Onboarding | Knowledge Base
1. About Onboarding - Start Here first
Start here, this explains how to use the videos as your personal onboarding guide
Videos explaining the most common Retailer setup options
All the ins and outs of adding your first stock items
4. Point Of Sale & Customers
Now the fun begins, setting up your POS screen, adding Customers and performing your first Sales!
5. End Of Day Proceedures
Balancing your registers and backing up your data!
6. Loyalty Options & Gift Vouchers
How to configure and setup the loyalty in your new POS software and offer gift vouchers.
7. Invoice Arrivals
How to arrive stock invoices to keep your stock on hand accurate!
8. Advanced Stock
9. Labelling Setup and Printing
Queuing and printing your barcode labels.
10. Advanced Setup
Email Settings, Logo Setup and Multiple printing options
11. Reports & Insights
12. Customer Account Management
13. Quotes and Invoices