Set up Made Simple - Steps to creating your retailcloud account
This simple set up is best used for the smaller business, with one person managing the stores (use Chrome or Firefox as your browser).
Reference: wiki.retailcloud.com (access from the help button on CAS)
Access your backend where you can add employees, maintain your inventory and access reports (and set up your account settings). You will have been provided with access information either from your reseller or via email. Watch a video on logging into CAS.
Setting up the domain
User (Management>user>employee>Create Employee)– set up one user with the role of Financial (provide email address) if only one store. Multiple users and various roles can be set up also. Watch a Video on creating an Employee.
Inventory Classification - Vendor (Management>Inventory Classification>Vendor) this can be skipped if you are not specifying the vendor on your items and all items will be designed as vendor "unassigned". Watch a video on creating a Vendor.
POS – Register POS (Configuration>POS>Register POS)This will be used in creating your Register
Hierarchy - Register (Management>Hierarchy>Register>create Register) when the register is created it will display the Register ID - this number will be used to download your device (desktop, tablet, or mobile phone application