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Configuration Checklist

Essential setup tasks to get your store ready for business.

Setup Steps

1. Infrastructure

  • Network and payment terminals working
  • Receipt printers connected to registers
  • Cash drawers functional
  • Daily backups scheduled

2. Users & Security

  • Admin account created with new password
  • Staff users created (cashiers, managers, admins)
  • Permission levels set (discount limits, refunds, etc.)

3. Store & Registers

  • Store location configured
  • Register details entered (name, printer, drawer mode)
  • Payment gateway connected (Fortis, Ebiz, or Repay)

4. Products & Pricing

  • Product categories created
  • Products added with prices and barcodes
  • Tax rates configured

5. Payment Methods

  • Cash enabled
  • Credit/debit card processing enabled
  • Gift cards or store credit (if using)
  • Coupons (if using)

6. Testing

  • Test a full sale transaction (add items, discount, payment, refund)
  • Verify receipt prints correctly
  • Test manager authorization
  • Check tax calculation

7. Training

  • Staff trained on login, sales, refunds, and closing
  • Managers trained on reports and discrepancies
  • Admin trained on user and product management

8. Launch Verification

  • All hardware working (no error lights)
  • System performs well (transactions in <2 seconds)
  • Backup completed and tested
  • Support contacts posted at registers

Next Steps