Flax POS Initial Setup Guide

11. joulukuuta 2024

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Flax POS Initial Setup

  1. Open the App Store
    • Go to the Back Office.
    • Open the App Store.
  2. Install the Applications
    • Search for the GoERP POS Configuration, POS & POS Login.
    • Click on Install to add the applications to your account.

  1. Create an Account in POS
    • Open the POS login application
    • Modify the URL extension from “login” to “register.”

  • Fill out the sign up form and click the register button

  1. Reset Password
    • After registering, change the URL extension from "register" to "login."

  • Click the reset password button from the login page.

 

 

  • Enter your email address and click the "Request Secret Key" button to reset your password.

  • An email will be sent to the user with a reset key, allowing them to set a new password.

  • The "Secret Key" field is where you enter the reset key sent to the user's email. After setting the new password, click the "Update Password" button and proceed to log in.

  • Important Note: If you did not receive the secret key, please let us know and we will provide it to you.

 

  1. User Groups Setup in Back Office
    • Open these two user groups
      • app-public-548e3988-13b0-4ab3-9663-81f727d5cd11
      • app-b2b-548e3988-13b0-4ab3-9663-81f727d5cd11

  • Make sure the following settings are enabled for this user group app-public-548e3988-13b0-4ab3-9663-81f727d5cd11 
    • User group is authorized to
      • Activate promotions for locations
      • Change POS version (Brazil POS only)

  • Main modules: sales, purchase and inventory documents
    • Quotes
    • Sales orders
    • Invoices
    • Purchase invoices
    • Purchase orders

  • Other main modules
    • Customers
    • Report
    • Z Report
    • Coupons, Gift Cards and Store Credit
    • Payments
    • Price Lists
    • Locations
    • Store regions
    • Registers
    • Product and Service Groups
    • Product Categories
    • Product Families (new PIM)
    • Parameter Sets (new PIM)
    • Gift Cards
    • Gift Card Types
    • Sales Promotions
    • Promotion tiers
    • Coupons
    • Issued coupons
    • Employees
    • Day Openings and Closings
    • Cash In & Out

  • Settings
    • Countries
    • Currencies
    • Locations in warehouse
    • Payment types
    • Reason codes
    • Task types
    • Tax rates
    • User Groups
    • Users

  • Permissions for CAFA (Configuration API for Apps)
    • Modify company settings
    • Modify store and register settings
    • Read and modify preferences of other users
    • Read and modify protected settings

  • Make sure the following settings are enabled for this user group app-b2b-548e3988-13b0-4ab3-9663-81f727d5cd11
    • User group is authorized to
      • Export customer list
      • Activate promotions for locations
      • Change POS version (Brazil POS only)

  • Main modules: sales, purchase and inventory documents
    • Quotes
    • Sales orders
    • Invoices
    • Purchase invoices
    • Purchase orders

  • Other main modules
    • Customers
    • Z Report
    • Inventory reports
    • Coupons, Gift Cards and Store Credit
    • Payments
    • Price Lists
    • Locations
    • Store regions
    • Registers
    • Product and Service Groups
    • Product Categories
    • Parameter groups
    • Product Families (new PIM)
    • Parameter Sets (new PIM)
    • Gift Cards
    • Gift Card Types
    • Sales Promotions
    • Promotion tiers
    • Coupons
    • Issued coupons
    • Employees
    • Configuration
    • Menu Structure Editor
    • Day Openings and Closings
    • Cash In & Out

 

  • Settings
    • Countries
    • Currencies
    • Document types
    • Payment types
    • Product file types
    • Product priority groups
    • Sales document types
    • Tax rates
    • User Groups
    • Users

 

  • Permissions for CAFA (Configuration API for Apps)
    • Modify company settings
    • Modify store and register settings
    • Read and modify preferences of other users
    • Read and modify protected settings

  1. Multi Currency
    • Go to Configuration Admin in Back Office under Settings menu

  • Under Parameters, find the vertical in the search field. Edit it by clicking the pencil icon 

  • Add “,pos_multicurrency” in the value and click save. Make sure not to put spaces in the value field.

 

  1. Open the Applications
    • Click on Apps in the menu tab. From the dropdown list, select POS Configuration.

  • To open the POS, you can go directly to this link (https://automat-us.erply.com/public/CLIENTCODE/en/fo-login-page) and add your client code. 
  • Alternatively, you can change the POS link in the Back Office to redirect you to GoERP POS everytime you click the POS.

  1. Create a User Group in POS Configuration
    • Navigate to Manage Roles in POS Configuration.
    • Create a user group (role) first.
    • Add the name of the role in the designated field and click the “Add Role” button to save it.
    • Once done, it will be added to the list of roles below.
    • Note: If the user group already exists, there’s no need to create it just skip this step.

  1. Define Role Permissions
    • Once you have created a role, go to Role Settings.
    • Start defining the permissions for the specific role you created.

 

  1. POS Login
    • Once you reset your password in step 4, you will be able to log in to the POS.
    • The first thing you will see is the list of locations you have set up in the Back Office and registers. 

 

 

 

  1. Opening the Day
    • Once you select the location and register, the option to open the day will appear. If you successfully open the day, you’ll be directed to the shopping cart.

 

 

 

 

 

Important Note: If you're unable to open the day, please let us know and we’ll provide further instructions on how to fix it.