Add a point of sale store to your RetailOps account

The RetailOps web app POS is a point of sale system that you can use to sell your products in person. The web app is full featured and ideal for physical stores, while the iOS POS tool is great for pop-ups, festivals, fairs, and more. To learn more about the iOS POS app, read more here: Point of sale orders via RetailOps iOS App

To add a Point of Sale store to your existing RetailOps account, please review the steps below.

Checklist:

Payment Processor
Hardware
Create facilities, zones, and containers
Print badges (optional)
Set up cash trays (optional)
Training

Payment processing

RetailOps presently supports Authorize.net and PayJunction for Point of Sale. If you plan to enter card details manually, please set your Authorize.net account to "Card not present". If you plan to use a USB card swiper listed below, please set your Authorize.net account to "Card Present". Please contact RetailOps Support to set up a new Authorize.net account with your RetailOps account.

If you do not plan to use Authorize.net or PayJunction and will be processing payments outside of RetailOps, you can take advantage of the "Record External Charge" feature. This allows you to record information about the payment, and continue processing the order. You'll find this option after selecting any card payment selection (ie: "100% card") in the payment screen.

Point of Sale Hardware

With RetailOps 2.6.3 and above, you have two options for your POS hardware setup:

Computer workstation - Ideal for stationary registers, easy setup and maintenance
iPad Workstation - Sleek look, easy to operate

Recommended hardware for computer based POS setup

Basic PC or Mac workstation to process POS orders, running Chrome browser
- *If primary workstation is a Mac, you will also need a basic PC to run RetailOps Connect for the receipt printer and cash drawer
Certified Bluetooth Barcode Scanner (Model TBD) or other supported USB Barcode Scanner listed here: Supported Hardware
Star Micronics TSP100 Receipt Printer
Star Micronics CD3-1616 Cash Drawer
Label printer for labeling/repricing product in store - Zebra GK420D
Optional: Programmable USB Card Swiper

Recommended hardware for iPad based POS setup

12.9 inch iPad Pro
Windfall Checkout Stand for iPad Pro
Bluetooth Barcode Scanner (Model TBD)
Star Micronics TSP100 Receipt Printer
Star Micronics CD3-1616 Cash Drawer
Basic Windows 10 PC workstation to run RetailOps Connect for receipt printer
Label printer for labeling/repricing product in store - Zebra GK420D

Please note: RetailOps supports all line-mode printers from Star Micronics. RetailOps also supports any cash drawers compatible with such printers. (*The Star Micronics mPOP printer is not supported at this time.)

Facility, Containers, and Inventory

Facility

When adding Point of Sale to your current RetailOps account, there are several different ways to configure your store facility:

Create a new facility
Create a new zone within an existing facility
Sell POS items from the warehouse

Creating a new facility for POS orders is the most common and preferred method, please contact RetailOps Support if you're unsure which option will work best for you.

Learn more about Facility and Zone creation here: Manage and Create Facilities and Zones

Containers and Inventory

RetailOps offers several different types of inventory containers. For Point of Sale, we recommend using "Store Only" containers. The benefit of using a "Store Only" container in your POS facility is prevention of double-selling the same unit of inventory online and in your store.

Store only. These locations are used only for Point of Sale transactions. This inventory is not considered pickable, but is available for POS sales.

If you would also like to ship orders from your POS Store facility, you may create "Pickable" inventory containers, which will also be available for sale on your website/sales channels. Learn more about container types and container creation here: Create New Inventory Containers

Badge Printing

User badges make logging into the Point of Sale tool simple and quick. By default, the RetailOps POS tool will log users out of the POS after each transaction. (To disable this, please select "Disable POS Auto logout" in RetailOps System Config) To learn more about printing user badges for login, check out this article: Print User Badges

Cash Tray Management

If you'd like to accept cash in your store, you may track cash transactions using Cash Trays. To learn more about cash tray management in RetailOps, check out this article: Cash Tray Management