Get Started With Toast Retail

In this Article:

• Toast Retail Overview
  • Navigate Toast Retail 
• Set Up Your Item Library
• Configure Toast Web
• Set Up Hardware
• Keep Learning With Toast Retail

Toast Retail Overview

Toast Retail software works with your Toast POS to provide an all-in-one platform to meet your retail needs. Access powerful inventory management tools that make creating and managing SKUs, adding inventory, and publishing rich product descriptions across all your channels a breeze. 

This article covers the steps you’ll take to get started with using Toast Retail:

• Learn how to access & navigate the most commonly used pages and features within Toast Retail.
• Set up your item library to get your inventory data into Toast.
• Review your Toast Web configurations to prepare for business operations.
• Install hardware like scanners and scales to support your retail business. 

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Navigate Toast Retail

Once you’ve created your Toast Web account, you can access Toast Retail by selecting the Retail button on the left-hand navigation menu in Toast Web. Once you’ve built your item library in Toast, this will bring you to your Retail Dashboard, which shows you data on top sellers, high-level inventory stats, and links to common actions and helpful resources. 

Within the Toast Retail module, a navigation menu will appear on the left side of the screen (select the arrow icon in the top left corner to expand or collapse). Here, you can access the different sections of your retail back-end:

• Reporting contains links to all retail-specific reports. You can also access these reports in Toast Web by navigating to Reports on the main left-hand navigation menu and opening the Retail drop-down.
• Item management includes configuration pages that contain data about your inventory & suppliers. 
  
  • Your item library is where you’ll manage your entire list of retail items. 
• The Purchasing pages are where you’ll create and manage purchase orders and invoices, and conduct cross-location inventory transfers. 
• The Settings pages are where you can adjust online ordering display preferences for retail items, your Shopify integration configuration, and cross-location transfer notifications.

You can also access Toast Retail on your mobile device by logging on to Toast Web on a web browser! This mobile view allows you to use your phone’s camera to scan barcodes and quickly conduct actions like receiving or counting inventory.

There is not a separate Toast Retail app, and there are no specific retail functions on the Toast Now app.

Set Up Your Toast Retail Item Library

Your item library in Toast Retail is a searchable grid of your retail inventory with the ability to track additional data about items like suppliers and cost. The first time you visit the Retail page in Toast Web, you’ll be presented with three options for building your item library:

• Import items using a spreadsheet
• Select from existing menu(s) - if you’ve got menus set up in Toast Web, you can choose which menus to manage with Toast Retail
• Start a new item library by creating items from scratch.

For instructions and recommendations, see .