Setup Guide — 15-Minute Walkthrough
Follow the built-in Setup Guide. Company & Store is one full visit — every section on that page — then Display Screen, presets, and a test buy.
Open Setup Guide → Opens your members area in a new tab
Step-by-step instructions
1 Start the guide from your dashboard
Log in at spotpro.us/members. On your dashboard, click the blue Setup Guide button. Or go directly to index?setup=1. A panel opens on the right with numbered steps and progress tracking.2 Step 1 — Read the welcome
The first step explains what SpotPro includes. SpotPro already loaded starter purchase presets for you. Click Let's go or Next to advance.3 Step 2 — Complete Company & Store (entire page, this visit)
Click Open Company & Store (sidebar: Shop setup → Company & Store). Stay on this page. Work the strip at the top in order: Store address first (type the word between https:// and .extracoins.com, then the red Save address button — this cannot be changed later). Then Company (Company name, logo, Street address, City, State, ZIP), After you sign in (Start page), Directory (List my business on the public dealer network), Contact (First name, Last name, Email, Phone, Business hours), Alerts, Website, and Marketing & portal (Publish site). After Save address, fill Storefront, Payments (Open Payments & risk), Appearance, Vacation, and Social & display. Click the blue Save profile button at the bottom. Do not leave this page halfway — ExtraCoins and payments stay hidden until Store address is saved.Company & Store — fill every section in strip order on this visit. 4 Step 3 — Configure Display Screen
Click the guide link to open Shop boards → Display Screen Setup. Set premiums for bullion you sell — ASE tiers, generic silver, gold Eagles. Enter your premium over spot for each quantity break.
Display Screen — sell premiums customers see on your TV. 5 Preview and save Display Screen
Click the preview link in Display Screen Setup. Glance at it like a customer would — prices should match what you quote across the counter. Click Save. Mark step 3 complete in the guide.6 Step 4 — Review POS Config presets
Open Shop setup → Point of Sale Config. Scroll to Purchase Presets. Review the ~30 starter buttons. Edit premiums on rows you use daily. Toggle Show on Buy Sheet for only ~17 items.
POS Config — edit buy premiums and Buy Sheet toggles. 7 Save presets and mark complete
Click Save at the bottom of Purchase Presets. Mark step 4 complete in the Setup Guide.8 Step 5 — Test buy in NumisNexus
Click Counter → NumisNexus. Tap one preset button (e.g. 90% Quarters). Enter a quantity in the form that opens. You do not need real money — this is practice.
Tap a preset, enter quantity, review the offer. 9 Finalize the test buy
Scroll to the bottom of NumisNexus. Click Finalize Purchase. A Store Copy receipt generates. Mark step 5 complete in the guide.10 Step 6 — Stock into inventory
The guide links to Add stock → Stock Purchases. Click your test buy code. Click Stock on one line to push it into inventory with a barcode. Mark step 6 complete — you have closed the full buy-to-inventory loop.
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