Getting Started Guide – SaasyPOS

Welcome to the Saasy Family! We're glad you're here.

In this document, we will discuss the necessary steps start to finish for setting up your connected business. From completing the signup process to processing your first sale. We will go through every step to make sure you're aware of whats needed to complete the signup and account creation process.

Step 1: Creating your account

Navigate to our Signup Page and select the plan that fits your needs
- Link: https://saasypos.com/
Fill out the required information pertaining to the Business
Fill out the "Tell us about yourself" information
- Agree to the Terms & Conditions, and EULA agreement to proceed
Select any Hardware or Accessories you may need
- The Pax E700 Unit is an all-in-one device designed for retail shops
- Quantity can be selected on Check Out page
Confirm the Number of Locations
Confirm the Quantity of any Hardware selected
Select Subscription Term (Yearly/Monthly)
Proceed to checkout

Now your account build out will begin. You will receive two emails from SaasyPOS. The first will have an activation link which you will need to click on and the second will be a "Welcome" email informing you that your account is ready for use.

Please allow between up to 10 minutes for the emails to be sent. Be sure to check your Junk/Spam boxes.

Step 2: Setting up your account

Use the Sign In link provided in the Welcome email to access your account for setup.
Complete your Business Setup by following the wizard
- Enter Business Information
- Create the Primary Location
- Create additional users
- Set business rules and configurations
Complete the Merchant Application form for Credit Card Processing

Welcome to Dashboard!

Step 3: Adding Inventory

Navigate to Inventory then select Products
Follow steps 1-4
- Add a Department
- Add a Category
- Add a Manufacturer
- Add a Vendor
Navigate back to Products
- Select Add Product
- Enter product information into template

Step 4a: Connect your Pax E700 to your Business

Open the SaasyPOS application
Sign in with your business login
Follow wizard for register setup
- Step 1:
  - Select the Business & Location from the drop down
  - Select the Register or add new register if there isn't one
    - ie. POS1
    - Note: VTI = Video Text Insertion: SaasyPOS can overlay transaction information with compatible CCTV systems to offer enhanced connectivity between your POS and CCTV Solution. For more information please email us at (NEW LINK HERE)
- Steps 2-8:
  - Confirm previously configured business settings for register
- Step 9:
  - Electronic Tender Configuration
    - For PAX E-Series Devices (Pax E700)
      - Select "Electronic Tender Type" drop down
      - Select "PAX"
      - Tap "Next"
- Step 10:
  - Enable/Disable CC Service Fee (if applicable)
    - The credit card service fee feature allows merchants to pass along their credit card fee to their customers to reduce the amount of credit card fees the merchant pays for processing card payments. There are special rules surrounding this feature to remain PCI/DSS Compliant and signs that must be present at the Point of Sale for consumers to see.
    - Contact SaasyPOS Support for more information.
  - Tap Save

Step 4b: Connect your iOS or Android Tablet to your Business

Download and Open the SaasyPOS application
- iOS Download
- Android Download
Sign in with your business login
Follow the wizard for register setup
- Step 1:
  - Select the Business & Location from the drop-down
  - Select the Register or add a new register if there isn't one
    - ie. POS1
    - Note: VTI = Video Text Insertion: SaasyPOS can overlay transaction information with compatible CCTV systems to offer enhanced connectivity between your POS and CCTV Solution. For more information please visit our sister organization. https://texasrms.com/citadelcameras/
- Steps 2-8:
  - Confirm previously configured business settings for register
- Step 9:
  - Electronic Tender Configuration
    - For iPad/Android Tablets
      - Select "Electronic Tender Type" drop down
      - Select "DC Direct"
      - Enter Payment processor information
        
        Proceed to "Next" if information isn't available
      - Tap "next"
- Step 10:
  - Enable/Disable CC Service Fee (if applicable)
    - The credit card service fee feature allows merchants to pass along their credit card fee to their customers to reduce the amount of credit card fees the merchant pays for processing card payments. There are special rules surrounding this feature to remain PCI/DSS Compliant and signs that must be present at the Point of Sale for consumers to see. Contact SaasyPOS Support for more information.
  - Tap Save

Step 5: Using your Pax E700 or iPadOS/Android Tablet

Take some time to navigate the program and familiarize yourself with the different menus. Below is a brief explanation of what each sub-menu offers and how they relate to each other.

Customers
- Select and Add new customers to your system from this menu
- Start invoices with customers directly from this sub-menu
- View customer details
- View customer purchase history
- Edit customer information
Invoices
- See all Sale/Void/Return Invoices that have from this page
- View Invoice Detail
- Issue Invoice Return
- Reprint Invoice
- Recall Drafted Invoices
Discounts
- Configure Item/Invoice Discount amounts/percentages
Cash Management
- Add Till
  - Allows User to add a numbered Till with its starting amount to the register.
- Remove Till
  - Allows User to pull a numbered Till and its full value out of the register.
- Payout
  - Allows User to issue a paid out directly from Point of Sale to 3rd party services
- Pay In
  - Allows User to add money to the Point of Sale and have it tracked
- Cash Drop
  - Allows User to Drop Cash out of the drawer and logs it into the system
- Cash Count
  - Allows User to count the amount of cash in the register to confirm overage/shortages throughout the day.
- Reset Drawer
  - Resets the current cash drawer reading to Zero Dollars ($0).
    - Use with caution
Create Invoice
- Where most of the users time will be spent
- Design a page that works for your business
  - Quick add buttons for:
    - Products
    - Departments
    - Discounts
    - Customers Page
    - No Sale
    - and Much More!
- Use the red trashcan to void entire sales
- Use the Save icon to put an invoice on hold
- Select customers from the "Cash Customer Drop Down" or Customer Page quick button
- Complete a sale by tapping "Charge" and tendering to the preferred method of payment
Inventory
- View current inventory levels
- View product details
- View products by Department/Manufacturer/Vendor
Settings
- Adjust register-specific settings such as:
  - Printing
  - Cash Drawer usage
  - Tender configuration
  - Credit Card Service Fees
  - and Much More...

Step 6: Using Dashboard

Take some time to navigate the SaasyPOS Online Dashboard. Business owners will use this to add/edit/delete products, run business critical reports, view/edit/add/delete customers, view invoices, and adjust business rules/settings. Below we will provide a brief description of each of them menus within the Business Dashboard.

Dashboard Home Page:
- Provides quick overview of business stats
  - Sales
  - Customers
  - Average Sale Amount
  - Top Products
Inventory:
- Provides sub-menus for viewing & configuring inventory
  - Inventory Report
    - Overview of the current state of the locations inventory status
  - Products
    - Ability to add/edit/delete products
  - Departments
    - Ability to add/edit/delete departments
  - Categories
    - Ability to add/edit/delete categories
  - Manufacturer
    - Ability to add/edit/delete manufacturers
  - Vendors
    - Ability to add/edit/delete vendors
  - Inventory Count
    - Allows user to perform bulk inventory updates based on physical store count
  - Inventory Adjustment
    - Allows user to adjust single product quantity
Reports:
- Sales Reports:
  - Daily Sales Report
  - Hourly Sales Report
  - Return Report
  - Department Sales Report
  - Credit Card Sales Report
  - Credit Card Summary Report
  - Sales Tax Report
  - Tender Report
- Vendor:
  - Vendor Report
- Financial Reports
  - Daily Money Report
Customers:
- User can View/Add/Edit/Delete customers
- Customer accounts from online and in-store show here
- Customer account information syncs for all purchases regardless of the channel they purchased through.
Sales Invoices:
- User can View/Search invoices and invoice details
- User can pull up original copies of the transaction receipts
Settings:
- User can View/Edit/Update information for the Business and Users

Thank you for choosing SaasyPOS and reviewing our Getting Started Guide! Please refer to our Support Page or contact us should you have any questions!

Related articles