SuitePOS for Salesforce Administration Guide
Implementation
Implementation is "guided" by SuiteRetail and performed by the customer in accordance to the Project Plan we introduce to you at kick-off. After you have...
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Access
There are two components to the SuitePOS app. The Apple iOS app, which is run on your Apple device and sync's data to/from Salesforce. There...
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Stores
Stores are used to define store locations, sub-store locations or inventory locations. Store(s) are assigned to specific terminals(s)in order to identify the terminal's physical location. Here you...
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Settings
Settings are a very powerful part of the system, allowing to centrally control and configure a group of Terminals. Terminals are attached to a Settings...
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Products Available for Returns
When a product is returned, you can select an existing sale but only return the products purchased. On the Settings record (which is tied...
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Terminals
Terminals are used to define characteristics of a single terminal: Store Setting Printer IP Address Camera Scanning Each terminal must be assigned a Settings record;...
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Taxes
Note: Avatax is a add-on module Tax codes are used to record taxes on transactions for tax filing and/or integration purposes. For the most...
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Units of Measure
Units of Measure enable you to define and display units at the Product level. For example, if you sell a Product by the Ib, you...
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Shifts
Shifts are useful option for keeping a track of your cash drawers and Clerk activity. When a Clerk first logs in to the POS...
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Transactions
Transactions represent sales and refunds that have been made. A physical receipt image is automatically attached to each transaction for archiving purposes (and signature...
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Transaction Lines
Transactions consist of at least one or more transaction lines. Transaction lines represent details, such as quantity, pricing and description, of the products sold.
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Transaction Payments
This details the applied payment(s) and methods for the Transaction sale or refund.
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Transaction Gift Card Payments
Note: Gift Cards is a add-on module A Gift Card can be used as a payment option in POS. When a Gift Card is used...
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Restrict Product Stores
This is used to restrict Products to specific Stores. Default is "All Stores". To restrict Products, you simply add in Store(s). Products that are not...
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Restrict Product Terminals
This is used to restrict Products to specific Terminals. Default is "All Terminals". To restrict Products, you simply add in Terminal(s). Products that are not...
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Promotions
Note: Promotions is a add-on module Promotions are a powerful feature that allow you to define time, product, automatic and more complex discounts. You can also...
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Dynamic Options
Dynamic Options is a feature that guides you through a configuration process for the purposes of "kitting". This makes the POS a lot easier (and...
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Restrict Promo Stores
This is used to restrict Promotions to specific Store(s). Default is "All Stores". To restrict Promotions, you simply add in Store(s) and any Terminal that...
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Valid Promotion Products
This is not applicable for Whole Order Promotions because they apply to the entire order. Item/Product level Promotions can be applied to Product(s) or Product...
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Gift Cards
Note: Gift Cards is a add-on module You first sell a gift card in the POS and load the card with the card number and...
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Multi-Organization
Note: Multi-Org is a add-on module Organizations (as opposed to store locations) are typically used to segregate your transactions (for reporting and analytics) into separate...
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Valid Dynamic Option Products
TBA. This is not applicable for Whole Order Promotions because they apply to the entire order. Item/Product level Promotions can be applied to Product(s)...
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