Your point of sale (POS) lets you sell to customers in person and take payment on the spot. Before your first sale you need to tell CRMit where you are selling from, which products to show and how you will take payment. Here is how to get set up.
From the CRMit menu, open POS Settings. This is where you configure your point of sale before you start selling.
Set up the till or location you will be selling from. If you sell from more than one place, you can set up each one so sales are recorded against the right till.
Add the products you want to appear at the till. These come from your product catalogue, so anything you already sell can be made available on the POS.
Choose which payment methods you will accept at the till, such as card and cash. Setting these up now means the right options appear when you take payment.
Save your settings. Once saved, open the POS to check your products and layout look right, then you are ready to take your first sale.
Tip: Group your products into sensible categories so they are quick to find at the till. A well-organised layout keeps queues moving and makes staff faster on their first day.
With your POS set up, you can start ringing up sales, fine-tune the layout for speed and add more products as your range grows.
Book a quick demo and we will walk you through setting up your POS and taking your first sale.