Tutorial: Installing SuitePOS for Salesforce

Tutorial: Installing SuitePOS for Salesforce


Pre-requisite:
Currently, only the Salesforce Enterprise Edition with "Person Accounts" enabled is supported.
The retailer is responsible for installation, applying the upgrades to the SuitePOS package and app, and testing. It is recommended that these tasks are performed by a qualified Salesforce Administrator in a sandbox environment first.

Overview

SuitePOS is installed and configured under the guidance of a SuiteRetail Implementation Manager. There are two primary components; the SuitePOS Package which contains the server-side code, and the installation of the SuitePOS App on the terminal/device. 

STEP 1: Prepare your Salesforce Org

  1. Install the latest Salesforce Package (URL is in the most recent Release Notes) 
  2. Create a new profile, say "SuitePOS", based off any other appropriate profile you have.
  3. Change the default layouts as follows:
    1. Products > SPOS Product Layout
    2. Accounts > SPOS Account Layout
    3. Person Accounts > SPOS Person Account Layout

Salesforce Profile Layout Screen:


  1. Enable the following SuitePOS Lists and Values for each Person Account Record Type:
    1. Picklist1 through Picklist5

  2. Enable the following SuitePOS Lists and Values for each Product Record Type (if applicable):
    1. Merge Line Items (Set Default: "Use Settings")
    2. Type (No Default). Note: If Type is Blank the Product is not displayed in SuitePOS
    3. Enable Test Area Capture. (Set Default: "Disabled")
    4. Sub Type (No Default)
    5. Service Printer Output (No Default)

  3. Enable SuitePOS fields for the standard objects on all relevant Account and Product Layouts. Best practice is to create a Section called "SuitePOS"

  4. Allocate Permission Sets to Salesforce Users (including the System Administrator)
    1. Admin Users > SuitePOS Admin
    2. Terminal Users (aka. registered user) > SuitePOS Terminal

Enable Lists and Values for Each Person Account Record Types:


Person Account Layout (Example):


Product Layout (Example):


Salesforce User Screen:


Most clerks will be 'Terminal Users". Terminal Users (aka. Registered User) can be shared across devices to avoid having to purchase a Salesforce User for each terminal. Salesforce governance restrictions may apply.
"Admin Users" are System Administrators typically (or Retail/Store Managers).

STEP 2: Download the SuitePOS App

For retailers with 10 terminals or more, it is highly recommended using a Mobile Device Management (MDM) solution to better manage and co-ordinate each device.
  1. Download the latest version of the SuitePOS app. https://www.suiteretail.com/prod
  2. Open the SuitePOS app and select Salesforce on the registration screen
  3. Make a note of the Device Id (a unique identifier needed later)
OR.. MDM distribution 
  1. Using IPA file distribute the App. 
  2. Open the SuitePOS app and select Salesforce on the registration screen
  3. Make a note of the Device Id (a unique identifier needed later)

Example SuitePOS Registration Screen:




STEP 3: Finishing Up (Using the Sample Data)

  1. Add in at least one employee (clerk) to POS Access; set the access rights and a PIN.
  2. Modify the one terminal (from the sample data) on POS Terminal; set the device id and terminal options.
  3. Modify the one setting (from sample data) on POS Settings; set up all the options.
  4. Ensure that one terminal is associated to at most one POS Setting.
  5. Ensure there is at least one Product enabled for SuitePOS.

Salesforce POS Access:



Note:
Unlike a Registered User (which can be unique (or shared) across all clerks and equates to a Salesforce User; POS Access Users are unique for each clerk and have their own PIN.

Salesforce POS Terminal





Salesforce POS Setting





Salesforce POS Setting related to POS Terminal





Salesforce Product





STEP 4: Test SuitePOS (using sample data)

  1. Open the SuitePOS App on one terminal
  2. Register the SuitePOS App using a Salesforce User (one time event)
  3. At login, enter a valid clerk PIN
  4. Add a product to the cart
  5. Complete the sale (using cash as the payment)
  6. Check the sale has been recorded in Salesforce

SuitePOS Registration (one time event)





SuitePOS Clerk Login





SuitePOS Sale





SuitePOS Payment





Salesforce Transaction Screen (Header)





Salesforce Transaction Screen (Detail)





Start the implementation

  1. Initiate the implementation with your SuiteRetail Project Manager.

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