1. START HERE

The following is the sequence of steps when taking Solteq Commerce Cloud into use. The steps can be done by either Solteq experts or our customer, as agreed.

1. Establish the company in the Back Office (done Solteq)

2. Install POS software to the workstations.

3. Connect the required devices (receipt printers, payment terminals) to the workstations.

4. Set up the store(s) and workstations(s) in the Back Office.

5. Define the administrator users and invite them as users to Solteq Commerce Cloud.

6. Design the category structure.

7. Create the category structure.

8. If Stock Handling is in use, create the Stock(s).

9. Create products (either individually or with Excel import) or stock items (either individually, by using transaction orders, or with Excel Import).

   • If Stock Handling is in use, creating stock items first is recommended.

10. Define payment method settings for the workstations.

11. Create the POS layout(s) and tiles for workstations.

12. Define settings for the POS Layout.

13. Define settlement settings.

14. Define store-specific receipt settings.

15. Create POS users (as well as other required user groups/users).

16. Define price lists and/or discounts (not mandatory).

17. If Accounting is in use, create accounts and accounting rules.

18. Get acquainted with different reports.

19. Before any sales activities:

    • perform daily cash settlement (for cash amount 0)

    • generate a Z-report (with zero sales and transactions)