Logging into the Application
Employees need their user name and current password to access the system. Employees are created with a role, so access is based on the assigned role. A cashier will have limited access to functions whereas an employee with the role of Financial will be able to access additional setup features and processes. Do NOT log in using the System Admin credentials (this user is for administrative use and not day to day sales functions)
Enter the Username and Password to access the system.
Username : Enter the username supplied on your welcome letter (email). If you have not created a merchant account, select Sign Up to start the sign up process.
Password : Enter the password supplied on your welcome letter (email)
PIN : Employees can access the system with a 4 digit PIN that is assigned to individual employees. If the user has set up a pin on the web portal for access into the POS, it can be entered here for access. User name/password would not be required. Pin does not expire. Forgotten pin must be reset on the web portal
Other options on the Login Page:
Remember me: Lets you add a username and password and will save it so if you log out you don't have to keep reentering your username and password.
Training Mode: You will access the system, with your data and the training transactions will not be saved. So you can show your employees how to complete a sales transaction without it actually affecting your sales and inventory reports. When you are done using the training mode, exit the system and log back in without being in training mode.
Forgotten Password: If the employee has forgotten their password, a temporary password is sent to their email address. Note: It is recommended that an email address is included when a new employee is created so this feature can be utilized.
New to the System?
Set up your company name and update your default settings by going to the configuration settings>Company Details
Here you will update the default settings with your data (such as sales tax rate, store name, and add cashiers).
TabPOS - PIN Entry
This is the PIN Entry Feature of the TabPOS application. Merchants can create employees and assign each individual employee a 4 digit PIN to log into the POS. This simplifies the login process, saving time and allows for an easier to remember PIN.
The PIN # (4 digit) does not expire. The PIN is created on the web portal (CAS) using the create/modify employee
To use the PIN on logging into the TabPOS, switch to PIN mode on and enter your 4 digit PIN.
Articles in this section
- Getting Started
- Merchant Info
- Misc Cash: Payouts