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Getting started

Finish setup from the Home page and learn what it shows you every day.

Sidebar → Home

Complete the setup checklist

The Home page opens with a "Let's get you set up." card. Each group shows how many of its steps are done.

  1. 1Go to Home.
  2. 2Click the "Account" tile to see its steps: Upload profile picture, Set two-factor authentication, Create a new staff, and Create a discount code (optional).
  3. 3Complete each step in its own page — these tick off automatically once done.
  4. 4Click the "Point of Sale" tile for hardware steps: Order hardware and Download the app.

Read your performance

  1. 1On Home, find the performance card — the headline number is "Net sales".
  2. 2Switch the comparison between "Prior day" and "Prior year".
  3. 3Filter by status: Completed, Pending, or Voided.
  4. 4Read the breakdown: Gross sales, Transactions, Labour % of net sales, Average sale, Comps & discounts, and Tax.

Use quick actions

The quick actions card jumps straight to common tasks: Add item, Create purchase requisition, Create quotation, Create purchase order, and Store sales.