If you haven't done it already, we recommend that you check out the previous guide before moving on with this one. You can see it by clicking here.
If you're new to our POS system, there are lots of new settings and features you can add and need to check out. Here’s a step-by-step about which default settings we think you should check out before you make your first sale:
Step 1. Company info:
You add Company info by clicking Settings, General and you’ll find Company info at the top. Here you enter your business details.
For a more detailed guide on how to update Company info and which details you need to enter, you can click here.
Remember to hit Save - you gotta do this every time you change something in Settings.
Step 2. Add new users:
Adding users is super handy if you have several employees and want to give each of them their own login to Customers 1st. You do this on the same page as the previous step, too.
For a more detailed guide on how to add new users and set PIN codes for them, you can click here.
Step 3. Set up the payment types you want to receive:
You can set up Customers 1st to accept just the payment types you want, like MobilePay, Mastercard, and VISA.
For more info on how to add new payment types, you can click here.
If you have an integrated card terminal, we can set this up so with just one push at checkout, you can send the right amount to the terminal – and we can do the same thing with our Mobilepay integration!
Step 4. Setting up printers:
With a printer set up for Customers 1st, you can print invoices and receipts etc. after every sale. Click here for a detailed guide on how to set up your printer to work with our system.
What's the next step?
The next thing you need to get the hang of is your products. We recommend adding some products before you use case management and checkout. For more info on how to add products to Customers 1st, click here.
Customers 1st main features:
If you click on one of the features above, you'll be sent straight to a guide for the feature you clicked on.
