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Your Step-by-Step Guide to a Successful Start with Your POS System
Ready to get started? We'll walk you through setting up your Shore POS system step by step. It's best to work through the steps in the order listed. Let's go! 🚀
Step 1: Account Settings
First, adjust the basic settings of your POS account in the POS Manager — for example, your company and business details, invoice layout, and location.
➡️ Here's a detailed guide to your account settings in the POS Manager
Step 2: Manage Your Inventory
Next, set up your inventory — this includes services, products, and vouchers.
Services
Add your services in the POS Manager and define prices, tax rates, and categories.
➡️ Here's the guide to creating services directly in the POS Manager
Note: With the All in One package, your services are created in the calendar and automatically synced from there to the POS. In this case, setting them up separately in the POS Manager isn't necessary.
Products
Add your products in the POS Manager and define prices, tax rates, and stock levels.
➡️ Here's the guide to creating and editing products in the POS Manager
Alternatively, you can conveniently import your existing product catalog using an Excel template.
➡️ Here's the guide to importing products
Vouchers
With the Shore POS, you can also create vouchers and sell them to your customers.
➡️ Here's the guide to creating and editing vouchers
Step 3: Add Employees
Set up your employees as users and assign the appropriate permissions for the checkout.
➡️ Here's the guide to creating and editing users
Step 4: Manage Customers
Maintain your customer data directly in the POS system.
➡️ Here's the guide to managing customers
Note: With the All in One package, your customers are managed in the calendar and automatically synced from there to the POS. In this case, separate customer management in the POS isn't necessary.
Step 5: Checking Out
Now it's time to start checking out! First, download the app and set up your iPad.
➡️ Here's the guide to setting up your iPad and installing the Shore POS App
Afterward, you can carry out a test purchase and apply discounts for your customers.
Note: As long as no TSE / RKSV has been activated, all test transactions can be deleted for you by us at the end. Once the TSE / RKSV is activated, test transactions can no longer be deleted and must instead be reversed manually as regular credit notes.
➡️ Checking Out with Shore POS
Step 6: Invoices and Credit Notes
Learn how to print invoices and, if needed, create credit notes in the Shore POS App.
➡️ Creating Credit Notes in the Shore POS App
Step 7: Reports
Keep an eye on your sales figures — via the POS Dashboard and the live reports in the POS Manager.
➡️ Live Reports in the POS Manager
Step 8: Accounting
Keep your cash book and record your opening balance, create your daily closing report, and set up pre-assigned account codes as well as the DATEV integration for your tax advisor.
➡️ Creating a Daily Closing Report
➡️ Overview of Accounting Options
Step 9: TSE / RKSV
Depending on the country in which you operate your POS system, different legal requirements apply for securing your cash register:
Germany: Here, the Technical Security System (TSE) is mandatory. Since 2023, there are no more exceptions — all computer-based and electronic cash registers must be secured with a TSE.
➡️ Activation of the Technical Security System (TSE) – for Germany
➡️ Guide to Electronically Registering POS Systems via the ELSTER Portal
Austria: Here, the Austrian Cash Register Ordinance (RKSV) applies, which requires you to register and integrate your cash register in a legally compliant way via FinanzOnline and Fiskaltrust.
➡️ Austrian Cash Register Ordinance (RKSV) in Shore POS: Step-by-Step Guide – for Austria
Step 10: Shore Pay
Finally, set up Shore Pay so you can accept payments directly via your card terminal at checkout.