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Retail POS (X-Series) setup checklist

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Ready to get started with Retail POS? This setup checklist will help you configure Retail POS for your store, so can start selling in no time. Run through the steps below to get started!



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Set your general account settings

Setup-Article-Checkbox.png Set up outlets (stores and locations) and registers (tills).

Setup-Article-Checkbox.png Add in users (staff) — set level of access for different staff members.

Setup-Article-Checkbox.png Set up payments (e.g. cash, credit card, etc.). There are two ways to set up payments:

  • Integrated payments save time by linking Retail POS to your payment terminal and third-party payment services. Contact us here to discuss the best integrated payment option for you.
  • Non-integrated payments are more time-consuming and manually processed. These require you to type the payment amount into the payment terminal, then enter the payment in Retail POS to confirm the payment is accepted. We strongly recommend using integrated payments where possible.

Setup-Article-Checkbox.png Make sure you’ve set up your receipt template.



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Set up and upload your products

Setup-Article-Checkbox.png Set up your product catalog based on your goals.

Setup-Article-Checkbox.png Add products individually or bulk upload products via CSV/XLSX.

Retail POS tip: copy and save backups of your product list(s) when updating products.



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Set up your hardware

Setup-Article-Checkbox.png View what hardware we support and recommend using in your store.

Setup-Article-Checkbox.png Need assistance setting up your hardware? Book a session with our hardware specialist in North America or Asia Pacific, Europe, Middle East and Africa.



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Clear test data

Setup-Article-Checkbox.png If you need to remove any test data you created during your trial, you will need to contact
Support to clear this from your active Retail POS account.



Congratulations!

Once you've ticked off all the above, you have set up your Retail POS store and should be ready to start selling!

  Important

If you require additional help along the way, answers are only a quick search away on the Retail (X-Series) Help Center (using the search bar at the top of the page).

You can also get in touch with our technical support team 24/7. To do so, use the Help function within your Retail POS store to contact our Retail Support team.

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