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Create a store outlet

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You can add multiple outlets for each store, and add multiple registers and outlet users for each outlet.

Add a store outlet

  1. On your store home page, go to POS > POS Outlets.
  2. Click New. Add Store Outlet screen
  3. Enter a Name for the outlet.
  4. Select the relevant Store.

  5. Enter a Register Code. This must be at least 20 characters. We suggest using an easy to remember pattern, combined with a random set of numbers, like mybusiness-country-location-672, e.g. bobsbillboards-aus-metro-672. This code is used when connecting a new register and needs to be memorable and secure.

    :::tip Choose a code that is easy to remember and hard to guess — 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 to assign to this outlet. When set, POS transactions at this outlet use prices from the selected pricebook instead of the store’s default pricebook. This is useful when different physical locations have different pricing.
  7. In the Anonymous Checkout Contact field, select + New Contact. The New Contact window opens. This contact will be used like a guest user at checkout for POS transactions. You can still look up your Salesforce contacts at POS, but this one will be the anonymous default for easy checkout. new outlet 3
    1. Enter a Last Name for your anonymous contact, something like 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. This saves the new account.
  8. Select Save. This saves the new contact.
  9. Select Save. This saves the new outlet.

You can now select the anonymous account to process purchases at POS, and all transactions will appear against this account.

Optional outlet fields

In addition to the fields above, the Outlet record includes several optional fields that 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 (e.g. ABN, GST 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.

Related articles

Documentation Add a POS user Documentation Add an outlet stock location Documentation Configure your POS access URL Documentation Outlet Object Reference

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