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.

After successfully registering your store under the TruePOS domain, use your domain credentials to log in to the application.

Once logged in, you’ll be guided to the setup screen where you can proceed with configuring your TruePOS domain and completing the initial setup process.

Guide to setting up TruePOS

The Setup Wizard automatically detects and sets the time zone and currency based on the domain's location. If needed, click on the displayed GMT standard to select the correct time zone.

In countries like the US, where multiple time zones exist, ensure the correct one is selected. To change the currency, click on the displayed currency and select the appropriate one for business transactions.

Steps to set up the store

Set up essentials - The Setup Wizard displays the commonly used taxes and payment modes.  

1. To add a tax rate, click Add, type the tax amount (don’t include the % symbol), and click Save.

1. To remove a tax rate, just click the X icon next to it.

2. Payment modes include Credit Card, Due Bills, Cheque, and Complementary, with Cash enabled by default.

3. Click Continue to proceed to the next setup step.

Add sample products - You can add products in three different ways  .

1. Select Add sample products to load sample data for evaluation.

2. To import products, click Import products and download the .xls template.

3. Fill in details like item name, product type, price, tax, and stock, then upload the file.

4. To add products individually, go to Master > Item and enter the details manually.

Steps to import products in TruePOS

1. Go to Tools > Master Migration.

2. Select Item Master from the Sheet Generation tab, enable the fields based on your requirement, and download the CSV file.

3. After adding details to the Item Master sheet, click Upload Sheet.

4. In the Upload Sheet option, select Master File Data and click Upload File.

Add products through the user interface

1. Go to Master > Item to add products one by one.

2.   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.

FAQs  

Can I change the time zone or currency after the setup?
Yes, you can change the time zone or currency by navigating to the setup menu and selecting the appropriate options.

What types of payment modes are available by default?
Cash is enabled by default. You can add other payment modes like Credit Card, Cheque, Due Bills, and Complimentary as needed.

What do I do if the product import fails?
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 reupload the template.

How do I add serialized items?
Enter "SERIALIZED" under Product Type and provide the MfrPartNo. Fill the serial field with "1" or "2."

Can I delete or modify the tax rate after adding it?
Yes, click the X icon next to the tax rate to remove it or click Add to modify and save the new tax settings.

What happens if I leave the Stock field empty for a product?
For standard items, indicate the quantity. For serialized items, enter "0" if stock details are not available.

Where can I find help if I am stuck during the setup?
Access the Product Help, Videos, and FAQs’ sections for comprehensive guidance or contact the support team for assistance.