Backoffice setup

Points of sales / Establishments / Devices management | Backoffice

Manage several establishments and points of sale. All the analysis and statistics are then available by establishment and by point of sale, which gives you a global view of your activity. Modify and change the products of each establishment or point of sale in one place, your Backoffice, and in real time !

 

Create a new establishment

  1. From the main screen, click on Points of sale > Establishments
  2. Click on + at the top right corner of the screen and then on Establishment
  3. Fill in the name of your establishment
  4. Click on Validate to confirm the creation

 

Delete an establishment

Deleting an establishment allows you to permanently delete it from your data. Invoices issued from this establishment will still be retained for your accounting.

  1. From the main screen, click on Points of sale > Establishments
  2. Click on the red bin icon Delete of the establishment you want to delete
    To carry out this operation, you must first of all assign the points of sale linked to this establishment to another one or delete the points of sale linked to this establishment.
  3. Click on Confirm to delete this establishment

 

Create a point of sale

The information provided on your point of sale identifies your establishment, they gather the legal information of your company. This information will appear on the receipt tickets or the invoices you give to your clients.

This information is required when you register for the first time. However, you can always return to change these by modifying your point of sale.

  1. From the main screen, click on Points of sale > Establishments
  2. Click on + at the top right corner of the screen and then on Point of sale
  3. Fill in the name of your establishment and all the required information
  4. Click on Validate to confirm the creation of your new point of sale

 

Delete a point of sale

Deleting an establishment allows you to permanently delete it from your data.The invoices issued from this point of sale will still be kept for your accounting.

  1. From the main screen, click on Points of sale > Establishments
  2. Click on the red bin icon Delete of the point of sale you want to delete
  3. Click on on Validate to confirm the deleting

 

Associate a cash register to a point of sale

When you open the app for the first time on you cash register, the app asks you at which point of sale it should be associated. However, you can change the assignment of a cash register at a point of sale when you want.

  1. From the main screen, click on Points of sale > Devices
  2. Modify the point of sale associated to this device
  3. Click on the pen to validate the operation.

You just have to synchronise your cash register for the change to be taken into account on it.

Trick : Name your devices from this screen allows you to find it easily when it comes to getting statistics per cash register or assigning that device to a new point of sale.