Getting started
What setting up looks like
After you start a 7-day free trial, send us your shop files and we set Store OS up with them. You can also click through every setup screen in the demo now.
Before you start
Have these ready
- Your logo
- A PNG or JPG for your receipts.
- Receipt details
- Your address, phone number and website.
- Your policies
- Warranty and return wording, in your own words.
- Your tax rate
- Ask your accountant which rate applies and what's taxable.
- Your printers
- Plugged in and installed on the counter computer.
- Your staff
- Names and roles. Each person makes their own 4-digit code.
- Your products
- What you sell, with prices and costs.
- Your card terminal
- Keep using it. You record card payments in Store OS.
Business details
Settings, Business and receipts: name, logo, contact details, website and the policies printed on receipts.
Store and tax
Settings, Stores and tax: your location and the tax rate your accountant confirms.
Staff and roles
Employees: add each person and their role. They make their own code the first time they clock in.
Inventory
Add your products, parts and phones with their prices and stock counts.
How you take payment
Cash, plus your own card terminal. At checkout you record the card payment on the sale.
Printing
Print a test receipt and a test label from your browser. Printer settings
Your first customer
Add a customer from the top bar.
Your first repair
Repairs, then Check in a repair.
Your first sale
Sales: scan or search an item, take payment and print the receipt.
Try every step in the demo.
The demo shop is already set up, so you can see where everything lives.