How to set up POS software

1. Create your account

Register with your email, verify it, then complete onboarding for company info and plan selection.

1. Open Register and create an account with a working email address.
2. Verify your email from the confirmation message.
3. Complete onboarding: business name, currency preferences, and starting plan (Free is fine to evaluate).

2. Add products

Your catalog powers POS, inventory, and purchases. Start with a few high-velocity items.

1. Open Products and create SKUs with name, selling price, and optional barcode.
2. Add categories/brands to keep the catalog searchable.
3. Use variants when you sell sizes, colors, or other attributes.
4. Confirm stock quantities at the warehouse you will sell from.

3. Invite staff & set roles

Keep cashiers focused on POS while managers access inventory, purchases, and reports.

• Invite teammates from Users / Roles.
• Give cashiers POS-only access.
• Keep accounting, expenses, and billing limited to owners/managers.

4. Run a test sale

Open POS and complete a practice checkout before a live shift.

1. Search or scan a product into the cart.
2. Optionally attach a customer contact.
3. Choose cash, card, or split tender and complete the sale.
4. Print a thermal receipt (58mm/80mm) or open the digital document if configured.

What to do next

After the first sale, thicken the setup for daily operations.

• Add suppliers and create a purchase to receive stock.
• Set reorder points for items that sell out often.
• Review Free vs Lifetime vs Cloud if you need WhatsApp, LAN, or ecommerce.
• Read the Sales & POS and Inventory guides for day-two depth.