Getting Started with Bizaldo

Visit app.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.

Once logged in, complete your company profile:

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

These settings appear on customer receipts and reports.

If you have multiple locations, create a branch:

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

Each branch operates independently with its own inventory and staff.

Organize your products with categories:

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

Categories help organize your POS menu and sales reports.

Now add items to your catalog:

1. Navigate to Products → Products
2. Click "Add Product"
3. 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.

If you're tracking inventory:

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

This establishes your starting inventory position.

Set up how you'll accept payments:

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

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

Create accounts for your team:

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

Each staff member gets their own login credentials.

Before going live, run a test order:

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

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 if applicable
• Installing the TV Display for customer order tracking