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Store Profile and Branches

Store Profile

The Store Profile defines your business identity in NAOS, from the logo to the accepted payment methods.

Basic Information

Go to Store in the side menu to configure:

  • Business name.
  • Logo (appears on receipts, invoices, and the portal).
  • Brand colors (customize the interface).
  • Address and contact details.
  • Phone and email.

Payment Methods

Configure which payment methods your business accepts:

  • Cash
  • Credit/Debit Card
  • Yappy
  • ACH / Wire Transfer
  • Other custom methods

Social Media

Add your social media profiles:

  • Instagram
  • Facebook
  • WhatsApp
  • Website

Ecommerce Configuration

If you have the online store module enabled:

  • Enable/Disable the online store.
  • Design of the store (colors, banner, style).
  • Online payment methods accepted.
  • Shipping configuration or in-store pickup.
  • Business hours for online orders.

Branches

If your business has multiple locations, manage each one from Branches (requires Admin role).

Creating a Branch

  1. Go to Branches in the side menu.
  2. Press “New Branch”.
  3. Fill in:
    • Branch Name.
    • Physical Address.
    • Fiscal address (for DGI invoicing).
    • Contact Phone and Email.
    • Status (active/inactive).

Multi-Branch Management

  • Each branch has its own inventory.
  • Users are assigned to specific branches.
  • Reports can be filtered by branch.
  • Cash register closures are independent per branch and terminal.

Terminals

Terminals are the devices (tablets, POS units) registered to operate at each branch.

Registering a Terminal

  1. Go to Terminals in the side menu (requires Admin role).
  2. Press “New Terminal”.
  3. Assign:
    • An identifier code (e.g., T001).
    • A descriptive Name (e.g., “Register 1”).
    • The Branch it belongs to.
  4. The terminal is automatically linked to the device when a user logs in.

Invoice Consecutives

Each terminal maintains its own invoice consecutive number for the DGI:

  • The number increments automatically with each sale.
  • In offline mode, the local consecutive syncs when connectivity is restored.
  • The number follows a 10-digit format (e.g., 0000000001).

Terminal Status

In the terminal list you can see:

  • Linked Device.
  • Last used consecutive number.
  • Status (active/inactive).

Need to set up users for your branches? See Users and Permissions