This use guide is designed for Op Shop users to help you through the process of setting up and using our POS software.
1. Setup
Address Windows Settings, Installing Retailer, Receipt Printers, Cash Drawer and some Retailer Basics
1.2
Installing and Opening Retailer on your Server This video details how to download and install Retailer on your Main Computer. This will be the computer with your Retailer Data on it and will be the computer where you will backup your data at night
1.3
Installing and Opening Retailer on your POS terminal POS terminals are any terminals that are not your Server. They can be used for Sales or Admin tasks too. This video is extremely similar to the first one except when you select which computer is the server during the Install process.
Learn what cables go where for your Receipt Printer and Cash Drawer.
Now set the settings inside Retailer so that the Receipt Printer and Cash Drawer works
Adding Staff to Retailer
Setup all the various payment methods you accept.
2. Stock
When it comes to managing stock, some businesses may or may not choose to manage stock.
If you do, watching these videos below will help you begin creating your stock and stock structure
Form the structure of you stock items and reporting by creating Departments and Categories within those Departments
Add Suppliers so you know where your stock came from, what their details are and later how they perform
Learn how to create stock items so that you can start selling
This video does skip a step and refers to content mentioned in the next few videos. It will help if you watch all of the Point Of Sale videos for it all to make sense, then rewatching this video may help bring you full circle
3. Point Of Sale & Customers
Point of Sale from start to finish.
Address the settings that affect Point Of Sale and how you do things
Create your own Touch Screen Layout. You don't need a Touch Screen either, just use your Mouse.
Your first sale!
Reverse a sale, open the till without processing a sale and looking at how to find past sales.
Add Customers for cash sales, invoices for account customer and laybys. Customise your Add Customer Screen for an easier experience
4. End Of Day Procedures
You've completed your first day of sales. Now learn how to do an End Of Shift and Backup your Data
Count your cash, check your EFTPOS and close the day off
Please ensure you backup your data daily. Check out the available methods.
5. Receiving Stock and Printing Labels
Learn the basics of receiving stock and printing labels if you are managing stock on hand.
If you aren't and are only doing department sales, you can skip this section.
How to Receiving Stock. You can also create stock items, suppliers, departments and categories throughout this process too!
Depending on the printer and labels you're using, choose the right one
Where to go from here.
There are more videos to be found in our
Onboarding Video Library that cover more advanced functions that may be the natural progression for your business.
Here are two helpful videos that you should check out to help navigate our website and logging support request to the help desk.