Upon the first use of the Point of Sale features, you are directed to input basic information to set up the Point of Sale Store.

  1. From the left navigation menu, click Point of Sale > Setup.

  2. Fill out the form as required/desired. You may wish to edit the percentage of Tax to be collected, or the Charge Category (CoA). Click Next to proceed.

    • You may update the tax percentage or charge category if needed.

  3. Click Select Store Location to proceed.

Congratulations! You've set up your store, and are ready to:

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