TAKU Retail
Request SupportEmail UsTerms & Policies
  • What is TAKU Retail?
  • What is TAKU Pay?
  • Watch how TAKU Retail Works
  • How to Sell on Every Channel with TAKU
  • Pricing Plans
  • How to Get Started
    • ✅Onboarding Checklist
    • ⚙️General Settings
      • Business Details
        • SKU & Account ID Formats
        • Financial Settings
        • Inventory Options Settings
      • Inventory Settings
        • Inventory Doc Formats
        • Units of Measure
        • Inventory Categories
        • Inventory Brands
      • Account Settings
        • Account Groups
        • Privacy Consent Capture
      • Money Settings
        • Currency Denominations
        • Cash Rounding
        • Tender Types
          • Creating / Editing Tender Types
          • Store Credits
      • Taxes
        • How Taxes Work in TAKU
        • Creating Sales Taxes
        • Creating Tax Rules
        • Creating Tax Categories
        • Tax Exceptions
      • Privacy Consent Capture
    • 🗺️Zones Settings (Multi-Store)
      • Adding / Managing Zones
      • Stock Allocations
      • Shippers
      • Inventory Doc Formats
      • Recurring Order Setup
    • 📍Store Settings
      • Salesscreen Settings
        • Sales Doc Formats
        • Sales Doc Settings
        • Store Policies
      • Setting up Picture Gallery
      • Return Settings
      • Store Payment Settings
      • Cashout Settings
      • Receipts
        • Receipt Builders
        • Email Receipts
      • Adding / Managing Stores
    • 🖥️Stations
      • Adding / Managing Stations
    • 🖨️Hardware Setup
    • 🔖Discount Controls
      • Restricting Discounts by Product
    • 👥Users & Access Rights
      • User Roles
      • Access Rights by Role
    • 📤Importing Data
      • 🏷️Importing Inventory
        • Matrix Product Import
      • 🙂Personal Accounts Import
      • 🏢Commercial Accounts Import
      • 📇Commercial Contacts Import
    • 🔁Transaction Recovery
  • Selling In Store (POS)
    • 🛒Sales & Returns
      • How to Make a Sale
        • Selling with Picture Gallery
        • Viewing & Selecting Line Items
        • Deleting a Line Item during a Sale
        • Clearing the Salesscreen
        • How to Park or Suspend a Transaction
        • Re-opening a Suspended or Parked Transaction
        • Creating Accounts during a Sale
        • Creating Products during a Sale
        • Price Editing during a Sale
        • Setting a Future Pickup Date
      • How to Return in the Return Screen
        • How to Return or Exchange in the Salesscreen
        • Offering Store Credit for Returns
      • Creating Pre-Orders (Prepaid)
      • Creating Pre-Orders (Unpaid)
      • Commitments (Recurring Orders)
        • Selling Repeat Products during POS Checkout
        • Managing Commitments
          • Generating Recurring Orders from Commitments
          • Skipping, Pausing or Voiding Commitments
        • Processing Recurring Orders
    • 🎯Discounts & Promotions
      • Manual Discounts
        • Applying Line Discounts
        • How to Apply Bulk Line Discounts
        • Applying Sub-Total Discounts
      • Automated Promotions
        • Price Levels
        • Category Promotions
    • 📦Inventory
      • Adding Inventory Items
      • Editing Inventory Items
      • Editing Inventory Prices
      • Receiving Reordered Inventory
      • Creating Matrix Products (Variants)
      • Editing Matrix Items
      • Creating Usage Detail
      • Printing Barcode Labels
    • 👤Accounts & CRM
      • Adding Personal Accounts (Customers)
      • Editing Personal Accounts (Customers)
      • Adding Commercial Accounts (B2B)
    • 💵Cash Management
      • How to Handle Cash
      • Opening the Till
      • Closing the Till
  • Selling Online
    • 🌐Start Selling Online
      • Online Products
        • Publishing Products Online
        • Re-Sorting Online Products
        • Creating Categories for your TAKU eCommerce store
      • Taxes & Payments
        • Online Taxes
        • Setting up Payments
          • Setting Up Online Payment Options
          • Setting Up Manual (Offline) Payments
          • Sorting Payment Options
          • Setting Your Payment Currency
          • Disabling A Payment Option
          • Mapping All Payments for Reporting
      • Pickup, Delivery & Shipping
        • Store Pickup
        • Scheduled Store Pickup
        • Local Delivery
        • Offering Free Shipping
        • Setting Up Shipper Options
      • Designing your Storefront
        • Designing your Online Store
        • Designing your New-gen Instant Site
        • Adding the "About Us"
        • Adding your Business Number
        • Adding a Logo to your Invoices
        • Adding "Shipping & Payment" Policies
        • Adding a "Return Policy"
        • Adding "Terms & Conditions"'
        • Getting Consent at Checkout
        • Adding a "Privacy Policy"
        • Enable/Disable Your Instant Site
    • 🧾Handling Online Orders
      • Fulfilling Online Orders
      • Buy Online Pickup In Store
      • Buy Online Return or Exchange In Store
      • Buy Online Pay In Store
      • Online Storefront Only
        • Signing into TAKU eCommerce (External)
        • Resetting your Password for TAKU eCommerce (External)
    • 📱Facebook / Instagram Shop
      • Facebook Shop
      • Instagram Shop
  • Marketing
    • 🔎Be Found Online Locally
      • Google My Business
      • Google Product Listings
    • 💬Live Chat
      • Facebook Messenger Live Chat
    • 📈Tracking Online Traffic
      • Facebook Pixel
      • Google Analytics
  • Apps
    • 💳Payments
      • In-Person Payments
        • 👑TAKU Pay
          • Business Verification
          • TAKU Pay Accounts
          • TAKU Pay Locations
          • Pairing TAKU Terminals
          • Unpairing TAKU Terminals
          • Terminal Payments
          • Card-Not-Present
        • Ⓜ️Moneris
      • Online Payments
Powered by GitBook

© TAKU Canada Ltd.

On this page
  • Step 1 - Business Details:
  • Step 2 - Denominations:
  • Step 3 - Zone Tender Types:
  • Step 4 - Store Tenders:
  • Step 5 - Sale Doc Formats:
  • Step 6 - Inventory Doc Formats:

Was this helpful?

  1. How to Get Started

General Settings

PreviousOnboarding ChecklistNextBusiness Details

Last updated 2 years ago

Was this helpful?

This article will guide you on how to get started with setting up your business.

You will need to go through the following steps to setup the details of your business in TAKU Retail.

Step 1 - Business Details:

Under this step you can enter information under "Basic Information" and "Contact Information" for your business.

A) Basic Information:

  • Business Name

  • Business Type

  • Default Currency

  • Business Logo

B) Contact Information:

  • Website

  • Location Type

  • Attention (optional)

  • Address Line 1

  • Address Line 2

  • Country

  • Region

  • City

  • Postal/Zip code

  • Email Type and Email Address

  • Phone Type

  • Country for your Phone Number

  • Phone Number, Extension and Notes.

Once you are happy with the information you have added, click the "Save" icon located at the top left corner and click the "Next" button to go to the next step.

Step 2 - Denominations:

Under this step you can enter the tender denominations that will be used for your business, on the left side you enter the tender denomination value and on the right side you enter the Type (Coin or Paper) for the denomination you just entered.

Use the Add icon to add new lines or the Delete icon to delete a line.

Once you are done with this step, you can click the "Next" button located at the right top corner of the screen to proceed to the next step.

Step 3 - Zone Tender Types:

Under this step you can enter the Tender Types to be used for the Zone where the business is located, you have multiple columns and all of them are required fields:

  • Type: This is where you select the type of tender you are adding (e.g. Cash, Digital Token, Fund Transfer, Debit, Credit, etc).

  • Description: This is where you can enter a brief description for the new type of tender that you are adding (e.g. Debit, Credit, Cash, Check or Cheque, etc).

  • Currency: Since it is possible that the store might take more than 1 currency, you have the option to select the currency that will be associated with the new Tender Type that you are creating (e.g. USD, CAD, EURO, POUND, YUAN, YEN, etc).

  • Transaction Type: In this section you can select when this Tender Type can be used for, you have the option of using it for Sales Charges, Sales Paybacks, and Sales Returns.

  • Percentage Fee: This is where you can enter the percentage/transaction fee (if any) for each transaction involving the tender type you are currently adding.

  • Flat Fee: This is where you can enter the flat fee (if any) for each transaction involving the tender type you are currently adding.

Use the Add icon to add new lines or the Delete icon to delete a line.

Once you are done with this step, you can click the "Next" button located at the right top corner of the screen to proceed to the next step.

Step 4 - Store Tenders:

Under this step you can select the Tenders that you would like to use for your store, you can select from the list of available tenders and use the arrow pointing to the right to move it over from the "Available" list to the "Selected" list. All tenders under the "Selected" list will appear in the Sales Tender screen.

Once you are done with this step, you can click the "Next" button located at the right top corner of the screen to proceed to the next step.

Step 5 - Sale Doc Formats:

Under this step you can enter the Prefix, Number of Digits, Starting Doc #, and Suffix you would like to use for the documents that will be created. Notice how you can assign a unique Prefix, Number of Digits, Starting Doc #, and Suffix for the following Document Types: Cashout, Sales Invoices, Sales Returns, and Sales Buy Backs.

On the right side the system shows you a "Preview" based on the parameters that you have entered for each document type, you can click on the "Save" button to save any changes you make, or click the "Undo" button to undo any changes you have made since the last time you saved it.

Once you are done with this step, you can click the "Next" button located at the right top corner of the screen to proceed to the next step.

Step 6 - Inventory Doc Formats:

Under this step you can enter the Prefixes, Suffixes, # of Digits and Starting Number to be used with different Document Types throughout different sections in TAKU.

Once you are done with this step, you can click the "Finish" button located at the right top corner of the screen to save and close the Setup Wizard.

⚙️