Create a POS

Itemize and track the POS set up in your store.

Required Editions

User Permissions Needed
To create a POS record:

CGCloud Sales User

OR

CGCloud Retail Sales User AND CGCloud Retail User

  1. From the App Launcher, find and go to Accounts.
  2. Select an account.
  3. On the Related tab of the account, in the POS section, click New.
  4. Select a POS template.
  5. In Description, enter a description of the POS in the languages configured for the sales org.
  6. Select the date range for which the POS must be valid.
  7. Save the changes.

POS items are added and maintained in the POS related list of the account record.