HomeSupport Resources

Posted on 14th Sep 2020

Getting Started with MerchantPlay

Once you have signed up with MerchantPlay, the first thing that you should do is to set up your store. To get you going quickly, we have pre-polulated the following data:

  1. One outlet
  2. One register
  3. Two working products
  4. One default quick key layout used in POS screen
  5. One user with default roles that control access to certain system functions
  6. One payment mode named Cash

Setting up your store

  1. From the top menu, click on System -> Layouts
  2. Click Edit
  3. Select the products on the left and add them to the layout
  4. Click Save

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. From the top menu, click on System -> Outlets and Registers
  2. Click Create to add an outlet
  3. Click Edit to name your outlet and enter your outlet details
  4. Click Add Register and a register will automatically be added to your new outlet
  5. Click Edit to name your register and enter your register details
  6. Click Save

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. From the top menu, click System -> Roles
  2. Click Create to add your user roles that control access to certain system functions
  3. Click Users to add your users and fill in their details, and assign a role to each user
  4. Click Save

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

Adding payment modes

  1. From the top menu, click on System -> Payment Modes
  2. Click Create to add your payment modes
  3. Click Save

Finally, when you are ready, upgrade your account

  1. From the top menu, click on System -> Account
  2. Click Activate Plan button below
  3. Make payment

If you need further assistance, please buzz us at help@merchantplay.com. Happy selling!