The VanillaPOS Dashboard provides a robust interface to manage your products, monitor revenue, handle transactions, and configure subscriptions, discounts, and user profiles. Below is a detailed guide to help you get started and get the most out of your dashboard.
Screen Sections & Features
Dashboard Overview & Navigation
Left Sidebar: Contains main navigation - the sidebar can be expanded/collapsed for better viewing.
Logo & Branding: Customized based on your brand/business
Account Switcher: If you are connected to multiple accounts (e.g. multiple locations or regions), you can switch between them using this dropdown.
Revenue Reports
The Revenue Report is located under the Reports tab and gives an overview of your transactions for a selected time range:
Default View: Displays total charges from the current day.
Filters:
Date Range
Transaction Type: Charge or Refund
Export Options:
Download or share as PDF/CSV.
Details: Click into any transaction to see detailed breakdowns, including:
Payment intent (click to open in Stripe if applicable)
Customer info
Provider/vendor ID
Line items, tax, tip, discount, etc.
Refunds (full or partial)
Transactions
Reports are made up of Transactions - each transaction is represented by a row in the Reports table.
Click on any transaction to open its Transaction Detail View, which includes:
Cardholder details (last 4 digits, card type, expiration)
Receipt ID (used for refunds)
Associated store or provider
Itemized breakdown (products, discounts, taxes, total, etc.)
Products
All your products and services are managed under the Products tab. Here you can view and created products.
Please note: Products can be physical, digital or subscription products.
Product Features:
Types: Goods, services, and subscriptions.
Status: Active/Inactive based on availability or stock.
Edit Functions:
Name, description, image
Price and optional Sale Price
Taxable or not
Variable pricing: Set min/max range (e.g. donations, tipping)
Inventory: Set stock or infinite availability
UPC/barcode: Auto-generate and print barcodes
Organizing Products:
You can drag and drop to reorder products.
Changes made will reflect live in the app.
Subscription Products
Create and manage recurring subscription products.
Subscription Product Fields
Price and optional Sale Price
Billing Frequency: Weekly, Monthly, Quarterly, Yearly
Start Date: Can be a specific date or “start immediately”
Auto-Renewal: Optional
Inventory Control: Optional (limited or infinite)
Tax Codes & UPC support
Looking for instructions on how to create a Product? These articles may be helpful:
Discounts
Discounts are managed under the Discounts tab. Here you can view and create discount codes to be used at checkout.
Discount Options:
Code: Up to 10 characters.
Type: Dollar or Percentage
Combinable: Allow stacking with other discounts
Availability: Set start and end dates or leave active indefinitely
Min Transaction Amount: Optional
Max Discount Amount: Optional (caps the value applied)
Max Discount Amount Example: If a 50% discount has a Max Discount Amount of $100 and the transaction is $1,000, only $100 will be applied.
Profile Management
Access via your user icon (bottom left corner) → Profile
Here you can:
Update your Name, Email, and Password
Set or update your Terminal PIN
Enable/disable Two-Factor Authentication
View all active sessions