Setup
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      Point of Sale Setup Guide

      Get your Workstand POS up and running as soon as possible.

      We are here to help! If you haven't done so already, be sure to complete your Point of Sale setup form so we can do some of the hard work for you.

      For most of these settings you will log in to your Workstand account, using site name/admin

      • For Example, bestbikeshop.com/admin or temp1234.smartetailing.net/admin

      Set up Payments

      Taking payment is one of the most fundamental aspects of using your point of sale. We partner with Stripe to offer integrated credit card processing. Learn more about Stripe Payment Processing.

      • Cash and check are pre configured as in-store payment types.
      • If you have a Stripe account, connect it to your Admin by logging in from Settings > Commerce > Payment types. 
      • If you do not have a Stripe account, you can sign up at dashboard.stripe.com/register or  navigate to Settings > Commerce > Payment types and click "Start connection process" next to Stripe.
      • Order the BBPOS WisePOS E reader. Other readers will not work with Workstand POS.
        • This is done from your Stripe dashboard. It takes all modern payment types including tap and mobile (Google Pay, Apple Pay). There is an optional charging dock available.
      • Additional custom payment types can be added easily.

        Confirm Store Location and Sales Tax

        • Please navigate to Settings > Website > Store Information > Store Location  and update/confirm your location information, then save.
        • Once your location is set, navigate to Settings > Commerce > Sales tax and enter the sales tax percentage for that location. Tips on how to configure Sales Tax

        Inventory Set up

        If you are migrating from a compatible POS, the easiest way to import the majority of your inventory will be to set up POS Sync and map your products to our catalog.
        • Find instructions for setting up POS Sync here
        • Some products will need to be manually created. We'll help you determine which products these are and we'll work together on the list to get your current inventory into Workstand.
        • Once you have all products in Workstand POS and are ready to begin using it you'll disconnect your point of sale to finalize your setup.

        If you do not have a compatible point of sale there are options to get your current inventory in our system.

        Import a List of Your Customers

        Workstand provides tools to create, manage, and download your list of customers. 

        • Navigate to Customers > List
        • Choose the Download option to get a Customer Upload template.
        • Get the current list of customers from your POS or existing database and format to fit the template.
        • Upload your list of customers.

          Set up User Accounts

          Take Advantage of our Supplier Integrations

          Workstand integrates with many brands and suppliers to make special orders and purchase orders easier.

          • Configure your current suppliers under Settings > Suppliers > Supplier Accounts

          • Select all your suppliers under Settings > Suppliers > Supplier Sync