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We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Create a POS (Point of Sale) Tab for the Catalog

  • Updated:

This article will walk through how to create a POS Catalog tab. You can configure your tab to be viewable to internal only, public only, or have custom permissions.

 

 

Instructions

  1. Navigate to Configuration > Public View > Catalog Tabs
    configuration - public view - catalog tabs
  2. Click the Create Catalog Tab button
    create catalog tab
  3. Fill in the fields:
    • Appearance:
      appearance
      • Tab Label: Enter the text that will display as the name of your tab in the catalog
      • Tab Color: Select a color for the tab or leave as the default
      • Show Internal: Check to show the tab on your internal catalog
      • Restrict to Locations: If set, this tab will only show at the selected locations
      • Show Public: Select to show the tab on your public catalog
      • Public Page Layout: Choose which layouts to use for the tab
    • Configuration:
      configuration
      • Tab Type: Select the Merchandise type from the drop-down
      • Access Groups: Select the group(s) that will have access to the tab
      • Merchandise on Tab: Choose the POS Screen(s) you want your items to appear on
    • Tab Content: Add an item description
      insert tab content
      • Note: Information added to the Tab Content field will not display on the mobile view of CivicRec. 
  4. Click Save New Catalog Tab 
    save new catalog tab

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