Setup
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      1. Help Center
      2. Point of Sale
      3. Setup

      Point of Sale Setup Guide

      Get your Workstand POS up and running as soon as possible.

      Get Started Import Your Customer List
      Set Up Payments Set Up User Accounts
      Store Location & Sales Tax Supplier Integrations Set Up
      Inventory Set Up  

      Get Started

      • The following settings must be configured in your Workstand Admin account.
        • Login to your Workstand Admin account  "yourbikeshop.com/admin".
          • For Example, the login address for The Best Bike Shop, whose web address is www.bestbikeshop.com, would be "bestbikeshop.com/admin".
          • If you are still onboarding, your login address will follow this template: "temp1234.smartetailing.net/admin". 
            • "1234" is your Merchant ID, which you can get from your onboarding rep if you don't know it. 

      Set Up Payments

      • Taking payment is one of the most fundamental aspects of using your point of sale and we partner with Stripe to offer integrated credit card processing.
        • Cash and check are pre-configured as in-store payment types so do not need to be set up.
        • In your Workstand Admin go to Settings > Commerce > Payment Settings and click "Start connection process" in the Stripe box.. Learn more about Stripe Payment Processing
          • If you already have a Stripe Connect account, follow the directions here to connect it. 
            • A Stripe Express account will not work. If you have one, you'll need a different email address for your Stripe Connect account
        • Login to your Stripe account to order the BBPOS WisePOS E reader. *Other readers will not work with Workstand POS*
          • It takes all modern payment types including tap and mobile (Google Pay, Apple Pay).
          • There is an optional charging dock available for purchase as well. 
        • Add additional custom in-store payment types if desired.

        Store Location & Sales Tax

        • Navigate in Admin to Settings > Website > Store Information > Store Location and add/confirm your location information.
        • After setting the location(s), navigate in Admin to Settings > Commerce > Sales tax and enter the sales tax percentage for that location.

        Inventory Set Up

        • If migrating from a compatible POS, the easiest way to import your inventory will be to set up POS Sync and map your products to our catalog. 
          • Find instructions for setting up POS Sync here.
          • Although not required, we recommend you audit the list of products in your current POS without UPC or part numbers since each SKU could be a product with inventory. 
            • To view and download this list, click “Review POS data errors” on your Workstand Home screen under "Key Tasks"

         

            • Use the SKUs in the downloaded list to search for items in your previous POS with inventory.
              • For products with a positive quantity on hand, add the UPC (GTIN) or MPN.
          • Some products will still need to be manually created.
            • We can help you determine which products these are and we'll work together on the list to get your current inventory into Workstand.
          • Once you've migrated all desired product data into Workstand POS you'll disconnect your previous point of sale to finalize your setup. Let us know when you've done this.
        • If you do not have a compatible point of sale follow the instructions to Import Point of Sale Inventory  to get your current inventory in our system. 

         

        Import Your Customer List

        • Click here for details on using our customer importer to add your customers to Workstand.

           

          Set Up User Accounts

           

          Supplier Integrations Set Up

          • Workstand integrates with many brands and suppliers to make special orders and purchase orders easier for you.

            • Configure your current suppliers under Settings > Suppliers > Supplier Accounts

            • Select all your suppliers under Settings > Suppliers > Supplier Sync

          This completes the basic set up for your point of sale! Learn how to use the tools in store on our Quick Start Guide.