Getting started with QuickTill

This guide explains how to enter QuickTill, complete the initial setup, navigate the dashboard, and prepare a device for daily use.

Before you begin¶

Have the following information ready:

• Your QuickTill business or tenant address.
• Your username and password.
• The retail branch and stock location this device will use.
• The currencies and tax settings used by the business.
• A paired receipt printer if receipts will be printed.

Some menus only appear when your role or subscription permits them. Ask an administrator if a documented option is not visible.

Sign in¶

1. Open QuickTill.
2. Enter your tenant or business details if the app requests them.
3. Enter your username and password.
4. Select Sign in.
5. Confirm that the correct business and user appear after login.

Do not share user accounts. Individual accounts make access logs, cash-up records, and audit events reliable.

First-time setup¶

From the dashboard, open Settings & Customization > Onboarding.

Complete the sections in this order:

1. Business and tenant information.
2. Retail branch and warehouse setup.
3. Currency and exchange rates.
4. Products and inventory items.
5. Users, roles, and assigned locations.
6. Printer and receipt settings.
7. Fiscalisation, when required for the business.

Open Go-live Checklist afterward. Resolve incomplete or failed checks before using the system for live transactions.

Understand the dashboard¶

The dashboard is divided into these work areas:

• Sales & Transactions: POS, quotations, invoices, laybys, credit sales, expenses, receipts, refunds, cash-up, and reconciliation.
• Inventory Management: products, available stock, inventory items, purchase orders, GRVs, transfers, transformations, and suppliers.
• Customers & Staff: customers, employees, access logs, and the audit trail.
• Reports & Analytics: sales, inventory, receipt, stock-movement, and accounting reports.
• Settings & Customization: locations, receipt layout, currency, onboarding, subscriptions, tenant controls, and fiscalisation.
• Help & Support: offline guides and support diagnostics.

Use the dashboard search or section cards instead of repeatedly returning to the main page when a section hub is open.

Prepare a POS device¶

1. Confirm the device is connected to the correct network.
2. Open Printer Settings and select the receipt printer.
3. Run a test print.
4. Open POS and check that products can be searched.
5. Confirm the correct branch, stock location, currency, and tax configuration.
6. Open a cashier session with the correct opening float.
7. Complete and reverse a test transaction if business policy permits.

Status indicators¶

QuickTill can show connection and synchronization indicators in the app bar or POS action area.

• Online or synced: recent changes have reached the server.
• Pending: local work is waiting to synchronize.
• Offline: QuickTill cannot currently reach the server.
• Failed: at least one task needs attention or a retry.

Do not clear app storage or uninstall the app while pending transactions exist.

End-of-day basics¶

1. Synchronize pending transactions.
2. Confirm failed sales or print jobs have been resolved.
3. Open Cash Up.
4. Enter counted cash and a variance reason when required.
5. Close the cashier session.
6. Complete fiscal-day closing if the business uses fiscalisation.
7. Print or save the cash-up report.

Getting help¶

• Open Help for searchable offline documentation.
• Open Support & Diagnostics when support requests diagnostic information.
• Record the exact screen, action, and error message when reporting a problem.
• Never include passwords, access tokens, or complete card details in a support message.

Readiness checklist¶

• [ ] Business and tenant are correct.
• [ ] Branch and stock location are correct.
• [ ] Currency and tax settings are current.
• [ ] Products and prices are available.
• [ ] User roles are correct.
• [ ] Printer test succeeds.
• [ ] Pending synchronization count is zero.
• [ ] Cashier understands opening and closing sessions.