Getting Started with Bizaldo

This guide walks you through the initial setup of Bizaldo, from creating your account to processing your first order. By the end, you'll have a working POS system ready for your business.

Prerequisites

Before you begin, ensure you have:

A computer or tablet with internet access
Modern web browser (Chrome, Firefox, Safari, or Edge)
Printer for receipts (optional but recommended)
Barcode scanner (optional, for retail businesses)

Step-by-Step Setup

Create Your Account

Visit bizaldo.com and click "Sign Up". You'll need:

Business name
Email address
Password (minimum 8 characters)
Phone number for verification

After registration, check your email for a verification link. Click it to activate your account.

Set Up Your Company

Once logged in, complete your company profile:

Business Details — Add your business address, tax ID, and logo
Currency & Timezone — Select your local currency and timezone
Receipt Settings — Customize receipt headers, footers, and messages

These settings appear on customer receipts and reports.

Create Your First Branch

If you have multiple locations, create a branch:

Navigate to Settings → Branches
Click "Add Branch"
Enter branch name, address, and contact details
Set operating hours

Each branch operates independently with its own inventory and staff.

Add Categories

Organize your products with categories:

Go to Products → Categories
Click "Add Category"
Enter category name (e.g., "Beverages", "Main Courses")
Optional: Add a description and image

Categories help organize your POS menu and sales reports.

Add Your Products

Now add items to your catalog:

Navigate to Products → Products
Click "Add Product"
Fill in:
- Name (e.g., "Margherita Pizza")
- SKU (stock keeping unit, e.g., "PIZ-001")
- Category
- Price
- Optional: Description, image, barcode

For inventory-tracked items, you'll set stock levels separately in the Inventory section.

Set Initial Inventory

If you're tracking inventory:

Go to Inventory → Stock Management
Find your product and click "Add Stock"
Enter:
- Quantity received
- Unit cost (what you paid)
- Supplier information
- Reference number (e.g., invoice number)

This establishes your starting inventory position.

Configure Payment Methods

Set up how you'll accept payments:

Navigate to Settings → Payment Methods
Enable the methods you accept:
- Cash
- Credit/Debit Card
- Mobile Payments
- Pay Later (for trusted customers)
Configure any payment-specific settings

Card and Cash payments automatically mark orders as "completed".

Add Staff Accounts

Create accounts for your team:

Go to Settings → Staff
Click "Add Staff Member"
Enter:
- Full name
- Email
- Role (Admin, Manager, Cashier, Kitchen)
Set permissions based on their responsibilities

Each staff member gets their own login credentials.

Test Your Setup

Before going live, run a test order:

Open the POS Terminal
Add a few items to the cart
Apply any discounts if testing
Select "Cash" as payment method
Complete the order
Check that:
- Receipt prints correctly (if configured)
- Inventory deducted automatically
- Order appears in reports

Go Live

You're ready to start using Bizaldo! Consider:

Training staff on the POS interface
Printing reference cards for common operations
Setting up the Kitchen Display (KDS) if applicable
Installing the TV Application for customer order tracking

Next Steps

After completing setup, explore these areas:

Dashboard — Monitor sales and performance
Order Management — Learn advanced order features
Inventory — Set up low-stock alerts and suppliers
Reports — Generate business insights

Getting Help

If you encounter issues during setup:

Check our FAQ for common questions
Review Troubleshooting for technical issues
Contact support at sales@eftaapay.com

Pro Tip

Start with a small set of products and categories. You can always add more as you become comfortable with the system. It's easier to expand gradually than to set up everything at once.