Online Store & Order Settings

Step-by-step instructions

1. 1 Open POS Config

   In the left sidebar, click Shop setup → Point of Sale Config. Scroll to the card labeled Online Store & Orders (payment methods like card and Zelle are in Company Profile, not here).

   

2. 2 Local pickup eligibility

   Under Local pickup eligibility, the checkbox Require pickup & cash customers to be in the same state as the shop is on by default. Uses your shop state from Company Setup and the buyer’s declared state at checkout. Out-of-state buyers must ship instead.

3. 3 Shipping label return name

   Set a discreet Name on shipping label — for example TCS.LLC instead of your coin-shop name. Carriers see this on the from line; customers still see your branded store name on emails and tracking.

4. 4 Fraud protection thresholds

   Adjust first-order dollar and bullion-ounce limits, auto-hold risk score, trusted-buyer order count, and velocity limits. High-risk card orders can be paid but held until you clear them in Orders.

5. 5 Zelle hold hours

   Under Zelle & cash inventory holds, set Zelle hold (hours). Unpaid Zelle orders cancel and restock after this many hours. Recommended: 24. The countdown appears on checkout and in customer emails.

6. 6 Cash at pickup hold hours

   Set Cash at pickup hold (hours) the same way — how long to reserve inventory while waiting for the customer to arrive and pay. Recommended: 24 hours (same day or next business day).

7. 7 Same-day wire hold hours

   Set Same-day wire hold (hours) for bank wire transfers. Unpaid orders cancel and restock after this many hours. Recommended: 24 hours when you expect customers to wire the same business day. Bank details are configured in Company Setup and only sent to customers after they place an order.

8. 8 Stale pending alert

   Stale pending alert (days) is separate — it flags paid ship orders that have sat unshipped too long. It does not control Zelle/cash expiration.

9. 9 Click Save

   Click Save at the bottom of the Online Store & Orders card. Settings apply immediately to new checkouts.

10. 10 Enable payment methods in Company Setup

    Pickup, Zelle, mailed checks, same-day wire, and cash toggles live in Shop setup → Payments & risk → Pickup & alternate payments. Check hold days are set there too. Zelle, wire, and cash hold hours are here. Payment amount limits also live in Company Setup. POS Config only controls holds and eligibility — see Pickup, Zelle, Wire & Cash.