POS help centre


Learn how to manage and process sales, take payments and create customers.

Card machine setup

Setting up the SumUp Air

From your tablet pair the SumUp air to the tablet via Bluetooth, the SumUp air must be turned on. Ensure you've created a SumUp account and added your bank account details so SumUp knows which account to pay into.

Setting up the Dojo Go

View Dojo's How to install the Dojo Go documentation to get started. Once the device has been activated tap , then Settings and enter the supervisor code. Select Card machine mode and select Pay at counter.

Setting up the Paymentsense card machine

View the Paymentsense user guide to get started. The guide also outlines how to take payments, process refunds, run reports, changes passwords and covers troubleshooting issues. Once setup you'll need to change the default mode on the card reader. Tap F4, enter the supervisor code and select OFF as the standalone mode. Tap the Next button and the card machine will reboot to change the mode.

Connect to Saledock

From the Saledock POS app go to the Settings page. By default, the payment provider is set to none. Tap the option input a select your payment provider.

Connect with SumUp

Select SumUp and a web browser will open, enter your SumUp email and password, tap login then allow SumUp and Saledock to access your location. Your SumUp air is now connected to Saledock. Your SumUp merchant ID will be displayed so check this against your SumUp account so you know that right account is connected.

Tip: SumUp will ask you to login each time you process a payment if your browser passwords are not set to saved. To set this open your browser, tap icon, select settings then select passwords and ensure Saved passwords is enabled.

Connect with Dojo or Paymentsense

Both Dojo and Paymentsense use the same process when connecting the card machine to Saledock.

Select Paymentsense and configure the connection using your Paymentsense or Dojo URL, API key and Installer ID, which you will have received via email from your payment provider. Tap OK, select the card machine you wish to use and tap Save. Your card machine will now be paired with Saledock.

Taking payments

Please refer to the POS help guide for guidance on how to use the POS app and general guidance on taking payments:

  • Pay by cash
  • Pay by card (without payment integration)
  • Pay by gift card
  • Layby an order
  • Split and partial payments

SumUp - Pay by card

To take card payments using a SumUp ensure you are logged into your SumUp account via the Payment provider section on the Settings view in the Saledock POS app. On your first transaction you will be asked to connect your SumUp card reader. Tap Pay by card and a scanning for card readers view will be displayed. Once a reader is found you will be asked to compare the last four digits shown on screen to the serial number on the back of your card reader, if they match tap Connect then Next. You will then be able to process your first payment.

If multiple readers are found all will be displayed on the screen, swipe the one you wish to use to the centre of the screen (desktop) or into view (mobile) to set that card reader as the default reader for that register.

When processing payments using SumUp integrated payments the SumUp payment screen will instruct the user to take payment, the total to pay is automatically synced to the card reader. There are several outcomes for SumUp card payments:

  • Successful payment – Payment has been successfully taken, you will see a payment approved screen before automatically proceeding to the receipt view.
  • Failed payment – Payment has failed, either due to lost network connection, no connection with the card reader or transaction timeout if the customer does not pay within 2 minutes. You will be given the option to cancel the transaction or try again.
  • Transaction cancelled – Payment has been cancelled by the customer or you have the option to cancel a transaction by pressing the power button on the right hand side of your card reader. You will be given the option to cancel the transaction or try again.

We recommend keeping your reader docked in the cradle (if purchased) and plugged into a powered device via USB, this ensures the reader does not Sleep therefore establishing a quicker connection when processing a payment. Readers or docked readers that are not connected to a powered device via USB will Sleep after a period of being idle and will require up to a few seconds to Wake again before processing a payment.

If you are having difficulties connecting to the card reader whilst attempting to process a payment the icon will appear in the top right. Tap the to re-establish a Bluetooth connection with the card reader. To restart the reader hold down the power button until the reader turns off then press the power button again to turn it back on.

Watch our YouTube setup video!

Please note: SumUp have updated their Bluetooth reconnection UI since this video was published.

visit our channel!Watch the SumUp setup video on YouTube

Paymentsense and Dojo - Pay by card

To take card payments using Paymentsense or Dojo ensure you are logged into your Paymentsense or Dojo account via the Payment provider section on the Settings view.

When processing payments using SumUp integrated payments the SumUp payment screen will instruct the user to take payment, the total to pay is automatically synced to the card reader. There are several outcomes for SumUp card payments:

  • Successful payment – Payment has been successfully taken, you will see a payment approved screen before automatically proceeding to the receipt view. On the card machine you'll have the option to print a payment transaction receipt too.
  • Failed payment – Payment has failed, either due to lost network connection, no connection with the card machine or transaction timeout if the customer does not pay within 1 minute. You will be given the option to cancel the transaction or try again.
  • Transaction cancelled – To cancel a transaction tap the Cancel button on the tablet and you will be returned to the Total to pay view. The card machine screen will state that the transaction has been cancelled, this will remain for a few seconds unless you tap the Done button on the card machine.
  • Signature verification – On a rare occasion you'll be required to verify the card holders signature. The transaction is initially approved until you verify the signature. Tap Approve to confirm the signature, you'll then proceed to the receipt view. Tap Decline and the payment will be reversed and appear as declined, you can then cancel or retry the payment. You'll also have the option to print a receipt showing the payment as being declined.

To take payments over the phone you'll need to activate this features with your provider. To learn how to process payments over phone view Dojo's How to take payments over the phone article or read pages 14-15 of the Paymentsense user guide.

To allow another user to start an order whilst a customer is paying for an order with another staff member tap the icon the top right. Select a profile to switch user. The payment in process from the other users order will still be processing in the background. A notification will be displayed indicating a successful or failed payment. We only recommend using this feature if you do not have the receipt view enabled.

Refund/exchange

Please refer to the POS help guide for general guidance on how to process a refund or exchange.

SumUp - Refund/exchange

To process a refund using SumUp select the items to be refunded, tap the Refund or exchange button and select Card as the payment type. The card refund view will display the total to refund and the last four digits of the card being refunded. Tap the Next button to confirm the refund or Cancel to cancel the refund. You can only refund the amount to the original card used to purchase the items. You cannot refund to card if the items were originally purchased by cash. The amount will be automatically refunded to the original card, you do not need to card tap or insert the card into the card reader.

To process an exchange where money is owed, the payment transaction process is the same as a regular purchase.

Dojo and Paymentsense - Refund/exchange

To process a refund using Dojo or Paymentsense select the items to be refunded, tap the Refund or exchange button and select Card as the payment type. The card refund view will display the total to refund. Tap the Next button to confirm the refund or Cancel to cancel the refund. The total to refund will be displayed on the card machine. Tap or insert the card into the card machine to process the refund. The amount can be refunded to any card.

To process an exchange where money is owed, the payment transaction process is the same as a regular purchase.

Back office setup


Learn how to setup your ecommerce site, users, stores, customers, manage inventory and track sales.

back office setup

Hardware setup


Setup hardware and check your computer specifications are compatible with Saledock.

Hardware setup