Apple iPad Setup for Use as a POS

APPLE IPAD POS SETUP


INTRODUCTION

Using an iPad as a POS is a natural solution. Current iPad models rival other types of computers in speed, features and affordability. With a built-in touch-screen, an iPad POS is a natural and intuitive solution for point of sale.

That being said, in order to successfully use your new iPad as a point of sale, you need to follow specific guidelines. Using an iPad for personal use is much different than using as your business’ point of sale.

SETTING UP YOUR IPAD

When you turn on your iPad for the first time, it takes you through the setup process. The default settings expect the iPad to be used for personal use. It’s important to make sure you go through the initial setup keeping in mind that your iPad will be used as a POS.

APPLE ID SETUP

Your iPad will ask you to sign in with an Apple ID, If you have an iPhone, iPad or Mac computer for personal use, you probably already have an Apple ID.

Because your personal Apple ID is tied to your personal information such as notes, calendar events, passwords and photos you should never set up your business’ iPad with your personal Apple ID.

Choose the option to create a new Apple ID or use one that you have already designated strictly for business and for use with your point of sale system.

NOTE: The Apple ID account used to register your iPad is used to establish ownership of the iPad. Letting an employee or manager set up your iPad with their personal Apple ID is a recipe for disaster!

DISABLE SIRI

During the setup process, it will ask if you want to set up SIRI. This is Apple’s voice-controlled assistant. Choose the option “set up later”. You won’t be asked again to enable SIRI. There’s no reason to use SIRI when using your iPad as a point of sale.

TOUCH ID/PASSCODE SETUP

When your iPad is used as a personal device it’s handy to keep the screen locked and password protected. However, when your iPad is used as a POS many different users will be interacting with the iPad through the day.

Touch ID uses fingerprint identification to unlock the iPad. This is impractical because there are a limited number of fingerprints that the iPad can store. Make sure you do not enable Touch ID for your iPad POS.

You should also skipp setting a passcode for the iPad. Any time time screen is turned off it will ask for a passcode. If an incorrect passcode is entered too many times the iPad will be perminantley locked and unable to be used until it is unlocked.

This requires connecting the iPad to a computer with iTunes and wiping the device. In some cases, you may need to contact Apple to verify your identity if the iPad has been disabled.

When the iPad asks you to set up a passcode, tap the “passcode options” link and confirm that you do not want to set a passcode.

Touch ID instructions

IPAD SETTINGS

Use compatible plain receipt paper rolls that are 3 inches wide and no more than 230 inches long.

Mac Settings Icon

UPDATING YOUR IPAD

For the best performance and reliability, you must keep your iPad up to date. This means updating the iPad’s own operating system called iOS and your Rezku point of sale application.

UPDATING IOS

To check for iOS updates on your iPad:

  • Tap the Settings icon on your iPad’s home screen
  • Tap “General” on the left-side menu
  • Tap “Software Update”

The iPad will check for updates and prompt you when they are ready to install.

iPad Settings Screen

TURN OFF AUTO UPDATES FOR IOS

Because you need your iPad to be in service through business hours, make sure to turn off auto updates. iPad updates may take 10-15 minutes to complete installation and there is no way to quit once the process has started.

To turn off auto updates:

  • Tap the Settings icon on your iPad’s home screen
  • Tap “General” on the left-side menu
  • Tap “Software Update”
  • On the software update screen tap “Auto Updates”
  • Change to OFF

Since auto updates are turned off. Make sure to periodically check for updates once a week and set aside time to update all your iPad POS tablets.

UPDATING APPS

It is just as important to make sure your apps are updated on a regular basis. Check the App Store for updates once a week and plan time to update all your iPads, or turn on auto-update.

iPad Appstore

To check for app updates:

  • Tap the icon to open the App Store
  • At the bottom of the App Store screen, you’ll see a red indicator for any pending updates
  • Tap the “Update” button next to your iPad POS app’s icon

App updates are typically fast (depending on your internet speed) and take less than 5 minutes to complete.

TURN ON AUTO UPDATES FOR APPS

Because app updates are quick, and will not be done while your POS app is in use, you should turn on Auto Updates for Apps in the iPad Settings.

To turn on Auto Update:

  • Tap the Settings icon on your iPad’s home screen
  • Scroll down the left side menu and tap on “iTunes and App Store”
  • Disable automatic downloads for everything but “Updates”
iPad Lock Settings

KEEPING THE IPAD SCREEN ON

While using your iPad point of sale, you need to make sure the screen doesn’t turn off automatically. The iPad’s default behavior is to save battery power by automatically going to sleep after a period of inactivity.

While this is useful for personal devices, for a POS this can have negative results. The iPad has multiple settings that can lead to the screen shutting off and the iPad going to sleep automatically.

DISABLE AUTO-LOCK

The auto lock feature dims the screen and closes all open apps to save battery power. However, this can cause loss of data and productivity slowdowns for an iPad POS system.

To disable iPad Auto-Lock:

  • Tap the Settings icon on your iPad’s home screen
  • Scroll along the left side menu to find “Display and Brightness”
  • In the Display and Brightness settings change “Auto-Lock” to “Never”
iPad Lock Screen

DISABLE AUTO-BRIGHTNESS

Another setting that works similarly to Auto-Lock is Auto Brightness.

To disable Auto Brightness:

  • Tap the Settings icon on your iPad’s home screen
  • Tap on General in the left-side menu
  • In General settings on the right side of the screen, tap Accessibility
  • Find the setting under “Vision” labeled “Display Accommodations”
  • Tap Display Accommodations
  • Turn Auto-Brightness off
iPad Brightness Settings

IPAD NETWORK SETTINGS

Your iPad POS tablets will use Wi-Fi technology to connect to your designated point of sale network. To ensure the best performance and reliability, follow these steps to set up your iPad network settings.

CONNECTING IPAD WI-FI

To get your iPad working as a POS, you will need to use Wi-Fi to connect to your dedicated POS network.

To connect your iPad to your network:

  • Tap the Settings icon on your iPad’s home screen
  • Tap Wi-Fi on the left-side menu
  • Tap to turn on Wi-Fi
  • Choose the correct POS network from the list of available networks
  • Enter the password for your network

NOTE: Turn off Ask to Join Networks. This will keep the iPad from prompting staff to connect to a different network if your POS network becomes temporarily unavailable. If your iPad is connected to the wrong network it won’t be able to communicate with the rest of your point of sale devices.

iPad WiFi settings screen

FORGET OTHER NETWORKS

If at any time you have connected to a different Wi-Fi network the iPad will remember the connection and automatically switch if your POS network becomes unavailable or the signal strength of the other network is stronger.

This will cause the iPad to be unable to communicate with the rest of your point of sale devices which are on the right network. This includes printers, card readers and other POS terminals.

For this reason, it’s important to “forget” any other networks the iPad has connected to.

To forget networks:

  • Tap the small blue circle with an “i”
  • Tap “Forget This Network”
iPad Forget network

DISABLE ICLOUD KEYCHAIN

If you are using an Apple ID that has other Wi-Fi passwords saved the passwords will share between devices, even if you have not connected the iPad another Wi-Fi network. This is especially common if you have used your personal Apple ID to register your POS iPad (which is unadvised).

To disable Wi-Fi password sharing:

  • Tap the Settings icon on your iPad’s home screen
  • Tap your account name at the top of the settings menu on the left
  • Tap iCloud on the right side
  • Scroll through the list of iCloud services to find “Keychain”
  • Tap keychain and disable the toggle next to “iCloud Keychain”

ENABLE GUIDED ACCESS (KIOSK MODE)

Guided access mode locks your iPad to one app. This can be used in an environment where you are worried that employees or guests might use the iPad for other functions during business hours.

To Enable guided access:

  • Tap the Settings icon on your iPad’s home screen
  • Tap on “General” on the left side menu
  • In General settings on the left, tap accessibility
  • Scroll to the bottom to find “Guided Access” under learning
  • Tap Guided Access and switch the toggle to the ON position
iPad Guided access

To set a passcode preventing exiting guided access mode:

  • Tap “Passcode Settings”
  • Tap “Set Guided Access Passcode”
  • Enter a 6-digit secret passcode
iPad keypad

To Enter Guided Access Mode:

  • Open the app that you want to protect
  • Tripple click the iPad’s “Home” button on the front
  • Tap to enable guided access mode
iPad Guided access

To Exit Guided Access Mode

  • Tripple-click the home button on the front of the iPad
  • Enter the secret passcode (if set)
  • Tap “End”
iPad Guided access

NOTE: When guided access is turned on some troubleshooting for your iPad POS is limited. Such as confirming the iPad’s Bluetooth and Wi-Fi settings. If guided access is turned on, make sure there is at least one manager on site at all times who has the password and can exit guided access if tech support needs you to change the iPad’s settings.

DON’T INSTALL ADDITIONAL APPS

There are thousands of different apps in the Apple App store. It is impossible to test for conflicts and compatibility with every app out there.

Because your iPad POS is not being used for your business and needs to be reliable and high-performing you should never install any additional third-party apps or multi-task on your iPad point of sale system!

IPAD POS TECHNICAL SUPPORT

If you need additional technical support for your iPad point of sale system the following resources are available to you:

APPLE SUPPORT

If you believe your iPad hardware or operating system is malfunctioning or you would like expert training on how to use your iPad, contact AppleCare support. Every new iPad comes with 6 months of free technical support directly from Apple.

AppleCare can be reached by calling 1-800-MY-APPLE or on the web at https://support.apple.com

REZKU SUPPORT

If you would like help setting up your iPad POS system, would like additional training or need technical assistance please contact Rezku Customer Support by phone at 1-844-697-3958 or by email at support@rezku.com. Customer support, training, and technical assistance are included with your Rezku POS subscription with no additional per-use cost.

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