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?
• First Setup Overview – enforeDasher / enforeDonner
• enforeDasher Set up / Installation
• enforeDasher Wiring
• enforeDonner - First steps
• Set up a Network Connection
• Network via Wi-Fi
• Network via Ethernet
• Change Network Settings

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
• Logging into enforePOS
• Edit Business Info
• Add New Staff Members
• Management of staff members / staff member administration
• Assign User Rights
• Authorization Levels

Sales Items

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

Cash 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

• Cash Management overview
• 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 Cash Drawing at the end of the shift
• Cash Transaction: Cash Deposit
• Cash Transaction: Cash Withdrawal

Cash Register

• Operate the Cash Register
• Cash Payment in enforePOS
• Split Invoice Amount and Check Out in Partial Amounts
• Split Settlement - Check Out Separately
• Perform Split Settlement on enforeDonner
• 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