Setup
- Creating a new subsidiary
- Creating a new location
- Creating relationship types
- Creating a new employee
- Creating contacts
- Setting up a new currency or denomination
- Setting up a new country
- Creating classification groups
- Creating classifications
- Creating seasons
- Creating product facets
- Creating product brands
- Creating location regions
- Creating address types
- Setting up taxes
- Setting up tax exempt items
- Creating new suppliers
- Creating hotkey groups
- Defining a matrix and creating components
- Creating matrix items
- Creating price books
- Creating new products
- Creating product bundles
- Setting up cash rounding rules
- Creating certificates
- Creating promotions
- Creating credit types
- Setting up KRISP POS devices
- Creating device types
- Creating task types
- Creating tasks
- Templates: Printed receipts, emails, and chits
- Connecting a thermal printer to the KRISP POS
- Setting up foreign currencies
- Setting up quick service chit
- Customer online-only mode
Getting started
- Logging in and out of the KRISP POS
- Emails, passwords, and PINs
- Logging into KRISP through the KRISP POS app
- Till management shift types
- Opening and managing your till
Using the KRISP POS
- POS: Guide to the workspace
- Completing a sale
- Changing the sales rep
- Using the global search
- Park and recall
- Recent transactions for today
- Viewing customer's past transactions
- Adding and removing a customer on the cart
- Adding items to the cart
- Viewing item details
- Selling a matrix item
- Applying promotions
- Manual discounts on the cart
- Vouchers and coupons
- Voids and post-voids
- Reason codes
- Sale transaction notes
- Generating receipts
- Editing or viewing tasks in KRISP POS
- Working offline
- Item fulfillment
- Issuing and redeeming credit notes
- Grouped items
- Part quantity
Transaction types
Payments
Post-transactions
Customers
- Creating customers from the KRISP POS
- Creating customers from the admin
- Updating customer details
- Customer price levels
- Customer dashboard
- On account customer administration
Admin settings and management
- Logging in and out of the admin
- Viewing and filtering data in the admin
- Managing subsidiaries
- Managing locations
- Managing relationship types
- Managing employees
- Deactivating employees
- Managing customers
- Managing contacts
- Managing currency and denominations
- Managing countries
- Managing classes
- Managing seasons
- Managing facets
- Managing brands
- Managing regions
- Managing address types
- Managing taxes
- Managing suppliers
- Managing hotkey groups
- Managing matrix and its components
- Managing price books
- Managing products
- Managing bundles
- Managing cash rounding rules
- Managing promotions
- Managing credit types
- Managing KRISP POS devices
- Managing device types
- Managing task types
- Managing tasks in the admin
- Preferences management
- Hotkey templates
- Loyalty points
- Managing effective dates on pricebooks
- Exchange rates
- Item locations
- Managing certificates
- Custom tabs
- Custom lists
- Custom fields
- Custom forms
Inventory management
- Manual inventory adjustment
- Purchase order
- Purchase receipt
- Purchase return
- Inventory transfers
- Inventory stock count