Recommended setup order #

POS Admin • Screenshots show example records. Select any screenshot to enlarge it.

Easy Setup brings the main setup shortcuts together in one place. View full-size screenshot

Use this sequence when preparing a store. It helps establish the settings that later screens reference.

1. Review the store name, time zone, contact details, and default tax set.
2. Review tax configuration and any exemptions.
3. Create product groups, then add products with their prices and units.
4. For food service, create modifier choices and attach the relevant modifier groups to products.
5. Define kitchen printer records and assign products to their Kitchen Printer/KDS destination.
6. Review ordering devices and their store assignments.
7. Set up user roles, then assign each user the appropriate role and location access.
8. Review POS settings and customer receipt text.
9. Check the resulting product, modifier, tax, and receipt behaviour in your configured POS before normal trading.

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