CloudPOS Documentation

# Getting Started

This guide will help you complete your first setup and make your first sale in CloudPOS.

# What You Can Do Here

After completing this guide, you will:

  • ✅ Access your CloudPOS account
  • ✅ Configure basic store settings
  • ✅ Add your first product
  • ✅ Process your first sale

# Step 1: Login to CloudPOS

# Access the Login Page

  1. Open your web browser
  2. Go to your CloudPOS URL:
    • Development: http://localhost:5173/login
    • Production: https://yourdomain.com/login

(Screenshot: Login page with email and password fields)

# Enter Your Credentials

  1. Enter your email address
  2. Enter your password
  3. Click "Login" or press Enter

First time? If you don't have an account, contact your administrator to create one.

# Troubleshooting Login

  • Forgot password? Click "Forgot Password" link
  • Account locked? Contact your administrator
  • Wrong URL? Verify you're using the correct domain

# Step 2: Complete Initial Setup

After logging in, complete these essential settings:

# 2.1 Store Information

  1. Click Settings in the sidebar (gear icon)
  2. Click Business Settings
  3. Fill in:
    • Store Name: Your business name
    • Email: Contact email
    • Phone: Contact phone number
    • Address: Business address
  4. Click Save

# 2.2 Currency & Tax

  1. In Settings, click Tax & Currency
  2. Set your Base Currency (e.g., USD, EUR)
  3. Configure Tax Rate (e.g., 10% for 10% tax)
  4. Set Tax Name (e.g., "VAT", "Sales Tax")
  5. Click Save

# 2.3 Branding (Optional)

  1. In Settings, click Branding
  2. Upload your Logo (for receipts and invoices)
  3. Upload Favicon (browser tab icon)
  4. Click Save

# Step 3: Open Cash Register

Before making sales, you need to open a cash register session:

  1. Look at the top bar of the screen
  2. You'll see Branch and Register selectors
  3. Select your Branch (if you have multiple locations)
  4. Select your Register (cash register/terminal)
  5. Click "Open Register" button
  6. Enter Opening Cash Amount (how much cash you're starting with)
  7. Click "Open Session"

Note: You must have a branch and register assigned to your user. Contact your administrator if you don't see any options.

# Step 4: Add Your First Product

# Create a Product

  1. Click Products in the sidebar
  2. Click "Add Product" or "New Product" button
  3. Fill in the form:
    • Product Name: e.g., "Coffee - Large"
    • Description: Optional product description
    • SKU: Product code (optional, e.g., "COF-LRG-001")
    • Barcode: Barcode number (optional)
    • Price: Selling price (e.g., 5.99)
    • Cost: Purchase cost (optional, e.g., 2.50)
    • Category: Select or create a category
  4. Click "Save"

# Add Stock (If Using Inventory)

  1. After creating the product, you'll see stock information
  2. Click on the product to view details
  3. Go to Stock tab
  4. For each warehouse, set:
    • Quantity: Current stock (e.g., 100)
    • Min Quantity: Alert when stock is low (e.g., 10)
  5. Click "Save"

# Step 5: Make Your First Sale

# Process a Sale at POS

  1. Click POS in the sidebar (shopping cart icon)
  2. Search for your product:
    • Type product name in search box, OR
    • Scan barcode with barcode scanner
  3. Add to cart:
    • Click on the product to add it
    • Or use the barcode scanner
  4. Adjust quantity (if needed):
    • Click on item in cart
    • Change quantity
  5. Select customer (optional):
    • Click "Select Customer" if you have customer records
  6. Apply discount (optional):
    • Enter discount amount or percentage
  7. Process payment:
    • Click "Checkout" or "Process Payment"
    • Select payment method (Cash, Card, etc.)
    • Enter amount received
    • Click "Complete Sale"
  8. Print/View receipt:
    • Receipt will be shown
    • Click "Print" if you have a printer connected
    • Click "Done" to start a new sale

# Tips & Common Mistakes

# ✅ Do's

  • Always open register before starting sales
  • Set correct currency to avoid confusion
  • Add stock quantities if tracking inventory
  • Test with small sale first to learn the system

# ❌ Don'ts

  • Don't skip opening register - sales won't process
  • Don't forget to set tax rate - invoices will be incorrect
  • Don't create duplicate products - use search first
  • Don't close register until end of day

# How to Confirm It Worked

# Verify Setup

  1. ✅ Settings saved: Go back to Settings, verify your information is there
  2. ✅ Product created: Go to Products list, see your product
  3. ✅ Register open: Top bar shows "Register: Open" status
  4. ✅ Sale completed: Go to Sales page, see your first sale

# Test Checklist

  • [ ] Can login successfully
  • [ ] Store name appears in settings
  • [ ] Currency is set correctly
  • [ ] Tax rate is configured
  • [ ] At least one product created
  • [ ] Register session is open
  • [ ] First sale completed successfully
  • [ ] Receipt/invoice generated

# Next Steps

Now that you've completed the basics:

  1. Add more products - Build your product catalog
  2. Add customers - Create customer records
  3. Learn POS features - See POS Selling guide
  4. Explore reports - Check Reports guide

Ready for more? Learn about Login & Profile Management or jump to POS Selling.

← Login & Profile →