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Removing outlets and registers

Whether you are closing one of your outlets down or a register was added for a popup location, you may decide to delete an outlet or register.

Your billing is based on the number of registers and outlets your account has, so make sure to delete registers and outlets not being used in your stores, as you will be charged for these. If you want to check your plan and billing information, head to the Billing tab in the Setup menu.

Things you should know about deleting outlets and registers

Sales report

Although you may have deleted the outlet or register, you will still be able to generate reports on the deleted outlet or register.

To do this, type in the name of the outlet or register in the filter bar and the date range on the reports you wish to run.

Retail-sales-report-page.png

Register closures

We recommend, that prior to deleting your outlet or register, you save the register closure summary as a PDF. This is because the register's closures will be deleted from the register closure reporting page and you will not be able to access this after deletion.

Third-party apps linked to Retail POS

You may not be able to delete the outlet or register if the third-party integration you have is live. Please speak with the third party themselves to see if you need to unlink the integration from the outlet or register you plan to delete.

Deleting an outlet

Before deleting an outlet

Before you delete a register, we recommend that you follow the steps below.

1. Cancel any stock orders. To do this:

  1. Navigate to Inventory > Stock control.
  2. Look for any open/sent orders linked to the outlet you want to delete.
  3. Click on the open order.
  4. Click on Cancel order.

Retail-cancel-order.png

2. Cancel any open inventory counts. To do this:

  1. Navigate to Inventory > Inventory count > Due.
  2. Click on the inventory count for the outlet you plan to delete.
  3. Select Review > Discard.

Retail-discard-inventory-count.png

  • A warning message will pop up informing you about your inventory levels.

Retail-sure-abandon-count.png

3. Close the register. In order to delete an outlet, the register must be closed.

4. Re-assign or delete any users that are still assigned to the outlet you are trying to remove.

  1. Navigate to Setup > Users
  2. Filter the search to the outlet you are removing to see who is still assigned to it.

Users assigned to All outlets are an exception, but users that are specifically assigned to the outlet must be re-assigned or deleted.

5. Transfer any inventory from the deleted outlet to the outlet you wish to keep. This is because deleting an outlet will delete any inventory associated with the outlet as well.

Delete the outlet

Deleting an outlet cannot be undone.

To delete an outlet, navigate to Setup > Outlets and registers and click on the name of the outlet you would like to delete.

Outlets and registers in Queenstown

From here, click the Delete outlet button in the right-hand corner of the page.

Deleting an outlet

While you'll no longer be able to make sales using this register, you will still be able to report on all the past sales data attached to this register.

Updating your license

Once the outlet has been deleted, you will need to update your Retail POS license to remove the outlet and avoid any future charges. To do this:

  1. Navigate to Setup > Billing
  2. Click Manage Plan
  3. Click Edit Licenses
  4. Reduce the number of outlet licenses
  5. Click Save
  6. Click Adjust licenses

This will lower the number of outlet licenses on your account and will be reflected on your next statement.

Deleting a register

Before deleting a register

Before you delete a register, we recommend that you follow the steps below:

1. Close any open sales (parked, on account, and layby sales). To do this:

  1. Navigate to Sell > Sales history
  2. Look for any open sales such as; parked, layby, or on account sales.
  3. Expand each of these open sales and select Void.

Void transaction

2. Close the register you wish to delete. To do this:

  1. Make sure you are on the outlet associated with the register you want to delete.
  2. Close the register by navigating to your Sell Screen > Open/Close > Close the register.

Deleting the last register associated with an outlet will delete the outlet as well.

Delete the register

Deleting a register cannot be undone.

To delete a register, navigate to Setup > Outlets and registers and click on the name of the register you would like to remove.

Outlets and registers

From here, click the Delete register button in the right-hand corner of the page.

Deleting a register

While you'll no longer be able to make sales using this register, you will still be able to report on all the past sales data attached to this register.

Editing a register

If you receive a message like this, you will need to make sure that there are no open sales on the register.

Updating your license

Once the register has been deleted, you will need to update your Retail POS license to remove the register and avoid any future charges. To do this:

  1. Navigate to Setup > Billing
  2. Click Manage Plan
  3. Click Edit Licenses
  4. Reduce the number of outlet licenses
  5. Click Save
  6. Click Adjust licenses

This will lower the number of register licenses on your account and will be reflected on your next statement.

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