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Getting Started with Point of Sale Solution

August 11, 2025

Description

Tasks to complete prior to your training appointment with the Activations team

What's in this article?

Congratulations on choosing Point of Sale solution! A Merchant Activations and Training agent will assist you with the setup of your account; however, we encourage you to complete the following tasks ahead of your training so we can make the most efficient use of your time.

1. Log in to Point of Sale Solution Back Office

The Point of Sale solution has a web-based back office, which gives businesses the power to run their business from anywhere by accessing up-to-the-minute data from any browser. Please check your email account for an email from “Bank of America…" with your login credentials. This email includes the enrollment link and your username.

To log in to Point of Sale Solution Back Office for the first time


  1. Click the link in your enrollment email.
  2. Type in your username, which you will find in your email, and create a password.
  3. When prompted to complete a two-factor authentication, enter the code sent to the email you provided on file.
  4. Write down the new password as you will need it for future access. 

You are now logged into the Back Office. For additional login assistance, check out Point of Sale Solution Back Office Login.


2. Set up printers, employees, and a test item

When logged into the Point of Sale Solution Back Office, get familiar with the system and complete some basic setup tasks:

3. Setup your hardware and connect to internet

When your hardware arrives, you will need to know your network name and password. Remember to connect your devices to the same network to ensure that they communicate. Depending on the hardware you selected, installation will vary. Refer to the hardware setup guides to learn about the device, how to set it up and configure it, and how to take a card payment. 

  1. Set up your devices and connect your devices to the internet through Wi-Fi or another connection type. 
  2. Login to the Point of Sale Solution App using your Point of Sale Solution Back Office login credentials and the location ID.
  3. Take a tour of the Point of Sale App.
  4. Set up devices in Point of Sale Solution App.

4. Test a transaction

You are ready to test a transaction. Create an order on your Point of Sale Solution App  for your test item.

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