Get started by setting up the basic configuration of your POS, including your payment methods, product catalog, and connecting your hardware.
Mirror your offer and set up your products the way you’d like to see it in your POS checkout screen. Set up item variants (e.g. sizes, colours, shapes), modifiers (extras like toppings) and sell in different units of measurement (unit, L, kg, m2).
There are three different ways you can upload items to your catalogue.
Manual setup by adding items one by one, via Sumup.me dashboard or the SumUp app.
Bulk import/export by uploading items with the help of CSV. template via the sumup.me dashboard.
Smart capture feature available to use on SumUp Terminal or Android phone or tablet.
The easiest and fastest way to build your catalogue is via the sumup.me dashboard on your desktop, but you can follow the same steps via your POS interface.
Before creating the main products, it is best to preset your product categories, modifiers, and option sets, which you’ll later assign to your items.
Categories
Go to Items > Library > Categories
You can start by adding your main product categories (e.g., hot drinks, cakes, etc).
These will be displayed alphabetically at the top of your POS checkout screen.
Tip: you can number the categories if you’d like to display them in a different order.
Modifiers
Go to Items > Library > Modifiers
Modifiers are add-ons to your product that modify or personalise your original item, such as toppings, syrups and any other extras. They usually come at an extra price, but not necessarily. Configure the modifier sets that you'll later apply to your products.
Option sets
Go to Items > Library > Option sets
Option sets are variants of your products, such as different sizes (S, M, L), colours (blue, red…), or others. They can come for an extra price if you choose to do so.
You are ready to build your items!
Go to Items > Library
Create a new item in your library by clicking on ‘Add item’.
Fill in the information such as name, price, unit of measure, and VAT associated.
In this step, you’ll be able to customise your product and add:
Eat-in/takeaway prices
If you manage different order types, such as eat-in or takeaway, you can set up different product prices and easily switch between the order types at the checkout. Go to your Item Library, choose a product you sell with different order types, and toggle on ‘Set different price and VAT for takeaway orders’. Once you activate this for one item, all products will be enabled for different order types. You’ll need to adjust the prices and VAT for each product, if necessary.
You can switch between order types directly on the checkout screen of your POS by clicking on the order menu > order type when taking an order. The prices and VAT for each product will automatically adjust based on the order type you select.
Track inventory
Enable tracking of the stock of the item by toggling on ‘track inventory’. You can visit the inventory section to consult and modify your stock.
Add variants and modifiers
Define different options of your products, such as size, colour, etc., in the variants field. If you pre-configured option sets, you can use ‘Automatically generate lots of variations’ to apply them.
If you have a SumUp Terminal or are using your phone or tablet, go to the Item Library, click 'Add Item', and then take a photo or tap the camera icon to scan your product list.
The capture feature will recognise both handwritten and digitally written item lists with prices.
Once items are uploaded, you can edit their information and assign them to the right product categories.
Go to your profile in sumup.me (click on your name in the top right) > Settings > Brand & image section.
You can edit business information and add a personaliszed message to display on receipts.
Card payments
Connect your SumUp card reader. With SumUp POS you can also accept cashless payments via payment links, Tap to Pay or QR codes. These are automatically available when logging into your account.
If you accept cash, activate this option by going to Profile > Cash payments > toggle on ‘Accept cash payments’. This will display a ‘cash’ button during the payment process.
SumUp POS works with a variety of hardware options. Choose your POS display and add accessories you need — printers, cash drawers, barcode scanners, kitchen displays, self-serve kiosks and more.
POS Lite users: Turn on your POS Lite tablet (ensure it’s connected to power). Select your language and choose a Wi-Fi network. The POS Lite will check for updates and restart if necessary.
Terminal users: Turn on your terminal and log in with your SumUp account. You’ll be prompted to select your language and connect to WiFi.
Tablet or phone users: Download the SumUp: Payments & POS app from the App Store or Google Play on your phone or tablet, and sign in with your SumUp account.
Note for terminal users
If you see the screen shown here, tap WiFi 🛜 to connect to the internet, and Settings ⚙️ to choose your language before opening the SumUp app (the icon with the SumUp logo).
You can connect one card reader to your POS interface. Every time your customer chooses to pay with a card, the amount will automatically display in your card reader.
Turn on your card reader and activate Bluetooth. Via your POS, go to profile > card reader > connect a card reader.
Choose from a variety of printers and connect them with your POS to print sales receipts and order tickets. You can purchase a SumUp printer (Epson TM-m30III) or purchase your own.
You can connect a cash drawer to your printer using an Ethernet cable.
If you're using the Star mPOP cash drawer and printer all-in-one, check the installation in the video.
If you are using a different cash drawer model, we recommend referring to the manufacturer’s documentation for connection and compatibility instructions.
On the SumUp app or POS Lite register, tap on the profile icon in the corner of the screen.
Select ‘Barcode scanner’.
Connect the scanner to your POS
Bluetooth connection: Tap ‘Set up barcode scanner’, scan the on-screen barcode, and select your barcode scanner from the list.
Wired USB connection: Connect your barcode scanner via a USB-C adaptor
Add barcode numbers to items you want to scan via your item library.
You’ve just completed setting up all your POS essentials
It's time to personalise your tools to the way you work so you can get the most out of your POS.
Set up floor plan, print order tickets, connect your accounting integrations, and much more. Discover how to set up tools specific to your business needs below.
Head to sumup.me and log in to your account. From here, you can access the dashboard to configure your store settings. Below you will find a additional steps in the step-by-step guide.
Need more? Contact support