HeroPOS Guide

Create your account, set up your business, load sample data to explore, and work through the dashboard checklist to your first real sale.

The screen your team lives on: binding a station, unlocking with a PIN, ringing items by scan, search, or hot button, holds and quotes, the More menu, and receipts.

The full-screen pay view: tender tabs, split payments, EBT, PO numbers on corporate cards, cash rounding, and what happens when the internet drops mid-shift.

Building your catalog: items with two prices, variants, kits, scale barcodes, shelf labels, cycle counts, and finding the dead stock tying up your money.

Purchase orders, three ways to reorder (including a demand forecast), receiving with a scanner or an AI-scanned invoice, and moving stock between stores.

Customer records and consents, the loyalty program, store credit, house accounts with monthly statements and aging, clubs, and consignment.

Automatic promotions and their scheduling, member-only gating, cashier preset discounts, scheduled and bulk price changes, and how dual pricing benefits your customers.

Phone-in and pickup orders: taking them at the register, working the fulfillment board, fulfilling from another store, and the customer notifications that make it hum.

Opening and paying down layaways (and what a cancellation costs), plus the full gift-card life: sell, reload, redeem, adjust, and the public balance-check page.

Banks (counted drawers) from opening count to over/short reconciliation, pay-ins and payouts with reasons, quick payout buttons, and the lottery day sheet.

The Daily Snapshot, the build-your-own sales report, loss prevention signals, scheduled email digests, card batches, and tobacco scan data.

The tablet apps, camera and driver's-license scanning, receipt printers (direct, WebPRNT, and CloudPRNT), payment terminals, and the customer-facing display.

Staff and PINs, security profiles built on default-deny permissions, the audit log, taxes including volumetric excise, pricing programs, and connecting QuickBooks.