Point of Sale App
How to setup your hardware.
Connect your card machine with integrated payments.
App customisations - From Settings then Customisations, amend customisations as required, from enabling item discounts to automatically logging out after every sale.
Point of Sale App Tips
Need to check stock levels on the app? - Add an item to the order then tap the tile on the right hand side order view. You'll be able to see stock levels across all stores and stock levels for all variants within the product.
Need to process a refund or exchange but the customer has lost their receipt? - Add an item to the order then tap the tile. Select the sales history button in the bottom left, this will take you to a filtered sales history page that only includes sales that contain that item. To filter down further, use the date range control if the customer roughly knows when they purchased the item.
If the customer does have their receipt, scan the barcode at the bottom of the receipt and the order will be retrieved.
Receipts
Printed receipts
Add your VAT number from the Back Office > Settings > My account.
Add your store information from Back Office > Settings > Stores.
Add a logo from the same store page, a default template is setup for you. You just need to add the logo. There's an option to include footer text, you may wish to add information about your return/exchange policy.
Email receipts
From the Back Office > Settings > Customisations, upload a colour logo, set your colour scheme and add your website and social media URLs. This information is used for email receipts, online order confirmation, and purchase order PDF's.
Payment Methods
From the Back Office > Settings >Payment Methods, enable the payment methods you require.
Gift Cards
Once gift cards have been created in the back office, either print them to an A4 printer, or choose our plastic card partner to print professional gift cards. Gift cards can be added as a quick key for easy access. Tap the gift card tile and scan or enter the barcode. Gift cards are not active until they have been sold so don't worry if some are stolen/lost.
If you are using plastic gift cards, we recommend not assigning a value to each so that they can be topped up and reused. A top up option is shown when the gift card is first created. When you scan the gift card on the point of sale app, you'll be prompted to enter a value.
Updating Stock Levels
Once all your data has been imported, we recommend performing a stock take just before go live so your stock levels are as accurate as possible. Here's help guides to create and perform a stock take from both the back office and the stock control app:
Perform a stock take from the back office
Perform a stock take from the Stock Control app (we recommend the Sunmi L2S Handheld device for this)
Adding New Stock
To manually add stock, go to the product section then + PRODUCT. If your products have sizes or colours .etc, select the product type as a variant product. Enter the basic information displayed and click save. Additional fields will then be available to specify where the product is to be sold, the cost, price, model number and quantity .etc.
More often than not, you'll need to add a large number of products for the new season. We recommend using the product import feature. The help guide has come handy do's/don't tips on how to add your data.
Getting to know the Saledock System
We've put together a series of help guides for different areas of Saledock. Help guides include both written guides and videos. Here's some areas which may help you get started:
How to use the Point of Sale app
Connect Xero to Saledock
Printing barcode labels and connecting the Dymo LabelWriter
How to use Saledock reports
Chosen the Saledock Pro Plan? - Learn how to setup and use loyalty and rewards
The help guides are also available from the help section of the live chat which is available in the bottom right of the back office. Alternatively, access the Help Guides from any browser