Pre-Installation Checklist

Agent Name

Store Name

Database Setup

Transfer from previous POS

Please state the name

Maintain inventory

Portal login & password

Employee Setup

Define roles & permissions Create employee & set employee PINs Assign employees to roles

Sales & Promotions

Define item groups (if any) Set up mix & match Set standard discounts Configure sales promotions

System Setup

Set up scan data system Configure e-commerce integration Confirm tax rate as per State & County Set UPC barcode settings EBT Setup

Loyalty Setup

Set up loyalty points earnings Include/exclude department groups Configure points earning on promotions Set up item exclusion rules Define loyalty point triggers Set up API for Moolah Points Verify item return points trigger Import existing customers

Item Related

Assign item shortkeys Organize the keys in order

Customer Data

Prepare customer CSV file

Send a copy to this email

Business Types

CBD Store
Convenience Store
Liquor Store
Smoke Shop

Features

Customer Loyalty
Inventory Management
EDI Invoicing
Gift Card
E-Commerce
Scan Data
Loss Prevention(NVR)
Cashback

AI Features

Support RAI
Invoicely RAI

Resources

Blog
Tools
Videos
Manuals

CONTACT

Tisha Patel

(470) 484-1763
tisha@retailzpos.com

Contact

Sales: (888) 342-5659
Mail: sales@retailzpos.com

Company

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Pre-Installation Checklist

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