Table of Contents
How to Integrate with SiteGiant POS
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.
2. Setting up SiteGiant POS from Sales Channels
Step 1: Go into Settings > Sales Channel, and click on SiteGiant POS.
Step 2: Enter the Channel Name and click Connect.
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.
Step 2: Select a Default POS Customer from your Customer List.
📌 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 HERE.
4. Setting Up SiteGiant POS Preferences
Step 1: Go into SiteGiantPOS under CHANNELS, then click on 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.