SkyTab POS Demo

Introduction

This tutorial provides a comprehensive walkthrough of the SkyTab POS system, designed to help you understand its features and functionality. Whether you're a new user or considering adopting the system for your business, this guide will simplify the setup and operation of SkyTab POS.

Step 1: Setting Up Your SkyTab POS System

• Begin by unboxing your SkyTab device and ensuring all components are included.
• Connect the SkyTab to a power source and turn it on.
• Follow the on-screen prompts to select your preferred language and complete the initial setup.
• Connect to your Wi-Fi network by entering the network name and password.
• Create or log into your Optiva Payments account to activate your POS system.

Step 2: Navigating the Interface

• Familiarize yourself with the main dashboard, which includes:
  • Sales overview
  • Inventory management
  • Customer management
  • Reporting tools
• Explore the menu options to understand where various functions are located, such as:
  • Transactions
  • Settings
  • Support

Step 3: Adding Products to Your Inventory

• Go to the Inventory section from the main dashboard.
• Click on "Add Product" and enter the necessary details:
  • Product name
  • Description
  • Price
  • Quantity in stock
• Save your changes to update the inventory.

Step 4: Processing a Sale

• From the main dashboard, select the Sales option.
• Search for or select the items you wish to sell.
• Add them to the cart and review the order summary.
• Choose the payment method (credit card, cash, etc.) and complete the transaction.
• Provide a receipt to the customer, which can be printed or sent via email.

Step 5: Managing Customers

• Access the Customer Management section.
• Click on "Add Customer" to input customer details:
  • Name
  • Email
  • Phone number
• Save the information to keep track of customer interactions and purchase history.

Step 6: Generating Reports

• Navigate to the Reports section from the main dashboard.
• Select the type of report you want to generate (sales, inventory, customer).
• Customize the report parameters such as date range and specific items.
• Review and export the report as needed for your records.

Conclusion

By following these steps, you can effectively set up and utilize the SkyTab POS system for your business operations. Familiarize yourself with its features to maximize efficiency, streamline sales processes, and enhance customer management. For further assistance, visit Optiva Payments' website or contact their support team.