This guide contains a checklist of all the steps that you need to complete before you can start using Sitoo POS. Go through each step and read more about how to complete each step through the linked guides, found at the far right of each row in the table. Keep in mind that you are likely to have ERPs or other integrations that will integrate with Sitoo. Get in touch with your contact at Sitoo to plan this.
| To do | Explanation | Link |
| Sign agreements with card terminals providers | This should be done as soon as possible if agreements are not already in place. | |
| Send shipping address to start@sitoo.com | In order for us to ship the hardware to your desired address, often the store address. | |
| Send store address to start@sitoo.com | Store address is required to register the control unit at the tax office. | |
| Send invoice address to start@sitoo.com | State the address where you want invoices to be placed. | |
| Create and Apple ID for the store | AppleID + password is used to launch your iPad and download the Sitoo POS app from App Store. | How to |
| Add staff and administrators | Contacts that should be able to administer Backoffice and use Sitoo POS in the store. | How to |
| Add payment method | Add the payment methods that you want to use in the POS. | How to |
| Product Groups & Sales Tax | All products must be linked to a VAT rate, a so-called product group with sales tax. These can be created before the product import. | How to |
| Review general settings | Important settings for price formatting, order confirmation / digital receipts, etc. | How to |
| Build menu structure/categories | Create and structure the navigation that builds the menu structure of your POS. | How to |
| Add Manufacturer | Add manufacturer if available in the product data. It can also represent brands. | |
| Add warehouses | If you have more than one store or warehouse, you should notify Sitoo of this. We'll help you create more warehouses to your Backoffice, and you'll then be able to edit your address information, etc. | |
| Create receipt layout incl. black and white logo (POS profiles) | The POS profiles are the same as each store's receipt and its appearances. | How to |
| Create excel file for import of product data | If you have many products, they can be imported into Sitoo. If you have fewer products, these can be added manually. | How to |
| Import product data | If you choose to import your products, this must be done for them to be visible in your cash register. | How to |
| Import images linked to products | Images can be added manually but also imported. Import requires images and a file with reference between SKU and image. | How to |
| Add product count to your warehouse | The delivery in can be done manually in Backoffice but can also be imported. Requires a file with SKU and stock quantity. | How to |
| Create generic product buttons | If you wish to use a general product in your cash register for sales of unregistered products, such as "Other". | How to |
| Create campaigns | If you want to offer your customers promotions through campaigns you are able to create these in Sitoo Backoffice. | How to |
| Create reports | Create reports in Backoffice to access the data you need for your business. | How to |
| Book training with Sitoo | If you feel the need of an education regarding Sitoo POS this can be booked together with a product specialist for a fee. | |
| Install hardware | Once the hardware has arrived, it can be installed through this guide. | How to |