What You Will Learn in This Guide
Step-by-step video guide for BackOffice and POS setup.
Important Notes
This article contains videos that guide you through each step of the setup process.
All relevant setup articles are linked for your reference. We recommend reviewing the articles after watching the videos for more detailed information.
BackOffice Setup
Timestamps and KB articles
1. Store Settings (00:00)
2. BIR Settings & Z-reading (03:48)
3. General Account Settings (05:38)
Closing time of Operation: Settings: How to Set Closing Time Of Operations (F&B) | StoreHub Knowledge Base
4. Adding POS Registers (08:15)
5. Adding Products (09:05)
6. Adding Product Variants (13:34)
7. Inventory Setup (15:12)
Simple Inventory: How to Set Up Simple Inventory | StoreHub Knowledge Base
Composite Inventory: How to Set Up Composite Inventory | StoreHub Knowledge Base
Serialized Inventory: How to Set Up & Track Products using Serial Numbers | StoreHub Knowledge Base
8. Stock Management (20:30)
Supply Needs: How to Set Up Supply Needs | StoreHub Knowledge Base
Purchase Order: How to Create Purchase Orders | StoreHub Knowledge Base
9. Employee Management (30:07)
10. Payment Option Setup (32:30)
11. Reports (35:20)
Sales Over Time: How to View Sales Over Time Report | StoreHub Knowledge Base
Product Report: How to View Sales By Product Report | StoreHub Knowledge Base
Product Category: How to View Sales By Product Category Report | StoreHub Knowledge Base
Variant Report: How to View Sales By Variant Report | StoreHub Knowledge Base
Transaction Channel: How to View Sales via Transaction Channel Report | StoreHub Knowledge Base
Shift Report: How to Read the Shift Report | StoreHub Knowledge Base
Offline Transactions: Reports: How to Access Offline and Online Sales Reports | StoreHub Knowledge Base
12. Managing Customers & Promotions (38:40)
Adding New Customer Information: How to Add Customer Information in BackOffice | StoreHub Knowledge Base
13. Webstore Setup (43:33)
POS Setup
Timestamps and KB articles
1. Activating the POS Register (00:00)
2. Logging In/ Out & Clocking In/ Out (01:03)
3. Opening & Closing Shifts (01:46)
4. Sync Data across POS & BackOffice (02:34)
5. Connecting Printers (02:46)
6. Managing Orders (04:25)
7. Collect Customer Information (06:19)
8. Claiming & Redeeming Cashback (07:57)
9. Applying Discounts (08:57)
10. Cancel Transactions & Issue Refunds (10:05)
11. Pay In/Out of Cash Drawer (10:55)
12. Printing the Shift Report (11:35)
13. Getting Support via Live Chat (12:15)