In this article, learn how many outlets your account requires based on your inventory needs as well as the number of registers per outlet. The number of outlets your Retail POS account requires is determined by how many separately manageable inventories you need. For example, if your business has stores in Auckland, Wellington, and Christchurch, that maintain separate inventory levels at each location, this would equate to three outlets.

In order to accurately track sales information and inventory data, each location requires an outlet that separate inventory levels can be assigned to. This is especially important for inventory movements (stock orders, transfers, and stock levels) or if you have a stock warehouse, which would require its own outlet in Retail POS as well.

Merchants on a Lite plan are restricted to one outlet. Otherwise, you can purchase additional outlet licenses from the Billing page.

Setting up a single outlet

1. To set up a single outlet, navigate to Setup > Outlets and registers.

   

2. Click Add outlet.

   

3. Enter the new outlet’s Street address.

   

4. Select the Time zone from the dropdown.
5. Click Next.

6. Enter the Outlet name.

   

7. Click Next.
8. Select the Tax rate.
   • For stores in New Zealand, Australia, the United Kingdom, Singapore, and South Africa, a tax rate will be automatically assigned based on the outlet’s location. Skip to step 10.
   • For tax-exclusive stores in the United States and Canada, a tax rate will be suggested based on the outlet’s location, or you can use the dropdown 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.
9. Click Next.

10. Enter the Register name.

    

    You must create a register when creating an outlet. Additional registers can only be added once the register licenses have been increased. Learn more about adding registers below.

11. Click Save new outlet.

    

Setting up multiple outlets

1. Increase outlet licenses by navigating to Setup > Billing.

   

   1. Click Manage plan.

      

   2. Click Edit licenses.

      

   3. Increase the Number of licenses next to Outlets.

      

   4. Click Next.

      

   5. Review the change and click Update licenses.

      

      You’ll be prompted to confirm the changes to your billing and this will reflect the cost of the additional outlet(s).

2. Add additional outlet(s) by navigating to Setup > Outlets and registers.

   1. Click Add outlet.

      

   2. Enter the new outlet’s Street address.

      

   3. Select the Time zone from the dropdown.
   4. Click Next.

   5. Enter the Outlet name.

      

   6. Click Next.
   7. Select the Tax rate.
      • For stores in New Zealand, Australia, the United Kingdom, Singapore, and South Africa, a tax rate will be automatically assigned based on the outlet’s location. Skip to step 9.
      • For tax-exclusive stores in the United States and Canada, a tax rate will be suggested based on the outlet’s location, or you can use the dropdown 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.
   8. Click Next.

   9. Enter the Register name.

      

      You must create a register when creating an outlet. There will be an option to add additional registers, however, these can only be added once the register licenses have been increased. Refer to the section below for information on how to add additional registers.

   10. Click Save new outlet.

       

Setting up registers

Attached to outlets are registers, which represent the physical points of sale. The number of registers each outlet requires is determined by how many individual devices you have processing sales simultaneously.

Each outlet has one register attached to it by default, which is created when creating an outlet. A register can only be used by one device at a time.

Processing sales on multiple devices logged into the same register at the same time can cause issues with recording sales, payments, inventory levels, and customer data.

If you have more than one device that needs to be able to process sales simultaneously, you must create a register for each device. Follow the steps below to increase register licenses and add additional registers to your outlet.

Adding additional registers

1. Increase your register licenses by navigating to Setup > Billing.

   

   1. Click Manage plan.

      

   2. Click Edit licenses.

      

   3. Increase the Number of licenses next to Registers.

      

   4. Click Next.

      

   5. Review the change and click Update licenses.

      

2. Add additional registers by navigating to Setup > Outlets and registers.

   

   1. Identify the outlet you want to add a register to and click Add registers for that outlet.

      

   2. Enter the Register name.

      

   3. For additional registers, click Add another register.

      

3. Click Next. This will take you to the register setup page for the outlet you have chosen.

4. On the register setup page, you’ll need to fill out the register details, receipt information, and end of sale options for the register.

   

   1. Details

      • Register name: Identify this register. This is particularly important for multiple registers in one outlet.
      • Cash management enabled: Choose whether to enable cash management options for this register.

   2. Receipt

      • Quick Keys template: Choose which Quick Keys template you wish to apply to this register.
      • Receipt template: Choose from the standard receipt template or customize your own.
      • Number: Enables you to set the start point for receipt numbering. Unless you’d like to start numbering receipts from the end-point on your previous POS, leave this as-is. If you’d like to start numbering from your end-point, enter the last receipt number from the previous register.
      • Prefix (added at the beginning): Used to identify sales made from this register. It’s useful when you have multiple registers at one outlet.
      • Suffix (added at the end): Used to identify sales made from this register. It’s useful when you have multiple registers at one outlet.

   3. At End of Sale

      • Select user for next sale: You can be prompted after each sale to select the next user. This is helpful for tracking sales for each user in multi-user retail environments. Set this to Yes if you want the turn on prompting.
      • Email receipt: If you’d like to email receipts, choose Yes. After every sale, you’ll be prompted to enter an email address for the receipt.
      • Print receipt: If you’d like to print receipts after sales, choose Yes. You can also print one-off receipts using your computer’s printing shortcut (Ctrl+P for Windows or Command+P for Mac OS).
      • Ask for a note: Choose when you’d like to be asked for notes on a sale. Options are Never, On Sale/Layaway/On Account, or On All.
      • Print note on receipt: Have notes you’ve added printed on the receipt. This can be useful for table numbers, returns numbers, and more. Choose No if you wish to use notes for internal purposes.
      • Show discounts on receipt: Enable this feature if you’d like discounts to be displayed on receipts.