Get Started with Point of Sale

Open Billing directly to review counter access. In the classic sidebar, open Settings → Billing & Plan → Add-ons. In the new sidebar, open Billing & plan in the finance group, then Add-ons. You can also go directly to /settings/billing?tab=addons. Review the available add-on, billing cycle, quantity and payment before purchasing; see Billing & Finance. Contact the owner if counter access remains unavailable. Opening POS does not activate a subscription.

Set up saleable products and stock in Products, Inventory & Categories. If staff also deliver services, use Team & Resources to maintain their existing appointment identity. Counter staff access must already be provisioned.

Enter Mobile number (the field shows the example 98765 43210) and select Send OTP. A grey +91 sits at the left of the field while what you have typed can still be an Indian mobile number: while the field is empty or the number starts with 6, 7, 8 or 9. It is only a label. It is not added to what you type, and it disappears when you start with another digit, 0 or a + country code. Send OTP stays disabled until you have typed at least 10 characters. Enter the six-digit code in Enter the 6-digit OTP, then select Verify. Send OTP again becomes available when the resend countdown ends. Alternatively, select Use email instead, enter Email and Password, then Sign in. Use phone instead returns to mobile authentication.

If more than one eligible store is returned, select its name on Choose your store. A single store is selected automatically. Check the store carefully before connecting the device.

Enter Name of this counter device. Under Which counter is this?, choose an existing available counter. A locked choice is disabled; an active device is marked In use on another device. When offered, Add a new counter opens Counter name. A device name and, for a new counter, a counter name are required before Set up this counter becomes available.

Select Set up this counter. An approved result opens Who is billing?. Otherwise you see Waiting for approval. POS checks automatically every five seconds. Check now refreshes approval status, while Use a different account starts over. Back to Admin stays in the header while you wait. The Signed in to Admin? Set up this counter there link is only on the mobile-number and email steps of Set up this counter, not on Waiting for approval. If it stays on Waiting for approval, ask the owner to select Approve on that device in Counter devices; see Counter Devices & Cashier Seats.

Open /pos. Who is billing? shows the line Tap your name, then enter your PIN above a grid of staff tiles, three across (two across on a phone). Each tile has a round badge with the person's initials (the first letter of up to the first two words of the name), the name, and their role: Owner, Manager, Cashier or Order taker. Tap your tile. The heading becomes your name followed by Enter your PIN, with the on-screen number pad below: type the PIN on the pad (or your keyboard). A PIN is six digits and the sixth digit signs you in straight away; the Continue button under the pad submits the same six digits. The key with the backspace symbol (named Delete) removes the last digit; Backspace on a keyboard does the same. Back returns to the person list.

A tile whose role line reads Locked has a small padlock, is greyed and cannot be tapped. Ask the owner; for a PIN locked after wrong attempts the reset is in the troubleshooting table below. If no tiles appear and the screen says No cashiers set up yet. Add them in Admin → Counter devices → Cashier access, no staff member has counter access for this counter yet. Assigning counter access from Cashier access is not available yet, so the owner signs in instead. On a phone, the counter's name appears as a small line above the heading, because the header drops it to keep one row.

There is no Forgot PIN link. The PIN screen offers no way to reset a PIN yourself. Only the owner, or another admin who can open Counter devices, can set a new one, in Admin: open Counter devices → Cashier access, select Manage access on the person's row, then Manage staff PIN. Type New 6-digit PIN (exactly six digits) and select Reset staff PIN; you see Staff PIN updated. The note on that screen warns that this is the person's shared staff PIN, so it also changes their appointment access. If Manage staff PIN is greyed out, that person has no counter access set up yet. Assigning counter access from Admin is not available yet, see Counter Devices & Cashier Seats. Give the new PIN to the cashier in person; they type it on the pad as usual.

If your account is already signed in on another counter, POS shows This cashier is signed in on another counter. and, right under it, the rule: A counter can be signed out only after it has been idle for 10 minutes. Select Sign out other counter and continue to take over that sign-in. Taking over only works once the other counter has had no activity for 10 minutes.

If that counter was used more recently, the takeover is refused and a red notice appears: That counter was used in the last 10 minutes, so it cannot be signed out yet. Sign out on that counter, or ask the owner to open Admin → Counter devices and choose “Sign out this counter”. The takeover button is then disabled for 60 seconds, with Try again in and a countdown beside the notice. Cancelling, going back, or any other sign-in error clears the notice and the countdown.

You then have three ways forward:

• Sign out on the other counter, if you can reach it.

• Wait. Once the other counter has been idle for 10 minutes and the 60-second countdown has finished, select Sign out other counter and continue again.

• Ask the owner to sign that counter out from the admin app. This works at once, without waiting for the 10 minutes. The owner does this:

  1. Open Counter devices → Counter devices in the classic sidebar, or Counter devices in the new sidebar. Both open /counter/devices.
  2. In the Device column, find the row for the counter the cashier is signed in on. Only rows whose Status is Approved have the action.
  3. Select Sign out this counter in the Action column.
  4. The row asks to confirm: Sign out (device name)? Whoever is signed in on this counter is signed out right away and the device is removed. A removed device cannot be approved again; to use this counter again, connect a device again from this screen. A device with no saved name shows Unnamed device in place of the name. Select Sign out and remove device, or Cancel to leave everything as it was.
  5. You see Counter signed out. The device was removed. The cashier on that device is signed out immediately and the row now reads Access removed.

  Only an admin whose role can manage counter devices sees Sign out this counter. After the removal, that counter cannot be used again by approving the old device: connect a new device from the same screen (see Counter Devices & Cashier Seats). Then sign in normally on the counter you wanted.

With a cashier PIN, if POS opens Count the cash before you start, verify the named cashier, counter and date. Enter Cash received in drawer · required, then select Start counter. Enter a non-negative amount with at most two decimal places. Zero is valid and becomes the next opening float exactly as entered. Handover requires a count even for an incoming owner; the optional day-close count does not apply here. Sales stay blocked until the handover is recorded. Start counter is disabled while offline, locked, busy, without a current session or with an invalid amount. Order takers do not use this cash handover.

Add items and complete payment using Counter Billing & Tenders. A register's first sale opens its cash session automatically, so there is no separate open-register step before you start selling. After the day's register has been closed, the top of the counter shows Counter closed, the line Your next sale starts a new register session. and a View day summary button. There is no Open register button and no manual open step: View day summary only takes you to Today for this counter, and the next sale you take opens a new register session by itself. The notice goes away once the counter has an open register session again (see Reports & Day Close).

Select Lock. Unlock with the same cashier's PIN, or select Switch cashier to return to sign-in. POS also locks after ten minutes without activity, or when you return after hiding the app for more than one minute. Locking does not close the day's cash session.

It is a plain link, so the whole page reloads into Admin. Nothing is signed out or changed, because you had not signed in to the counter yet.

You return to the Admin page that opened the counter, for example Counter devices after Open existing POS. If the counter cannot tell where you came from, you land on the Dashboard. The answer is remembered for this browser tab, so reloading the counter does not change where Back to Admin goes.

It opens Counter devices at /counter/devices in Admin (classic sidebar: Counter devices → Counter devices; new sidebar: Counter devices in the counter group).

Select Open POS on this device, enter Device name, choose a Counter, then select Approve and open POS. The device is approved at the same time, so the counter opens straight at sign-in with no one-time code and no Waiting for approval step. Full steps and the disabled-button rules: Counter Devices & Cashier Seats.

If the bill on screen has no items and no bills are waiting to be sent, the counter leaves at once (go to step 3).

It appears only when the bill you are ringing up has items, or when bills made offline have not been sent yet. It can show up to three lines: The bill you are ringing up stays saved on this device. Sign in with your PIN to carry on., N bill(s) have not been sent yet. Open this counter again while online to send them., and always The counter locks. Your register stays open. Two buttons: Stay at the counter (the one focused when the box opens, and what Esc does) closes the box and changes nothing; Lock and go to Admin leaves.

The counter locks and signs you out of this device, asking the server to free your cashier sign-in (it waits at most about a second and a half, and skips the request if the device is offline), then loads Admin at the page described under Back to Admin above: the Admin page that opened the counter, otherwise the Dashboard.