Getting started with SmartPOS Hub

This page shows the order in which to set up SmartPOS Hub, from sign-up to your first sale. It is for shop owners and managers doing the first setup. Follow the steps top to bottom; each step links to a detailed guide with screenshots. Most businesses finish the basics in about 15 minutes.

The setup path at a glance

1. Create your account and pick a plan. Fill in one short form; a free trial starts straight away. See Sign up and choose a plan.
2. Take the first-login tour. Learn the dashboard, the menu, search (Ctrl + K) and the POS button. See First login tour.
3. Fill in your business settings. Name, logo, currency, time zone, financial year and the features you want switched on. See Business settings for first-time setup.
4. Add your locations. Every shop, branch or warehouse is a location with its own stock, prices, invoice numbers and receipts. See Add and manage multiple locations.
5. Add your staff. Create users, give each one a role and the locations they may work in. See Users, roles and location access.
6. Add what you sell. Pick ready-made products from the Product Library, use Import prebuilt for categories, brands and units, or add products yourself.
7. Enter your opening stock. Tell the system what is on the shelf today. See Opening stock.
8. Connect your devices. Receipt printer, barcode scanner, label printer, customer display and the SmartPOS Business app. See Devices and printers.
9. Make a test sale and go live. Open the register, sell, print the receipt, then check everything with the Go-live checklist.

/getting-started

The Getting started checklist ticks steps off automatically as you finish them.

What you see after you sign in

The home dashboard shows your sales, money owed, purchases and expenses for the location and dates you choose. The Getting started card at the top tells you the next setup step and how far along you are.

/home

The dashboard of a business with seven locations, filtered to the last 30 days.

Tip

Not sure which features you need? Start with the guide for your trade under Setup by business type in the menu on the left: restaurant, mart, pharmacy, tech store, appliance store or electronics store. Each one lists the exact settings and modules to switch on.

The three things that decide what you see

A menu or button only appears when all three of these allow it:

Gate	Where you check it	Example
Your plan includes it	Settings › Package Subscription (the “Modules in your plan” list)	Hotel, Gym or Manufacturing are in some plans only
The feature is switched on	Settings › Business Settings › Modules	Turn on Stock Transfers before moving stock between branches
Your role allows it	User Management › Roles	A cashier can sell but cannot see purchase prices

If something in these guides is missing from your screen, check those three places, or ask the account owner.

Guides in this section

Sign up and choose a planCreate the account, start the free trial, upgrade later.

First login tourDashboard, menu, Ctrl + K search and the POS button.

Business settingsThe settings to fill in on day one.

Multiple locationsBranches, warehouses, location-wise stock and prices.

Users and rolesStaff logins, permissions and location access.

Devices and printersPrinters, scanners, displays and the mobile app.

Go-live checklistEverything to check before your first real customer.