Who is this guide for?Owners and Admins. The last two steps happen on the terminal with whoever is working the counter.
Before you begin
- You have the invitation email Surge sent when your account was opened.
- Your terminal is charged, switched on and connected to Wi-Fi.
- You have a computer for the back office. Setup is easier on a big screen.
The order to do things in
Each step below has its own guide. Do them in this order and the terminal is ready to sell by the time you pick it up.
1. Sign in to the back office
On the back office
- Open the invitation email and choose your password. See the guide on accepting an invitation.
- Sign in with your email and new password. You land on the Dashboard.
2. Check your business details
On the back office
- Click Business in the menu.
- Check Legal name, Name people use, EIN, Phone and the address. The name and address appear on receipts.
- Click Save if you changed anything.
3. Add what you sell
On Surge Free there is no item list: skip this step and sell with Quick Sale. For Surge Plus and Surge Premium:
On the back office
- Go to Store setup > Items.
- Click Create item and add your first item with its price.
- Repeat for the rest, or import a spreadsheet of items instead.
4. Add your team
On the back office
- Click Team in the menu, then Add team member.
- Turn on Can use the till and give each person a Till code. Staff sign in to the terminal with it.
- Give yourself a till code too, so your own sales carry your name.
5. Pair the terminal
- Go to Store setup > Devices.
- Type the code into Code on the device screen and click Pair.
- Wait for the terminal. It starts on its own once the code is claimed.
- Open Surge on the terminal. It shows Pair this register and a code.
6. Open the drawer and ring up a sale
On the terminal
- Sign in with your till code and tap Enter.
- Drawer counts are part of Surge Plus and Surge Premium. If you take cash, go to Settings > Drawer, count your starting float and tap Open drawer.
- Tap an item to add it to the sale, then take payment by card or cash.
- Check the sale on the Dashboard in the back office.
If you have more than one location, choose it from the site list at the top of the back office menu before you pair a terminal. Devices belong to one location.
If a menu item or setting in these guides is missing, that feature may be off for your location. Check Store setup > Features.
If you never received your invitation email, check your spam folder first, then contact Surge support. Email info@surgeups.com.
Related guides
Still stuck?
info@surgeups.comEmail us your business name and what you were trying to do.