Merchant Onboarding

August 27, 2021 10:12

Initiating and effectively running sales operations through your new POS system begins with the crucial step of setting up your account.

To commence this process, access the onboarding located in the top right corner of the portal dashboard. This serves as the gateway to commence the setup process for your software, tailored specifically for your business needs.

The onboarding wizard serves as your guiding tool, systematically, leading you through essential configurations for your account. You'll have your account customized and primed for operation in just a few intuitive steps.

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There’s an eleven-step process to onboard successfully:

Selecting the 'Configure' button within each setting will direct you to the corresponding setup page.

Step 1: Welcome

This initial page extends a warm welcome, presenting essential information such as the Company Code and Merchant ID for merchants. It also features a 'Let's Get Started' button, initiating the onboarding sequence.

Step 2: Company Settings

Here, overarching company information is managed, including details like company name, address, contact information, website, preferred currency, time zone, tax specifications, application type, and logo.

Step 3: Register Settings

This section facilitates the viewing, addition, or termination of registers, allowing assignment to specific venues and stores. Registers are created with default venue or store settings.

Step 4: Receipt Settings

Customize store-level headers and footers for transaction receipts, enabling the inclusion or modification of Receipt Header and Footer text, Promotional Image, and Promotional Messages.

Step 5: Promotion Settings

Allows to configure discounts tailored to retail needs. Utilize this feature to appreciate customers, integrating it with CRM builders and customer categories.

Step 6: Fee Settings

Enable fees, ensuring merchants maintain consistent earnings regardless of the payment method customers use, be it cash or non-cash transactions.

Step 7: Loyalty Settings

Develop a loyalty program to incentivize customers by awarding points based on expenditure or units purchased, allowing flexibility in defining the point-to-dollar ratio.

Note: When a new merchant is created, the system shall set the default Loyalty Version to 2.0. The Loyalty Version for existing merchants should remain unaffected by this change.

Step 8: Configure Quickpicks

Useful for merchants managing swiftly-selling merchandise or items with various sizes. It is also applicable when dealing with products lacking barcodes.

Step 9: Tax Settings

Establish a Tax Structure to apply tax rates to items, enabling the assignment of a default tax rate for the enterprise. Overrides at venue or store levels can also be managed.

Step 10: User Settings

Tailor user profiles within the system to accommodate team members' roles and responsibilities.

Step 11: Congratulations

Upon completing these eleven steps, your onboarding journey culminates, signifying readiness to begin operations.

Each step is pivotal in tailoring the system to align with your unique requirements. Upon completing these 11 Steps, your system will be fully optimized and ready for immediate use.

The flow of the onboarding process is adaptable, ensuring it caters precisely to your individual business needs. Once the comprehensive 11-step process concludes, your system will be fully operational, empowering you to commence sales seamlessly.

Once the 11 Steps are completed, You Are Ready To Go!

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