Create and set up a new company in the Admin Center

This guide shows you how to create a new company in the Admin Center (with Business Central integration)
Business Central On-Prem 25

1: Create company

Create new company and enter basic information 

 

1) Click on '+ Add new company'

Step 2:

1) Enter company information

2) Choose between Cloud and On Prem Business Central

3) Choose whether the company is a sandbox or a production environment

4) Click 'Create new company'

Note:

• For billing purposes, fill in address, postal code, city and email.

 

2: Select modules & number of cash registers

Activate modules and select POS licenses 

Step 1:

1) Go to 'Setup'

2) Click on 'Modules'

3) Select/deselect the modules you want to be active

4) Select the number of POS's you want to be active and how often you want to be billed

 

3: Set up integration with Business Central

Configure Business Central integration and API token 

Step 1:

1) Go to 'Integration'

2) Click on 'Integration'

3) Open 'Menu'

4) Go to 'Settings'

Step 2:

1) Fill in the Business Central credentials (Obtained here)

2) Click 'Validate' to check whether the information is correct. Wait a few seconds.

3) If validation is successful, click 'OK'

Note: For On Prem companies, insert “http://” or “https://” in front of BC URL to match the BC setup

 

4: Set up and start synchronization

Create webhook and integration to start synchronization

Step 1:

1) Go to 'Integration'

2) Open 'Webhooks'

3) Click on 'Initial'

Step 2:

1) Go to 'Integration'

2) Click on 'Integration'

3) Press 'Initial'

 

5: Select which locations should be used as POS locations

Enable locations for POS use 

Step 1:

1) Go to 'Setup'

2) Click on 'Locations'

3) Click on your specific location

1) Turn 'OnPos' on

2) Click 'save'

Note: 

Locations are synchronized from Business Central 'Locations'. At least one location is needed. To create a location, follow this guide.

 

6: Set up payment types

Configure payment types for POS 

Step 1:

1) Go to 'Setup'

2) Click on 'Payment types'

3) Search for and select the payment types needed on the POS and click on it

Step 2:

1) Turn 'OnPos' on

2) Click 'Save'

Note: 

Payment types are synchronized from Business Central 'Payment methods'. To set up payment method, see here.

 

7: Create cash registers and configure the settings

Create cash registers and add payment types 

Step 1:

1) Go to 'Setup'

2) Click on 'Cash registers'

3) Click 'Create'

Step 2:

1) Fill in location, name, number and screen

2) Click 'Save'

Location: The location where the cash register is located. 

Number: The ID of the cash register. ID must be unique.

Name: The name of the cash register. This is also displayed on the POS.

Screen: The screen layout used on the POS. A list of all available screens is shown. To create your own or edit existing ones, follow this guide.

Step 3:

1) Click on your newly created cash register

Step 4:

1) Click '+' to add a payment type

Step 5:

1) Set 'PaymentTypeId' and 'Sort order'

2) Click 'Ok'

PaymentTypeId: A list of all payment methods that are currently allowed as POS payment methods. To set up a new payment method, follow this guide.

Sort order: The order which the payment buttons on the POS are shown

 

8: Set up currencies

Configure currencies and accounts 

To setup currencies, follow this guide.

 

9: Posting setup

Enter company and posting information 

Step 1:

1) Go to 'Setup'

2) Select 'Companies'

3) Click on your company

Step 2:

1) Insert company information

Required fields:

• Address
• Postal Code
• City
• Email
• Currency: Select the standard/local currency

Step 3:

1) Click 'Menu'

2) Go to 'Settings'

Step 4:

1) Go through posting setup and ensure that the correct accounts and journals have been synchronized

2) Click 'OK'

 

10: Set up employee profile(s)

Create employee profile, select permissions and set POS password 

Step 1:

1) Click on 'Setup'

2) Click 'Employees'

3) Locate the specific employee and click on him/her 

Step 2:

1)Set permission role (set 'Manager' role to ensure all functions are available)

2) Click 'Save'

Step 3:

1) Click on 'Menu'

2) Press 'Change password'

Step 4:

1) Type in a password for the employee when signing into the POS

2) Click 'OK'

For next step, press "here"