Do you require advanced payment setup like cash payments and tipping
options? Need an improved management of orders and handle multiple orders at the same time? Do you manage staff with different roles requiring access to the Terminal? Get more out of your Terminal with and advanced customized setup.
5 Advanced payment setup
Go to 'More' > 'Settings' > 'Cash payments'.
Toggle the first slider to enable taking cash and tracking these payments
Toggle the second slider to enable calculate change for the received payment
Go to 'More' > 'Settings' > 'Tipping'.
Toggle the first slider to enable tipping at checkout.
Toggle the second slider to use fixed tipping amounts for small payments.
Customize the tipping rates.
Tap on one of the tipping rates.
Enter your preferred options for the tipping rates.
Tap the checkmark icon on the top right corner to confirm.
From the cart you can manage items in the order. You can edit, manage quantities and delete items.
Tap the shopping cart icon on the bottom right.
You can edit these items by selecting them.
Here you can adapt to changes.
If desired you can delete the item by tapping 'Remove item'.
You can also delete the entire order by tapping the trash icon on the top right.
If you have multiple orders you manage at the same time you can now park it.
Important: If you have enabled printing of order in step 3, you will get an order ticket by parking the order
(e.g for the kitchen).
Important: If you require the parking of orders, this will help you find them:
Tap the 3 circles at the top right.
Tap 'Edit order name'.
Enter a name that is easy to remember (e.g. table number).
Tap 'Save'.
Here you will have the overview of all open orders. This is vital if you have multiple customer orders that have to be managed at the same time.
Select the order you want to continue on.
You can also create new orders from here by tapping ‘New order’
Important: The previous order will be parked automatically.
Tip: If you created memorable names (e.g. table number), you can search the by clicking on the magnifying glass icon.
7 Employee profiles
Employee profiles is a great feature if there are multiple people using the same Terminal. This will allow each role to see the information that is relevant to them.
Go to 'More' > 'Settings' > 'Employees'.
Tap 'Add team member'.
Important: You can only Invite them if they don’t have an existing SumUp account.
Enter their email address.
Select their role.
Tip: You can also create your own custom roles.
Tap 'Send invite' to confirm.
Important: They will now have to accept the invitation in their mail and complete the Login.
Or you can create a profile for them.
Enter their name for them.
Enter their email address & password.
Select their role.
Tip: You can also create your own custom roles.
Tap 'Add coworker' to confirm.
Important: This will create a SumUp account for them.
Go to ‘More’
Scroll to the bottom and tap ‘Log out’
Login with the employee profile
Essential POS steps to start selling
Build your item catalogue
Customise your sales receipts
Configure payment methods
Connect your hardware
Need more? Contact support via chat in the SumUp app