Documentation
How to use Seratus Pro
Step-by-step guides for every part of your dashboard — from your first sale to purchase requisitions, storefronts, and campaigns.
Getting started
Finish setup from the Home page and learn what it shows you every day.
- Complete the setup checklist
- Read your performance
- Use quick actions
Point of Sale & Sales
Ring up a sale, take payment, print a receipt, and track sales performance.
- Open the POS and sign in
- Ring up a sale
- Take payment
Items & Services
Build your catalog: items, groups, discounts, modifiers, units, and floor plans.
- Create a group
- Add an item or service
- Find, edit, and delete items
Payments & Invoices
Review transactions, void or refund sales, and run recurring memberships.
- Find a transaction
- Void or refund a sale
- Download a monthly sales report
Schedule & Bookings
Add bookings, see every appointment, filter by status, and import by CSV.
- How bookings arrive
- Create a booking
- View and filter bookings
Online Orders & Table QR
Let diners order from their phone with a QR code on every table.
- Before you start
- Generate table QR codes
- Download and print QR codes
Stock Management
Request, quote, order, receive, and pay for stock — plus stock takes, transfers, and returns.
- How the purchasing flow fits together
- Create a purchase requisition
- Approve or reject a requisition
Storefront
Style your public booking page and share its link and QR code.
- Set up your storefront
- Add your store's details
- Share your storefront
Contacts
Keep your suppliers, customers, and customer groups in one place.
- Add a supplier
- Add a customer
- Edit, import, and remove contacts
Reviews
Read what customers say after their visit.
- Read reviews
- Delete a review
Staff
Add your team, give them access, and manage leave and hours.
- Add a staff member
- Invite staff to log in
- Set a cashier PIN
Reports
Pull tax, product, payment, and register reports for any date range.
- Run and export a report
- Which report to use
Campaigns
Send email and SMS campaigns to your customers, and run Meta ads.
- Send an email campaign
- Send an SMS campaign
- Edit, send, or delete campaigns
Settings
Set up your profile, store, POS, billing, and connected accounts.
- Secure your profile
- Choose your language and formats
- Set up your store details