Bleaum POS Setup Guide

Table of Contents

1.

Initial Account & Shop Setup

2.

Access & Employee Management

3.

Register, Drawer & Vault Configuration

4.

Catalog & Inventory Setup

5.

Fulfillment, Sales & POS Workflow

6.

Delivery & Online Ordering

7.

Loyalty, Notifications & Marketing

8.

Hardware & Printing

9 .

Go‑Live Checklist

1. Initial Account & Shop Setup

Login: Go to ops.pos.bleaum.io and reset your password.

Shop Info: Under Settings – Store Information—add name, address, email, phone.

Shop Preferences: Enable essentials (e.g., Email receipts, Out‑of‑Stock sales).

2. Access & Employee Management
Employees: Settings – Access Management – Employees—add team members, assign roles.
Groups & Permissions: Create (e.g., Cashiers, Managers) under Employee Groups; set access.
Shifts: Enable PIN clock-in/out under Employee Shifts; audit easily.
3. Register, Drawer & Vault Configuration
Registers: Settings – Cash Management – Registers—add each POS station.
Drawers: Add drawers per register; input opening balance, test open/close.
Vault: Set Main Vault starting balance and log the first deposit.
4. Catalog & Inventory Setup
Products: Catalog – Products—CSV import or manual add.
Classifications & Tax: Create “Cannabis” and “Non‑Cannabis” categories with correct tax profiles.
Brands & Matrix: Upload brand assets; set product variants via Matrix.
Inventory & Pricing: Configure stock levels, thresholds, and tiered pricing strategies.
Reconciliation: Run an initial sync session and reconcile with METRC as needed.
5. Fulfillment, Sales & POS Workflow
POS Workflow: Process In-Store, Pickup, Delivery orders. Test customer signup, anonymous checkout.
Order Ahead: Fulfillment Order Ahead—confirm web orders flow into POS.
Returns: Familiarize with Orders & Returns tabs.
6. Delivery & Online Ordering
Drivers & Vehicles: Setup deliveries, assign resources.
Notifications: Test manual notifications and scheduled alerts.
Calendar: Add a promotional event.

Loyalty QR: Enable scan-to-earn, print and test QR code.

7. Loyalty, Notifications & Marketing
Banners & Spotlight: Upload images and spotlight a product.
Chat & Social: Enable chat hours; link Instagram/Facebook.
API & Analytics: Add Google Analytics ID and generate API keys.
8. Hardware & Printing

A.

Install Printer Client

1. Download from download.bleaum.io for your operating system.
2. Sign in with your Bleaum credentials.
3. Under Choose output type, select label/receipt type; then check the printer from Available Printers, and click “Setup this device as a new client”.
💡 If multiple users share the POS and need different printers per profile: click the user icon top-right, Add new user, and repeat printer setup under that profile.

B.

Configure Automated Printing

1. Click the rotating Settings icon → Personalize tab → scroll to Configure Automated Printing.
2. You’ll see 4 tabs: Package Label, Exit Label, Receipt, Delivery Receipt.
3. In each tab, select the assigned printer from the devices you set up, then Save.

4. Test print to confirm the connection.

Automated Printing Setup

Automated Printing Setup

C.

Setup Tutorial Videos

Classification Setup

Creating Labels

Customer Types

Employees & Groups

Cannabis Purchase Limits

Creating Packages (non-METRC & METRC sync)

Processing Returns

Register & Drawer Creation

Tax Profile Setup

Tax Profile Setup

9. Go‑Live Checklist

1.

Configure Automated Printing

2.

Employees & permissions configured

3.

Register, drawers, vaults ready

4.

Product catalog complete

5.

Inventory levels correct

6.

Automated printing working with test prints

7.

Loyalty, notifications, and API active

8.

Drivers and delivery features tested

9.

POS workflow tested (sales, returns, etc.)

Congratulations! Your Bleaum POS is Ready


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