Set up a Text Input Product Question

For example, you can ask the cashier to enter an engraving text for a product.

Step 1: Create the Product Question

1. In Admin Center, go to 'Setup'.
2. Open 'Product Questions'.
3. Click 'Create'.

Step 2: Select the question type

1. Select 'Text Input'.
2. Click 'Next: Details'.

Step 3: Add the trigger items

1. Click 'Add Item' in the trigger section.

Step 4: Select the products or categories

1. Use 'Products' or 'Categories', where available, to select the items that should trigger the question.
2. Click 'Confirm'.

Step 5: Configure and save the question

1. Enter 'Question Name (Internal)' to identify the question in Admin Center.
2. Enter 'Question Text (Customer-Facing)' for the prompt displayed in POS365.
3. Enable 'Required (cashier must answer to proceed)' if the cashier must enter a response.
4. Click 'Finish' to create the question. When editing an existing question, click 'Save'.

Example:

Note: Although the field is named 'Question Text (Customer-Facing)', the prompt is displayed to the cashier in POS365.

How it works in POS365

When a configured trigger product is added to a transaction, POS365 displays the text prompt to the cashier.

If 'Required' is enabled, the cashier must enter a response before proceeding.