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Mobile App Layouts

The information in this article is for merchants using Helcim's Legacy System. If you signed up for Helcim on or after June 1, 2020, please click here.

You can use the Mobile App Layouts to customize how you view your products in the mobile app.

To access your layout options, click on Mobile App Layouts under App in your Helcim Account. On the landing page, you have two options to create a new layout. The first option is Auto-Generate Layout, clicking on this button will create a new layout for you based on your best-selling products.

Using Auto Generate Layout will only work if there has been at least one transaction made using a product in your inventory. If you have not yet processed any transactions then you will not be able to use this option.

Once the layout has been created, you can click on the POS Layout to preview what the content will look like and to re-name the layout, so it is easily identifiable. Click on Save to apply any changes you make or click on Delete to review the layout from your account. To activate the layout for your account, click on Set As Active on the main screen. Then click on Yes.

The second option to create a POS Layout is to select New POS Layout from the top right-hand corner. Select a name for your POS Layout and manually enter it into the text box. Now you can manually select the products and categories that you want to be displayed in your POS based on your most popular products or the items you need to find the most often.  To add a new product, click on the box with a + sign, then search for the product, category, or brand you want to display. Once you are done making your selections, click on Save to apply the changes, or Delete to start over.

Related Articles

Downloading the Helcim Payments App
Helcim Commerce Mobile - Get Started
Mobile App Configuration
Mobile App General Settings
Adding POS Hardware
Mobile App Dashboard

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