POS for a new business

Sign up and set up in one sitting

Sign up in the app with your name, email and phone, then set up the business: its name, address, currency, time zone and financial year. Verify the account with a six-digit code and choose a plan to start your 14-day free trial. Nothing is charged today, and no card is needed to start the trial.

The first time you open Admin, the Getting Started guide walks you through the order that works: categories, then units and taxes, then variations and modifiers, then products, then staff, demo data and bulk import, then payments and the printer. You can replay the guide at any time from the Admin screen.

• Categories
• Units and taxes
• Variations and modifiers
• Products
• Staff, demo data and import
• Payments and printer

Practise before opening day

Add Demo Data builds a sample menu on the server and syncs it to your till, so you and your staff can ring up sales, split a bill, hold an order, refund a sale and read the daily sales report without touching your real catalogue. When you are done, Remove Demo Data clears it and logs you out ready for the real thing.

Short coach-mark tours play the first time you open the home and sale screens, pointing out where to find customers, how to start an order and where the quick actions live. They can be replayed from the question mark button whenever someone new joins the team. The QSR screen has its own tour covering categories, button styles, the cart, action buttons, search and previous invoices.

Load your products the quick way

If your supplier or old system can give you a spreadsheet, you don't need to type products in one at a time. In the app's Admin tools, Download Excel gives you the product template; fill in names, SKUs, categories, prices and tax, then Import Products. The back office has its own product import, an opening stock import and a contacts import for customers and suppliers.

For restaurants, set up modifier groups and variations first, so sizes and add-ons are ready when the products arrive. For shops, set up units, brands and barcode types. Either way, the till syncs the catalogue after you leave Admin, and the products are ready on every device signed in to that location. Images can be added from the camera or gallery in the app.

Help when you get stuck

Screens with a question mark open the help panel for that screen, which can be searched, translated and printed on the receipt printer (back office in 16 languages; in-app help in 11; app screens in English). The Knowledgebase in the side menu covers the till, the Admin panel and settings, and the whole knowledgebase can be emailed to you as a PDF to read offline.

Live Support in Admin Tools opens a chat with our team, where you can send files and a log, and allow a view-only screen share if you choose. When you're ready to take cards, send us a recent processing statement and we'll quote a rate. The Getting Started guide has a step on saving on payment processing.