Selling
Discounts and vouchers
In the app, open Settings, Selling, Discounts and vouchers, and switch between Discount and Voucher. On the web, open Commerce, Coupons, then Create coupon. The web page called Rules and approvals is a different thing and is read only.
A discount needs a name, a code (stored in capitals) and a value. You choose whether it takes a percent or a fixed amount off. You can also set a minimum spend, a use limit, a limit per customer, and start and end dates in the form YYYY-MM-DD. A voucher needs a name and a face value, and the code is optional.
If you see "Name is required.", "Code is required." or "Value is required.", fill the field. Dates must be typed as year, month, day.
Loyalty
In the app, open Settings, Selling, Loyalty. On the web, open Loyalty, Settings. The feature has to be on.
Spend for 1 point is how much a customer spends to earn one point. The default is 100. A larger number earns points more slowly.
Points for 1 off is how many points buy one unit of discount. The default is 100.
Minimum points to redeem is the least a customer can spend at once. The default is 0.
On the web you can also choose what points are earned on, either the sale total after discounts or the subtotal. You can set a discount value and an expiry, and pick how points are accounted for. Liability is the recommended choice. Expiry is off by default. There are no loyalty tiers.
Pricing tiers and price lists
In the app, open Products, Price lists, which takes a name and a code. On the web, open Settings, Pricing tiers, where you give the tier a name and can make it the default. Customers without a tier use the default tier.
Creating a tier is only the start. Assign the tier to customers and set a tier price on each product, or nothing changes. When prices are worked out, pricing rules come first, then the tier price, then a variant override, then the catalogue price. You need the product list permission to see tiers and the product edit permission to change them.
Credit terms
On the web only, open Settings, Sales and POS, Credit terms. Pick your usual payment terms. The choices are Due on receipt, Net 7, Net 14, Net 30, Net 60 and End of month. Net 30 is the standard. The due date is the issue date plus the terms. A customer can have their own terms, and a credit limit is set on the customer record. Changing the terms never changes invoices already issued.
Guest orders
In the app, open Settings, Business capabilities, Guest orders. Switch on Allow guest orders and choose Save. It is off by default. In Backoffice the same setting is under Settings, Commerce, Guest ordering. Turning it on does not create a QR code. Make the code under Website, QR.
Messages
Communications and WhatsApp
In the app, open More company setup, Communications, or WhatsApp and channels. On the web, open Settings, Systems, Communications for preferences, and Messages, Setup to connect channels.
Timing has three settings. Marketing is manual by default. Unpaid reminders can be Manual only, Semi-automatic (approve before send) or Automatic (send without approval). The default is Semi-automatic. Receipts and confirmations are automatic by default. The web also sets the spacing between messages, 168 hours by default for marketing, which is about one a week for each customer, and 24 hours per client for unpaid reminders.
There are two ways to connect WhatsApp. Connect with Meta lets you reply from inside BizPlusX. A Basic link uses your own number and needs no approval, but you cannot reply from BizPlusX. States are Connected, Not connected and Needs attention. Disconnect asks you to confirm.
Remember that you cannot send anything to customers until your email is verified. See guide 01.
People
Roles and permissions
On the web, open Settings, People, Roles and permissions. Choose Create role, give it a name and tick permissions, or start from an existing role. In the app, Roles is a read only list, and you change who has which job on the Team tab.
Be careful with three permissions. Refund, apply discount and override price let a person bypass a manager's approval. Give them only to people you trust with those actions.
Attendance
On the web only, open Settings, Attendance. It needs the attendance feature. Choose who checks in, which can be everyone, only the people you pick, or only people with a shift today. Set a reminder time and a time zone. Choose how people check in, from the header button, by unlocking the till with a PIN, or by sending "in" or "out" on WhatsApp. If you choose the PIN method, make sure staff have PINs set.
Business targets
In the app, open Settings, Money and tax, Business targets. Enter the Metric as "sales" or "collected", the Period as "day" or "month", and a Target amount above zero. Typing "daily" or "monthly" will be refused with "Use day or month".
Your workspace
Account security
In the app, open Settings, People and access, My security. On the web, open Settings, Security. A password needs at least 8 characters. A PIN needs at least 4 digits in the app, and the web asks for 4 to 6. There is no authenticator app login. The web has a setting that requires an email one time code for sensitive actions, with an expiry of 1 to 60 minutes.
Data and backups
On the web, open Settings, Data to see your imports and backups, with a link to import and export. A backup download needs the database backup permission. Without it you see "Your role does not include database backups."
Assist and Company Brain
In the app, open More company setup, Company Brain. On the web, open Settings, Company Brain. It is always on. You can connect or turn off connected AI tools, refresh from your business data after an import, and add notes or files for it to learn from. You choose who can find a note, either everyone on staff or owners and admins only.
Linked companies
In the app, open Your business, Companies. On the web, open Settings, Companies. You can see the group name, switch to a linked company, or choose Link existing company and enter its web address, not its name.
Displays and screens
On the web, open Settings, Displays. Choose Add a display, name it, pick which board it shows, and optionally limit it to some stations. A pairing code is shown once, so copy it before you close the panel. On the screen choose Wall, then enter your company address and the code. If you lose the code, remove the display and add it again.
Till and staff apps
On the web, open Settings, Till and staff apps. Each app has Open in browser and a way to install it on a device. Where an Android app is available you can download it. If it is not, the page says "Android APK not published yet. Open as PWA, or use Desktop Operator." The Primary label marks the app people land in.
Settings that are read only today
Food menus (web, Settings, Food menus) shows day part schedules and has no add or edit control.
Rules and approvals (web) shows the limits and has no editing.
Integrations (web) lists Shopify and WooCommerce webhook endpoints and has no Connect button.
Customer defaults (web, Settings, Customer defaults) covers lead sources, scoring, custom fields and templates, and needs the CRM feature on.