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 your store
• Setting up or editing a POS store
• 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
• Discounts and price breaks application in POS
• Applying discount codes or promotions
See all 10 articles

Manager functions

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

Advanced fulfillment in POS

• Selecting delivery methods in advanced fulfilment
• 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)
• Back office settings for advanced fulfilment

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 | How to set up loyalty and gift cards at Brightpearl (products, accounting, payment methods)
• SETUP | How to set up POS stores at Brightpearl
• SETUP | How to set up your integration with BigCommerce & how it works
• SETUP | How to set up your integration with Magento and how it works
See all 17 articles

Troubleshooting and updates

• POS Troubleshooting guide
• New features in POS
• Testing Brightpearl POS via TestFlight
• Adyen - Error at MOTO payment: Payment Details Not Supported
• Bluetooth connection loss (scanner, printer, card reader)