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Stratamize POS

POS user guide

Practical instructions for cashiers, managers and owners: selling, stock, customer records, staff, reporting and troubleshooting.

Follow the guide for your configured workspace. To practice safely, open the interactive POS demo. Search all guides.

First Day

first-day

What we set up for you

The address your store lives at, the locations and registers we created for you, which features are switched on, your card terminal, cash pricing, and the five things only Stratamize can change.

first-day

Sign in and sign out

Signing in with a texted code, signing in with Google, choosing your store if you have more than one, signing out at the end of a shift, and the fixed 8 hours a sign-in lasts.

first-day

Find your way around

The seven sidebar groups and what lives in each, the sidebar search box, the Ctrl+K jump-to-page shortcut, light and dark mode, and changing the app language.

first-day

Lock the terminal and switch cashier

Locking from the avatar menu, the 5-minute idle auto-lock, unlocking with a 4-6 digit PIN, and how the unlocking cashier's name lands on the sales that follow.

first-day

Why can't I see that menu item?

What the "This feature isn't enabled on your account" card means, why the sidebar hides pages by what your account includes rather than by who you are, and how to ask for a feature to be switched on.

Daily Selling

daily-selling

Open your drawer for the day

Opening a register with a counted float, telling the app which register this device is standing at, printing the opening slip, and recording cash in and cash out during the shift.

daily-selling

Ring a sale

Scanning a barcode, tapping a tile, typing to search, picking a size or strength, adding a one-off item that is not in the catalog, and what the server does to every price before it charges.

daily-selling

Sell a serialized item

Select the exact physical unit, check the serial in the cart and on the receipt, and resolve a unit already sold on another register.

daily-selling

Discounts and cash pricing

Taking a percentage or a dollar amount off the whole cart, and how cash pricing comes off automatically when the whole sale is paid in cash, with tax worked out on the discounted amount.

daily-selling

Put the sale on a customer's account

Finding a customer at the register, creating one at the counter, and what attaching them does — store credit as a payment method and cashback on what they spend.

daily-selling

Take payment

Cash and the change figure you read before you complete it, paying from a customer's store-credit balance, splitting a sale across more than one tender, and taking a tip.

daily-selling

Take a card payment on the terminal

Tap, insert or swipe on the terminal attached to this register, what each screen means while the terminal is working, and what to do when a charge declines, times out or cannot be reached.

daily-selling

Messages at checkout and what to do

Every refusal a cashier can hit at the payment step, in the words it uses on screen, with the one action that clears each — and the reassurance that the cart survives all of them.

Returns

returns

Find the original sale

Searching Sales History by date, transaction number, customer, cashier, register or amount; opening a sale to see its items and tenders; and recalling a sale from the register without leaving the counter.

returns

Refund one line or the whole sale

Choosing the lines and quantities to take back, whether stock goes back on the shelf, cash or store-credit refunds, and printing the refund receipt.

returns

Return a serialized item

Taking back a unit that was sold by serial number, which unit comes back, and the extra step needed before it can be sold again.

returns

When a manager PIN is needed

Which refunds ask for an override, entering the manager's PIN at the counter, whose PIN will work, and what the override is recorded against.

End Of Day

end-of-day

Count and close the drawer

Counting the drawer by denomination, reading expected against counted and over or short, printing the closing slip, and the one thing the expected figure does not know about.

end-of-day

Check today's numbers

Where to look at close — the Dashboard tiles, the Sales Summary report and the Sales Tax report — and which of them is right about returns.

Catalog

catalog

Add a product

Name, price, cost, barcode/UPC, SKU, category, image, brand and description across the five tabs of the product form; archiving a product you no longer sell.

catalog

Mark an item 18+ or 21+

Set the 18+ or 21+ flag on a product, what the red badge on the register tile is for, and the checks the system does not do — no date of birth, no ID scan, no record on the sale.

catalog

Organise with categories and tags

Build the parent-and-child category tree on the Categories page, and use free-form tags to group products across categories with filter chips.

catalog

Set up sizes, strengths and flavours

Turn one product into a set of options along a single axis, each with its own price, barcode and stock, and the picker the cashier taps at the register.

catalog

Track units by serial number

Turn on per-unit tracking for a product, paste or scan serials in bulk, read the unit list and its statuses, and see the serial recorded on the sale.

catalog

Attach a lab result or COA

Flag a product as needing a certificate of analysis, link the certificate to it, and use the Labs page to see which flagged products still have none on file.

catalog

Set up sales tax

Create named tax rates in Admin, pick which ones apply to a product, mark a product tax-exempt, and understand how the register's on-screen tax figure relates to the tax you actually charge.

catalog

Load your catalog from a spreadsheet

Upload a CSV, map its columns and run the import — with the four things it gets wrong stated before the steps, because each of them quietly damages products you already have.

Stock

stock

See what's on hand

Read the Inventory page for one store at a time: the location selector, the four counters at the top, the low/out-of-stock colouring, and what the Export button actually writes.

stock

Set, adjust or count a quantity

The four stock operations — Set, Adjust, Count and Transfer — why every one of them asks for a reason, the fast inline edits on the grid, and adjusting a whole selection at once.

stock

See who changed a quantity

Read the stock audit log: every movement with the name behind it, the before and after quantity, the reason given, and filters by product, person and type of movement.

stock

Move stock to another store

Two one-step ways to move stock between locations — the Transfer operation on the Inventory page and Quick transfer on the Transfers page — and what each writes to the audit log at both ends.

stock

Keep your supplier list

Add and edit the vendors you buy from with their contact, terms and lead time, archive one you have stopped using, and ignore the two header tiles that are not calculated from your data.

stock

See what to reorder

Read stock alerts, choose quantities and suppliers, and generate draft purchase orders without changing on-hand stock.

Customers

customers

Add and find a customer

Creating a customer from the Customers page or at the register, searching, and reading the detail panel including wallet balance and tier.

customers

How cashback and tiers work

The real program: standard, silver, gold and platinum tiers earned on rolling 12-month spend of $500 / $1,500 / $3,000, paying 2% / 3% / 5% cashback into store credit, re-tiered automatically.

customers

Redeem store credit at the register

Applying a customer's wallet balance to a sale, partial redemption alongside another tender, and the guarantee that credit cannot be spent twice.

customers

The customer-facing rewards tablet

Standing up the tablet page so a customer can look up their balance and tier by phone number, and the rate limiting that protects it.

Team

team

Roles and what each one can do

The roles that ship, what the owner can change in Admin > Roles & Permissions, and which screens genuinely honour a permission (reports, customer search, categories, role management, schedule…

team

Set wages

The hourly, tipped and salary wage editor, and the fact that a cashier cannot see anyone's wage because the server strips the fields.

team

Build and copy a week's schedule

Laying out a week of shifts, copying last week, reading the Timesheets tab, and the fact that only a manager can clock anyone in or out.

team

See who sold what

Using the Sales by Employee report - the one correct source - and reading the Employee Performance page with the caveat that its counts and revenue are inflated by the number of lines on each sale.

Reports

reports

Reading the Dashboard

Today, this week and this month sales, order counts, the weekly chart, recent orders, top sellers and low stock - all from real sales.

reports

The ten reports and what each answers

One paragraph per shipped report: Sales Summary, Sales by Category, Sales by Employee, Top Products, Top Customers, Hourly Sales, Inventory Valuation, Payment Methods, Sales Tax…

reports

File your sales tax

Why the Sales Tax report is the one report that is correct for filing - tax by rate, refunds netted by refund date, legacy sales attributed to the default rate…

reports

Look up any past sale

Sales History search across the whole store, opening the detail, and reprinting.

reports

Your weekly business health cards

What AI Insights computes - revenue trend, best seller, slow movers, peak hour, stock - and that it is arithmetic on your own sales, not an outside model.

Settings

settings

Design your receipt

Header and footer text and the six show/hide toggles - address, phone, cashier, customer, points, tax detail - and how they change the printed 80mm receipt.

settings

Manage your tax rates

Creating, editing and retiring rates in Admin > General and how they reach products.

settings

Locations and registers

Reading your locations and registers, selecting the acting register on a multi-register store, and how to request a change.

settings

Read the change log

The Audit Log tab: which configuration saves and user, location and register changes are recorded, with who and when.

Troubleshooting

troubleshooting

I can't sign in

No code arriving, wrong store, Google sign-in not offered, and the store address being wrong.

troubleshooting

I was signed out in the middle of my shift

Every sign-in ends eight hours after you enter your code, "Keep me signed in for 30 days" does not extend it, and the practical fix is to sign in at the start of the trading day.

troubleshooting

A report doesn't match what I took

How returns move the numbers - a fully refunded sale leaves the report entirely and a partial refund is never subtracted - plus store credit missing from Payment Methods and the cash-only drawer close.

Limits

limits

Not yet in Stratamize POS

Practical feature boundaries and workarounds, grouped by checkout, catalog, stock, customers, reports, staff and administration.

limits

What Stratamize controls, and how to ask

The five things only Stratamize can change - which features are switched on, card processing, your locations and registers, the dual-pricing entitlement and the store details on your receipt - with what to include when you ask.

limits

Your data and backups

Stratamize does not run an automatic backup of your store data, there is no export of your catalog, customers or sales, and the two things you can do about it today.

limits

Keyboard shortcuts

The three keys that work - Ctrl+K, ? and Esc - and the six "jump to a screen" shortcuts the in-app list advertises that currently open a Page not found screen.

Other Business Types

other-business-types

Screens for restaurants and service businesses

The screens that exist for other kinds of business - Kitchen Display, Modifiers, Recipes, Floor Plan, Waitlist, Appointments, Bar Tracking, Tabs - why a retail store does not see most of them, and the two that show up anyway.