Getting started
Finish setup from the Home page and learn what it shows you every day.
Sidebar → Home
Complete the setup checklist
The Home page opens with a "Let's get you set up." card. Each group shows how many of its steps are done.
- 1Go to Home.
- 2Click the "Account" tile to see its steps: Upload profile picture, Set two-factor authentication, Create a new staff, and Create a discount code (optional).
- 3Complete each step in its own page — these tick off automatically once done.
- 4Click the "Point of Sale" tile for hardware steps: Order hardware and Download the app.
Read your performance
- 1On Home, find the performance card — the headline number is "Net sales".
- 2Switch the comparison between "Prior day" and "Prior year".
- 3Filter by status: Completed, Pending, or Voided.
- 4Read the breakdown: Gross sales, Transactions, Labour % of net sales, Average sale, Comps & discounts, and Tax.
Use quick actions
The quick actions card jumps straight to common tasks: Add item, Create purchase requisition, Create quotation, Create purchase order, and Store sales.