Documentation

Getting Started with POS

Learn how to set up and start using the Point of Sale system for the first time.

Watch: Complete POS Setup Tutorial (5 min)

Prerequisites Overview

Before you can take orders, the POS system requires three things to be set up in order:

1

Business Day

An open business day defines the operating date for all transactions.

2

Shift

An active shift ties your transactions to your user account and tracks work hours.

3

Cash Drawer

An open cash drawer enables cash transactions and proper accounting.

Automatic Setup Flow

When you access the POS dashboard, the system automatically checks these prerequisites and guides you through the setup if anything is missing.

POS Dashboard showing the main interface with quick action buttons
The POS Dashboard provides quick access to all essential functions

Step 1: Open a Business Day

A business day represents a single day of operations. All orders and transactions are tied to the current business day.

Navigate to Business Days menu
1. Go to POS > Business Days
Click Open New Business Day button
2. Click "Open New Business Day"
Confirm the business day date
3. Confirm the date and click "Open"
  1. Navigate to Business Days
    Go to POS > Business Days from the main navigation menu.
  2. Click "Open New Business Day"
    If no business day is currently open, click the button to start a new one.
  3. Confirm the Date
    The system will show today's date. Confirm to open the business day.
  4. Business Day is Now Open
    The status will change to "Open" and you can proceed to the next step.
Business Day Rules
  • Only one business day can be open at a time per branch
  • Business days cannot overlap
  • A business day must be closed before opening a new one
  • Closing a business day requires all shifts and cash drawers to be closed first

Step 2: Start Your Shift

A shift tracks your work hours and ties your transactions to your user account.

Animated demo showing how to start a shift
Quick demo: Starting your shift takes just a few clicks
  1. Navigate to Shifts
    Go to POS > Shifts from the navigation menu.
  2. Click "Clock In" or "Start Shift"
    This will create a new shift for the current business day.
  3. Confirm Your Details
    Verify your name and the business day. Click "Start" to begin.
  4. Shift is Now Active
    Your shift has started. You can now open a cash drawer.
Shift Best Practices
  • Always clock out at the end of your work period
  • Use the break function if stepping away for extended periods
  • Your shift automatically tracks all orders and transactions you process

Step 3: Open a Cash Drawer

A cash drawer is required for processing cash payments and tracking cash flow.

Cash drawer management interface showing drawer selection and float entry
The Cash Drawer screen lets you select a drawer and enter your opening float
  1. Navigate to Cash Drawers
    Go to POS > Cash Drawers from the navigation menu.
  2. Select a Cash Drawer
    Choose the cash drawer assigned to your station or terminal.
  3. Enter Opening Float
    Enter the starting cash amount in the drawer (your float). This is the baseline for reconciliation.
  4. Click "Open Drawer"
    Confirm the opening float to activate the cash drawer.
  5. Ready to Take Orders!
    All prerequisites are met. You can now start taking orders.
Verify Your Float

Always count the physical cash in the drawer before entering the opening float. This ensures accurate end-of-day reconciliation.

POS Dashboard

Once all prerequisites are met, you'll have access to the full POS Dashboard with these quick actions:

POS Dashboard with all features unlocked and ready to use
Your POS Dashboard when all prerequisites are met - ready to take orders!
Action Description
New Order Start taking a new customer order
Order History View and manage existing orders
Kitchen Display Monitor kitchen tickets and order status
Cash Drawer Manage your cash drawer (drops, pickups, close)
End Shift Clock out and end your shift

Troubleshooting

"No Business Day Open"

If you see this message, a manager or supervisor needs to open a business day before you can proceed. Contact your manager or go to POS > Business Days if you have permission.

"No Active Shift"

You need to clock in before taking orders. Go to POS > Shifts and click "Clock In" to start your shift.

"No Open Cash Drawer"

Open a cash drawer before processing cash payments. Go to POS > Cash Drawers and open an available drawer with your starting float.

"Cash Drawer Already Assigned"

Each cash drawer can only be assigned to one user at a time. Use a different drawer or wait for the current user to close theirs.

Next Steps

Now that you're set up, learn how to:

Take Orders

Learn the complete order taking process from start to payment.

Manage Cash

Learn about cash drops, pickups, and end-of-day reconciliation.