How to Create a Point of Sale Channel

Mantle’s Point of Sale (POS) system allows you to manage sales across multiple locations and registers. Before setting up a POS channel, ensure your store is created. If not, follow this guide: [How to Add a Store Location] ([link to guide]).

Steps to Create a Point of Sale Channel:

1. Access Channels
   • Go to the left-side menu and click CHANNELS.
   • Then, click MANAGE CHANNELS to see your current sales channels (if any).
2. Add a New Sales Channel
   • At the bottom of the page, click ADD A SALES CHANNEL.
   • In the pop-up window (see screenshot), select POINT OF SALE.
3. Configure the POS Channel
   • Description: Enter a name for this POS channel (e.g., “Front Counter POS”).
   • Inventory Store Location: Choose the store location for this channel.
     • Tip: If you’re setting up a register for an off-site location (e.g., conventions), create a location for it first ([link to Add a Store Location guide]).
4. Link a Cash Register
   • Click the ADD+ button to attach a cash register.
   • Select the appropriate register ([link to How to Create a Cash Register]).
5. Save and Validate
   • Click VALIDATE, then UPDATE to finalize your POS channel setup.