3. Configure Store Workflows
Prepare wireless options, register behavior, products, favorites, shifts, and daily targets.
- How to Prepare the Wireless Module
- How to Review Register Settings
- How to Prepare Products, Inventory, and Favorites
- How to Configure Shifts and Cash Drawers
- How to Set Up Your Daily Target
How to Prepare the Wireless Module
If your business uses wireless sales or bill payment, confirm the module’s core records before launch.
- Add the carriers your store sells.
- Add the providers used for service or bill payment.
- Review carrier and provider availability.
- Attach the correct surcharge behavior where applicable.
- Test a safe wireless workflow.
Until the dedicated Wireless book is completed, use the Wireless carrier, provider, and surcharge help search.
How to Review Register Settings
Open Settings → Register and review how checkout should behave.
- Product search and cart layout
- Customer selection and required customer information
- Inventory, repair, and layaway aging indicators
- Receipt and invoice behavior
- Product-entry options, Quick Sale, and keypad controls
See Register Settings.
How to Prepare Products, Inventory, and Favorites
- Create or import the products you sell.
- Confirm itemized and serialized inventory behavior.
- Verify UPC, SKU, price, cost, tax, and stock.
- Test exact barcode, SKU, and serial-number search.
- Create favorite tiles for best sellers and common services.
See Products & Inventory and Favorite Products.
How to Configure Shifts and Cash Drawers
- Create and name each cash drawer.
- Choose whether registers use separate or shared drawers.
- Review opening denominations.
- Configure automatic day end if required.
- Review shift receipt printing and layout.
- Test opening, counting, and closing a shift.
See Shift & Day End and Cash Management.
How to Set Up Your Daily Target
Daily Target turns operating costs and profit goals into a visible daily objective.
- Open Daily Target or Light Settings.
- Enter recurring monthly operating expenses.
- Set the desired profit amount.
- Set the number of operating days.
- Choose the small or large dashboard presentation.
- Save and confirm the target appears on the home screen.
See Daily Target.