Set up POS

Work through these tasks in order to stand up a POS on your store. Later tasks depend on earlier ones: registers belong to an outlet, and users are attached to an outlet, so the outlet has to exist first.

POS setup tasks

1. Configure your POS access URL — required to connect your store to the POS
2. Add an outlet — the physical location of the POS
3. Add registers — the transaction points within the outlet
4. Configure the outlet as a stock location — so the outlet can be used for inventory tracking
5. Define cash rounding rules — usually set to meet the financial compliance requirements of your region
6. Configure accepted payment methods for POS
7. Set up POS users and set their PINs
8. Configure available fulfillment types and payment method labels

Once these are done, staff can connect a device to a register and start a shift.

Additional tasks

These depend on how your business operates, so complete the ones that apply to you.

• Require serial number entry for some purchases
• Route fulfillment to a station
• Set POS delivery options
• Set registers to lock automatically
• Manage POS data sync
• Choose a tablet or other device to run POS on
• Troubleshoot a frozen or crashed POS — recover a register that has crashed, frozen, or will not load

POS overview video