Get to know your POS portal

How to find your way around the dashboard

1. Menu tabs
2. Merchant trading name
3. Select the store and date range to be shown on the dashboard
4. Portal assistant
5. Summary sales data
6. Summary of transactions by tender type
7. Illustrative view of sales performance

How to configure the portal

Under the Config tab, you can manage a range of key settings for your business, including:

• the management of staff
• tax rates
• other profile settings

How to access reports

Under the Reports tab, you can access a range of reports and charts on your business performance such as:

• transaction by tender types
• gross sales

How to manage stock

Manage all your stock under the Stock tab, both at an individual product level and in groups, plus:

• add suppliers and link them to products you sell
• transfer stock between stores / locations
• bulk import inventory via a single upload 

How to use the CRM

Under the CRM tab, you’ll find options to manage your customers details, appointment and message settings, as well as:

• tools to group customers if required
• customisable data fields to collect information

How to manage and add users

Under the Admin tab, you can manage who has access to the portal and assign Administrator or User roles to manage what they can do.