Who is this Article for?
New merchants and staff who have set up their hardware and BackOffice, and are now ready to activate and use the Point of Sale (POS) register.
Overview
This is the final step in getting your store operational. By the end of this guide, you will know how to activate your POS, manage daily shifts, process sales, and use key features to run your business efficiently.
Before You Begin
Your hardware (POS, printer, router) is connected and powered on.
You have completed the basic setup in your BackOffice.
You have created a POS Register profile in your BackOffice.
You have your employee PIN from the BackOffice.
Video Guide
Watch this video for a full walkthrough of activating and using your POS.
Step-by-Step Guide
Follow these sections in order to get your POS fully up and running.
First-Time Setup
These are the one-time steps to prepare your BackOffice and activate your POS device for the first time. Follow them in order.
Design how your products and categories will appear on your POS screen for quick and easy access during service.
1. In your BackOffice, go to 'Settings', then click 'Layouts'.
2. Click 'Add POS Layout' and give it a name.
3. Create categories for your items (e.g., "Drinks", "Main Courses").
4. Search for a product, then drag and drop it into its designated category on the layout grid. You can also color-code the items for easy identification.
5. Click 'Save'.
Before using the app, you must create a profile for it in your BackOffice. This process will allow you to activate your POS.
1. In your BackOffice, go to 'Settings', then 'POS Registers'.
2. Click 'Add POS Register'. A notice about extra charges for additional registers will appear. Click 'Yes' to proceed.
3. Enter a 'POS Register Name' (e.g., "Counter 1").
4. Assign the 'POS Layout' you just created.
5. Click 'Save'.
1. For iPad users: Open the 'App Store', search for "StoreHub POS", and download the app.
2. For Android POS users (Sunmi, iMin): The StoreHub POS app comes pre-installed on your device.
Use your login credentials to login to your device.
1. Open the StoreHub POS app on your device.
2. Enter your StoreHub 'Account Name' (this is the name in your BackOffice URL, e.g., yourstore.storehubhq.com).
3. Enter the email and password for your StoreHub account.
4. Select the register you want to activate (e.g., "POS 1").
5. Click 'Confirm' to activate. The app will then sync your products and settings.
Daily Shift Management
Learn the essential daily routines, from starting your day to closing out and reviewing your performance.
How staff members can track their work hours using their PIN.
1. To Clock In: On the login screen, tap the 'Clock In' tab and enter your employee PIN.
2. To Log In: Tap the 'Login' tab and enter your employee PIN.
3. To Clock Out: From the main menu (☰), tap 'Sign Out'. Then, on the login screen, tap the 'Clock Out' tab and enter your employee PIN.
The correct procedure for starting your day with a cash float and ending it with an accurate count.
1. To Open Shift: After logging in, tap 'Open Shift'. Enter the starting cash amount (float) in your drawer and confirm.
2. To Close Shift: At the end of the day, go to the main menu (☰) and tap 'Close Shift'. Tap 'Close Register'. Enter the final cash amount in your drawer and click 'Continue' to confirm.
POS Utilities & Hardware
These are key actions for connecting hardware and keeping your data up to date.
How to manually update your POS to ensure it has the latest changes you've made in the BackOffice, like new products or prices.
1. From the main POS screen, tap the menu icon (☰).
2. Tap 'Sync'.
The one-time setup process for connecting your receipt or kitchen printers to the POS.
1. First, ensure your devices are on the same network. On your POS, go to 'Settings', then 'Default Network'. Make sure your WiFi network is selected and tap 'Set as Default'.
2. Next, go to 'Printer'. The app will search for printers on your network.
3. If your printer is not listed, tap 'Search Printer'.
4. Once your printer appears, tap on it.
5. Toggle on the 'Kitchen Stations' you want this printer to be responsible for (e.g., assign "Main Kitchen" and "Drinks" to this printer).
Processing Sales & Customers
Master the core of your business processing sales, managing orders, and engaging with your customers.
The basic workflow for selecting products and taking payment.
1. Tap a product category, then tap the item the customer is ordering.
2. If the item has modifiers (e.g., add-ons), select them and click 'Add'.
3. Tap the green 'Charge' button at the bottom right.
4. Select the customer's payment method (e.g., 'Cash') to complete the sale.
How to save a pending order and reopen it later to complete the payment.
1. To enable this feature, go to 'Settings' and toggle on 'Enable Open Order'.
2. During a transaction, instead of 'RM64.74', tap 'Save'. Enter a table or order number if prompted.
3. To view all saved orders, tap 'Orders' at the bottom or top of the screen. You can select an order to add more items or proceed to payment.
How to add customers to a transaction to track their purchases and enable loyalty.
1. During a sale, tap 'Add Customer' at the top of the order list.
2. Tap 'Add' to create a new customer.
3. Enter the customer's name, phone number, and other details or get them to Scan the QR Display.
4. Click 'Save'. The customer is now linked to the transaction.
How to apply a percentage or flat-amount discount to an item or an entire bill.
1. During a sale, tap 'Discount' at the bottom of the order list.
2. Enter the discount as a percentage (%) or a flat amount ($).
3. The discount will be applied to the bill. Tap the 'Charge' button to proceed to payment.
The steps for handling post-sale adjustments like refunds or voiding a sale.
1. To Cancel: Go to the menu (☰) and tap 'Transactions'. Select the transaction (it must be from the current shift) and tap 'Cancel Transaction'. Enter a reason and confirm.
2. To Refund: In 'Transactions', select a completed sale and tap 'Issue Refund'. Select the item(s) to be refunded, click 'Next', choose the refund payment method, enter a reason, and 'Confirm'.
Cash & Reporting
These are important administrative tasks for managing your cash drawer and daily reports
How to add or remove cash from the drawer outside of a sale and track the reasons why.
1. Go to the menu (☰), tap 'Sales Report', then 'Cash Drawer'.
2. To Add Cash: Tap 'Pay In', enter the amount, select a reason, and confirm.
3. To Remove Cash: Tap 'Pay Out', enter the amount, select a reason, and 'Confirm'.
How to generate a physical summary of a shift after it has been closed.
1. First, ensure your shift is closed (Menu > Close Shift).
2. Go to the menu (☰), tap 'Sales Report'.
3. Tap 'Print Shift Report'.
F&B Specific Features
These features are tailored for food and beverage businesses to help you manage table service and online orders efficiently.
How to design your restaurant's floor plan on the POS for easy order and table management.
1. To Enable: Go to 'Settings', 'Layouts' and toggle on 'Enable Table Layout'.
2. To Edit: Go to the menu (☰) and tap 'Layouts', then 'Edit Table Layout'. Drag and drop tables to match your floor plan, then 'Save Layout'.
3. To Use: Tap on a table, enter the number of guests, and begin taking their order.
Move or Split Orders
How to manage customer requests by splitting a bill for separate payments or moving an order to a different table.
1. To Move: Tap on an occupied table, then select 'Move Order'. Choose the new table for the order.
2. To Split: Tap on an occupied table, then select 'Split'. Choose the items to move to a new bill and save the order.
How to quickly mark items as "Out of Stock" on your online menu directly from the POS.
1. From the main POS screen, tap the menu icon (☰).
2. Go to 'Settings', then tap 'Beep Menu'.
3. Find the item you want to mark as unavailable.
4. Turn off the 'In Stock' toggle for that item.
Support
How to instantly connect with the StoreHub support team for assistance directly from your POS device.
1. Go to the menu (☰), then tap 'Support'.
2. Tap 'Live Chat' to speak directly with a support agent.
FAQs
I added a new product in the BackOffice, but it's not on my POS. Why?
After making changes in the BackOffice, you must sync the POS to see them. Tap the menu icon (☰) on your POS, then tap 'Sync'. This will download all the latest updates.
How do I add or remove tables from my floor plan?
You can edit your table layout directly on the POS. Go to the menu (☰), tap 'Layouts', then 'Edit Table Layout'. From there, you can add new tables, edit existing ones, or drag them to new positions.
Can I cancel a transaction from a previous day?
No. Transactions can only be cancelled during the same shift they were made. For transactions from closed shifts, you must process a refund instead.
Need Help?
Contact StoreHub Support via live chat in your StoreHub app or email [email protected].