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Create a store outlet

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An outlet represents a location where you have a physical store or branch. Each StoreConnect store can have multiple outlets, and each outlet can have multiple registers so staff can serve customers from more than one position.

Add a store outlet

  1. In Salesforce, go to POS > POS Outlets.

  2. Select New.

    New Outlet screen in Salesforce with the Name and Store fields

  3. Enter a Name for the outlet.
  4. Select the relevant Store.

  5. Enter a Register Code. Staff use this code when connecting a new register, so it needs to be both memorable and hard to guess.

    :::tip Combine a recognizable pattern with a random number, for example mybusiness-location-672. The only enforced rule is a minimum of 20 characters. :::

  6. (Optional) In the Pricebook field, select a Salesforce pricebook for this outlet. POS transactions at this outlet then use prices from that pricebook instead of the store’s default. Use this when physical locations have different pricing.

  7. In the Anonymous Checkout Contact field, select + New Contact. The New Contact window opens. This contact acts as the guest user for POS transactions where no customer is attached. Staff can still look up real contacts at POS.

    New Contact window for the outlet's anonymous checkout contact

    1. Enter a Last Name for the anonymous contact, such as Anonymous POS Customer.
    2. In the Account Name field, select + New Account. The New Account window opens.
    3. Enter Anonymous POS Customer in the Account Name field.
    4. Select Save to save the new account.
  8. Select Save to save the new contact.
  9. Select Save to save the new outlet.

The outlet appears in the POS Outlets list. Transactions taken without a named customer are recorded against the anonymous account you created.

Optional outlet fields

In addition to the fields above, the Outlet record includes several optional fields you can populate in Salesforce:

Field Description
Address Line 1 Physical street address of the outlet
Address Line 2 Additional address detail
City Outlet city
State/Province Outlet state or province
Zip/Postal Code Outlet postcode
Country Links to a Country record
Phone Phone number for this outlet
Tax Number Tax identifier for the outlet, such as a VAT, GST, or ABN number
Quicklist Product Category The product category displayed on the POS main screen for registers at this outlet

For a complete field reference including API names, see Outlet Object Reference.

:::note Products and price book entries can be configured to exclude specific items from discounts or manual price adjustments at POS. See Adjust prices at the POS checkout for details. :::

Related articles

Documentation Add a POS user Documentation Add an outlet stock location Documentation Configure your POS access URL Documentation Outlet Object Reference Documentation Adjust prices at the POS checkout

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