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A complete onboarding checklist — work through these steps in order and your POS will be ready to serve customers.
1

Log in as tenant admin

Go to your dashboard URL and sign in with the admin credentials provided when your account was created. First Login →
2

Create your first location

A location represents a physical branch or outlet. Locations →
3

Configure payment types

Add Cash at minimum. Add Card (EFTPOS) and any online payment methods. Payment Types →
4

Set up tax rates

Add your local tax (e.g. GST 6% in Malaysia). Tax →
5

Set order modes

Add Dine In, Takeaway, Delivery — whichever your business uses. Order Modes →
6

Set up transaction types

Transaction types define how sales, refunds, and voids are categorized. Transaction Types →
7

Connect a printer

Add your receipt printer(s) so orders print automatically. Printers →
8

Build your menu

Add categories first, then products under each category. Categories → · Products →
9

Add your staff

Create employee accounts with PINs for the POS login screen. Employees →
10

Go live

Open the POS app, log in with an employee PIN, and take your first order!
Complete steps 1–6 before adding menu items — the POS requires at least one location, one payment type, and one order mode to process a sale.

Locations

Set up branches

Payment Types

Accept payments

Tax

Configure tax rates

Categories

Organise your menu

Products

Add menu items

Employees

Create staff accounts