Setup Wizard

Welcome to uAccept! 

We're excited that you are here. To make setting up your Point of Sale system a breeze you will be guided through the general steps of setting up your uAccept account. 

Please go through all the steps of the Setup Wizard, setting up your Stores, Point of Sale (POS), Receipt, Taxes, Categories, Products, and Users.

Setting up your Stores

The system created your first store and you will be able to edit the store information.

• Update the name of your store if different from your company name.
• Select your Timezone to match your store location.
• Update the address lines to match the shipping address of your store.
• Enter your phone number of the store location.

Once you are done saving your first store you have the option to add, edit, or delete a store on the Store Landing page. 

• Add a Store:  To add a store click Add Store above. Enter Name and Store information for the location.
• Edit a Store: To edit a store click on the Store from the Store Landing page. Edit the information and click on Save or Cancel to go back tot he POS Landing page. 
• Delete a Store: To delete a store, go into edit mode and then the delete option will be available. Note: you will need to have one store to go thru the setup wizard. 

Setting up your Point of Sale

During sign up, you added at least one Point of Sale (POS) and it has been added as a default to your Store. 

You will land on the POS Landing page where you can add, edit, delete POS if you have more than one. 

• Add a POS: To add a POS click Add POS above. Enter a name, Device ID and assign it to a store.
• Edit a POS: From the POS Landing page click on a POS to edit. Edit the name or the assigned store. Click on Save or Cancel to go back tot he POS Landing page. 
• Delete a POS: To delete a POS, go into edit mode and then the delete it. 

 Setting up your Receipts

The receipts are related to your stores that you created. Click on the receipt to start editing.

As you populate the receipt information it will display a preview on the receipt on where you can expect the fields to print. Customize your receipt with your social media to advertise your business, add Facebook, Twitter, Instagram, and Yelp account names. Set up the number of copies to print from your receipts. Note: Credit card receipts require you to set up credit cards on your POS.

Setting up your Tax Rules

Create one or more tax rules for simple compliance. Note that each tax rule can be added to multiple stores and products.

You will need to create your first tax rule:

• Enter the name of the tax rule
• Enter the percentage e.g. 7%
• Select the stores

Click Save when you are done.

From the Tax Rules Landing page you can add, edit, or delete tax rules.

• Add a Tax Rule: 
  • To add a tax rule click Add Tax Rule above. 
  • Enter a name, Percentage and assign it to a store.
  • Click on Save or Cancel to go back tot he Tax Rule Landing page.
• Edit a Tax Rule: 
  • From the Tax Rule Landing page, click on a Tax Rule to edit. 
  • Edit the name, tax percentage or the assigned store. 
  • Click on Save or Cancel to go back tot he Tax Rule Landing page. 
• Delete a Tax Rule: 
  • To delete a Tax Rule, go into edit mode and then the delete it. 

Setting up your Categories

A category is a group of items that your company sells. You will first set up categories, then you can add subcategories and assign them to categories.

Create at least one category, the more categories and subcategories you create, the easier it will be for you to keep your inventory organized and run detailed analytics for reporting. 

• Enter the Category Name
• Create an optional subcategory by clicking Add Subcategory
• Note: If you do not enter a subcategory one will be created for you with the same name as the Category.

Click Save and Add New to stay on this page and see your Categories Overview build on the right side.

Click Save to continue to the Category Landing page

From the Category Landing page, you can Add, Edit, and Delete categories and subcategories.

• Add a Category/Subcategory: 
  • To add a Category/Subcategory click Add Category above. 
  • Enter a category name and/or subcategories.
  • Click on Save or Cancel to go back tot he CategoriesLanding page.
• Edit a Category/Subcategory: 
  • From the Categories Landing page, click on a category to edit. 
  • Edit the category name and/or subcategories. 
  • Click on Save or Cancel to go back tot he Categories Landing page. 
• Delete a Category/Subcategory: 
  • To delete a Category/Subcategory, go into edit mode and then the delete it. 

Setting up your Products

Your products are the items that you sell. Once you add products, you will place them in categories and subcategories to ensure that they are appropriately organized and taxed. Add your products and apply them to categories and subcategories for easy inventory management.

Since product creation is different for every business you will have the option to create the products now or to add them later.

• To add items in bulk click on Add Products Later, after completing the Setup Wizard we will go ahead and take you directly to the import feature in your cloud portal.
• Add a few items to the account by clicking on the Add Products Now to go to the next step.

Add a Product

You can add as many items as you need in the portal and organize them in the Categories and Subcategories to appear on your POS.

1. Enter the name of your product.
2. Select the Background Color
3. Enter the Retail Price
4. Select the Category
5. Select the Subcategory
6. Enter a UPC (optional)
7. If you set up Tax Rules they will be selected and applied to the item, click to remove them from the item. 
8. Click on Save and Add New to add your next item.
9. Click on Save to continue to the Products Landing page.
10. Click on Back to go to the previous page.

From the Products Landing page, you can Add, Edit, and Delete products.

• Add a Product: 
  • To add a product click Add Product above. 
  • Enter the product name, retail price, category, and select the taxes.
  • Click on Save or Cancel to go back tot he Products Landing page.
• Edit a Product: 
  • From the Products Landing page, click on a category to edit.
  • Edit the product name, retail price, category, and select the taxes.
  • Click on Save or Cancel to go back tot he Products Landing page.
• Delete a Product: 
  • To delete a Product, go into edit mode and then the delete it. 

Setting up your Users

Users are the members of your workforce that have access to your POS. Creating unique user credentials will ensure that only authorized individuals have access to your system. You can create Supervisors and Employees with customized settings.

• Click Next to continue adding users.
• Click Skip Step to skip adding users.

Add Your User

The first Supervisor user was created for you.

• Enter First and Last Name.
• Enter a User Name, this will appear on the POS as your login and your reports.
• Enter a PIN used for logging into the POS.
• Your role has been selected as a Supervisor. 
• Click on Save to go to the next step.
• Click on Cancel to go back to the previous page.

Adding an Employee

Employees have different Permissions on the POS. You will be able to customize the permissions once you are done with the Setup Wizard.

From the Users Landing page, you will be able to Add, Edit, or Delete a user.

Add a User: 

• To add a user click Add User above. 
• Enter the First and Last name, user name, PIN, and select the role.
• Click on Save or Cancel to go back tot he Users Landing page.

Edit a User: 

• From the Users Landing page, click on a user to edit.
• Edit the First and Last name, user name, PIN, and select the role.
• Click on Save or Cancel to go back tot he Users Landing page.

Delete a User: 

• To delete a User, go into edit mode and then the delete it. 

Congratulations! You have now completed the uAccept Setup Wizard. Click Finish to go to your uAccept account portal.