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    Organization Preferences

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      • Organization Preferences
          • Create and manage Date Groups
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          • Configure organization settings

    Table of Contents

    Configure organization settings

    Learn how to configure organization-level settings on the Eats365 POS.

    The "Organization Settings" on the Merchant Portal allows you to configure settings that apply to the entire organization. Here, you can change your organization name, enable PIN login, and customize decimal places in reports for different regions.

    In this article, you’ll learn how to set up the Organization Settings on the Merchant Portal.

    Delete

    Note: You must have organization-level access to set up the Organization Settings.

    Change organization name

    To change your organization’s name, follow the steps below: 

    1. Log in to the Merchant Portal. 
    2. On the left panel, click on Organization Settings. Then, select Organization Settings.
    3. Under “Name,” enter the new organization name per language. To add more language, click on Add Language.
    4. At the top right, click on Save to confirm.

    Enable PIN login

    By default, users must select their user account on the POS login page and then enter their PIN. By enabling PIN login, you’re allowing staff members to directly enter their PIN without having to select their user account.

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    Important: Enabling the PIN login function resets the passwords set for staff members. You must set the PIN for each staff in the Staff List after enabling the function.

    To set up the PIN login method for your restaurant, follow the steps below:

    1. Log in to the Merchant Portal. 
    2. On the left panel, click on Organization Settings. Then, select Organization Settings.
    3. Under “Sign In and Clock In/Out With PIN,” turn on Enable Sign In and Clock In/Out with Pin .
    4. Next to “PIN Digits,” click on the drop-down button and select the number of digits required for login PIN codes.

    5. Under “Enabling Shops,” select the restaurants that you want to allow logging in directly on the POS by entering a valid PIN. If you want to apply PIN login to all your restaurants, turn on Apply to All Shops .
    6. At the top right, click on Save to confirm.

    Configure decimal place in reporting data

    The “Decimal Place Setting in Reporting Data” setting allows you to customize how decimals appear on reports. You can configure different decimal place settings for various regions to ensure accurate and localized data presentation. 

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    Note: Changing the decimal place applies to all report types on the POS and the Merchant Portal.

    To configure decimal place in reports, follow the steps below: 

    1. Log in to the Merchant Portal. 
    2. On the left panel, click on Organization Settings. Then, select Organization Settings.
    3. Under “Decimal Place Setting in Reporting Data,” select the country where you want the customized decimal place to apply. 
    4. Select the decimal place that you want to appear on reports. 
    5. To add another region, click on Add Regional Decimal Places in Reporting Data.
    6. At the top right, click on Save to confirm.
    organization settings organization access organization name pin login decimal place in reporting data

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