Setup, registers & shifts
First-time setup
Section titled “First-time setup”Finish POS → Setup (or the setup wizard) before selling:
- Branches / store profiles (verticals: retail, restaurant, pharmacy)
- Terminals (registers) — a new branch gets a default terminal automatically
- Warehouses linked as needed for stocked sales
Pharmacy branches are solo (never mixed with retail or restaurant on the same branch). Retail and restaurant can share a branch.
Opening the register
Section titled “Opening the register”- Pick a terminal (cards show if a session/shift is already open and by whom)
- Open session and shift with an opening float
- Sell; take payments; optionally hold, quote, or credit — Held, quotations & credit
Cashiers do not pick the vertical — the terminal/branch profile decides retail vs pharmacy vs restaurant UI.
Closing a shift
Section titled “Closing a shift”Enter counted cash. Expected cash follows: opening float + cash sales − till expenses (net) − cash returns.
If held sales are still open, MerchMind warns but does not block close — a customer tab can outlive the shift.
Supervisor PIN
Section titled “Supervisor PIN”Some actions (department sales, return approval, controlled pharmacy dispense, etc.) need a supervisor approval PIN. PINs are generated from the ERP without logging the supervisor into the register; entry is password-style so cashiers cannot read the code.