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Getting started - POS App
Getting started - POS App

Learn how to create an account, open the register, set up your printers and scanners to the POS app and view product inventory.

Updated over a month ago

Create an account

To get started sign up for a Saledock account, this will give you access to the Saledock back office, POS app and stock take app.

Additional staff accounts for your POS app and stock take app are created from the Saledock back office. Guidance on how to setup POS PINs for all user types can be found in the back office help guide under the Staff Accounts section.


Download the app

To get started download the Saledock POS app from the Google Play Store or Sunmi Store. You'll require a Saledock account to login to the POS app.


Login

Upon initial login you will be asked to login using your back office account details, this links the back office to your POS app on that device. After initial login, register your POS device by selecting the store the POS is trading from then name your register. This name is used to identify end of day reports and sales history locations within the back office. This process is a one-time occurrence unless you uninstall then re-install the POS application.

As an admin you can enable PINs if you require, from the Settings page in the Back office. We recommend each member of staff has their own account with PIN access for security and accountability purposes. To login tap the circular profile tile, user initials are displayed within each tile to identify the user.


Open register

Once you are setup, the first user to login each day will need to open the register. You have the option to specify an opening float and add a note before opening the register.

Tap Open register to open the register, if a cash drawer is connected the drawer will also open so you can add the opening float. Each time the register is closed the user will see the open register view ready for the next time the register is opened.


Printers and scanners

Once all the hardware is setup, you will need to connect the printer and barcode scanner to the Saledock POS app. From the Printers and scanners section of the Settings view, connect all required devices.


Product inventory

To get started tap the Add online button displayed beneath the "Your product catalogue is empty" message to open the back office in a web browser. Add products and specify quick keys and categories for each. Once complete, return to your POS to view the added products. Inventory is synced in real-time between your POS and back office. Guidance on how to setup products can be found in the back office help guide under the Product inventory section.

If new products are added or existing products edited whilst using the POS application please logout and log back in to view the back office updates.

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