Setting up a POS (Point of Sale) module is essential for configuring your system to facilitate smooth transactions and manage sales effectively. Here's a step-by-step guide to setting up a POS module:
Step-by-Step Guide:
Step 1: Log in to Kanpla Administration using your email and password.
Step 2: In the left-hand menu, click on “Settings.”
Step 3: Go to the “Modules” section.
Step 4: Click “+ Add Module” or “Create new module.”
Step 5: Choose “POS” as the module type.
Step 6: Select the Salesplaces this POS module should be connected to.
Step 7: Configure the Product Bank — this defines which products are available for sale in the POS.
Step 8: Define the Payment Methods.
Step 9: Give the POS module a clear and descriptive name (e.g. Front Desk POS, Café Register).
Step 10: Set up and manage profiles to define how the POS behaves per location, staff group, or use case.
Step 11: Click “Save” in the top-right corner to finish creating your POS module.
Following these steps will enable you to set up a POS module within your system effectively, tailored to your business needs, and ready to facilitate transactions seamlessly.
Want to See It in Action?
Watch this short intro video for a full walkthrough: