--- title: "POS setup checklist" slug: "pos-setup-checklist" updated: 2026-06-16T18:35:16Z published: 2026-06-16T18:35:16Z canonical: "mysupport.roller.software/pos-setup-checklist" --- > ## Documentation Index > Fetch the complete documentation index at: https://mysupport.roller.software/llms.txt > Use this file to discover all available pages before exploring further. # 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](/v1/docs/add-your-key-venue-settings) are correct including venue name, address, venue contacts, taxes and other account settings. [Create staff accounts](/v1/docs/create-staff-members) so that each of your staff members has a personal login account [with a POS PIN.](/v1/docs/change-staff-passwords-and-pos-pins) ## Step 2: Create your products [Create your products](/v1/docs/get-started-with-products) in preparation for adding them to your POS menus. [Create your stock items](/v1/docs/create-your-stock-products) 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](/v1/docs/sku-retail-barcode-scanning) to allow staff to scan items to add them to the cart. [Configure taxes or override tax settings](/v1/docs/adjust-your-tax-and-fees) 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](/v1/docs/create-and-edit-pos-menus). 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](/v1/docs/audit-existing-pos-system-hardware) and make sure that you order [hardware that is supported by ROLLER.](/v1/docs/minimum-hardware-and-operating-requirements-for-roller) To set up your POS hardware:  Order hardware that meets requirements.  Configure [your in-venue network](/v1/docs/pos-network-best-practices) so that your hardware can connect to ROLLER. [Install your hardware](/v1/docs/set-up-and-test-your-pos-hardware-for-roller) and make sure that everything is working as it should. > [!WARNING] > 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](/v1/docs/log-in-to-pos) and select the POS device you'll be using. [Get an overview](https://academy.roller.software/pos-operator/login-to-pos) of what POS can do (Academy course).  Configure your [POS device settings.](/v1/docs/manage-individual-pos-device-settings) ## 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](/v1/docs/get-started-with-roller-payments) With ROLLER Payments, you avoid paying additional transaction fees and can view your payouts directly from within Venue Manager.  Configure card terminals: To install a ROLLER Payments card terminal, see [ROLLER Payments card terminal installation](/v1/docs/set-up-roller-payments-terminals) ## 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](/v1/docs/sell-items-and-redeem-discounts-and-memberships-at-pos) [Split payments](/v1/docs/sell-items-and-redeem-discounts-and-memberships-at-pos) [Refunding a booking](/v1/docs/refund-bookings-from-pos) ## Related - [Create your POS templates](/create-your-pos-templates.md) - [Install an EPSON receipt printer (ROLLER Connect)](/install-an-epson-receipt-printer-roller-connect.md) - [Manage individual POS device settings](/manage-individual-pos-device-settings.md) - [Set up ROLLER Payments terminals](/set-up-roller-payments-terminals.md) - [Set up and test your POS hardware for ROLLER](/set-up-and-test-your-pos-hardware-for-roller.md)