StoreConnect point of sale

StoreConnect POS runs in-browser on any device and shares the same product catalog, inventory, pricing, promotions, and customer database as your online stores. Every sale is a Salesforce Order record, visible to the rest of your team in real time. There is no separate POS database, no inventory sync, and no reconciliation between systems.

Registers

A register is the POS device identity for a specific physical terminal at a location. Registers are named and assigned to an outlet (location). A device connects to an available register at login, and that register is marked as in use until disconnected.

  • Registers are managed in the StoreConnect console as Salesforce records
  • A location (outlet) can have multiple registers
  • Each register can be independently named, activated, or deactivated
  • Device authentication is token-based per connected register

Shift management

Shifts track the activity of one or more staff members at a register over a trading period, including opening float, closing balance, and cash reconciliation.

Opening a shift

  • Staff enter the opening float (cash in drawer) when starting a shift
  • The shift records the opening time and the staff member who opened it
  • Multiple staff can be logged into a single shift simultaneously

Closing a shift

  • Staff enter the closing balance and can record a bank deposit reference
  • The system records counted amounts per payment method alongside expected amounts for reconciliation
  • Shift notes can be added at close

Reconciliation

  • Each payment method processed during the shift has a separate counted vs expected total
  • This data is stored as Salesforce records and is available for end-of-day reporting without manual entry
  • Shift history is retained in Salesforce for audit and reporting

Payment methods

StoreConnect POS supports the same integrated payment providers as the online store, plus POS-specific terminal integrations.

Card terminal integrations

  • Tyro — card terminal with integrated payment processing
  • Square Terminal — paired via device codes with full terminal checkout support
  • Linkly — per-register API credential management with claim/unclaim lifecycle; supports surcharges and refunds

Other payment methods accepted at POS

  • Cash — with amount tendered and change calculation
  • Gift vouchers and account credits
  • Loyalty points redemption
  • Pay by account (charge to Salesforce Account balance)
  • Pay later (manual / offline reference payment)

Payment providers can have a surcharge product assigned; the surcharge is added to the cart automatically when that payment method is selected.

Product and customer operations

Product search and quick-add

  • Products are browsable by category grid or searchable by name
  • Barcode scanning is supported for fast product lookup
  • Frequently sold items can be placed directly on the home grid as quick-add tiles

Customer management

  • Staff look up a customer by name, email, or account from within the cart
  • Assigning a customer applies their account pricing, credit balance, and loyalty points automatically
  • Customer purchase history, loyalty balance, and account details are visible without leaving the POS

Cart operations

  • Quantity adjustments, product removal, and price overrides are available in the cart
  • Shipping method selection and delivery address can be set per cart
  • Discount codes can be applied at checkout

Offline mode

If internet connectivity is interrupted, POS continues to process sales using locally cached data. Transactions made during an outage are queued and synchronized with Salesforce when connectivity is restored.

  • Product catalog, pricing, and customer data are cached on the device from the last sync
  • Integrated card terminal payments are not available in offline mode; cash and manual payment methods remain available
  • Sync is automatic on reconnection

Multi-location

Each physical location is configured as an outlet in StoreConnect. Outlets belong to a store and can have their own register fleet, staff assignments, stock location, and shift history. All outlets share the store's product catalog, pricing, promotions, and customer database. Centralised reporting across all locations is available in Salesforce.

Hardware

Hardware How it connects
Tyro terminal Integrated via Tyro payment provider
Square Terminal Paired via device code, managed via Square provider
Linkly terminal Per-register API credentials, claim/unclaim lifecycle
Barcode scanner Connected to device; used for product lookup
Cash drawer Connected to device; opens on cash sale

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