Setting up on SalesPlay is easy and fast. Better yet, if you complete the set up on your devices correctly, you will be able to gain proper visibility across your operations and be able to take better decisions.
Before you set up, you need to have downloaded and installed the SalesPlay Point of Sale App on your device and verified your email id.
Based on the type of business you are in, there is a range of Apps that can be used alongside the SalesPlay Point of Sale App.
If you are in a business type of Food and Beverage, the Kitchen Display app and Tablet Ordering App will be really useful. Queue Management app is mostly used for businesses where customers are in a waiting area such as a hospital or pharmacy. Customer Display is an ideal app if you want your customer to see the bill items as they are being punched such as at a grocery store. The Dashboard app can be used by all business types as a summary view of the Back Office. To work with these apps on your SalesPlay POS, you need to download and install them separately. Read more about how to set them up on our blog section.
In this article you will see how to set up the following main, common features.
Manage User Profile
Manage Set up
In order to be able to fully use the SalesPlay POS features, first you need to create and customize the user profile of the app.
Go to the Back office
Select More on the far right corner of the menu bar
Select Profile from the drop down menu
Fill in the relevant details
You can use this same navigation to change the web portal login password.
The user must configure the set up correctly to make proper use of the app. This is where the owner can specify terminals and would have to provide details of the terminal and the specifics from receipts to products.
Once you are in the Back office
Select More you will come to the page that says software set up.
Select Set up
Manage set up and enter all the details
Apply to: Assign the terminal these details will apply to
You can also create web users and POS users. This is where you will find various permissions
Create Back Office users: Create, separate accounts for back-office users, no matter how many employees you have
Manage back office users: Keep track of back-office users, their activity and access limitations to information
Create shop users: Give your workers in the shop individual user account in the system
Manage shop users: Find and view details and information of individual worker activity easier than ever before
Create shop user roles: Assign roles to workers to gain better control over who can do what
Manage shop user roles: Offer access only to relevant functions and information based on the worker duties
On the Software set up tab on the SalesPlay Back Office, you can activate how you prefer to receive the daily sales summary. You can also choose for the log in and log out alerts if you have staff working remotely.
Select notification type as email and enter the email id to receive the notifications
Schedule the time preferred for daily summary to be sent to you
Log in and log out alert
Apply to: chose terminal
The receipt you design using the SalesPlay Back office is what will be issued in the print or e-format when sending the billing details to your customers. Make sure to adhere to the guidelines when uploading images.
Here are the steps you need to follow:
On the same setup menu on SalesPlay Back office,
Chose design receipt tab
Enter the relevant information and check the check boxes according to the requirement
Apply to: select the relevant terminal
Click on the proceed button
This will save all your information.
You can also design the receipt using the SalesPlay POS Mobile app.
Click on settings in the left – swipe menu
Click on Design the receipt
Enter the relevant information
Click on preview to preview the receipt
Select save on the too right hand corner
You are all set to use the POS app. Need help setting up? Reach out to us. Contact Customer Support: