Getting Started

Getting Started

This is the User Manual for the people who run the store day to day — cashiers, supervisors, managers — and for whoever installs and operates the system. It assumes nothing about what you've seen before.

What this is

The system is a point-of-sale for one business running several locations. It handles both kinds of selling from the same order:

• Retail — scan a barcode, take a payment, done in under a minute.
• Food service — open a tab against a table, add items over an hour, split the bill at the end.

Underneath, both are the same thing: open an order, add lines to it, take money, close it. You won't notice the shared plumbing day to day — a retail register looks like a cart screen, a food register looks like a floor of tables — but it means a receipt behaves the same way everywhere, and a manager's reports cover both without translation.

The three surfaces

Surface	Who uses it	How it signs in
Register	Cashiers and supervisors, at a physical till	An activation code (once, per terminal — exchanged for a device token) plus a staff PIN (every shift)
Back office	Managers and admins	An email and password — no till involved
API	The two apps above, and nothing else you should be talking to directly	Whatever the calling app is signed in as

The register and the back office are separate applications on separate screens (and, in production, separate web addresses) — a cashier's till never loads back-office code, and a manager's laptop never needs a device token. Both talk to the same API underneath, so a sale rung up at the till shows up in the back office's reports immediately.

The desktop shell

The register also runs as a small desktop app — a Tauri shell wrapped around the exact same register described throughout this manual, at frontend/native/. It exists for one reason: a browser tab can't drive a receipt printer or open the cash drawer, and the shell can. Everything else about the register is identical either way — running it in an ordinary browser tab remains fully supported; the shell only adds hardware access on top, it doesn't replace anything.

See the Operator Guide's Connect the desktop shell to a server for the one extra step a shell terminal takes before enrollment, the Cashier Guide's Ring up a retail sale for what printing does differently there, and the Supervisor Guide's Open the drawer with no sale for what else the shell adds once it's running.

Roles

Roles are manageable in the back office, so the exact set can differ by business — but the seeded pair below covers the common cases out of the box and is deliberately coarse:

• Cashier — rings up sales, opens and closes their own shift, takes payments.
• Supervisor — everything a cashier can do, plus the actions that let money or stock leave the business without a customer noticing: voids, discounts, refunds, and approving a till's cash variance.
• Admin — full access, including the back office (catalog, staff, locations, reports, the audit trail). Admin is a property of the person, not a role assigned per location — an admin is an admin everywhere.

Cashier and supervisor are assigned per location: someone can be a cashier at one store and a supervisor at another, and the two don't mix.

Note: a supervisor action isn't a separate PIN prompt layered on top of a cashier's session — there is no such prompt. Every supervisor-only screen and button is simply gated by whoever is currently clocked in at that till. In practice, a cashier who hits something that needs a supervisor (a void, a discount, a refund) clocks out, the supervisor clocks in with their own PIN to do the one thing and clocks out again — or the supervisor is already the one running that till for the shift. See the Supervisor Guide.

Signing in

There are three separate sign-in flows, one per surface.

Activate a register (once per terminal)

The first time a till is used, it shows an Activate this terminal screen asking for an activation code. This only happens once per terminal — after that, the till remembers its credential and goes straight to Enter PIN.

1. Get an activation code for this register. A manager issues one from the back office — see the Manager Guide's Issue an activation code section, which also covers a brand-new till's very first code.
2. Type it into Activation code (placeholder XXXXX-XXXXX) on the Activate this terminal screen.
3. Tap Activate.

Note: an activation code is single-use and expires after 7 days — it's a one-time credential the till exchanges for its own long-lived device token, not something you type in more than once. That device token, not the code, is the terminal's lasting identity from then on. See the Manager Guide's guidance on issuing a new code for a terminal that needs one.

Clock in with a PIN

Once a register is enrolled, it shows an Enter PIN screen every time nobody's signed in — at open, and after the previous person's shift or session ends.

1. Type your 4–6 digit PIN.
2. Tap Clock in.

Note: five wrong PINs in a row locks that register out for 60 seconds. This is deliberate — PINs are short, and the lockout is what makes a short PIN safe to use at all.

Sign in to the back office

The back office has its own Sign in screen — email and password, no till and no device token involved.

1. Enter your email and password.
2. Tap Sign in.

Only admins can sign in to the back office in this version — see the Manager Guide.

Where next

You are...	Go to
A cashier ringing up sales	Cashier Guide
A supervisor handling voids, discounts, refunds, or variance	Supervisor Guide
A manager running catalog, staff, locations, reports, or the end-of-day close	Manager Guide
Whoever installs, deploys, or backs up the system	Operator Guide