POS

Getting started with Brightpearl POS

• Overview of Brightpearl POS
• How Brightpearl POS works with Brightpearl's back office
• Back office reporting and order processing
• Online and offline functionality
• FAQs about POS

Setting up your iPad and hardware

• Downloading the Brightpearl POS app
• POS-compatible hardware
• Setting up and configuring POS hardware (printers, scanner, card readers)
• Adyen Verifone V400m card terminal setup
• Configuring cash drawer opening

Setting up a POS store

• Overview of setting up POS
• Setting up or editing your POS store settings
• Setting up payment methods and integrated payments
• Customizing store receipts
• Receipt format
• Adding and removing staff logins for POS
See all 11 articles

Navigating the Brightpearl POS app

• Logging in and out of POS
• Navigating Brightpearl POS
• Adding items to a basket
• Item inventory, location, information and identity lookup
• Taking payment in POS

Cashier functions

• Adding a customer and capturing customer details
• Applying customer profile price lists and discounts
• Applying the customer's tax code
• Removing the tax on basket row level
• Percentage line discounts and price breaks in POS
• Applying discount codes or promotions
See all 10 articles

Manager functions

• Opening and closing the register
• Printing payments reports
• Approving and overriding discounts
• Overriding the unit price of an item
• Configuring payment methods for refunds
• Overriding the customer's credit limit

Advanced fulfillment in POS

• Overview of advanced fulfillment
• Back office settings for advanced fulfillment
• Using advanced fulfillment and the delivery modal
• Viewing and searching omnichannel sales history
• Fulfilling omnichannel orders in store using “Buy Online Pick-up In Store”/”Click and Collect”
• Receive returns from online sales and other POS stores via BORIS (Buy Online Return In Store)

Returns and exchanges

• Configuring return reasons
• Processing returns and exchanges, issuing refunds
• Store credit in POS

Loyalty and gift cards

• Introduction to POS loyalty and gift cards
• Setup | How to set up your Voucherify account
• Setup | Setting up loyalty and gift cards at Brightpearl (products, accounting, payment methods)
• Setup | Configuring POS to use loyalty and gift cards
• Setup | How to use Voucherify with BigCommerce
• Setup | How to use Voucherify with Magento
See all 17 articles

Troubleshooting and updates

• New features in POS
• Testing Brightpearl POS via TestFlight
• Troubleshooting POS guide
• Troubleshooting Bluetooth connection loss (scanner, printer, card reader)
• Troubleshooting POS card payments