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Setting up the POS

Last updated 29/01/2021

Required steps to set up the POS.

Overview


The POS, or point of sale, works in the browser and offline or online. Before you can start using it, however, you need to complete a few setup tasks. This enables the POS to work offline.

Finding your POS ID and POS Key


  1. While logged in as an Administrator, select your username in the top right corner and then select Settings.
  2. From the POS menu, select POS Settings.
  3. Record your POS ID and POS Key, found at the top of the screen.
  4. If you are setting up the POS for the first time, you may wish to change the default server password to something unique.

Setting up the POS


  1. From the main left navigation in Cin7, select Sales, then select POS.
    Alternatively, you can select the direct URL: https://pos.cin7.com/Cloud/POS/Client3/pos.html.
  2. This opens the POS in a new tab.

    Bookmarking the POS

    The direct URL to the POS is static which allows it to be easily bookmarked. This means POS-only users will not need to log in to Cin7 in order to access the POS in future.

  3. If the POS has never been set up before, you will be presented with the following three fields:
    • Enter the POS ID and POS Key that you noted earlier.
      Note: This is not your email address and password.
    • Enter a Register Code.
      This can be anything you like but must not have been used by other registers in your company. A register code identifies the specific POS device that you are using.
  4. Once complete, select Save.
  5. The POS will begin syncing with Cin7.

Once synced, you will be taken to the standard login screen which has fields for username and password.

Logging in to the POS


To log in to the POS:

  1. In the login screen, enter the first part of the email address associated with your account (e.g., for "john@example.com", just enter "john").
  2. Enter the password for your account.
  3. Select Login or press the enter key.

FAQs

Do all users of the POS have to have a user account?

Yes. Every user must have a user account (and an email address) to enter the POS.

How do I customize POS receipts?

This can be done using the Receipt Builder. See the Customizing and Updating POS Receipts Help article for additional information.