How to Setup Point of Sale

Click Administration

Click POS Settings

Click Cash Registers

1. Click Add Register
2. Type in the name of the register
3. Click Save

Click Brands

Here you can enter in any brands of products you offer. Type in the brand name and click Add Brand.

Click Product Suppliers

Here you can add a list of suppliers you get your items from. Fill in the supplier's information. Click Add Supplier.

Click Product Categories

1. Type in the name of the category. EX: Drinks, Apparel, Chips
2. Click Choose to connect the revenue category
***To set up revenue categories please see this guide: How to Set Up Revenue Categories
3. If you are charging taxes, check the box next to Tax Code(s)
4. Click Add New Category

1. Click Add to add subcategories.
2. Type in the name of the subcategory.

Click Add New Product

1. Brand: You can select the brand for this item
2. Product Name: the name of the product
3. Description: this could be the size of the product
4. Unit Price: this is the price at which your clients are buying this product
5. Buying Price: the price you bought the product for
6. Discount: if you want to offer a discount on this product you can put that in here

1. Supplier: Choose the supplier you got the product from
2. Product ID: Enter a unique ID number for your new product
3. SKU: If your product has a SKU number type it in here
4. Qty Per Unit: How many units is someone buying at the unit price you put in
5. Reorder Level: When you run the reorder report it will show you when you need to reorder this product.
6. Revenue Category: Choose the revenue category to connect to this product. If you are charging taxes on your items check the box next to your tax.
   ****If the revenue category already has the tax code connected, the tax will attach automatically.

1. Select option to adjust the inventory: Choose an option from the dropdown
   ***Make an adjustment (+ or -): allows you to enter a + or - when entering your quantity that will add or remove from your units in stock
   *** Set Inventory: will change the number of units in stock to the number entered in your quantity
2. Quantity: Enter in the quantity of product you have
3. Adjustment Reason: Choose bought new stock or other
4. Comment: you can add any comments in this section
5. Click Add Product

If you have more than one register you can decide which products are sold on each register.
Click Cash Register Favorites

Select the cash register you would like to make favorites for

1. Check the boxes off next to the items you would like to make favorites
2. Click Enable Favorite.