Cloud POS System — Installation & First-Day Setup Guide

Accessing Your POS

The Cloud POS is browser-based — no installation needed. Access it at your dashboard URL provided in your welcome email, from any device.

First-Day Setup Steps

1. Business Profile — Settings → Business Info: name, address, currency, and tax rates
2. Add Product Categories — Products → Categories → Add (e.g. Electronics, Clothing, Food & Beverage)
3. Add Products — Products → Add Product: name, price, SKU, category, and opening stock quantity
4. Create Staff Accounts — Users → Add Staff: assign Admin, Manager, or Cashier roles
5. Payment Methods — Settings → Payment Methods: enable Cash, Mobile Money (MTN/Airtel/M-Pesa), and Card
6. Configure Receipt — Settings → Receipt: upload your logo, business address, and footer message
7. Test a Sale — New Sale → add a product → select payment method → confirm. Verify the receipt prints correctly.

Setting Up Hardware

• Receipt Printer — any ESC/POS compatible thermal printer via USB or Bluetooth
• Barcode Scanner — USB or Bluetooth HID mode, plug and play
• Cash Drawer — connects via RJ11 cable through your receipt printer