Getting Started

Set up and run your first sale

Start simple: add products, choose scan or manual entry, and complete your first checkout.

Quick start Products POS workflow
Back to Help Scanner Setup Open POS

Quick start

Add products, open POS, and complete your first sale before worrying about anything more advanced.

Tip

A scanner with Enter enabled gives you the fastest scan-to-add workflow at checkout.

Search steps

Find the setup step you need

Search filters the getting started steps below so you can jump to products, scanner setup, checkout, or review.

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Setup steps

From first login to first sale

1
Install & Open
Local or cloud
  • Install the app or sign in to your account
  • Complete the basic setup steps first
Keep the first setup simple so you can get to checkout faster.
2
Add Items
Name and price
  • Go to Products
  • Add your items with names, prices, and barcodes if available
You can always clean up categories, labels, and details later.
3
Checkout Flow
Scan or manual entry
  • Use a scanner if you want the fastest workflow
  • Manual entry still works if you are not ready for barcode scanning yet
A scanner with Enter enabled usually gives the fastest checkout flow.
4
Run Sale
Complete checkout
  • Open POS
  • Add items to the cart
  • Complete checkout and print or view the receipt
Run a small test sale first before using it live.
5
Review
Verify results
  • Check reports after the sale
  • Confirm inventory updated correctly
This is the fastest way to confirm your setup is working the way you expect.
Next step

Run your first real sale

Test checkout end to end so you can confirm products, totals, receipts, and inventory updates all work smoothly.

Open POS Products Help