Adding a Register
A register is the POS or van terminal that the mobile app and checkout devices connect to. Registers belong to a store, which belongs to a venue — so have both ready before you start.
Steps
- Open Organization → Registers from the sidebar, then click Add Register.
- Enter the Register Name (required).
- Pick a Venue first, then a Store within that venue (required) — the store list only populates once a venue is selected.
- Set the Status: Active, Inactive, or Archived.
- Set From Time (required) — the date/time this register becomes active — using the date picker.
- Choose the Register Type: POS (a fixed checkout terminal) or Van (a mobile/van sales device).
- Choose the Stockroom — which stockroom this register's sales take stock out of. Get this right; it is the one setting on this screen that quietly changes your stock figures:
- For a Van, pick that vehicle's own stockroom. Otherwise the van's sales come out of the warehouse and the van's own stock never goes down, so you can never tell what the driver is actually carrying.
- For a POS register, pick the stockroom that store sells from. If you have more than one store and leave this blank, every store drains the same warehouse.
- Leaving it blank is allowed and saves fine. The register falls back to the default warehouse, the register list shows an amber Not set badge, and each day of sales on it raises one row on Stock Exceptions so it is not forgotten.
- A live preview on the right shows the register name, venue, store, from time, type, stockroom, and status as you fill them in.
- Save via the amber unsaved-changes bar. If your plan's register quota is reached, you'll see an inline plan-limit message instead of the usual save error.