POS setup checklist

ROLLER POS supports selling through multiple point-of-sale (POS) devices at your venue. This guide walks through the set up process from start to finish, so you get a comprehensive overview before diving in and getting started.

Step 1: Configure account settings

Before you start creating POS devices and adding menus for your products, complete the following tasks:

 Check your key account settings are correct including venue name, address, venue contacts, taxes and other account settings.

 Create staff accounts so that each of your staff members has a personal login account with a POS PIN.

Step 2: Create your products

 Create your products in preparation for adding them to your POS menus.

 Create your stock items and make sure that you:

• Add images to stock items so that you can easily browse through your products on your POS device.

• Add in the barcodes of stock items to allow staff to scan items to add them to the cart.

 Configure taxes or override tax settings for individual products if this is required for a specific category of products.

Step 3: Add products to POS devices

 You can add products to a POS menu in your POS template, which updates all POS devices linked to the template.

 You can add products to a POS menu of a single POS device. This change only applies to the single POS device.

Step 4: Order and set up your POS hardware

When you're setting up your POS, make sure that you have the hardware that's right for your business.

For leisure and entertainment venues with a capacity of 50 guests or higher, we recommend a computer, card terminal, barcode scanner, cash drawer and receipt printer for each POS station in your venue.

If you're migrating to ROLLER from another platform, check if your existing hardware meets the requirements for ROLLER and make sure that you order hardware that is supported by ROLLER.

To set up your POS hardware:

 Install your hardware and make sure that everything is working as it should.

If you have questions about POS hardware, please contact the company you purchased the hardware from.

Step 5: Launch ROLLER POS and select your POS device

To get started with the ROLLER POS: 

 Log in to POS and select the POS device you'll be using.

 Get an overview of what POS can do (Academy course).

Step 6: Configure card terminals

To accept card payments securely from guests, you will need to set up a payment solution. ROLLER offers its own solution, ROLLER Payments

With ROLLER Payments, you avoid paying additional transaction fees and can view your payouts directly from within Venue Manager.

Step 7: Place some test orders

Put through a few transactions to make sure that everything works properly and get familiar with the process of taking payments from your guests.

Run test orders for different types of transactions:

 Card payments

 Split payments

 Refunding a booking