When you finish installing RockPOS, few initial setups are needed before you can make the first order. From your back office, go to RockPOS => Manage => Set up and start making few important changes to make RockPOS ready for use:
Depends on which payment methods you accept from customers, you can decide whether to stick with our default methods (cash, card, cheque and installment) or to add your own methods.
You can change default order state, discount type, shipping method here. This step can be skipped as we already set up a default for you.
This section allows you to set up whether or not guest checkout is allowed. Leave it as initial default (guest checkout enabled) if you want to.
A very important step needs to be done here before you can make the first order: index products. You can do it by 3 ways:
- Add missing products to the index: adding newly added products to your system (recommended!)
- Re-build the entire index: index ALL products, including current products and newly added products (it is useful when you have new products added as well as you do some changes on current products)
- Set up a cron job (it is recommend to ask a developer to do this method for you if you don’t have technical knowledge)
Other than that, other setup can be left as it is if you want to use our default.
You’ll need QZ tray installed to be able to print receipt from RockPOS. Please follow instruction shown when you’re at Receipt setup section.
A default receipt is created in case you haven’t had time to create one. But, you should come back to this section when to experience our design receipt function, which allows you to display information (how and where) on receipt.
If you have more than 1 staff and want to reward them for their effort, you’d need this setup to decide commission rate for your staffs. Otherwise, just leave it as it is.
In this section, you’d be able to customize your URL for security reason. Otherwise, just leave it as it is.