Getting Started with the POS App

Sign in to the POS app, set up the terminal for your branch, start the business day and get ready to take the first order.

Before you start

Everything on this page happens in the POS app. You need these in place first:

The POS app is installed on the device. See Install the POS App.
You have a user account that can use the POS at your branch. See Users and Roles.
The branch has a currency. The terminal cannot be set up for a branch without one.
A manager of the branch has a PIN. The manager sets it in the Web admin: open the menu under your own name, choose My PIN, then Set Your PIN. A PIN has 4 to 6 digits.

The order of things

The POS app checks three things before it lets you take an order. It takes you to the right screen when one is missing.

What	How it gets done
Terminal set up for a branch	Once per device, on the Configure POS Terminal screen. Needs a manager PIN.
Business day open	Once a day, on the Start of Day screen.
Cash drawer open	On the same Start of Day screen, when you count the opening cash. Only needed if your business accepts cash.

Your own shift starts by itself: the person who signs in is clocked in when the business day is open, and clocked out when they tap Logout in the menu.

Step 1: Sign in

The POS app sign-in screen with Email Address and Password fields and a Sign In button — The sign-in screen on a device that is not yet set up for a branch: Email Address, Password and Sign In

Open the POS app

The sign-in screen shows Welcome back.
Enter your details

Type your Email Address and Password.
Tap Sign In

On a new device the app opens Configure POS Terminal. On a device that is already set up it goes on to Step 3.

Signing in after the terminal is set up

Once the device belongs to a branch, the sign-in screen changes. It asks for your Username instead of your email, and you choose Password or PIN. With PIN you tap your 4 to 6 digit PIN on the keypad. The branch name is shown under the form.

Step 2: Set up the terminal (first time only)

This ties the device to one branch. A manager of that branch must approve it with their PIN.

Configure POS Terminal, Step 1: Select Branch, with the Select Branch list and a Continue button — Configure POS Terminal: choose the branch, then Continue

Manager Authorization dialog with a manager selected, the Enter PIN field and an Authorize button — Manager Authorization: the manager is selected and types their PIN

Choose the branch

Under Step 1: Select Branch, pick the branch in Select Branch. If you have only one branch it is already selected. Tap Continue.
Tap Authorize

The screen shows Step 2: Manager Authorization. Tap Authorize. Tap Back if you picked the wrong branch.
The manager enters their PIN

In the Manager Authorization dialog, tap the manager's name under Select Manager. The manager types their PIN in Enter PIN and taps Authorize. Tap Change to pick a different manager.
Tap Continue to Dashboard

The screen shows Setup Complete! and the branch name. Tap Continue to Dashboard.

Moving a device to another branch

The device remembers its branch. To change it, open Settings in the POS app and tap Change Branch. A manager PIN is required, and you set up the terminal again.

Step 3: Start the day

If no business day is open for today, the app opens Start of Day. Here you count the cash that is in the cash drawer before the first sale. Starting the day opens the business day and the cash drawer together.

Start of Day screen with Opening Cash Balance, Bills and Coins counts, Opening Notes and the Start Day button — Start of Day: enter how many of each bill and coin are in the drawer, then tap Start Day

Count the cash in the drawer

Count it by hand before you type anything.
Enter the count

Under Bills and Coins, enter how many you have of each one. Use the plus and minus buttons or type the number. Opening Cash Balance at the top adds it up. Clear All sets every count back to zero.
Add a note if you need one

Opening Notes (optional) is saved with the business day.
Tap Start Day

The app opens the business day, opens the cash drawer with the amount you counted, and shows Select Order Type.

Other things you may see on Start of Day

You see	What to do
Skip button	Starts the day with an opening balance of zero. Use it only when the drawer is empty.
"Verify the drawer float matches the expected denominations below."	Your branch has a fixed drawer float. Check the drawer against the table, then choose Float is correct or Float doesn't match. If it does not match, enter Actual float amount found and fill in Explain the discrepancy. You cannot start the day without the explanation.
"No denominations configured. Enter opening amount manually."	Type the total in Opening Cash Amount.
The button reads Open Business Day	Cash is not an active payment method for your business, so no cash drawer is opened. Tap the button to open the business day.
The title is Open Cash Drawer	The business day is already open but no cash drawer is. Count the cash and tap Open Cash Drawer.
The title is POS Ready	The day and the drawer are already open. Tap Continue.

Setting a fixed drawer float

In the POS app, open Settings and tap Drawer Float. Enter the count to keep in the drawer for each denomination and tap Save Configuration. With a float set, cashiers confirm the float at the start of the day instead of counting every bill and coin, and are told how much to leave in the drawer when the day closes.

Step 4: You are ready for the first order

New Order screen with Select Order Type and three choices: Dine In, Take Away and Delivery — After Start Day the app shows Select Order Type: Dine In, Take Away or Delivery

Choose Dine In, Take Away or Delivery to begin. Order Taking covers the rest.

The menu takes you to the other screens. On a phone, tap More in the bottom bar to open it. You only see the entries your permissions allow.

POS app Dashboard with New order, order counts, Sales today, Operations and Shortcuts — The Dashboard: New order, orders that are Pending, Preparing and Ready, Sales today, and the Operations and Shortcuts panels

Clock in the rest of the team

The person signed in to the terminal is clocked in already. Other staff clock in on the same terminal from Clock In/Out in the menu. You need permission to manage shifts to see it.

Staff Clock In / Out screen with staff names under Select Staff Member and the On Shift list — Staff Clock In / Out: tap a name under Select Staff Member; everyone clocked in is listed under On Shift

Open Clock In/Out

Tap Clock In/Out in the menu, or Clock in under Shortcuts on the Dashboard.
Tap your name

Names are listed under Select Staff Member. The card shows whether you sign with a PIN or a Password. If your name is missing, tap Login with Email & Password.
Enter your PIN or password

Type it and tap Continue.
Tap Clock In

You can add Shift Notes (optional) first. Your name appears under On Shift.

To take a break or finish, tap your name and enter your PIN or password again. Then tap Start Break, End Break or Clock Out. You cannot clock out while you are on a break: end the break first.

A staff member shown with a Caller label does not enter a PIN or password. The person signed in to the terminal clocks them in and out.

Every day after the first

Sign in with your Username and your password or PIN.
If the app shows Start of Day, count the opening cash and tap Start Day.
If the day and the cash drawer are already open, the app goes straight to Select Order Type.

At the end of the day, follow Closing the Day.

Troubleshooting

"No branches available. Please contact your administrator."

No active branch was found for your account. Ask an administrator to add a branch or give you access to one, then tap Return to Login and sign in again.

"Selected branch does not have currency configured. Please contact your administrator to set up the currency for this branch."

The branch has no currency yet. An administrator must set the branch currency in the Web admin before the terminal can be set up.

"No managers with PINs are configured for this branch. Please contact an administrator."

Nobody who manages this branch has a PIN. A manager signs in to the Web admin, opens the menu under their name, chooses My PIN and sets one. Then try again.

"Account locked due to too many failed attempts. Please try again later or contact a supervisor."

The wrong PIN or password was entered too many times. Wait and try later, or ask another manager to authorize.

"You don't have access to this POS terminal (branch name). Please contact your administrator."

The message names the branch the terminal belongs to. Your user is not assigned to that branch. Ask an administrator to give you access to it.

"1 business day(s) are still open from an earlier date. Close each one with a cash count before a new day can be opened."

The number at the start is how many earlier days were never closed. Tap Close Day next to it and count the cash. See Closing the Day.

"Today's business day (date) has already been closed. Please contact your manager to reopen it or resolve the issue."

Today's day was opened and closed already. A branch has one business day per date, so the POS app does not open a second one for the same date. Tap Logout and speak to your manager.

"Business Day Not Open"

You see this on Clock In/Out when no business day is open. Staff cannot clock in until the day is started. Tap Open Business Day to go to Start of Day.

Documentation