POS Getting Started
Getting your Point of Sale up and running is straightforward. Follow this checklist and your team will be ready to ring up sales in no time.
Set up your POS Stores first
Create the store entries your cashiers will actually launch from. POS opens to the POS Stores page, so this is the first screen your team will use every day.
Configure checkout hardware and terminal behavior
After the store structure is ready, configure the hardware and station-specific setup in Terminal.
Map Payment Methods
Link each payment method (cash, card, bank transfer) to the right accounting ledger so your books stay clean from Day 1.
Prepare Product Availability
Make sure your POS items and pricing are active and stocked before opening any Sessions.
Train on the Shift Workflow
Standardize how your team opens sessions from the POS Stores screen, processes checkouts, and closes out the register at the end of the day.
Reconcile Daily
After each shift, validate your invoices and payments against your cash drawer and bank records. Catch discrepancies while they’re fresh.