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Navigating in the PoS

Our new system (StrideRetail) comprises multiple modules that are all connected.  When you create a contact in the Contacts module, that person or company will be available in the Inventory module, Point of Sale (POS or Register) module, Sales module, etc.  Vice versa, if you create a customer (a contact) in the POS, it will be in the Contacts module.  

The image below is the main module screen. If you ever need to return to it, just click on the little boxes in the upper left corner of the screen. From there, you can access any of the other modules.  A little tip: If you hold the CTRL key down while you click on the module, it will open in a new tab in the browser.  This will allow you to open multiple modules simultaneously if you need to jump between them quickly.







Once you are in a module, you will see that module's main menu at the top of the screen.  Some menu items have submenus, as shown in the image above.  


In the document-specific instructions, if it says something like "Go into the Inventory module and then select Products Products," from the main screen above, you would click on the Inventory module and then from the Inventory module main menu click Products, then the submenu item Products.