Retailo POS User Guide
Simple, step-by-step help for every screen in Retailo POS — from ringing up your first sale to closing the day and reading your reports.
Looking for something specific? Type a keyword in the search box at the top of any page — or press / to jump to it.
Who is this guide for?
Pick the chapters that match your job. You don't need to read everything.
| If you are a… | Read these chapters first |
|---|---|
| Cashier | Signing in, Daily Routine, New Sale (POS) |
| Store manager / supervisor | All of the above, plus Master Data, Transactions, Reports, Day End |
| Owner / accountant | Dashboard, Reports, Accounting |
| System administrator | Getting Started, Settings, Administration, Initial Data Upload |
| Service centre staff | Job Cards and the vehicle sections of Master Data |
Chapters
Install, connect the database, activate your licence and sign in.
🗓️Daily RoutineOpen shift → sell → end shift → day end, in order.
📊DashboardToday's sales, top items and low-stock alerts at a glance.
🛒New Sale (POS)Scan items, take payment, hold, return and print receipts.
📦Master DataItems, categories, customers, suppliers, promotions and more.
🧾TransactionsPurchase orders, goods received, invoices and returns.
🔧Job CardsTrack vehicle service jobs from check-in to invoice.
📈ReportsSales, stock and shift reports — view and print as PDF.
📒AccountingAccounts, journals, profit & loss, receipts, expenses.
🛡️AdministrationUsers, roles, document types, payment methods, labels, day end.
⚙️SettingsCompany details, printers, receipts, themes and backups.
📤Initial Data UploadLoad your item list and opening stock from Excel.
❓Troubleshooting & FAQCommon messages and what to do about them.
Quick-start checklist for a new shop
Do these once, in this order, before the first day of trading:
- Install Retailo and complete the database setup wizard.
- Activate your licence key.
- Sign in as
adminand change the default passwords in Users. - Fill in your shop details, business type, printers and receipt footer in Settings.
- Check the Payment Methods you accept (Cash, Card, …).
- Add your categories, items and suppliers — or load them in bulk with the Initial Data Upload tool.
- Record your opening stock with a Goods Received Note (or through the upload tool).
- Create a user account for each cashier, and set a unique Terminal Number on each till PC.
- Do a test sale on the New Sale screen and check the receipt prints correctly.
How to read this guide
- Bold text is the exact wording you will see on screen — a button, a field or a column.
- Master Data › Items means: open the Master Data group in the left-hand menu, then click Items.
- F5 is a key on your keyboard. Ctrl+Q means hold Ctrl and press Q.
- Badges show who normally uses a screen: Cashier Manager Admin, or which business type it belongs to: Restaurant Service centre.
- Your administrator controls what each person can see. If a menu item mentioned here is missing, your role doesn't have permission for it — ask your administrator.