How to Ensure a Successful Implementation
We've collected together a few tips and a checklist for getting a live store up and running. Starting with a fresh account, follow these steps to get the most from your Bluestore Live subscription.
View the first part of this tutorial here: 'Setting Up Your Back Office Console'.
Tutorial 2 : Install the POS Terminal Client
The POS terminal consists of a local client that can run independently from the back office console. This gives your store the ability to run just as well when there is no internet connection and brings a higher level of resilience in busy stores.
The POS client is constantly communicating back and forth with your back office so, while you are connected to the internet, you will be seeing your reports updating in real time and will have full visibility of stock and sales across your estate.
To set up a computer as a POS terminal, follow the steps below:
1. Prepare the store and download the POS client
- On the terminal machine, log on to the back office console and navigate to Stores - Stores & POS Terminals.
- Edit the demo store and change the name, address etc to your own. Set the local currency of the store and the default cash tender. If you do business in a country where tax is added to the sale price (rather than included in it) then un-tick the 'base amount includes tax' tickbox. Save your changes.
- Click the 'Download Bluestore POS' button and you will be guided through the downloader wizard.
- The download of the client will then start. It can take from one to fifteen minutes depending on where you are in the world - you'll see a progress bar during this time.
- Once the download is complete, the installer will start automatically. Follow the prompts to install the client.
- The POS terminal is now installed and we can start using it to create some test sales.
2. Start up the POS client
- Locate and double click the newly created desktop shortcut for Bluestore Live POS or run the application from it's download destination for Mac/Linux (usually your Applications folder).
- A splash screen will indicate that the client is starting and, once complete, it will attempt to connect to the remote hub and download the initial data for your store. The client needs an internet connection the first time it starts up but thereafter can be started and run even if it is offline.
- If it connects to the hub ok, the status light will turn from orange to green and the data download will begin - it should only take a few moments, especially with a small amount of data.
- Once the login screen appears, press the 'users' button, select your user and enter the passcode you created earlier in tutorial 1.
- Select the menu option 'drawer' (this will usually be the default opening screen anyway) and 'Open Terminal'. The system will ask you for an opening drawer float amount, enter an amount and click ok.
- The terminal is now ready to use.
The third part of the checklist will take you through 'Setting Screen Size and Adding Hardware'.