POS System Setup

Learn how to set up and use the Point of Sale system for quick sales processing, inventory management, and seamless checkout experiences.

Table of Contents

Getting Started with POS

The POS system is designed for fast, efficient sales processing whether you're running a retail store, restaurant, or service business.

Lightning Fast

Process sales in seconds with barcode scanning and quick product lookup.

Real-time Sync

Inventory updates instantly across all sales channels.

Multiple Payments

Accept cash, cards, digital wallets, and split payments.

Initial POS Setup

1

Access POS Settings

Go to Settings → POS Configuration from your main dashboard.

Dashboard → Settings → POS Configuration → General Settings
2

Configure Business Information

Set up your business details that will appear on receipts:

  • Business Name and Logo
  • Address and Contact Information
  • Tax Registration Numbers
  • Currency and Tax Rates
3

Setup Payment Methods

Configure accepted payment methods:

Cash Payments
  • • Enable cash drawer
  • • Set opening balance
  • • Configure denominations
Digital Payments
  • • Credit/Debit cards
  • • Digital wallets (PayPal, etc.)
  • • Bank transfers
4

Connect Hardware (Optional)

Set up POS hardware for enhanced functionality:

Barcode Scanner

Quick product lookup

Receipt Printer

Print customer receipts

Cash Drawer

Secure cash storage

Processing Sales

Follow these steps to process your first sale through the POS system.

Step-by-Step Sale Process

1
Add Products to Cart

Scan barcodes, search by name, or browse categories to add items.

2
Review Order Details

Check quantities, apply discounts, and verify the total amount.

3
Select Payment Method

Choose cash, card, or digital payment. Split payments are supported.

4
Complete Transaction

Process payment and print receipt. Inventory is updated automatically.

POS Quick Actions

F1 - Add Item

Quick add product

F2 - Discount

Apply discount

F3 - Payment

Process payment

Payment Methods

Cash Payments

  • • Automatic change calculation
  • • Cash drawer integration
  • • Multiple currency support
  • • Daily cash reconciliation

Card & Digital Payments

  • • Credit/Debit card processing
  • • Contactless payments
  • • Digital wallet integration
  • • Split payment options
Pro Tip: Enable multiple payment methods to give customers flexibility and increase sales conversion rates.

Receipt Management

Receipt Options

Print Receipt

Physical receipt for customers

Email Receipt

Digital receipt via email

SMS Receipt

Text receipt to phone

Receipt Settings Path: POS → Settings → Receipt Configuration → Template Design

POS Reports

Monitor your sales performance with detailed POS reports:

Sales Summary

  • • Total sales by day/week/month
  • • Transaction count
  • • Average transaction value
  • • Payment method breakdown

Cashier Performance

  • • Sales by cashier
  • • Transaction speed metrics
  • • Login/logout times
  • • Cash drawer reconciliation
End of Day Process: Always run the End of Day report to reconcile cash drawer and close the business day properly.

Troubleshooting

Common Issues & Solutions

Barcode Scanner Not Working

Scanner not reading barcodes or connecting.

  • Check USB connection
  • Verify scanner driver installation
  • Test with different barcode
  • Restart POS application
Receipt Printer Issues

Printer not printing or formatting incorrectly.

  • Check paper roll and alignment
  • Verify printer connection
  • Clear print queue
  • Update printer drivers
Payment Processing Errors

Card payments failing or processing slowly.

  • Check internet connection
  • Verify payment gateway settings
  • Contact payment processor
  • Use backup payment method

Need More Help?

Our support team is here to help you get the most out of your POS system.

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