Preparing the opening of a new point of sale
This checklist follows the order to respect so that a new shop can sell from the day it opens.
Before you start
- Your plan allows several shops and warehouses: Business or higher.
- You are an Administrator.
1. Create the warehouse
If the shop has its own storeroom, create its warehouse: Organization → Sites → Warehouses, then New. Fill in the Name, description, country and address.
2. Create the shop
Organization → Sites → Shops, then New: name, description, location and, if needed, the shop's default bank account.
The shop's cash register is created automatically: it appears in Finance → Treasury → Cash Registers, closed, with a balance of 0.
3. Stock the warehouse
Bring in the opening stock:
- with a transfer from an existing warehouse;
- or with a received purchase directly into the new warehouse.
4. Prepare the team
Create the accounts of the staff, choosing the new assigned shop and assigned warehouse, with a POS PIN for cashiers.
5. Test a sale
Open the Point of Sale, choose the new shop and its warehouse in the lists at the top of the screen, then make a test sale. Then check the order in Sales → Orders and the stock in Inventory → Items.
The shop and the warehouse are chosen separately on the till screen. Show cashiers where to check the selected warehouse: it is the first cause of an item “not found” at the point of sale.