Getting Started Checklist
Everything to prepare before your first day on Dynamic POS: business details, taxes, users, products and hardware.
Resources
Guides and resources
Checklists and step-by-step guides for moving your shop, pharmacy or restaurant to a new point of sale system: what to prepare, how to bring in your products and stock, and how to run your first day.
Preparing Your Product List for a New POS
How to clean up and structure your product data before moving to a new point of sale system.
Set up your POS in five steps
Most businesses are selling on Dynamic POS within a day. This is the order that works best; each step links to the guide that covers it in detail.
Business details and taxes
Enter your business name, address, currency and tax rates. Taxes are set up once and then picked on each product, so every receipt adds them correctly. The getting started checklist lists everything to have ready.
Your product list
Put every product in one spreadsheet with its category, unit, prices and barcode, then import it with the Excel or CSV template. Missing categories, brands and units are created during the import. See preparing your product list.
Opening stock and suppliers
Import the stock you have on the shelf for each branch, and add your suppliers, so stock levels and what you owe each supplier start out right.
Staff and permissions
Give every cashier their own login with only the permissions they need, for example the POS screen without settings or reports. Every sale then shows who made it.
Hardware and a test day
Connect a barcode scanner and a receipt printer, then make a test sale, a return and a cash drawer count, and check the day's sales report before you open. See which features fit your shop.
From the blog
- What Is POS Software and How Does It Work?
A plain-language explanation of point of sale software: what it does at the counter, what happens behind the scenes, and what a modern cloud POS adds.
- POS Software vs Traditional Billing Software
Billing software prints bills; POS software also runs your stock, customers and reports. Here is how they differ and when each one is enough.
- Benefits of Cloud-Based POS Software
Why more shops run their point of sale in the browser: access from anywhere, shared stock across counters and branches, automatic updates and safer data.
- How to Manage Multiple Shop Branches
Practical steps for running two or more shops: one catalog, stock per branch, transfers, staff access per location and reports you can compare.
- How to Reduce Inventory Errors in a Retail Business
Where stock differences come from and seven habits that keep your inventory numbers close to what is really on the shelf.
- How to Choose Cosmetic Shop Software
What a cosmetics or beauty store needs from its POS: brands and shades, fast search, loyal customers, promotions and stock of many small items.
- How to Choose POS Software for Your Shop
A practical checklist for comparing point of sale systems: checkout speed, inventory, permissions, branches, reports and support.
- Barcode Basics for Small Retailers
What barcodes are, when to use the manufacturer barcode, when to print your own, and how scanning speeds up checkout and stock counts.
- Setting Reorder Levels to Avoid Stockouts
How to set simple low-stock alert quantities so you reorder in time without tying up cash in excess stock.
Guides by business type
- POS for grocery stores
- POS for supermarkets
- POS for clothing & fashion
- POS for electronics
- POS for mobile shops
- POS for cosmetics & beauty
- POS for hardware stores
- POS for bookstores
- POS for stationery shops
- POS for general stores
- POS for wholesale & distribution
- POS for pharmacies
- POS for restaurants
- POS for cafes
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