From first login to daily operations.
This guide follows the operating flow already implemented in ShasPOS Pro rather than listing screens alphabetically.
Sign in and set up the business
Create or choose the business, select an outlet, complete the business profile and configure master data such as categories, units, payment methods, order types and staff access.
Create products and opening stock
Add product names, codes/barcodes, category, unit, tax, purchase/sale pricing and outlet-level pricing where used. Add opening stock only before movement history exists for that stock context.
Use batches/expiry and FIFO features when your subscription enables them.
Open the POS and sell
Open the required cash session if your business policy requires it. Search or scan products, adjust quantities, select a customer, apply allowed discounts and complete checkout with the configured payment method.
Use Hold when a transaction must be paused and resumed later. Posted sales create the linked inventory and accounting movements.
Process returns, refunds and customer balances
Open the original sale, review returnable quantities, post the return and complete any eligible refund. Customer-credit workflows update receivables and collections through the customer ledger.
Purchase, approve and receive
Create a Purchase Order, submit it and approve it according to permissions. Post one or more goods receipts (GRN), recording accepted and rejected quantities separately. Supplier payments can be allocated to open purchases.
Control stock after receiving
Use stock transfers for controlled movement between locations/outlets, stock adjustments with reason codes for corrections, and stock take for counted-versus-system variance workflows. Review low-stock, expiry and movement history before making corrections.
Review dashboard, reports and finance
Use Dashboard for operational KPIs and Reports for sales, inventory and other business views. Finance exposes the accounting foundation, including income/expense workflows and journals created by operational posting.
Configure documents, printers and scanners
Create printer profiles for compatible Android/Windows thermal paths. Use system PDF printing on Web. Test barcode scanners, printer width, multilingual output and cash-drawer behavior before live counter use.
Manage subscription and settings
Review subscription status and entitlements, business settings, user permissions, notification preferences and operational controls. Features and limits depend on the active plan.