Run the setup wizard

Set Up Bitta Retail POS is the assisted setup that creates your first store and register and checks that Business Central can post what the point of sale sells. It has five steps and a completion page. The store, register and profile are created only when you choose Finish; the assist buttons on the readiness step can create the cash customer, number series and starter tenders before that. Running the wizard again later is safe: it pre-fills the current setup instead of starting blank.

Prerequisites

• The Business Central foundation from POS prerequisites. For Sales Tax, an existing Tax Area; the wizard never creates Tax Areas or VAT setup.
• The BAA POS - Admin permission set.
• About five minutes.

Start the wizard

Search for Assisted Setup in Tell Me and choose Set Up Bitta Retail POS in the Set up your company group, or choose Set Up Bitta Retail POS on the Setup menu of the Bitta Retail POS Admin role center. Use Next and Back to move between steps.

Step 1: First Register

1. Enter the Store Code and Store Name. A new company starts with MAIN and Main Store.
2. Optionally select a Business Central Location. Leave it blank to use company-wide inventory.
3. Check the Tax Calculation Method: Sales Tax, VAT or None. Companies whose country is US start with Sales Tax; others start with VAT.
4. For Sales Tax, select the existing Store Tax Area. For Sales Tax or VAT, set Prices Include Tax if your shelf prices already include tax.
5. Enter the Register ID and Register Description. A new company starts with REGISTER-1 and Front Register.

If the store or register already exists, the wizard loads its current name, location, tax area and description.

Step 2: How This Register Works

1. Choose the Starting Point for the register's profile:
   • Standard Checkout keeps the basket focused on quick sales, customers, pricing, stock, parking, returns, receipts and cash operations.
   • Order and Fulfillment adds Pickup and other fulfillment choices, order reference, promised time, preparation instructions and kitchen output.

2. Keep or change the Register Profile Code (default REGISTER) and Register Profile Description (default First Register). The profile is customer-owned; you can edit it after setup.
3. If POS Setup already exists in the company, Create from Current Setup is available. It builds the profile from your reviewed pricing, stock, scale and cashier-cancellation choices instead of a starter template, and switches the starting point to Standard Checkout.

For typical profile designs, see Setups by store type.

Step 3: Optional Services

Card payments, receipt printing, kitchen output and scale start at configure later, and no payment credential is requested unless you select its provider.

1. Configure Card Payments Later: clear it to set up integrated card payments now. Card Payment Provider offers None, Stripe and Simulated; when no provider is set yet it starts at Simulated. For Stripe, set the Stripe Secret Key with its assist button and enter the Card Reader ID. Simulated needs no credentials and is meant for demos and testing. If Card Payment Provider does not appear after you clear the switch, leave card payments for later and set the provider on the Card Payments (EFT) FastTab of POS Setup after the wizard.

2. Configure Receipt Printing Later: clear it to create a device-free browser receipt route.

3. Configure Kitchen Output Later: shown for Order and Fulfillment only. Clear it to create a starter browser-connected kitchen route.

4. Configure Scale Later: clear it to allow manual weight entry for weighed items without hardware.

5. Create Starter Barcode Rules: on by default. Creates standard, weighted and price-embedded barcode rules.

Stripe Terminal and QR pay details are in Stripe Terminal setup.

Step 4: Business Central Readiness

Each row shows Ready, Configure later, Needs attention - choose the assist button, or the exact problem. Choose a row's assist button to fix it or open the related setup:

Row	Assist button
Cash Customer, Posting Groups	Creates or repairs the walk-in cash customer and its Business Central mapping
Location	Opens the location list to select one
Tax Configuration	Sales Tax: select a Tax Area. VAT: repairs the cash customer mapping
Payment Methods	Opens Business Central Payment Methods
Tender Settlement	Creates the starter tenders and opens the POS tender method list, where you assign each a payment method or settlement account
User Mapping	Opens POS Users
Number Series	Creates or repairs the POS number series

Select Show Advanced Number Series to see the POS Item Nos., POS Customer Nos. and POS Sale Nos. codes. It turns on by itself when a series is not ready.

Step 5: Review and Finish

1. Review Store and Register, Register Profile, Payments, Printing, Kitchen, and Scale, Cash Drawer Safety and Tax Configuration. Current Setup Choices appears when you chose Create from Current Setup.
2. Choose Finish.

Finish validates your entries, then creates or updates the store and register, sets the tax method and default store and register on POS Setup, ensures the number series and cash customer, seeds the CASH, CARD, VOUCHER and ONACCT tenders, applies the optional services you chose, creates the register profile and assigns it to the company, store and register. Typical refusals:

• "Select an existing Business Central Tax Area for this store before finishing setup."
• "Set the Stripe secret key and card reader ID, or choose Configure Card Payments Later."
• "Tender settlement is not ready: ..." with a Show Tender Methods action.
• "Cash customer mapping, posting groups, and POS number series must be ready before the profile can be assigned."

Done: Your First Register Is Ready

The completion page confirms that the reviewed customer-owned register profile is active and assigned, and points you to the register, administration and the first-sale walkthrough. Close the page, then open the register with Open Register on the Bitta Retail POS Admin role center, or read the first sale summary.

The wizard creates no sample items, sample customers or sales. To evaluate with prepared data instead, use the separate assisted setup Try Bitta Retail POS with Demo Data in an evaluation company.

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

What's next

Explore a ready-made two-register dataset in an evaluation company: Try the demo store. In a production company, continue with the Go-live checklist.