POS Setup

Before opening the register, configure the POS: payment methods, hardware, company/branch, and available products — so sales flow cleanly into accounting.

Path: Point of Sale ← Configuration ← Point of Sale

1. Open Point of Sale ← Configuration ← Point of Sale and click New (or edit an existing register).
2. Name it and set the correct Company if you run multiple companies/branches.
3. Under Payment Methods add Cash and Bank/Card; each links to an accounting Journal.
4. Set the accounting journals used by the session (sales + cash).
5. Under Products, pick the categories shown in the interface.
6. Configure Hardware / IoT: printer, cash drawer, barcode scanner.
7. Enable Invoicing so a tax invoice can be issued on request.
8. Save, then click Open Register to test the setup.