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Getting Started with MerchantPlay

Posted on 6th Feb 2015 in Support

Getting Started with MerchantPlay

Once you have signed up with MerchantPlay, the first thing that you should do is to set up your store.

Setting up your store

  1. In the menu bar, click ‘Settings’.
  2. Click ‘General’.
  3. Fill in your store details
  4. Click ‘Save’ to save the record.

Once you have set up your store, you should set up your outlets and registers. (The number of registers you can add depends on the paid plan you have signed up.)

Setting up your outlets and registers

If your business has more than one store, setting up extra outlets tells you how much stock you have in each outlet and helps you to effectively manage your inventory, perform stock takes, stock transfers, track your sales, and more.

  1. In the menu bar, click ‘Settings’.
  2. Click ‘Outlets and Registers’.
  3. Click ‘Create’ to add an outlet.
  4. Click ‘Edit’ to name your outlet and enter your outlet details.
  5. Click ‘Add Register’ and a register will automatically be added to your new outlet.
  6. Click ‘Edit’ to name your register and enter your register details.
  7. Click ‘Save’ to save the record. 

Next, you have to create your user roles (example: Store Manager) and add your users in the application.

Creating user roles and adding your users

  1. In the menu bar, click ‘Settings’.
  2.  Click ‘Roles’.
  3. Click ‘Create’ to add your user roles and you can control each role’s access to the application.
  4. Click ‘Users’ to add your users and fill in their details. Assign a role to each user.
  5. Click ‘Save’ to save the record.

 Lastly, you have to add the payment modes that your store will be accepting from your customers.

Adding payment modes

  1. In the menu bar, click ‘Settings’.
  2. Click ‘Payment modes’.
  3. Click ‘Create’ to add your payment modes.
  4. Click ‘Save’ to save the record.

If you need further assistance, please buzz us at support[at]merchantplay.com. 

 

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