Step 01
Create vendor, outlets, users, and plan
Start in SaaS admin. Create the vendor, assign a plan or trial, add outlets, and assign owner, manager, cashier, or staff access.
DailyCartPOS blog and guide
How to run DailyCartPOS from product setup to reports
A practical operating guide for setting up catalog data, receiving stock, selling in POS, closing shifts, managing purchases, and reading reports.
Step 02
Set up catalog masters
Create categories, subcategories, brands, units, taxes, and payment methods before adding products.
Step 03
Add products and prices
Add product names, SKU/barcodes, images, unit, brand, tax, cost, outlet sale price, and tax-inclusive selling price.
Step 04
Load opening stock
Use stock adjustment or purchase receiving to create stock levels with batch, quantity, cost, sale value, and expiry where needed.
Step 05
Sell in POS
Open a shift, scan or search products, add quantities to cart, hold orders, accept configured payment methods, print receipt, and complete checkout.
Step 06
Close shift and cash out
Enter counted cash, review payment totals, confirm variance, add notes, and print the shift/cash-out summary.
Step 07
Manage purchases and suppliers
Create purchase orders, receive stock, print POs, record supplier payments, track item credit, and process purchase returns.
Step 08
Control inventory health
Review live inventory, low stock, stock movements, stock transfers, adjustments, stock valuation, and product expiry.
Step 09
Read reports
Use dashboards and reports for sales, purchases, invoices, tax, income, profit and loss, expenses, supplier due, best sellers, leave, and inventory.
Recommended first-day checklist
Create at least one outlet and one cashier.
Add categories, units, brands, taxes, and payment methods.
Import or create products with barcode and selling price.
Load opening stock and verify quantities in POS.
Run one test sale and print a receipt.
Close the shift and compare sales, payments, and inventory movement.