POS terminal setup checklist

Goal

Bring a store register from zero to first successful sale.

Who it is for

Tenant admins / POS managers (pos.manage_terminals, often pos.admin for setup/tenders).

Checklist

1. Enable module pos for the tenant.
2. Ensure GL cash/bank accounts, warehouse, and (if needed) AR/card clearing mappings exist.
3. Create at least one Terminal with warehouse + cash account + payment methods.
4. Configure POS setup tender types and Reason codes.
5. Set tenant/branch POS profile capabilities (discounts, gift cards, kiosk, etc.).
6. Enroll and trust devices when binding policy is trusted_devices.
7. Open a Till Session, then complete a test sale in Frontline POS.
8. Confirm stock movement and (if post_per_sale) GL; otherwise close shift to post deferred sales.

Related

• Create a terminal
• Reason codes setup
• Run a sale