First Steps: Point of Sale Cloud (POS)

This article explains how to use the SumUp Point of Sale (POS) Cloud. The instructions are structured as followed:

  1. Login
  2. Create and modify articles
  3. Add employees
  4. Create an individual receipt layout

 

1- Login

Open any browser on your laptop or tablet and open the POS Cloud website on pos.sumup.com. Log yourself in with your account details provided in the "quick-start guide".

In the cloud you can switch from your "Dashboard" to your "Master data" and to your "Reporting":

  • The Dashboard gives you a general overview of several ad-hoc reports for specific time periods. For instance, you can easily compare your last week's revenue with this week's.
  • In the Master Data tab you find all settings that are relevant for your day-to-day business. Here you can create new articles and article groups, define prices for each product, design the layout for your order screen and for your receipts and create new accounts for your employees.
  • The Reporting tab shows you detailed information on all relevant business measurements such as transactions ("How many articles did I sell?") and revenue („How much revenue did I create with a specific article group?“).


  

2- Create and modify articles

To create an article first click on "Master data". Here you have several sub-menus such as "Articles", "Article groups", "Order screen", Employees" and "Receipt-layouts".

 

2.1 Create article groups

Every new article has to be added to an article group. This requires creating an article group in the first place. Open the sub-menu „Article group“.

  • Hint: To create article groups faster you can simply open the list view and edit the lowest row and its specific fields.
  • Hint: Changes are applied in the POS App only after loading the shop data in the app's admin menu.

 

2.2 Add articles

After having added a new article group „Office equipment“ open the sub-menu „Articles“. You can add new articles by clicking in the blue "+" button in the lower left and right corners of the list.

The detailed view of the article contains the following information:

  • Hint: You can add an article even faster in the list view by simply adding a name and a short name in the respective fields in the lowest row.
  • Hint: Changes are applied in the POS App only after loading the shop data in the app's admin menu.

 

2.3 Modify Order Screen

The middle column in the POS App is your personalised order screen. From here you can pick articles and add manual entries. You can add articles or article groups to the order screen in the POS Cloud sub-menu "Order screen" in the "Master Data" tab.

  • Hint: Changes are applied in the POS App only after loading the shop data in the app's admin menu.

 

3- Add employees

With the SumUp POS system you can create as many employees as you wish. This allows you to measure revenues and product sales by employee. Furthermore, you can endow each employee with specific rights, so that e.g. one user can conduct the business day closing and/or conduct reversals.

Please open the "Master Data" and then click on "Employees" in the SumUp POS Cloud. You can now create new employees by clicking on the blue "+" button. It is also possible to modify existing employees by clicking on the "Edit" symbol.

Enter first and last name as well as a 4-digit Login PIN with which employees can log themselves in the POS App.

The employee group defines the rights that each employee in this group has. By default there are two employee groups: "Leading employees" and „Employees“. As opposed to a "regular" employee the "Leading employee" has following privileges:

  • start and close business days
  • print the Z-report
  • view all transactions conducted on this business day in the POS App
  • open completed transactions and void transactions
  • delete print jobs
  • re-print print jobs of the same business day

After having adjusted the settings you can press the blue "Save" button.

  • Hint: For a faster creation of employees use the list view as described before.
  • Hint: Changes are applied in the POS App only after loading the shop data in the app's admin menu.

 

4- Create an individual receipt layout

You can design your own receipt layout. Click on the tab "Master data“ and open the menu "Receipt layout". Click on the "Edit" button.

  • Hint: Please do not change the layout name.

On the right side you can see a preview of the current receipt layout. On the left side you will see a set of available standard modules which you can insert into the receipt layout by drop-and-dragging it there.

As soon as you are satisfied with the new layout save it by clicking on the blue "Save" button.

  • Hint: Changes will be applied when you load your shop data in the POS App the next time. 
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