Merchant Onboarding


The first and most important step to set up and run sales on your new point of sale is to set up your account.

Navigate to the 2021-08-27_16_10_46-retailcloud_console.pngonboarding icon on the top right corner from the portal dashboard.
This onboarding wizard will walk you through the process to set up the most important aspects of your software for your business. In a few steps, you will be able to configure your account and be ready to go.


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

  1. Welcome
  2. Company Settings
  3. Register Settings
  4. Receipt Settings
  5. Promotion Settings
  6. Fee Settings
  7. Loyalty Settings
  8. Configure Quickpicks
  9. Tax Settings
  10. User Settings
  11. Congratulations

The flow of your onboarding process will depend on your specific needs. Once the 11 Steps are completed, You Are Ready To Go!!

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