POS how-to
Administrator training
Own catalog, menu, pricing, taxes, vendors, inventory, employees, devices, payments, online ordering, reports, and multi-location setup.
Audience
Owners and back-office administrators.
Before you start
- You can sign in to the merchant back office on your business URL.
- You understand which modules are enabled for the location.
- Large catalog imports are prepared in a clean spreadsheet when needed.
How to
Modules and lessons
Module 1
Catalog and pricing
Own products, menus, prices, taxes, and reporting classes.
Lesson 1.1
Catalog
Create categories, items, SKUs, and barcodes. Keep the catalog clean so scanning, search, and reporting stay accurate.
Lesson 1.2
Menu
Build menus, modifier groups, and kitchen routing for restaurant and QSR sites so items fire to the right station.
Lesson 1.3
Pricing
Set prices, costs, and any scheduled or location-specific pricing. Re-check a ticket after price changes.
Lesson 1.4
Taxes
Configure sales-tax rates and item tax flags before the first live sale, then verify tax on a test ticket.
Lesson 1.5
Reporting classes
Assign reporting classes or categories so sales roll up into meaningful groups in your reports.
Module 2
Inventory and vendors
Track stock, manage vendors, and order product.
Lesson 2.1
Vendors
Maintain vendor records and link products to the vendors you buy them from for reordering.
Lesson 2.2
Inventory
Track on-hand quantities, receiving, transfers, and damages so stock levels stay trustworthy.
Lesson 2.3
Purchase orders
Create and receive purchase orders. Receiving against a PO updates on-hand counts and costs.
Module 3
People
Manage employees, permissions, and schedules.
Lesson 3.1
Employees
Invite staff, assign roles and POS PINs, and keep cashier, server, manager, and admin duties separated by permission.
Lesson 3.2
Scheduling
Build and publish schedules where enabled so labor lines up with expected volume.
Module 4
Devices and payments
Assign hardware and configure payment acceptance.
Lesson 4.1
Devices
Assign printers, Dejavoo terminals, scanners, and displays in Devices & Hardware, and keep station provisioning codes controlled.
Lesson 4.2
Payments
Confirm payment settings with Pedestal after gateway credentials and terminal provisioning are complete, then run a live test before opening.
Module 5
Storefront, reporting, and rollout
Launch online ordering, review reports, brand the site, and scale to more locations.
Lesson 5.1
Online ordering
Mark items online-visible, set hours and fulfillment options, and confirm the storefront before turning it on.
Lesson 5.2
Reports
Use sales, payment, tax, inventory, and labor reports from the back office, and export when accounting needs the data.
Lesson 5.3
Branding
Set business name, logo, and receipt header/footer so printed and online touchpoints match your brand.
Lesson 5.4
Multi-location
Add and configure additional locations, sharing catalog where appropriate while keeping location-specific taxes and devices distinct.
Practice
Practice checklist
Add or edit one product with a tax flag
Confirm tax on a test ticket
Create and receive a purchase order
Invite or review one employee role
Verify printer and terminal assignments
Preview the online ordering storefront
Watch-outs
Common mistakes
- Editing prices without confirming tax flags.
- Provisioning two physical devices to the same station record.
- Turning on online ordering before the menu is ready.
- Reusing one location’s tax or device setup on another without review.
Train the next role
Continue with another role guide, or return to the installation hub.