STEP-BY-STEP USER MANUAL
Point of Sale manual
Set up your counter, pair devices, authorize staff, complete sales, reconcile cash, handle returns, and recover offline sales.
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CHAPTER 01
Prepare your counter
Locations: set up where stock is held
Keep inventory tied to the places that store and fulfill it.
4 steps · 8 min readReview and manage product inventory
Understand your stock view and check the right product, variant, and location.
5 steps · 3 min readPOS: registers, devices, staff, and receipts
Prepare an in-person selling location and register.
4 steps · 8 min readAdd team members and review access
Give staff access to the parts of your store they need.
5 steps · 3 min read
CHAPTER 02
Sell and serve
POS: scan products and take payment
Build a register cart, record tender, and provide a receipt.
5 steps · 10 min readPOS: returns, refunds, and exchanges
Return items against an order or exchange them through the register.
5 steps · 10 min readGift cards: issue, manage, and report
Create a gift card and track its balance and status.
4 steps · 8 min readFind and manage customer records
Find customers, review their purchase history, and maintain useful records.
5 steps · 3 min read
CHAPTER 03
Close and reconcile
POS: cash sessions, reports, and barcode labels
Reconcile register activity and print product labels.
4 steps · 8 min readPOS: offline sales and synchronization
Understand queued sales and resolve sync problems after reconnecting.
4 steps · 8 min readUnderstand your sales overview
Use the Home page and Analytics to answer specific questions about your store.
4 steps · 3 min readTroubleshooting: missing products, checkout, and support
Work through common issues and give support the details needed to investigate.
4 steps · 8 min read
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