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How to add a new outlet

Objective

Add a new outlet for your Retail POS store 

Setup

  • Retail POS for Mac or PC

Steps

Before adding a new outlet to your account, you will first need to add an additional outlet license to your plan. To do this:

  1. Click Setup
  2. Click Billing
  3. Click Manage Licenses
  4. Increase the number of outlet licenses
  5. Click Save Changes

Once you have added the license, you can then proceed with adding your new outlet:

  1. Click Setup
  2. Click Outlets and Registers
  3. Click Add Outlet 
  4. Enter the new outlets Address 
  5. Select the Time Zone from the drop-down
  6. Click Next
  7. Enter the Outlet Name
  8. Click Next
  9. Select the Tax Rate
  10. Click Next
  11. Enter the Registers name
  12. Click Save New Outlet

  Important

For stores in New Zealand, Australia, United Kingdom, Singapore and South Africa, a tax rate will be automatically assigned based on the outlets location and skip to step 10.

For tax exclusive stores in the United States and Canada, a tax rate will be suggested based on the outlets location, or you can use the drop down menu to select an alternative tax rate.

To assign a tax rate that has not been used in your store before, navigate to Setup -> Sales Taxes using the sidebar. Find more detail on how to do this here.

Additional Information

Listed below are a few articles to help set-up your new outlet:

Adding a New Register

How to transfer stock

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