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Merchant Catalog Login and Setup

Click Go to Settings

Action

Display

  • Login to to SpotOn Retail

    1. Log in to SpotOn merchant dashboard and navigate to Catalog

    2. Select the Settings button on the left-hand navigation bar

    Tip

    Merchant information is imported from Dashboard but can be further customized as needed

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    3. Merchants can customize each of the settings below as needed for their business

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    Retail Hub

    • Merchants can use the Retail Hub to watch useful walk-through videos on different functions of Retail Catalog as first-time users

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    Locations

    • Customizable Merchant Features

      • Logo Upload

      • Location Name

      • Profile Nickname

      • Location Type:

      • Language

      • Allow feedback and reviews

      • Bio

      • Product Type (Products, Services, Products & Services)

      • Over Allocation (Merchant can sell more items than they have in stock in their catalog)

      • Business address

      • Business email

      • Business phone number

      • Website

      • Social Media

      • Business Hours

      • Holiday Hours

    Tip

    Changing Product Type settings allows different access to further setup pages

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    Channels

    • Allows merchants to see which solutions they are currently using and can toggle devices on and off as needed

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    Taxes

    • Merchant can set up their state sales taxes

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    Fees

    • Merchants can set up and customize all of their products' fees

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    Discounts

    Merchants can customize their discounts as their business requires.

    Standard discounts (default)

    • Employee and referral discounts are examples of information added as standard discounts

    Tender Type Discounts

    • Specific payment discounts such as cash only, E-Commerce, and discounts received only through specific POS devices, are created in this area by toggling the required switch on

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    Tipping

    Merchants can customize the customers’ ability to leave gratuity and tips, including calculating before and after tax and by preset percentages

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    Unit of Measure

    Merchants can select units of measure used by their business if needed

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    Team Members

    Merchants can add their employees and their contact information

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    Shipping

    Shipping Methods (Default)

    Merchants can customize, add new shipping methods, update their shipping rates, and add descriptions

    Tip

    Shipping will automatically be added into the customer’s checkout total

    Local Delivery

    Merchants can offer customers faster delivery of products by toggling on Local Delivery at the top

    They may also add DoorDash delivery, touchless delivery, or add company driver details as needed

    Local Pickup

    Merchants may set up the ability for in-store pickup.

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    Loyalty

    Merchants can set up and customize their Loyalty programs, including reward redemptions for specific products or services

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    Receipt

    Merchants can customize their receipts with company logos, custom colors and text, and desired receipt information. Receipt previews display on the right-hand side of the screen.

    Tip

    Receipts will be emailed to customers as displayed in the merchant’s preview setting.

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