Getting Started
Now that you've purchased your Fortis device, it's time to set up your operations. In your Fortis POS Platform, you will manage your Sales, Catalog, Loyalty Program, Customer database, and much more. Let's see how to make an initial setup!
Get Familiar With Fortis
As a product, Fortis consists of several parts that work together to empower your business. Let's see what we've got here.
Fortis POS on Network International card machine (also referred as Fortis POS App in this Guide) – an application installed on Network International payment devices, transforming them into fully functional POS systems that handle orders, catalogs, sales, and payments seamlessly.
Fortis POS Platform – authorised zone for merchants where they manage their business, track analytics, work with orders. customers, etc.
Fortis Online Shop – a feature of the Fortis POS Platform that enables merchants to effortlessly create an online storefront and checkout system. With this functionality, you can easily launch online sales or provide an online product showcase with minimal effort and no technical complications.
Create Your Account
The very first step of working with Fortis is to create your account. This is quite an easy task – you'll just need to pass some info to your personal manager and get your password. See more details in the following article.
Learn Fortis POS Platform Basics
Becoming familiar with basic terminology is crucial to understanding your Fortis POS Platform. Let’s review what is what and how things are connected.
A Merchant is the shop's owner. Still, it’s essential to understand that it represents a legal entity with associated business data like Name, Trade Name, Legal Type, Taxpayer Registration Number (TRN), etc. Later, we will discuss how to fill out all the forms.
Point of Sale is a term that represents a Merchant’s shop(s). Several Points of Sale can be linked to one merchant, and several Workplaces can be connected to one Point of Sale. That is where the Fortis app stores valuable sales data.
A Workplace is a POS device. Linking a Workplace with an employee's account is essential since multiple employees can work with the same device during their shifts.
An Employee is a member of the merchant’s staff who works with the POS device. Each employee has a position that determines their access to view and edit database information. We will discuss that in more detail later.
Now that we know what each term means, we must understand in what sequence this information must be filled in your Fortis POS Platform. The general algorithm is simple:
A merchant → A Point of Sale → A workplace → An employee
Log in
Once this information is entered, an employee must log in to the system from a POS device using the phone number that you've specified while adding the employee.
Set Your Catalog
The final required stage is adding a catalog of goods. Once done, we can consider a shop ready to sell goods. However, it is worth mentioning that you can set taxes, discounts, and loyalty programs.
Now, let’s learn how to set up your Fortis POS Platform in more detail.