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home:knowledge_base:sitegiant:sales_channels:sitegiant_pos_integrate [2022/07/01 09:33] – created webstationhome:knowledge_base:sitegiant:sales_channels:sitegiant_pos_integrate [2022/07/01 09:55] (current) webstation
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 ===== 1. Introduction ===== ===== 1. Introduction =====
  
-You can now set up SiteGiant POS as one of your Sales Channels. SiteGiant POS allows you to sell products directly from your storefront without the need to create manual orders from SiteGiant ERP.+You can now set up SiteGiant POS as one of your Sales Channels. SiteGiant POS allows you to sell products directly from your storefront without the need to create manual orders from SiteGiant ERP. \\  
 + 
 +---- 
 + \\  
 +===== 2. Setting up SiteGiant POS from Sales Channels ===== 
 + 
 +**Step 1:** Go into **Settings** > **Sales Channel**, and click on **SiteGiant POS**. 
 + 
 +{{ :home:knowledge_base:sitegiant:sales_channels:sgpos_addchannel.mp4?direct 750 |SiteGiant POS}} 
 + 
 +**Step 2:** Enter the Channel Name and click Connect. 
 + 
 +{{:home:knowledge_base:sitegiant:sales_channels:sitegiant_pos_connect_saleschannelname.png?400|}} 
 + 
 +---- 
 + \\  
 +===== 3. Setting Up Default SiteGiant POS Customer ===== 
 + 
 +**Step 1:** Go to **Settings > Sales Channel > Authorized Channel**, then click on the **Settings** button for **SiteGiant POS**. 
 + 
 +{{ :home:knowledge_base:sitegiant:sales_channels:default_sitegiant_pos_customer.mp4?direct 750 |SiteGiant POS CUSTOMER}} 
 + 
 +**Step 2:** Select a **Default POS Customer** from your Customer List. 
 + 
 +{{:home:knowledge_base:sitegiant:sales_channels:default_sitegiant_pos_customer.png?direct 600|Default SiteGiant POS Customer}} 
 + 
 +📌 **Note: Default POS Customer** is to link to a customer profile, not Customer Group. 
 +All orders placed from SiteGiant POS will be posted under the selected Default POS Customer.  
 +If you do not have any customer profile created, you can refer on how to create a customer profile by clicking [[https://support.sitegiant.com/knowledge-base/how-to-add-and-manage-customer-account/#add-customer|HERE]]. \\  
 + 
 +---- 
 + \\  
 +===== 4. Setting Up SiteGiant POS Preferences ===== 
 + 
 +**Step 1:** Go into **SiteGiantPOS** under **CHANNELS**, then click on **Preferences**. 
 + 
 +{{ :home:knowledge_base:sitegiant:sales_channels:sitegiant_pos_preferences.mp4?direct 750 |SiteGiant POS Preferences}} 
 + 
 +**Step 2:** Enable the **Rounding Adjustment** and **Payment Settings** based on your preference. 
 +(The Receipt Templates function is still being developed. Will be available in the near future) 
 + 
 +**Step 3:** Once you have done setting up the Preferences, click on **Save**. 
home/knowledge_base/sitegiant/sales_channels/sitegiant_pos_integrate.1656667996.txt.gz · Last modified: 2022/07/01 09:33 by webstation