Transformity 6oe391llun

Drinks POS Help

Ensure prices, quantity, cost are correct for all the below items. Navigate to 

 or click the Menu -> Item -> Item Search.

Scan the below items. Ensure the Vendors & Vendor SKU on the items are correct. They should match against your old POS.

If you sell these items, ensure they imported and tied correctly to the parent. Also, ensure the deposit is correct on the items.

A Bear indicates the item has a parent. The Bottle Deposit Multiplier should indicate the number of cans/bottles if a deposit is collected.

You can the parent and any siblings if you click "Parent/Child" then Relationships

Ensure fees are correctly set on these items (if your state has fees on them):

Ensure parent child relationship is correct

CARLO ROSSI PAISANO - 1.5 L and other Carlo Rossi 1.5L

Once the above items are verified and scanning, it would be good to scan random items and ensure they match your old system. A good way of doing this is putting the systems side-by-side, taking two barcode scanners, and scanning items. Someone should be at the register checking the prices. Another person should walk the store and scan items using the scanners. Ensure to scan the bottle's barcode. Shelf barcodes could be out of date.

Check ice, water, grocery have taxes on them

If you have a customer database and gift cards, let the team know you need these imported

Ensure Quick Keys are working as expected

Match Credit Card Terminal to Register Number

Ensure Credit Card Terminal Logo on Terminal

Gift Cards show under Reports -> Gift Card History

Anydesk is installed via Chat -> Software Drivers -> AnyDesk

Data Onboarding Checklist

To start taking payments with Stripe, you need to follow a few simple steps.

Call or text (917) 633-9543 or send an email to support@transformity.tech requesting a Stripe account creation link.

We will send you a link that you can open on your phone or computer.

The link will guide your through a series of prompts, asking you to provide all required information. 

We recommend watching the video, but we have also included a short guide below.

                                                      *

Please make sure to review and follow steps 4 and 7, which are indispensable in this process.

 When you open the link, you will be asked for this information. This will take you to the next screen and prompt the system to send you a code. 



 Please enter the code you received to go to the next screen



 On this screen, you will enter your type of business (usually company) and your business structure (LLC, Private corp, etc)



 Here you will be asked for your legal business name, EIN, business address, industry, and business website (you can use your own website, a facebook page, Yelp page, etc.


 Here you will enter your name, email, date of birth, mailing address, phone number, last 4 digits of social security number, and declare wether you own 25%or more of your company.  



 Next you will add a bank account to receive your payouts. You will be given the option to search for your institution, select it, and log in. Once you do, you will be able to select the account to which you want your funds to go. You will also be given the option to enter the bank information manually.



 This step is incredibly important. At this step, make sure to scroll to "Management and ownership" and click "Edit" next to your name. This will take you to an "Additional information" page. Scroll down and add your full SSN. If you don't you could have problems in the future receiving your daily funds.


And of course, please let us know if you have any questions!

Preparing to Use Stripe (Account Creation)

UPC-A Number/First System Off (If Needed)

UPC-E Number/First System Off (If Needed)

: This selection erases all your settings and resets the scanner to the original factory defaults. It also disables all plugins.

If you aren`t sure what programming options are in your scanner, or you`ve changed some options and want to restore the scanner to factory default settings:

. This resets to the factory default settings.

If using a cordless system, scanning the 

 barcode also causes both the scanner and the base or Access Point to perform a reset and become unlinked. The scanner must be placed in its base to re-establish the link before any setup codes are entered. If using an Access Point, the linking barcode must be scanned. 

If the scanner is still giving you trouble (like not presing enter), scan the code below after the reset:

To disable (or enable if it needs to be reversed) QR scanning, you can use the codes below:

https://www.manualshelf.com/manual/symcode/click-here-for-details/user-guide-english/page-24.html

Barcode Scanner Setup

Follow these steps to set up your Zebra label printer:

Connect the power cable to the label printer and plug it into an outlet.

You can enter in any information into the request form

Select the change on the top of the menu, and choose printer ( there should be only one option

You should now be able to print labels successfully

*** NOTE THAT THE PROGRAM MUST BE OPEN IN ORDER FOR THE LABEL PRINTER TO WORK AS INTENDED***

Zebra Label Printer Setup Guide

This article will walk you through selecting a design for your shelf and product labels.

All labels are 2.25' by 1.25' and 203 DPI unless stated otherwise. 

Please look through the following label options.

Pick one shelf label, one product label, and optionally any 

Note down the label numbers (seen above the respective image) 

10: This is for smaller height labels: 2.25’ by 0.80’ 

12: This is for smaller height labels: 2.25’ by 0.80’

13: This is a beer label, meaning that if this is activated, you will have a “Print Beer Label” button in addition to the default “Print Shelf Label” and “Print Product Label” buttons on all item pages 

Selecting a Label Design

https://www.costco.com/.product.4000277908.html

Lenovo Touchscreen Computer (Intel processor): 

Lenovo Touchscreen All-in-one (AMD processor): 

Any computer with Windows 11, an Intel i5 or higher processor, and 16GB of RAM is enough. Touchscreen is preferred.

, TM-M30 or TM-88V printer, you can re-use. 

Note: the TM-20III (3 I’s) will NOT work.

If not, you’ll need to buy an Epson TM-30 receipt printer: 

You will need a Zebra printer with one of the following model numbers: ZD410, ZD420, ZD500, ZD500R, ZD620, ZQ610, ZQ520, ZQ620, ZT220, ZT410, GX420d, KR403, QLn220, QLn320, TLP2824+

Please purchase this one if you need one: 

Most USB scanners are supported. If you want to utilize drivers’ license scanning, you will need a Honeywell 2D scanner. 

If your cash drawer has a cable plugged into your receipt printer, you can re-use it. If you need a new cash drawer: 

Customer-facing display & credit card reader

We use the card reader as the customer-facing display, where customers can see what’s being scanned on the credit card machine itself. 

Please order these displays and readers using the link below. Make sure to adjust the quantity based on how many you need: 

https://buy.stripe.com/7sIg2KaIod0z3a8cN3

If you'd like a large customer display, you can purchase a monitor like this: 

Please note: you will still need the card reader as well. If you use the card reader as the display then a monitor for customers is not needed.

If you’d like to protect your computer being able to handle a 3-4 hour power outage: 

The system requires internet at all times to safely process payments. We highly recommend you contact your internet-service-provider to obtain a cellular failover system for times where you lose internet.

Pre-Install

Data Onboarding Checklist

Preparing to Use Stripe (Account Creation)

Barcode Scanner Setup

Zebra Label Printer Setup Guide

Selecting a Label Design

Hardware Requirements