First Steps in enforePOS

In this How-To you will find an overview of the basic steps to get started with enforePOS - from wiring your enfore device to logging in with your business account for the first time to operating the cash register and accounting.

Initial Setup

• How do I prepare for the installation?
• Overview: Initial Setup – enforeDasher / enforeDonner
• enforeDasher set up/installation
• enforeDasher wiring
• Starting the device for the first time - Initial sequence
• enforeDonner - First steps
• Initial Installation enforePayPad+
• Set up a network connection
• Network via Wi-Fi
• Network via Ethernet

Business Account

• Create a New Business Account
• Set up an enforePOS Device with a Cash Register Function as a Cash Register in your Business Account
• Activate Cash Management at the Cash Register when setting up for the first time
• Log In to enforePOS
• Edit Business Info
• Add New Staff Members
• Management of staff members / staff member administration
• Assign User Rights
• Authorization Levels

Sales Items

• Overview - Sales Items Types in enforePOS
• Overview - Create a Sales Item
• Create Sales Voucher

Register Settings

• Overview - Cash Register Settings
• Cash Register Layouts
• Cash Register Settings - Floor Plan Tab
• Create Floor Plan Set

Sales Channel

• Create Sales Channel (POS location)
• Create Online Presence

Cash Management

• Overview - Cash Management
• Activate Cash Management at the Cash Register
• Staff members: Assign Cash Containers

Card Payment

• Activation of the card payment function
• Activate card payment on enforeDonner and enforePayPad+
• Card payment process on the enforeDonner and PayPad+
• Necessary documents for opening a service account to accept credit card payment

Business Day and Shift

• Start and Close a Business Day
• Staff members: Start and end shift
• Cash container: Starting Cash balance and withdrawal at the end of the shift
• Cash Transaction: Cash deposit
• Cash Transaction: Cash withdrawal

Operate the Cash Register

• Operate the Cash Register
• Cash Payment in enforePOS
• Split Invoice and Check Out in Partial Amounts
• Split Settlement - Check Out Separately
• Collective Settlement - Combine Several Orders in One Invoice
• Cancellation - Cancel Entire Invoice

Accounting

• View Sales Reports
• Accounting / Show Cash Reports
• Display the Z-report
• View Staff Member Reports
• Activate the cash ledger
• Location Reports - Manage Business Day centrally across all Cash Registers at a POS Location