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Configure your POS access URL

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Add a store variable to create a URL that staff use to reach the POS. You only need to do this once per store, when you first set POS up.

Choose a path or a subdomain

Both options work the same way once set up. Choose before you start:

  • A path off your store’s domain (shop.example.com/pos) if you would rather not manage a POS subdomain through your DNS provider.
  • A subdomain (pos.shop.example.com) if you want the POS on its own hostname. This requires a DNS record for the subdomain.

Option 1: add a path off your store’s domain

  1. Open your Store record in Salesforce.
  2. Go to Key Relationships > Store Variables and select New.
  3. Enter the variable details:
    1. Name: POS Path
    2. Key: pos_path
    3. Value: pos
  4. Select Save.

Staff can now sign in to the POS at shop.example.com/pos.

Option 2: use a subdomain for POS access

  1. Open your Store record in Salesforce.
  2. Go to Key Relationships > Store Variables and select New.
  3. Enter the variable details:
    1. Name: POS Domain
    2. Key: pos_subdomain
    3. Value: pos
  4. Select Save.

Staff can now sign in to the POS at pos.shop.example.com.

Access a POS register via URL

Salesforce admins can use this method to test a POS connection. You need the register code, which was set when the outlet was created, for example myoutlet-location-123.

  1. In your browser, go to the POS URL you configured above.
  2. Sign in using your Salesforce credentials.
  3. Follow the prompts and enter the register code.

The browser now behaves as a POS register for that outlet.

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