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POS Configuration

Online Store & Order Settings

Pickup eligibility, Zelle/cash hold hours, fraud rules, and shipping label name for web orders.

Online Store Settings → Opens your members area in a new tab

Jump to step-by-step instructions ↓

POS Config — Online Store & Orders section.
POS Config — Online Store & Orders section.

Step-by-step instructions

  1. 1 Open POS Config

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

    Pickup, Zelle, same-day wire, and cash toggles live in Company Profile → Online payments → Pickup & alternate payments. Payment amount limits also live in Company Profile. POS Config only controls holds and eligibility — see Pickup, Zelle, Wire & Cash.