Comprehensive guide for retail businesses to manage inventory, sales, and customers.
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Select "Retail" as your business type in Settings. This enables retail-focused features: Barcode scanning, Product variants (sizes, colors), Stock management by location, Quick checkout interface, Customer accounts and loyalty.
Bulk import products via CSV/Excel file, or add manually. For each product include: Product name and description, SKU (unique identifier), Barcode/UPC, Category and tags, Prices (regular and sale), Vendor information, Current stock levels.
For products with variations (shirts in different sizes/colors): Create the base product, Add variant options (Size: S, M, L, XL), Add variant values (Color: Red, Blue, Green), Set pricing and SKUs for each variant combination, Track inventory per variant.
If you have multiple store locations: Set initial stock quantities per location, Configure automatic low-stock alerts per location, Enable inter-location transfers, Set location-specific pricing (if needed).
Connect barcode scanners to your POS devices. Test scanning on various products. Configure scan behavior: Add to cart on scan, Show product details first, Quantity input after scan. Print barcode labels for products without barcodes.
Configure sales tax rates for your location(s). Set up: State/provincial tax, County/city tax, Special district taxes. Mark tax-exempt categories (groceries, clothing, etc. if applicable). Configure tax-exempt customer accounts.
Enable customer account creation at checkout. Collect: Name, Email, Phone number, Address (for shipping), Preferences and notes. Link purchases to customer profiles for history tracking.
Connect receipt printers to POS stations. Customize receipt layout with: Store logo and branding, Store contact information, Return policy, Promotional messages. Enable email receipts option.
Add vendor/supplier profiles with: Company name and contact, Product catalogs, Standard pricing, Lead times, Payment terms. Create purchase orders through the system. Track received inventory against orders.
Train employees on: Using the POS system, Scanning products, Processing returns and exchanges, Handling discounts and promotions, Managing customer accounts, Cash drawer procedures. Create role-based training materials.
Process test transactions including: Regular product sale, Sale with variant selection, Discounted items, Returns and exchanges, Customer account creation, Multiple payment methods. Verify inventory updates correctly.
Complete guide to using the Nubeso POS terminal for restaurants and retail businesses, including order processing and payment.
Learn how to track products, manage stock, and set up low-stock alerts.
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