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Account Creation

Welcome to your POS Portal dashboard! Before you can begin using the system to manage sales, inventory, and staff, the first step is to create your business profile. This serves as the foundation for all other configurations - including store locations, users, and products.


Who Should Use This Guide?

This guide is for:

  • Business owners setting up the POS system for the first time.

  • Administrators responsible for account and site configuration.

  • IT personnel onboarding new businesses to the system.


Prerequisites

Before creating a business, ensure that you are logged into the ALTR Portal (not the POS terminal interface).


Step-by-Step Instructions

1. Log into the ALTR Portal

Navigate to the ALTR Portal and log in with your business owner account.


2. Navigate to the 'Business Setup' Section

Once logged in:

  • From the left-hand menu, click on “Settings”.

  • Then select “Create New Business”.


3. Enter Business Details

Fill in the required fields:

FieldDescription
Business NameThe legal or trading name of your business. This appears on invoices and reports.
ABN (if applicable)Enter the Australian Business Number for GST compliance.
EmailThe business’s main contact email. Used for notifications and receipts.
Phone NumberOptional — customer-facing contact number.

4. Add a Primary Store Location

You’ll now be prompted to add your first store location (even if you only have one):

  • Click “Add Location”

  • Enter details like:

    • Store name

    • Address

    • Store contact email/phone

You can add more store locations later.


5. Confirm and Save

Once all mandatory fields are completed:

  • Click “Save”

  • Your business will now be available in the system and serve as the parent entity for all sales, stock, and user configurations.


Next Steps

Once your business is created, you can:

  • Add users and assign roles

  • Set up your product catalog

  • Connect EFTPOS and payment options

  • Configure tax and invoice settings


Troubleshooting & Tips

  • Need multi-location support? You can add more stores under this business anytime.
    Note, additional locations accrue additional costs.

  • Tax not appearing? Ensure you enter a valid ABN and have GST settings configured under “Tax Settings.”


    Still have questions? Contact us here.