Overview of setting up your store

This article guides you through the steps you need to take to configure your store in Brightpearl's back office, so the app can be used on your iPad.

  • In Brightpearl:
    • Install the POS app
    • Set up your POS prerequisites
    • Configure your POS store(s)
  • On your iPad:
    • Download the "Brightpearl POS" app from the App Store
    • Connect your Brightpearl account

Install POS in the Brightpearl App Store

First, you will need to install POS in the Brightpearl App Store in the back office of Brightpearl.

Log in to Brightpearl, then click App Store on the top right-hand side. Find "Brightpearl POS" and click "Turn on".

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You can check that the installation is in progress by checking your alerts. Hover your mouse over your user name at the top of the screen and then select 'My Alerts'. You will see an installation message reading "POS installation in progress, once completed you can start using POS":

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Once the installation is complete, you will be able to set up your store in the Brightpearl back office. It is important to let the installation complete, otherwise you may end up with an incomplete data setup on the iPad app.

Once you see a message stating "POS installation completed successfully, you can now use POS", you can proceed with the setup.

The installation process will take approximately 5-10 minutes, but will depend on the size of your product data set.

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Set up your POS prerequisites in the back office

Step 1: Anonymous customer

Create an anonymous customer to associate with orders where the customer’s contact details aren’t recorded.

Make a note of the contact ID as you'll need this once you get to set up the store. You may have an existing contact already set up that you can use.

Learn more about creating and editing customers here.

Step 2: Channel branding and logo

If required, create a channel brand (Settings > Company > Company Information) for each store, ensuring a logo is uploaded.

Please note that the logo uploaded is the one that will be used on your POS receipts if a logo is added to the receipt template.

Learn more about channels and channel branding here.

Step 3: Payment methods

Add or edit any required payment methods such as cash, non-integrated cards, etc., ensuring they are associated with the correct bank nominal code.

If Brightpearl Payments is installed and you're using an integrated payment gateway with POS via Paypal Here, Zettle, Adyen, Moneris or USAePAY, then check the payment method and gateway credentials are in place.

Learn more about setting up payment methods and integrated payments here.

Step 4: Receipt

Edit or create a receipt template: 

  • Give the receipt a name
  • Add a header, e.g. address, contact number, email, website
  • Add a footer, e.g. VAT number, returns policy

Learn more about customizing store receipt templates here.

Step 5: Returns reasons

Add return reasons with the following details:

  • Name
  • Reason code

Learn more about configuring return reasons here.

Step 6: Warehouses

Add any new warehouses you need per store. It is recommended that you use a separate warehouse for each store.

Learn more about warehouses here.

Set up your POS store(s) in the back office

Step 1: Configure your store(s)

Once you've set up all the prerequisites, you are ready to configure your store(s).

Learn more about setting up or editing a POS store here.

Step 2: Set up your store users

Once you've configured your store(s), you are ready to assign users to each one.

Learn more about adding and removing staff logins for POS here.

 

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