POS initial setup

Before making your first POS sale you need to configure four things: the warehouse merchandise comes out of, the accounts where money goes in, the staff that operates the register, and the register itself.

All setup is done once. After that you just open a shift and start selling.

1. Create the POS warehouse

The POS needs its own warehouse to draw stock from each sale without mixing with other operations (general inventory, ecommerce, branches).

1. Go to Inventory → Warehouses → New warehouse.
2. Name it clearly, e.g. POS Main or POS Downtown Branch.
3. Check the POS warehouse option so it appears as default at the register.
4. Save.

Important: if your business has multiple branches, create one POS warehouse per branch. Each register points to a single warehouse.

After creating the warehouse, load initial stock from Inventory → Movements → Stock in or via the bulk Excel import.

2. Configure payment accounts

The POS receives payments through several methods. Each method must be linked to an accounting account:

Payment method	Suggested account
Cash	110505 — General cash or branch-specific cash
Debit/credit card	Bank account of the card terminal
Transfer / QR	Main bank account
Vouchers / store credit	Liability account for advances

Go to Settings → POS payment methods and link each method with its account. If a method doesn’t appear at the register, it’s because it has no account assigned.

3. Create staff with PIN

Every salesperson operating the POS needs a 4-digit PIN. This identifies who made each sale without needing to fully sign in/out.

1. Go to Settings → POS staff → New.
2. Enter name, role (Salesperson, Cashier, Supervisor) and PIN.
3. Assign the POS warehouses they have access to.
4. Save.

Supervisors can void sales, open/close shifts, and apply discounts above the salesperson’s limit. Define at least one Supervisor.

4. Open the cash register

The cash register is the logical container for every sale in a shift. Before the first sale of the day:

1. Go to pos.contable.io and sign in with your PIN.
2. The system will prompt you to open shift.
3. Enter the starting cash amount physically in the drawer (the “float”).
4. Confirm. The register is open and ready.

At end of day, the cashier does shift close: counts physical cash, declares it in the system, which generates the balance comparing declared vs expected based on cash sales of the shift.

See also

• Introduction to POS
• Selling at the counter
• Price lists