L-02Help centre · 12 guides

Hardware store POS help: set-up guides for every step

Short, numbered guides that follow the order you set up a store: create the business, add locations, import the catalogue, then trade accounts, quotes, labels, hardware and the online store.

  1. Getting started · 3 minCreate your business accountSign up and create your hardware store business: name, currency, tax, financial year and language.
  2. Getting started · 5 minAdd your store, yard and registersSet up business locations (store, yard, branches), receipt printers, cash registers and invoice layouts.
  3. Catalogue · 30 minImport products from Excel or CSVBring your whole item file in: download the template, map columns, import in batches and fix row errors.
  4. Catalogue · 10 minSet up units and sub-units (box, piece, foot)Create base units and pack units so one item sells by the box, the piece, the metre or the foot.
  5. Catalogue · 15 minTurn on rack, row and positionSwitch on bin locations, choose a naming scheme and assign locations to items.
  6. Trade counter · 10 minSet up contractor accounts with credit and termsCreate trade customers with credit limits, pay terms, price groups and opening balances.
  7. Trade counter · 5 minCreate a quotation and convert it to a salePrice a materials list, send it as a PDF and convert it when the customer accepts.
  8. Catalogue · 5 minPrint barcode and shelf labelsDefine a label size, add products or a whole purchase, choose fields and print.
  9. Hardware · 15 minConnect a receipt printer, scanner and cash drawerGet your existing receipt printer, barcode scanner and cash drawer working with the browser till.
  10. Online store · 10 minSwitch on your online storePublish the store generated from your catalogue, choose pickup or delivery and connect a domain.
  11. Getting started · 10 minAdd staff with roles and permissionsCreate cashier, counter manager, buyer and owner roles and limit what each can see.
  12. Back office · 30 minCount stock and post adjustmentsRun a stock count by rack, record differences as stock adjustments with reasons.

Q&ASheet set · FAQ

Help centre questions

Where do I start?
Start with create your business, then add your location and import products.
Is there phone support?
Support runs by email, WhatsApp (once each market's line opens) and the contact form, replying within one business day.
Can I get help importing my item file?
Yes. On Yard and Branches we map your import with you for free.
Are these guides in Arabic or Urdu?
Not yet; the help centre is in English. Ask support in Arabic, Urdu or Spanish and we will answer.
I found a mistake in a guide.
Tell us through the contact form; we update the guide and its date.
Do the screens in the guides match mine?
The steps follow the current software; exact layouts can differ slightly by version.

Stuck on a step?

Book a short call and we'll do it with you on screen, with your own data.

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