How to Manage Set up on SalesPlay POS

SalesPlay
Nov 16 2021

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. 

 

SalesPlay POS – App overview

  • 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.

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. 

  

  1. Manage User Profile 
  2. Manage Set up 
  3. Manage Notifications 
  4. Design receipt 

 

1. Manage user profile

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. 

 

2. Manage set up

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 

 

Web users: 

  • 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 

  

POS users: 

  • 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 

 

3. Manage Notifications settings

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 

 

4. Design receipt on Back office

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. 

 

Design receipt on SalesPlay POS app

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:

 

[email protected]