Setup Wizard
Purpose of the Setup Wizard
The Setup Wizard in TruePOS guides users through the initial configuration process, ensuring a smooth setup that enables quick and accurate billing. It helps businesses tailor their TruePOS domain to their specific requirements, including time zone, currency, taxes, payment methods, and product management.
Guide to Setting Up TruePOS
Step 1: Welcome Screen
Time Zone & Currency Auto-Set: The setup automatically detects and sets the time zone and currency based on the domain's registration location.
Changing Time Zone:
If needed, click on the displayed GMT standard and select the correct time zone.
Note: In countries like the USA, there are multiple time zones; ensure the correct one is selected.
Changing Currency:
Click on the displayed currency and select the appropriate currency used for business transactions.
Step 2: Setup Essentials
Taxes:
To add a tax, click ‘Add’, input the tax amount (exclude the % symbol), and save.
To remove a tax, click the X icon next to the tax.
Payment Modes:
Choose from various payment options such as Credit Card, Due Bills, Cheque, and Complimentary.
Cash is enabled by default.
Click ‘Continue’ to proceed to the next setup step.
Step 3: Adding Products
Products can be added in three ways:
1. Add Sample Products:
Ideal for users evaluating TruePOS. Select ‘Add Sample Products’ to populate your TruePOS domain with sample data.
2. Import Products:
For users with an existing product list:
Select ‘Import Products’ and click ‘Continue’.
Download Template: Click ‘Download Template’ to get the .xls format (Item_mig.xls) for uploading products.
Fill in the Template:
Item Name: Enter the name of the product (mandatory).
Product Type: Enter 'STANDARD' or 'SERIALIZED'.
Alias/MfrPartNO: Enter an alias or manufacturer part number for serialized items.
Cost Price, Selling, and MRP: Fill in the purchase cost, selling price, and maximum retail price (mandatory).
Serial Field: Enter 1 or 2 for serialized items; leave blank for standard items.
VATTAX: Input the VAT or sales tax percentage.
Inclusive: Enter ‘Y’ for tax-inclusive prices; ‘N’ for tax-exclusive prices.
Stock: Indicate the quantity on hand for standard items; enter '0' for serialized items.
Upload:
Click ‘Upload Completed Template’.
Click ‘Browse’, select the completed .xls file, and click ‘Upload’.
Upload Summary: Review the number of products successfully uploaded.
Click ‘Continue’ to move to the launch phase.
Note: Item Name, Cost Price, and Selling Price are mandatory fields.
3. Add Products Individually:
Go to ‘Master’ > ‘Item’ to add products one by one.
Step 4: Launch
Click ‘Launch’ to start using TruePOS for your business operations.
Additional Actions:
Change Password: Click ‘Change Password’ to update your domain’s password for better security.
Self-Help Resources: Use the ‘Product Help, Videos, and FAQs’ sections for guidance and troubleshooting.
Relevant FAQs
Q1: Can I change the time zone or currency after the setup?
A: Yes, you can change the time zone or currency by navigating to the setup menu and selecting the appropriate options.
Q2: What types of payment modes are available by default?
A: Cash is enabled by default. You can add other payment modes like Credit Card, Cheque, Due Bills, and Complimentary as needed.
Q3: What do I do if the product import fails?
A: Check the upload summary for any errors. Ensure mandatory fields like Item Name, Cost Price, and Selling Price are not blank. Correct any issues and re-upload the template.
Q4: How do I add serialized items?
A: Enter 'SERIALIZED' under Product Type and provide the MfrPartNo. Fill the serial field with ‘1’ or ‘2’.
Q5: Can I delete or modify a tax after adding it?
A: Yes, click the X icon next to the tax to remove it or click ‘Add’ to modify and save new tax settings.
Q6: What happens if I leave the ‘Stock’ field empty for a product?
A: For standard items, indicate the quantity. For serialized items, enter ‘0’ if stock details are not available.
Q7: Where can I find help if I am stuck during the setup?
A: Access the ‘Product Help, Videos, and FAQs’ for comprehensive guidance or contact the support team for assistance.
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