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Connecting [me] to Phase 3 POS

Jenny Vaughn

In your POS portal

  1. Log into your POS Back-Office Portal.
     
  2. Click on the App Store in the left navigation bar.
     
  3. Scroll down to "MarginEdge" and click the gray download button.
    Image showing MarginEdge in the list and the gray download button on the right side
     
  4. Check the box to agree to the additional module charge. Click "Subscribe".
    Image showing the checkbox to agree and the gray subscribe button
     
  5. Once subscribed, click the gear icon.
    Image showing the gear wheel icon appeared where the subscribe button was
     

  6. Copy the Merchant ID (you'll need this in Step 10).
    Image showing an example of a long string of numbers and letters making up the Merchant ID and pointing to the copy button


    In the MarginEdge web app

  7. Log in to MarginEdge and navigate to Setup > Point of Sale.
     
  8. Click "Connect to Point of Sale".
     
  9. Select your POS from the dropdown menu.
     
  10. Paste the Merchant ID from step 6 into the POS Merchant ID field in MarginEdge. 
    Image showing the box where the merchange ID should be pasted
  11. Click "Save."
     
  12. You're all set! Email salesintegrations@marginedge.com to let us know you've connected — we'll verify everything and your sales data should start flowing within 1–2 business days.