Register Lite is an add-on to the P-Series terminals that allows merchants to have quick calculation of items, prices, dual pricing, and even manage multiple tax rates on an item level.
Step 1: Set up Inventory Dual Pricing
- Once you log into your iPOS portal, click Inventory from the left menu
- Click the three dots at the top left and choose Settings
- If you are dual pricing, set your default entry mode. Most people choose Cash. If you choose this method, you would put in your current (cash) price and the card price would automatically populate based on the rate set with your agent.
Step 2: Set up Item Taxes
- Next, click Taxes to open the taxes tab
- Click + Tax
- Name your tax - in this case we'll call it Sales Tax
- Set your rate - 7.5% for this example
- Choose state or local.
- Click Save.
Step 3: Add Your Items
Now that we have our price and tax settings complete, it's time to add some items.
- Click Inventory and then + Add Item
- Enter your item details. Product Name and Price are required. If you set your price entry method to Cash, then entering the Unit Cost Cash Price will automatically update the card price. If you set your price entry method to Card, then entering the Unit Cost Card Price will automatically populate the cash price.
To have tax applied to the purchase, select the tax from the Taxes drop down. If your item is tax included or no tax, simply leave this selection empty.
- Click Save or Save and Add Another if you need to enter more items.
Editing an Existing Item
If you've added an item and need to edit its name, price, or other information, simply click Inventory and then click the item you'd like to edit. From there click the Edit button.
