How to Setup IDZlink POS?

1
How to set up IDZlink POS?
https//www.idzlink.com/
2

• Step 1. Create your Company
• Within IDZlink software, users and companies can
  connect with each other digitally. This allows
  you to interact with vendors, other branches of
  your business and more.
• The first step is to create your company within
  the network. Similar to any online profile
  building, the process is simple and easy to set
  up. You only need to fill in a few details.

https//www.idzlink.com/
3

• Step 2.      Grab a License
• In order to operate, you require a license
  specific to your software, whether that is a POS,
  PMS or ERP system.
• Each type of software has a license that you can
  purchase in order to be officially registered.
  You can buy your license or order it on free
  trial. This takes a few minutes to complete as
  the software builds a fresh new database for each
  company that is licensed.
• This includes a default version of company
  departments, outlets, and pricing to make the
  next couple of steps easy.

https//www.idzlink.com/
4

• Step 3.      Get your Team Onboard
• As the creator of the company, you will have full
  access to all features of your POS system. This
  includes transaction management, inventory
  management, reports and analysis, customer
  management and more.
• In this next step, create User Roles for your
  employees and browse through the POS many
  features.
• Each feature or multiple features can be assigned
  to employees they are most relevant to,
  organizing the different features and granting
  access to them where needed.

https//www.idzlink.com/
5

• Step 4.      Open your Shop Departments and
  Outlets
• Next up, duplicate update the default Department
  and Outlet to match your requirements.
• This will centralize User Roles that are related
  to each other, allow them to coordinate
  inter-departmentally and between your separate
  branches.

https//www.idzlink.com/
6

• Step 5.      Add Inventory, Place Prices and Set
  Up Taxes
• Its time to complete setting up shop on IDZlink.
  You might have previously maintained an extensive
  and detail excel sheet to manage your inventory.
• Instead of manually entering each and every
  product and status onto your new POS software,
  you can simply upload the excel sheet and
  inventory will be created automatically.
• Finally, assign selling prices to your products
  and set up taxes so they can be calculated and
  billed by IDZlink software without any trouble.

https//www.idzlink.com/
7

• THANKYOU!
• Happy Retailing!

https//www.idzlink.com/