First-Time App Setup
Configuring your first business tenant from inside the application
Role Hierarchy
| Role | Scope | What They Can Do |
|---|---|---|
| SUPER_ADMIN | Platform-wide | Manage all tenants, plans, and platform users. Accessed via a separate admin panel. |
| ADMIN | Tenant-wide | Full control of their own business — products, users, settings, reports, billing. |
| MANAGER | Store-level | Sales, inventory, and reports for assigned stores. Cannot manage users or billing. |
| CASHIER | POS terminal | Process sales, view products, and manage their own shifts only. |
Initial Configuration Steps
1 — Create Your First Tenant
Log in as Super Admin
Use the credentials shown after running npm run db:seed:super-admin.
Navigate to tenant creation
Go to Platform Management › Tenants › Create New Tenant.
Fill in the details
Enter: Business Name, URL Slug, Subscription Plan, Currency, and Timezone.
Create the tenant
Click Create. The tenant is now active.
2 — Create a Store
Inside the new tenant, go to Stores › Create Store. Fill in: Store Name, Address, and Phone Number. Click Create Store.
3 — Create a Tenant Admin User
Go to User Management › Create User. Set Role to Admin, assign them to the store from Step 2. Set a temporary password. Share the credentials with the business owner.
4 — Add Products
Log in as Tenant Admin. Go to Products › Add Product.
Enter product details
Fill in: Name, SKU, Selling Price, Cost Price, Category, and Tax Group.
Upload a product image
Click the image upload button — images are stored on Cloudinary.
Set initial stock
Set the initial stock quantity per store.
Save the product
Click Save.
5 — Configure the Receipt Template
Go to Settings › Receipt Settings.
- Upload your business logo
- Select paper size: 58mm (small thermal), 80mm (standard thermal), or A4
- Toggle display options — tax breakdown, customer name, barcode, footer message, etc.
- Click Save, then Preview to see a live receipt
6 — Make Your First Sale
Open the POS Terminal
Navigate to the POS Terminal page.
Find a product
Search for a product by name or scan a barcode.
Add to cart
Click the product to add it to the cart. Adjust quantities if needed.
Attach a customer (optional)
Click Add Customer to attach a customer to this sale.
Complete checkout
Click Checkout. Select payment method(s) and enter the amount received.
Get the receipt
Click Complete Sale. A receipt appears immediately for print or PNG download.