Steps for creating your retailcloud account
This simple set up is best used for the smaller business, with one person managing the stores (use Chrome or Firefox as your browser).
Access your back end where you can add employees, maintain your inventory and access reports (and set up your account settings). You will have been provided with access information either from your re seller or via email.
Setting up the Domain
Management Tab :
User ( Management--> User --> Employee --> Create Employee)– set up one user with the role of Financial (provide email address) if only one store. Multiple users and various roles can be set up also. Watch a Video on creating an Employee.
Hierarchy - Venue ( Management --> Hierarchy --> Venue) – Create a venue. Watch a Video on creating a Venue.
Hierarchy - Store (Management --> Hierarchy --> Store) – Create a store (enter address, store hours and receipt info). Watch a Video on creating a Store.
Inventory Classification - Vendor ( Management --> Inventory Classification --> Vendor) this can be skipped if you are not specifying the vendor on your items and all items will be designed as vendor "unassigned". Watch a video on creating a Vendor.
Transaction Codes - Tax ( Management --> Transaction Code --> Tax) this will be the sales tax for sales transactions. Watch a Video on creating a Tax Rate.
POS – Register POS ( Configuration --> POS --> Register POS )This will be used in creating your Register
Hierarchy - Register ( Management --> Hierarchy --> Register -->Create Register ) when the register is created it will display the Register ID - this number will be used to download your device (desktop, tablet, or mobile phone application
Congratulations ! You are set to go !
User – set up other users such as cashiers, etc
Adding items into the system (item Import, Android application, Master Item on CAS, POS)
POS Settings – under the configuration tab - mail settings, Bank settings, cash drawer
Gateway Settings - To integrate your credit card processing, enter your Gateway set up information
POS Set up
Install varies depending on device used
Additional links and information on set up and How To's
Articles in this section
- Getting Started
- Installation & Download
- Training Mode
- Signing In
- Clock In/Clock Out