3. Setting Up Store and Terminal on Posterita POS
Managing and updating your store and terminal details is essential for seamless business operations. A store represents your physical sales location, while a terminal refers to the device or point where transactions are processed. Keeping this information accurate ensures efficient processes and correct receipt details.
Quick Setup Steps:
1. Access the Stores Menu: Go to the Stores Menu in the Posterita POS Back Office.
2. Open Store Details: Click on your store name to open the store details page.
3. Enter Your Store Information: Input or review details like Store Name, Address, and Phone Number.
4. Save Store Information: Click "Save" to confirm updates.
5. Review and Update Terminal Information: Review terminal details and make updates as needed.
Detailed Walkthrough:
Navigate to the Stores Menu within the Posterita POS Back Office.
2. Open Store Details
Click on your store name to open the details page.
Why It Matters: Opening store details allows you to ensure that all business information, including address and contact information, is accurate. This data appears on customer receipts and internal reports, affecting how your store is presented both internally and externally.
3. Enter Your Store Information
Input or review details such as:
- Store Name
- Store Address
- Store Phone Number
4. Save Store Information
Click after verifying all details.
5. Review and Update Terminal Information
A terminal is automatically created and linked to your store by default. You can review terminal details or make updates for better terminal management.
Why It Matters: Proper terminal setup ensures that transactions are processed accurately. Reviewing terminal information regularly helps maintain the smooth processing of sales, which directly impacts customer satisfaction and store efficiency.
Important Tips
- Review Regularly: A store and terminal are created by default, but reviewing them helps catch any errors or changes needed for accuracy.
- Keep Details Accurate: Ensure your store and terminal details are always up to date for seamless operations and correct receipt information. If you are managing multiple stores, we recommend creating terminal names like 'StoreName_terminal1' rather than just 'terminal1'. Similarly, use descriptive store names such as 'StoreName_Location'. This will help avoid confusion, particularly when running reports, as unique names make it easier to identify terminals and stores, ensuring clear and accurate data in your reporting.
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