Below are “The Basics” you will want to cover and understand when using the KORONA POS. Most of these categories are expanded upon in further detail in their own dedicated manual pages. So, if you want additional details on your topic of interest you can type the topic in the search bar.
If you haven’t already, please feel free to schedule a training with us. We will go over these same areas and be able to answer any and all questions you may have throughout the process.
Training Scheduler: https://koronapos.com/book-a-training
Watch this video to help you prepare for a KORONA POS training:
Back Office Navigation and Section Customization Tips
Create new tabs with right-click: Utilizing right-click functions to open new tabs enhances navigation and workflow efficiency.
Use the Help Button: The Help Button provides immediate assistance and guidance, ensuring you can quickly resolve any questions or issues.
Add menu entries: Adding and managing menu entries is essential for keeping your product offerings up-to-date and organized.
Point of Sale Use
On this page, you will learn how to use the main parts of the physical POS and the basics of use. https://manual.koronapos.com/pos-use-the-basics/
Inventory
In the linked page below, we will cover the basics of Inventory. These include:
- Commodity Groups/Sub-Commodity Groups
- Inventories (Annual Inventory, Inventory Sampling, Identify Irregularities, Perpetual Inventory)
- Product Creation and Attributes
- Stock Adjustment
- Stock Order/Receipt
https://manual.koronapos.com/inventory-the-basics/
Sales
Here, you will learn about Customers, Receipts, End of Day Statements, and Individual POS settings.
https://manual.koronapos.com/sales-the-basics/
Promotions
In this section, you will learn about loyalty cards, couponing promotions, and our promotion wizard.
https://manual.koronapos.com/promotions-the-basics
Employees
In the Employees guide, you will learn how to create access on your POS for employees, referred to as Cashiers, and your KORONA Cloud login accounts, known as your Users. You’ll also learn about the level of access you can customize for your Employees and the ability to track time of work for your employees.
https://manual.koronapos.com/employees-the-basics/
Evaluations
KORONA Studio has a very extensive collection of evaluations to explore, and they are touched on in this section of our manual. Feel free to search specific report names in the manual for more detailed information.
https://manual.koronapos.com/category/evaluation-reporting
Settings
The settings section is used for Button Configurations, Customer Groups, Tax sections (ectors, econ zones), Data Exchange, POS Profiles, Accounts, and more.
