Little nervous about setting up SalesPlay POS system?
Don’t worry, we have got your back!
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.
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.
Now lets see how we can get ready to use the SalesPlay POS
In this article you will see how to set up the following main, common features.
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.
Here are the steps to follow;
Step 1:- Go to the Back office
Step 2:- Select More on the far right corner of the menu bar
Step 3:-Select Profile from the drop down menu
Step 4:- Fill in the relevant details
Step 5:- Click Update
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.
Here are the steps to follow;
Once you are in the Back office
Step 1:- Select More you will come to the page that says software set up.
Step 2:- Select Set up
Step 3:- Manage set up and enter all the details
Step 4:- Apply to: Assign the terminal these details will apply to
Step 5:- Click submit
You can also create web users and POS users. This is where you will find various permissions
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.
Here are the steps to follow;
Step 1:- Load template
Step 2:- Select notification type as email and enter the email id to receive the notifications
Step 3:- Schedule the time preferred for daily summary to be sent to you
Step 4:- click OK
Step 5:-Log in and log out alert
Step 6:-Apply to: chose terminal
Step 7:- Click proceed
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,
Step 1:-Chose design receipt tab
Step 2:- Enter the relevant information and check the check boxes according to the requirement
Step 3:-Apply to: select the relevant terminal
Step 5:- Click on the proceed button
Step 6:- This will save all your information.
You can also design the receipt using the SalesPlay POS Mobile app.
Here are the steps to follow;
Step 1:-Click on settings in the left – swipe menu
Step 2:-Click on Design the receipt
Step 3:- Enter the relevant information
Step 4:-Click on preview to preview the receipt
Step 5:-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: