1. Creating a Store

1. Click Add Store. 
2. Fill in the Store Information. 
3. Connect your Nexxtap Merchant ID to enable Tap to Pay. 
   • You can find this ID in your welcome email after your Nexxtap account is approved. 
   • If you don’t yet have an approved merchant account, please apply here. 
4. Set the Cash Register Limit to define the threshold for in-register cash. When exceeded, users will be prompted to perform a cash drop. 
5. Enter the Admin User Information. 
   • Note: Admin email must be unique across all stores. 

2. User and Role Management

Managing Roles

1. Navigate to Role Management. 
2. Click Add Role. 
3. Name the role and select a Role Type (Admin, POS, or KDS). 
4. Assign the relevant Permissions. These limit user access and functionality within the NexxPOS app and portal.

Creating Additional Users

1. Go to User Management. 
2. Click Add User. 
3. Enter the user’s name, email, and password. 
4. Assign the appropriate Role(s). Optional: Enable Auto Logout. 

•  Set the duration before automatic logout for added security. 

Review User Logs to see: 

• Devices used 
• Login timestamps 
• IP location 

3. Categories and Option Lists

Creating a Category

1. Go to Category Management and click Add Category. 
2. Name the category and toggle it Active. 
3. (Optional) Add a Variant or Add-on list: 
   • Click Add Variant/Add-on. 
   • Name the attribute and select the type. 
   • Click Add Option to add individual entries, setting names and amounts. 
   • If the amount varies by product, leave it as 0. 
4. Click Create Category. 
5. Categories can also be created in bulk using CSV Upload.

Definitions:

• Variant = variation of a product (e.g. size, color) 
• Add-on = additional item (e.g. toppings, extras)           

4. Taxes

Creating a Tax

1. Navigate to Tax Management. 
2. Click Add Tax. 
3. Name the tax and set the Rate. 
4. Choose whether tax is Included or Excluded from the listed price. 
5. Click Create Tax.

5. Products

Creating a Product

1. Navigate to Product Management. 
2. Ensure any needed Categories or Taxes are set up first. 
3. Click Add Product. 
4. Enter: 
   • Product Name 
   • Base Price 
   • Optional Image (drag-and-drop or upload) 
5. Select a Category. 
   • If option lists are assigned to the category, they will appear automatically. 
6. Select applicable Taxes. 
7. To create a new Variant or Add-on list: 
   • Click Add Variant/Add-on. 
   • Name the attribute and select the type. 
   • Click Add Option, set names and amounts. 
   • Leave price as blank or “0” if there’s no price change. 
   • For multiple lists, use the pricing matrix below. 
8. Click Create Product.

Bulk Upload Products via CSV

Use the product_template.csv file. Supported fields:

Up to 4 option lists can be included.

Upload using the Import CSV function.

6. Discounts

Creating a Product Discount

1. Navigate to Discount Management. 
2. Click Add Product Discount. 
3. Name the discount and choose the Type (Percentage or Fixed Amount).
4. Enter the Discount Value. 
5. (Optional) Set: 
   • Maximum Order Amount (limits how much discount can apply) 
   • Daily Usage Limit (restricts how often the discount can be used per day) 

7. Printer Management

Managing ESC/POS Printers

1. Add printers via the side menu in-app. 
2. Manage printers in Printer Management on the portal. 

• Enable/Disable/Delete using the associated buttons. 

8. Option Presets

Creating Option Presets

1. Navigate to Option Presets. 
2. Click Add Preset. 
3. Name the attribute and select the Type (Variant or Add-on). 
4. Click Add Option to add names and amounts. 
   • Leave amount as 0 if price varies per product. 

Presets can then be assigned to product categories to standardise options like extras.

9. Terminal Master

Managing Terminals

1. View devices registered to the store’s Merchant ID. 
2. Click Sync Terminals to refresh the list. 
3. Enable or disable terminals using the associated button. 
   • Each device displays a Terminal ID and device name used during activation. 

10. Audit Logs

Viewing Changes

Access Audit Logs to see all changes made by users, including: 

• Which user made the change 
• What was modified 
• When it occurred