Hi. How can we help?

Search

Setting up outlets and registers

Getting started guide

In this article, learn how many outlets your account requires based on your inventory needs as well as the number of registers per outlet. Navigate to other articles in the guide using the carousel below.

←
→

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 1 outlet. Merchants on Pro or Enterprise, or Lean, Standard, or Advanced plans can purchase additional outlet licenses through the Billings page.

Setting up a single outlet

  1. To set up a single outlet, navigate to Setup >Outlets and registers Outlets and Registers page showing a table of example outlet names, registers, status, and details.
  2. Click Add outlet Outlets and Registers page with the Add Outlet button highlighted.
  3. Enter the new outlet's Street address A pop up on the Outlets and Registers page asking Where is your outlet? with Street Address and Time Zone input fields.
  4. Select the Time zone from the drop-down
  5. Click Next
  6. Enter the Outlet name A pop up on the Outlets and Registers page asking What is the name of this outlet? with an Outlet Name input field.
  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 drop-down menu 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 Registers name A pop up on the Outlets and Registers page asking What registers does the outlet need? with Registers input field and option to Add another register.

    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. If you have not increased the registers license, we recommend adding the first register, and afterward, refer to the Registers section below for information on how to add additional registers.

  11. Click Save new outlet The What registers does the outlet need? pop up with the Back and Save new outlet button highlighted.

Setting up multiple outlets

  1. Increase outlet licenses by navigating to Setup > Billing The Billing page with the Account tab showing an overview of the billing account information.
    1. Click Manage planThe Billing page with the Manage Plan tab showing an overview of the licenses.
    2. Click Edit licensesThe Billing page with the Manage Plan tab and the Edit Licenses button highlighted.
    3. Increase the Number of licenses next to OutletsAfter clicking the Edit Licenses button, an Edit your number of licenses pop up comes up with input fields, pricing, and Cancel / Next buttons.
    4. Click Next Edit your number of licenses pop up with the Next button highlighted.
    5. Review the change and click Update licenses. A pop up confirming You are about to buy licenses for 1 outlet with Back and Update Licenses buttons. You will 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 outletOutlets and Registers page with the Add Outlet button highlighted.
    2. Enter the new outlet's Street addressA pop up on the Outlets and Registers page asking Where is your outlet? with Street Address and Time Zone input fields.
    3. Select the Time zone from the drop-down
    4. Click Next
    5. Enter the Outlet nameA pop up on the Outlets and Registers page asking What is the name of this outlet? with an Outlet Name input field.
    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 drop-down menu 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 Registers nameA pop up on the Outlets and Registers page asking What registers does the outlet need? with Registers input field and option to Add another register.

      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 outletThe What registers does the outlet need? pop up with the Back and Save new outlet button highlighted.

Setting up registers

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

Each outlet has 1 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 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 register licenses by navigating to Setup > Billing The Billing page with the Account tab showing an overview of the billing account information.
    1. Click Manage plan

      The Billing page with the Manage Plan tab showing an overview of the licenses.

    2. Click Edit licenses

      The Billing page with the Manage Plan tab and the Edit Licenses button highlighted.

    3. Increase the Number of licenses next to Registers.

      After clicking the Edit Licenses button, an Edit your number of licenses pop up comes up with input fields, pricing, and Cancel / Next buttons.

    4. Click Next

      Edit your number of licenses pop up with the Next button highlighted.

    5. Review the change and click Update licenses.

      A pop up confirming You are about to buy licenses for 1 outlet with Back and Update Licenses buttons.

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

    Outlets and Registers page showing a table of example outlet names, registers, status, and details.

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

      Outlets and Registers page with the Add Registers link highlighted.

    2. Enter the Registers name

      A pop up on the Outlets and Registers page asking What registers does the outlet need? with Registers input field and option to Add another register.

    3. For additional registers, click Add another register

      The What registers does the outlet need? pop up showing the Add Another Register button highlighted.

  3. Click Save register. This will take you to the register setup page for the outlet you have chosen. The What registers does the outlet need? pop up showing the Save Register button highlighted.
  4. In the register setup page, you will need to fill out the register details, receipt information and end of sale options for the register. The register setup page showing the Edit Register input fields to fill.

    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 would like to start numbering receipts from the end-point on your previous POS, leave this as-is. If you would 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 would like to email receipts, choose Yes. After every sale, you will be prompted to enter an email address for the receipt.
      • Print receipt: If you would 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 would like to be asked for notes on a sale. Options are Never, On Sale / Layby/ 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 would like discounts to be displayed on receipts.

Was this article helpful?