First Steps — Initial Setup

The first things to configure after your first login, to get CloudPOS working for your business.

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This guide starts after you've logged in and selected your business. If you haven't yet connected to your head office and signed in, see the Getting Started guide first.

Quick Overview

Business details→ General / Sales / Tax→ Banking→ Cashiers→ POS terminal→ Printers→ Edit POS products

Phase 1 — Configure your business

These settings live under Settings and Banking. They apply whether or not you use the POS.

1
Settings → Business

Open Settings → Business and confirm your business details:

  1. Upload your logo — used on invoices, quotations and receipts.
  2. Add your TIN (Tax Identification Number) — printed on tax invoices.
  3. Confirm the business name and that the currency is VT (Vanuatu Vatu).
2
Settings → General

Under Settings → General, set the regional formatting you need:

  1. Rounding — how amounts are rounded (e.g. to the nearest Vatu).
  2. Thousands separator — choose the separator used across the app (e.g. 1,250 vs 1 250).
3
Settings → Sales

Under Settings → Sales, adjust the low-stock warning behaviour as needed (when the POS should warn that an item is running low).

4
Settings → Tax

Under Settings → Tax, verify the three default tax rates are present:

  1. 15% — standard VAT.
  2. 0% — zero-rated.
  3. 0% (N/A) — exempt / not applicable.
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These three cover the standard Vanuatu cases. Add more only if your business needs them.
5
Settings → Payment Types

Under Settings → Payment Types, the defaults (Cash, Card, etc.) are correct for most businesses — review only if you need a custom method.

6
Banking → Add bank account

Go to Banking and Add bank account for each bank account you actually use. These are used to record payments and reconcile.

Phase 2 — Set up the POS (optional)

Only needed if you operate a POS till. You'll create a cashier, a terminal, assign them, set up printing, and prepare the product grid.

7
User Management → add a POS Cashier

In User Management, add a new POS Cashier:

  1. Name of the cashier.
  2. POS ID — the cashier's login identifier.
  3. POS PIN — the PIN they'll use to log in at the till.
8
POS Management → create a POS

In POS Management, create a new POS terminal for the physical till (give it a name/code).

9
Assign the cashier to the terminal

Once the terminal is created, Assign cashier — link the cashier from step 7 to this terminal.

10
Settings → Printers
  1. Web only: install and run the Cloudpos-Printing proxy program on the till (it bridges the browser to the physical printer). See the Printing proxy guide.
  2. In Settings → Printers, add a POS Printer. For a standard POS, choose a receipt (thermal) printer.
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Configure the proxy connection (token + Verify) under the Proxy Printing tab, and the A4 printer (if any) under the A4 Printing tab.
11
Edit POS → select the receipt printer

Back in Edit POS (the terminal), select the receipt printer you created in step 10.

Note the terminal's Device pairing code — it lets a dedicated POS device log in directly using the POS ID + PIN (no full email/password login).

12
Edit POS Products → Auto-Add

In POS Management → Edit POS Products, prepare the products shown on the till. Use Auto-Add to automatically create one category button per category and fill it with that category's products (from the products marked Show in POS).

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Before Auto-Add: make sure you've added stock and categories to your products first — Auto-Add builds the grid from existing, categorized, in-POS products. With no products/categories, it has nothing to add.
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Done — your POS is ready. A cashier can now log in with their POS ID + PIN and start selling.
CloudPOS.vu — First Steps (Initial Setup) · This is a living checklist — amend it as your setup grows.