Store Setup

Use this page to review the setup surfaces for an existing PeakPOS location. Store setup is split across selected-store settings, organization records, staff assignment, terminals, and Peak Support-owned provisioning.

Before changing anything, confirm the active organization and the store shown in Select store.

Setup ownership at a glance

Portal location	Scope	Merchant responsibility	Peak Support responsibility
Settings	Selected store	Review settings. Users with store settings write access can change timezone, operating hours, and checkout behavior.	Help when the store or operational settings cannot be loaded or provisioned correctly.
Organization → Organization	Organization	Review the legal name, tax IDs, contact details, and bill-from locations used on invoices and receipts.	Change the canonical organization profile and its legal or billing locations.
Organization → Locations	Organization list; each record is one store	Review existing locations. Users with store settings write access can edit a store's operational name, address, and phone.	Provision a missing location and manage the organization's primary bill-from location.
Organization → Store Tax Policy	Selected store	Inspect effective, scheduled, inactive, and historical provider rules; run a same-engine checkout preview.	Complete the Gateway tax connection and make store tax policy changes.
Organization → Staff	Organization	Invite organization staff and review pending invitations when permitted.	Help resolve organization provisioning or invitation-delivery problems.
Store Operations → Staff	Selected store	Add eligible organization members to the store and manage store roles when permitted.	Help when membership or authorization provisioning is incorrect.
Store Operations → Terminals	Selected store	Review terminal status and details. Terminal administrators can manage the payment configuration exposed in the portal.	Add terminals, complete payment provisioning, and manage support-owned payment capabilities such as EBT enablement.

Pages and actions appear only when your organization has the related feature and your role has the required permissions. Read access does not imply edit access.

1. Review the organization record

Open Organization → Organization.

This page is the read-only canonical organization record. Check the legal name, tax IDs, contact details, and bill-from locations that appear on invoices and receipts. The Merchant Portal does not provide an edit path for this record.

If the organization identity or primary bill-from location is wrong, contact Peak Support. Do not substitute a store-location edit for an organization-profile correction; they have different ownership and uses.

2. Review each location's operational identity

Open Organization → Locations.

1. Find the existing location.
2. Open Store Details.
3. Verify the operational name, address, and phone used by the POS and receipts.
4. If you have store settings write access, select Edit, update the operational details, and save.

The page lists locations already available to the organization. If a location is missing, contact Peak Support for provisioning rather than trying to represent it by renaming another store.

3. Configure selected-store operational settings

Choose the location in Select store, then open Settings.

Review these selected-store defaults:

• Timezone — the IANA timezone used by store workflows.
• Operating hours — the opening and closing times used by scheduling and checkout.
• Checkout behavior — whether the POS prompts for a tip after its next configuration refresh.

Users with store settings write access can edit and save these values. Other users see the current values with read-only access.

The Store information panel on Settings is a reference. Use Edit in Locations to change the store's name, address, or phone.

4. Inspect checkout tax policy

Open Organization → Store Tax Policy after confirming the selected store.

Merchants use this page to:

• inspect the effective checkout policy and provider attribution;
• review scheduled, inactive, and historical provider rules; and
• build a representative basket and select Run same-engine preview to see how the current Gateway calculation path applies tax.

Peak Support owns the Gateway tax connection and changes to store tax policy. To request a change, provide the organization, store, requested effective time in the store timezone, reason, and expected checkout outcome. If the page reports that the store tax policy is unavailable, Peak Support must finish the Gateway tax connection.

5. Prepare staff access

Staff identity is organization-scoped; store assignment is selected-store-scoped.

1. Open Organization → Staff to invite a person into the organization.
2. Open Store Operations → Staff for the selected store.
3. Select Add to Store to add an eligible organization member and choose a store role, if your permissions allow it.
4. Review the selected-store roster and effective roles.

Keep organization access and store roles limited to what each person needs. Follow Staff Management for the focused workflow.

6. Confirm terminal readiness

Open Store Operations → Terminals for the selected store.

Check that:

• every expected terminal is registered to this store;
• the fleet status matches the devices in use;
• terminal details show the expected connectivity and peripherals; and
• payment configuration is provisioned.

Contact Peak Support to add a terminal or complete missing payment provisioning. Users with terminal administration access can change the payment configuration exposed on a terminal; users without it see that configuration read-only. Store-wide tip behavior remains in Settings, and EBT enablement remains Peak Support-owned.

See Terminals for status checks and troubleshooting.

7. Finish the operational prerequisites

Store setup is ready for the workflows you plan to use when:

• the correct organization and store are selected;
• the organization record and location identity are correct;
• timezone, operating hours, and checkout behavior are reviewed;
• the current checkout tax policy has been inspected and any support-owned changes are resolved;
• required staff have organization membership and selected-store roles;
• required terminals are registered and payment-provisioned; and
• the catalog and stock are ready in Products and Inventory.

Confirm that each responsible user can see the navigation and actions their role requires. If a page or action is missing, have an organization administrator review permissions before contacting Peak Support about feature or provisioning changes.