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Preparing for the V2 Upgrade

The below checklist outlines vital information required to prepare for the upgrade to V2 Retail Express POS. Each step details a different area of preparation; from hardware, through to staff training. Each step should be reviewed ahead of your upgrade.

Important: each step is crucial to avoid disruption to your business post v2 Upgrade. Follow the steps below to ensure you can continue to print receipts and/or use integrated EFTPOS.

Step 1 - Review your hardware and PCs

V2 POS has a different set of minimum computer requirements.

For supported POS Terminals, Operating Systems and hardware, please see: Supported Hardware Documentation

Important Note: Windows XP is no longer a supported Operating System and you will not be able to use Receipt Printers or POS on a Windows Xp Based machine.

Step 2 - Install Receipt Printers and Integrated EFTPOS

V2 POS requires a local application to be installed on your PCs to controls the receipt printers and integrated EFTPOS terminals (where applicable).

Important: If you fail to complete this installation, you will be unable to print receipts or use integrated EFTPOS (Tyro or PC-eftpos) post-upgrade, until it is successfully installed.

For step-by-step installation instructions, please see : Hardware Installation - Receipt Printers & Integrated Eftpos

Step 3 - Integrated Web Store Details (if applicable)

If you do not have an integrated web store proceed directly to Step 4 - Staff Training.

If you do have a web store:

If your web store was purchased and built by Retail Express, and hasn?t been modified by a 3rd party, proceed directly to Step 4 - Staff Training.
If you have an integrated web store, built by an external developer, additional steps will need to be implemented on the night of your v2 Upgrade; click here to review the full details

Step 4 - Staff Training

V 2 POS is significantly different to V1. Training will be required for your POS Users to familiarise themselves with new processes, and new look and feel.

We have made a staff training site available for preparation for v2 Upgrade.

To access the demonstration site, follow the below steps:

Note: login details are case-sensitive

Enter this URL into your browser address bar: https://training.retailexpress.com.au
Enter the User ID : V2USER
Enter the Password : v2upgrade

The most common POS functions staff may be interested in for up-training are available here:

Step 5 - Final Details to Note

The following processes have been locked down to increase data integrity:

You are no longer able to perform a negative dispatch nor un-fulfil a previously fulfilled product
100% payment due is required for fulfilled items (excepting Account Customers)
The following 'legacy' invoice statuses are no longer in use: Accepted , Accepted_Collected, Accepted CT, Awaiting CHQ, Lodged, On Account, Partner Awaiting DD, Phone Order, Refunded, Requires Verification, Requires Verification - Email, Telesale Awaiting CC, Telesale Awaiting CHQ, Telesale Awaiting DD
There is a new invoice number and customer number format applicable

This Knowledge Base contains many options for helpful training videos, 'How to' articles and webinars, to further assist with your training requirements. We strongly recommend you explore the Knowledge Base further as time permits.

For more details on the new features available in V2 POS, click here