere that serves alcohol.
Click + New Group, enter a Group Name (required), add an optional Description, and assign locations to it.
Purpose: the product identifiers synced from your POS.
The table shows Stock ID, Name, Bucket, Category, Created, a Lock toggle, and Actions. Search by name or stock ID, and narrow the list with the All Categories filter.
+ New SKU asks for a Remote Stock ID (required), plus an optional Name and Category.
Import CSV creates and updates SKUs in bulk.
Lock protects a SKU from a later import — locked SKUs are left alone, unlocked ones are updated to match the file.
Categories group SKUs for reporting and bucketing, and they're what you reach for when writing discount or gift card rules.
+ New Category asks for a Category Name (required), an optional Remote Category ID (usually set by the POS system), and a Bucket.
Ad-hoc collections you build yourself, for when the categories coming from the POS aren't the shape you need — grouping every alcohol SKU together for a restriction, for example.
+ New Group asks for a Group Name (required), an optional Description, and the SKUs to include.
Purpose: reusable rule sets applied to vouchers, coupons, discounts, and loaded ticket types. Build one here and pick it from those forms.
The table lists restrictions by ID and Name, with a count of Rules and Linked Items.
1. Click + New Restriction, enter a Name (required) and an optional Description.
2. Open the restriction's Manage Rules page to configure it:
SKU Restrictions — Allow SKUs requires something in the cart before the value applies; Block SKUs stops it applying to certain items. The list covers individual SKUs, plus your SKU groups and SKU categories.
Location Restrictions — Allow Locations and Block Locations, including location groups.
POS System Restriction — limit it to specific point of sale systems.
Event Restrictions — limit it to active or upcoming events.
Time Restrictions — add one or more windows with a Start At and End At, e.g. the hour before each game.
3. Click Save Rules.
Per-event expiration windows for Ticketmaster loaded ticket barcodes. Use one when a single event needs a different window from your normal setting.
Click + New Override and fill in:
Ticketmaster Event Name (required) — the event identifier exactly as it appears on Ticketmaster barcodes
Start (required)
End (required)
Controls the text and visibility of the stored value linking screens in the mobile app:
Link Page Settings — the card linking page's title and description
Overdraft Toggle — whether the overdraft option shows, plus its title and description
Load Value Button — show or hide the action and set its label
Reload Button — show or hide the action and set its label
This card appears on programs running TDC. It configures randomized stored-value awards on eligible TDC ticket scans:
Enabled — switch the feature on or off. Existing awards and balances are not affected when you disable it.
Daily Budget ($) — the maximum total awarded across all fans in a single day, entered in dollars.
Award Tiers — the awards themselves.
