Go-live checklist

This checklist takes a Business Central company from a fresh install of Bitta Retail POS to a register that can complete and post a real sale. Work through it in order: each step names the page where the work happens and links the guide page that covers it in depth. The last section, Expected result, shows how to confirm the finished configuration for each terminal before its first live sale.

Prerequisites

• The BAA POS - Admin permission set, assigned alongside a Business Central baseline such as D365 BASIC, and the Bitta Retail POS Admin role. See POS user permissions.
• Business Central master data that the app reuses and never creates for you: posting groups, a Location if you track stock by location, tax setup (Tax Areas for US Sales Tax, or VAT Posting Setup), and Payment Methods with a balancing account. The setup wizard does not create Tax Areas or VAT setup. See POS prerequisites.

Open the setup pages

1. Switch to the Bitta Retail POS Admin role and open the Setup menu on the role center. It holds Stores, Terminals, Register Profiles, Effective Register Setup, POS Users, POS Setup, Set Up Bitta Retail POS, Demo Data Guide and License Activation.

The rest of the configuration pages sit on the neighboring menus: Catalog (POS Categories, POS Items, Barcode Setup, Pricing Profiles), Payments (Tender Methods, Terminal Tender Setup, Payment Methods), Shifts and Cash (Denominations, Cash Rounding Policies) and Fulfillment (Fulfillment Methods, Print Destinations, Connect Receipt Printer, Terminal Scale Setup). Every page can also be found with Tell Me.

Go-live checklist

1. Run the setup wizard. Set Up Bitta Retail POS creates the first store and terminal, the number series, the cash customer and the starter tender methods, and assigns one register profile to POS Setup, the store and the terminal. See Run the setup wizard.
2. Review POS Setup. Work through the FastTabs top to bottom, then choose Validate Setup. See POS Setup reference.
3. Confirm the register profile and fulfillment methods. Decide which register capabilities each store or terminal offers. See Register profiles.
4. Add stores, terminals and POS users. Give every store its tax area (and its Location if you track stock by location), every terminal its own settings, and every cashier a POS user. See Multi-store setup.
5. Set PINs and approval policy. Assign PINs, decide on shared-terminal login and auto-lock, and designate supervisors. See Cashier PIN security.
6. Configure tender methods. Give each tender a BC payment method or a settlement account, and review denominations and cash rounding. See Tender methods setup.
7. Build the catalog. Create POS categories and POS items and map each item to a Business Central item. See Item catalog setup.
8. Set up barcodes. Maintain Item References, turn on barcode scanning and review the barcode rules. See Barcode setup.
9. Shape the register. Decide tile size, favorites and what shows on the register. See Touch screen layout.
10. Set pricing, discount and tax policy. See Prices and discount limits and Sales tax and VAT.
11. Route printing. Configure receipt print destinations and the cash drawer. See Receipt printers.
12. Connect card payments if you take them. Stripe Terminal and Stripe QR are the supported electronic payments; the Simulated provider is for testing. See Stripe Terminal setup.
13. Decide how End of Day posts. Review Per-Tender Settlement, Create Sales Orders by Default and the optional scheduled daily run on POS Setup. See End of Day posting.
14. Activate the license. Open License Activation from the Setup menu. See Pricing and licenses.
15. Verify every terminal, then ring a test sale. Use the worksheet described under Expected result, then follow Your first sale.

Optional modules come after the core setup: Stock availability, Kitchen tickets and labels, Sell by weight with scales and Loyalty programs.

How settings resolve

The register profile is resolved as a whole, from the most specific assignment to the most general: the terminal's Register Profile Code, then the store's, then Default Register Profile Code on POS Setup. With no assignment at any level the register runs in compatibility behavior. An assigned profile that is missing or inactive stops with an error instead of silently falling back to the next level. Per-terminal fields that show (Default), Default (use POS Setup) or -1 inherit the company value from POS Setup. Setups by store type shows typical profile designs.

Expected result

When the checklist is done, the Effective Register Setup worksheet explains, for one store and terminal, which register features the cashier will see and why. Check it for every terminal you take live.

1. Open Effective Register Setup from the Setup menu. It opens on the Default POS Store and Default POS Terminal ID from POS Setup. The Register Context group shows the Effective Profile and where it was Resolved From: Terminal, Store, POS Setup or Compatibility.

2. To check another register, change Store Code and then Terminal ID. The terminal must belong to the store you chose, otherwise the worksheet stops with "Terminal ... does not belong to store ...".

3. Read the Effective Features lines. There is one line for each of the 23 register capabilities, followed by one line per active fulfillment method that the profile offers.
4. Choose Troubleshooting -> Run Readiness Check. It refreshes the lines and validates the profile. A ready profile reports "The effective register profile is ready."; a profile with warnings shows them, and a profile with blocking errors stops with the error.

Each line has a Result:

Result	Meaning
Visible	The register offers the capability: the profile enables it and company policy and permissions allow it.
Hidden	The profile turns it off, a POS Setup policy turns it off, or the Business Central user lacks the permission behind it.
Unavailable	A terminal or item condition blocks it, for example Disable Price Check on the terminal.
Required Setup	Configuration is missing, for example kitchen printing on a profile without a usable kitchen route.

Resolved From on a line reads Terminal: DEMO-T1 style text (the assignment level and the profile code); fulfillment method lines read Profile plus the profile code. Explanation gives the reason and the fix, and Required marks a capture that is required or the profile's default fulfillment method.

Two lines need care when you read them:

• Weighed Item Capture is decided per item, so with a profile that enables it and weighing allowed in POS Setup the worksheet shows Unavailable with "The selected item is not active and sold by weight." That is expected.
• The optional POS User No. field is recorded as context but does not change the results. Permission results reflect the Business Central user who runs the worksheet.

The Setup group opens the related records directly: Open Assigned Profile, Open Store, Open Terminal and Open Register, which runs the real register for the selected context. Assignments -> Where Used lists the POS Setup, stores, terminals and fulfillment methods that use the effective profile.

A terminal is ready for go-live when every capability you plan to use reads Visible, no line reads Required Setup, and Run Readiness Check reports the profile as ready. Ring and post a test sale on it next.

Want to see it with your own items, prices and tax setup first? Book a demo.

What's next

Work through the company-wide settings and register profiles: POS Setup reference.