Setup Wizard
Follow the steps below to setup True-POS and start billing.
Welcome - The Time Zone and Currency is auto-set.
- If you want to change the Time-zone and Currency -
- Time Zone - Time zone displays the GMT standard difference of the country where the domain is registered. In countries like USA, there are multiple time-zones. Thus the GMT standard time detected may not be accurate. Click on the GMT standard displayed and select the time-zone.
- Currency - Select the type of currency used for your business transactions. Click on the currency displayed and select the currency .
- Time Zone - Time zone displays the GMT standard difference of the country where the domain is registered. In countries like USA, there are multiple time-zones. Thus the GMT standard time detected may not be accurate. Click on the GMT standard displayed and select the time-zone.
Setup Essentials - The setup wizard displays the commonly used taxes and payment modes.
- In the Tax,
- Click Add and enter a tax (without a percentage symbol) to add a tax required for your business.
- To remove a tax, click the X icon to remove a tax.
- In Payment Modes, select the required payment types such as credit card, due bills, cheque and complimentary, based on the payment types needed for the business.( Of course, Cash is enabled by default as a payment mode).
- Click Continue, to move to the next step.
Add Products - You can add products in three different ways
Add Sample products – If you are evaluating True-POS , we have sample products to get you started. Select Add Sample Products to add products to your registered True-POS domain.
Migration (or) Import Products – If you have your own product list, follow the steps below,
- Select Import products and click Continue.
- Click Download Template to download the .xls template to upload the products through a xls sheet.
- In the downloaded .xls template (Item_mig.xls), enter the details.
- Item Name - Enter the name of the item.
- Product Type - Enter the keyword 'STANDARD' or 'SERIALIZED' based on the product type.
- Alias/MfrPartNO- Enter the product alias name or if its a serialized item, enter the MfrPartNo.
- Cost Price, Selling and MRP - Purchase Cost, Selling Price and the Maximum Retail Price.
- Serial Field - Enter 1 or 2 for serialized item and leave it blank for standard items.
- VATTAX - Enter the VAT or Sales Tax % that the prices include
- Inclusive - Enter 'Y' to indicate the Cost, Selling and MRP Prices are Tax inclusive.
Enter 'N' to indicate the Prices are Tax exclusive. - Stock - Enter the on-hand Stock Quantity of the standard item. Enter '0' if it is a serialized item.
- Click Upload Completed Template button.
- Click browse to select the completed .xls.
- Click Upload to import the products.
- The Upload Summary shows the number of products uploaded.
- Click Continue to launch.
3. Add Through user interface - Products can also be added individually using Master > Item.
Launch - Click Launch to start using True-POS for your business.
- Click Change password, to change the password for your domain.
- Click on the Product Help, Videos and FAQs for self-help guidance.
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