Chachi POS user guide
How to set up Chachi POS, sell at the counter, look after your stock and your customers' utang, and close the day. The guide follows a pharmacy; where an agrivet store or the Android app works differently, it says so. There is one app for every kind of store: you choose yours when you set it up.
New to Chachi POS?
Read these three first, in order: Getting started (install, set up, sign in), Products and prices (load your shelf), and Selling at the counter (your first sale). A cashier only needs the third one and Cash and closing the shift.
At the counter
- Open my shift
- Scan or find an item
- Take cash, GCash or QR Ph
- Sell on credit (utang)
- Give a senior or PWD discount
- Give a discount
- Park a sale and come back to it
- Sell a box, a strip or loose pieces
- Take back a returned item
- Void a sale
- Print a receipt again
- Collect a payment on utang
- Put cash in or take cash out
- Count the drawer and close
- Keyboard shortcuts
Stock and buying
For the owner and manager
- Set up a new POS
- Link the subscription
- Add a cashier or manager
- Reset a password or PIN
- What each role can do
- Set a credit limit
- Print a customer's statement
- When the drawer is short or over
- Read the dashboard
- Check GCash against the app
- Set up the receipt printer
- VAT and tax settings
- Keep a copy of your backups
- See who did what
- Something isn't working
All chapters
- Getting startedInstall Chachi POS, run the setup wizard, link your subscription and sign in.
- Products and pricesLoad your products, add new ones, set units, packs, prices, barcodes and pictures.
- Units and packsHow Chachi POS counts stock in one base unit, and how boxes, strips, sacks and kilos are bought, priced and sold.
- Selling at the counterOpen a shift, ring up a sale, give discounts, take any payment and print the receipt.
- Returns, voids and reprintsTake back an item, cancel a sale the right way, and print a receipt again.
- Cash and closing the shiftCash in and out of the drawer, count the drawer, explain a difference and close the day.
- Stock, expiry and countsAdjust stock, count the shelves, track batches and expiry, and recall a batch.
- Suppliers and deliveriesKeep suppliers, order stock, receive a delivery and record a purchase.
- Customers and utangAdd customers, sell on credit, collect payments, print statements and manage store credit.
- ReportsRead the dashboard and the sales, stock, credit and payment reports, and export them.
- Users, settings and backupsAdd users and roles, set up the store, tax, receipt and printer, and keep your data safe.
- TroubleshootingForgotten passwords, lock-outs, printers, subscription warnings and moving to a new computer.