Step 2: Dashboard Initial Setup
Mae M.
Last Update 6 bulan yang lalu
Familiarize yourself with each menu to understand where your store controls are located.
Once your store account is created, the next step is to configure your Dashboard. This setup ensures your store information, payment processing, and receipt settings are ready before you start selling.
1. Navigate the Main Dashboard Menus
After signing in, you will land on the Dashboard homepage. From here, you can access all store management tools.
| Key Menus you'll use during the setup: | |
|---|---|
| Overview of your store performance and quick links |
| Create and manage your product lists |
| View and manage customer orders |
| Add and track customer profiles |
| Configure payment gateways |
| Store information, preferences, taxes, and receipt options |
| Manage employee accounts and permissions |
Familiarize yourself with each menu to understand where your store controls are located.
2. Configure General Settings
Set your store's basic information to ensure accurate receipts, taxes, and location data.
3. Set Up Payment Methods
POS supports multiple payment types. You can add one or more depending on your business needs.
How to Add a New Payment Type
1. Choose a Payment Type Template
Select the base template for your payment method. Options include:
2. Enter the Payment Name
Type the label that will appear on the POS and reports.
3. Set the Payment Behavior
Define how this payment method works. Available options:
4. Select the Transaction Type
Choose the transaction category based on your setup requirements.
5. Enable the Payment Method
Choose where this payment option will be available:
4. Customize the Receipt Template
Personalize your printed or emailed receipts to match your store branding.
Click the store name you want to customize the receipt for.
Update the following sections:
Document Info
Docu ID: GS002
Category: Getting Started for New Stores
| Date | Version | Updated By: | Summary |
| 12/11/2025 | 1.0 | Mae M. | Creation of the document. |