Pre-Installation Checklist
Agent Name
*
First Name
Last Name
Store Name
*
Database Setup
Transfer from previous POS
*
Please Select
Yes
No
POS Name
*
Portal Details
*
Maintain inventory
*
Please Select
Yes
No
Store Open Time
*
Hour Minutes
AM
PM
AM/PM Option
Store Close Time
*
Hour Minutes
AM
PM
AM/PM Option
Employee Setup
Define roles & permissions
Create employee & set employee PINs
Assign employees to roles
Create Employee
*
Sales & Promotions
Define item groups (if any)
Set up mix & match
Set standard discounts
Configure sales promotions
Item Related
Assign item shortkeys
Organize the keys in order
Loyalty Setup
Set up loyalty points earnings
Include/exclude department groups
Configure points earning on promotions
Set up item exclusion rules
Define loyalty point triggers
Set up API for Moolah Points
Verify the item return points trigger
Import existing customers
Customer Data
Prepare customer CSV file
System Setup
Set up the scan data system
Configure e-commerce integration
Confirm tax rate as per the State and County
EBT Setup
Note
Send a copy to this email
example@example.com
example@example.com
Submit
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