Manage HQ POS templates

HQ-managed device templates help you keep your POS menus consistent across all your venues. Updating POS menus for your venues is as simple as modifying the POS template in HQ. Any changes made to the template are automatically applied to POS devices using the template in your venues.

This guide shows you how to create and manage HQ POS device templates. 

How it works

• Create your POS device template in your HQ account and select which venues (venue tags) can use the template. 
• After saving the POS template in HQ, it's available for your selected venues to use. The HQ-managed POS template menus can't be edited in the managed venues.
• Your venues can then create new devices from the template or apply the template to existing devices. 
• You can also use HQ venue permissions groups to choose which venues can create their own templates or can only use your HQ POS templates.
• If you want to make changes to a POS menu, such as adding a new product, edit its POS template in HQ and changes automatically apply to all POS devices using the template across selected venues.

Create your HQ POS template 

1. From your HQ Venue Manager, go to Apps > POS templates.
2. Select Create a template.
3. Give your template a unique name.
4. Select which venues tags can use the template.
5. Select New menu.
6. Create your menus and add your products to each menu. 
7. Select Save to make your template available at the selected venues. You must create at least one POS menu to save your POS template.

Your managed venues can easily recognize an HQ template by its HQ label.

Product unavailable tiles only show up for managed venues in the POS template and the device preview in Venue Manager. These tiles don't show up in the POS app on the physical device, so they won't create any unnecessary clutter in the POS menus while in use.

Restrict venues from creating their own templates

From your HQ venue, you can restrict some or all your venues from creating their own POS device templates. This means they won't be able to create or edit any templates in their venues, but can apply HQ templates to exisiting devices or can create new POS devices from the HQ template.

To do this, you'll need to disable the venue permission Can create templates in the permissions group you've assigned to the venues. Refer to the guide Manage HQ venue permissions to learn how.

Update your HQ POS menus

When you need to update your POS menus, such as adding new products, simply edit the POS template menu in HQ and the changes automatically apply to the venues using the POS template.

1. From your HQ Venue Manager, go to Apps > POS templates.
2. For the POS template you want to change, select the options menu (3 dots), then select Edit.
3. Edit the HQ POS template menus.
4. Select Save.
5. Any changes are instantly applied to both the template itself and all POS devices using it across your managed venues.

Allow managed venues to add their own stock variations

You can allow managed venues to add their own stock product variations to an HQ POS template by enabling the venue permission Can edit stock variations. The stock product must also be shared with the venue by HQ and the managed venue must add the managed product to their venue.

The managed venue can then duplicate an existing HQ stock variation and customize it for their venue (eg changing the variation name and price).

To do this, in the managed venue:

1. Go to Products > Stock.
2. Select the Duplicate link under a HQ variation to make a copy.
3. Make changes to the variation.
4. Save the new variation.

As long as the HQ stock product has been added to the POS template shared with the venue, the duplicated stock variation is automatically added to the POS template and any POS devices created from the template.

Frequently asked questions

What happens if I haven't shared an HQ product that's in the template with a venue?

If you haven't shared an HQ product with a managed venue, the relevant tiles in their POS device template display as Product unavailable. This allows you to create HQ templates with all your products, but only the venues you share the products with have access to them. The managed venue also needs to add the HQ products to their venue. As soon as they do, the products show up in the template and devices linked to the template.

Why does a product I've shared with a venue appear as "Product unavailable" in the HQ template?

If you've shared the product with the managed venue, then the managed venue may not have added the managed product to their venue. Managed venues must add managed products to their venue for the products to appear in the POS template. Once added, the products automatically show up in the POS template.

Can managed venues create and modify their own POS templates?

Yes, managed venues can create and modify their own POS templates, provided they have the venue permission Can create templates enabled. They can duplicate an HQ template and customize only for their venue to use, as well as create their own POS templates.