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Welcome to ALTR!

We’re excited to have you onboard! This document will guide you through the initial steps to get started with your new ALTR POS account. Our system is designed to streamline your sales, inventory, and customer management, helping you focus more on running your business. Let’s get started!

1. Introduction​

Welcome to ALTR, the all-in-one point of sale solution designed to help you manage your business seamlessly. Whether you run a retail store, restaurant, or service-based business, our system is here to help you with:

  • Fast and secure transaction processing
  • Easy inventory management
  • Customer tracking and loyalty features
  • Powerful sales reporting and insights

This guide will walk you through the steps to set up and start using the system.

2. Your First Steps​

To set up your account, follow these simple steps:

  1. Setting Up Your Account:

    • You should have received a welcome email from us with a link to create your account. Click the link and follow the prompts to set up your username and password. For more information, visit our Account Creation Guide.

  2. Configure Business Settings and Profile:

    • Once logged in, go to the “Settings” tab.
    • Fill out your business details, including name, address, tax rates, preferred payment methods and other key configurations.
    • Set up your store locations and operating hours.

  3. User Roles & Permissions:

    • Create user accounts for your employees and assign them appropriate roles (e.g., cashier, manager, admin).

  4. Import Inventory and Products:

    • If you have an existing inventory in one of the supported formats, use our product import tools to add your stock quickly.

Once these are complete, you’ll be ready to start using ALTR!​

4. Getting to Know Your POS Dashboard​

Your POS Dashboard is where you’ll manage most of your business operations. Key areas include:

  • Sales Screen: Process transactions, apply discounts, and manage payments.
  • Inventory: Add, update, and track stock levels. Manage product categories and variations.
  • Customers: Track customer details, purchase history, and loyalty programs.
  • Reports: Generate sales, inventory, and performance reports to gain insights into your business.

For detailed walkthroughs of these features and more, check out our Point of Sale guides.

5. Integrating Payment Methods​

To accept payments through ALTR, you'll need to integrate your preferred payment providers. Follow these steps:

  1. Go to Settings > Payment Methods.
  2. Select your preferred payment processor from the list of supported integrations (e.g., Stripe, Square, PayPal).
  3. Follow the prompts to connect your merchant account.
  4. Test the integration by running a sample transaction.

For more detailed instructions, check our [Payment Integration Guide Link].

6. Managing Inventory​

Keeping track of your inventory is easy with our built-in tools. To get started:

  • Add Products: Go to the Inventory section and click "Add Product." You can manually enter details or import them in bulk using a CSV file.
  • Track Stock Levels: Monitor inventory in real-time, set low stock alerts, and generate restock reports.
  • Product Variations: Manage product variations such as size, color, and other attributes easily.

Check out the Inventory Management Guide for more tips on keeping your inventory organized.

7. Training and Support​

We want to ensure your team is confident using the POS system from day one. We offer a range of training and support resources:

  • User Training: Access our detailed user guides to get familiar with the system’s features.
  • 24/7 Support: Our support team is here to help whenever you need assistance. You can Contact us here.

You can also read on in the documentation here for FAQs and troubleshooting tips.

Still have questions? Contact us here.