Where do I start with Tazk POS?
Complete the first-run wizard (Bank, Cash Box, Payment Method), check your company details and locations in Settings, add products in the Product Master and customers and vendors in Contacts, then make a test sale on the Sales Counter. The Introduction to Tazk POS article has the full checklist.
Getting started
How do I sign in?
Go to app.tazk.in, enter your User Name and Password and click Sign In. If two-step verification is on for your account, enter the OTP sent to your email and click Verify OTP.
I forgot my password. How do I reset it?
Click Forgot password on the sign-in page. A 6-digit OTP is sent to the email on your user record; enter it, then set a new password of at least 8 characters with an uppercase letter, a lowercase letter, a number and a special character. If no email is on file, ask your administrator to reset it from Users.
How do I find a screen quickly?
Press Ctrl+K (Cmd+K on a Mac) anywhere in the app to search the menu, type part of the screen’s name and press Enter.
What do I need to set up before I can bill?
A bank account, a cash box and your payment methods (the first-run wizard covers these), at least one location, your products and, for credit sales, your customers. See Introduction to Tazk POS.
Can I skip the setup wizard?
The Bank and Payment Method steps can be skipped and done later in Cash and Bank, on its Bank Accounts and Payment Methods tabs.
Menus, roles and locations
Why can’t I see a menu that is in this help centre?
Menus are switched on by your company’s plan and then filtered by your role’s permissions. Ask your administrator to check your role in User Roles. Every menu is listed in Navigating the Sidebar Menu.
Why do I see different figures from my colleague?
Most figures — stock, sales, cash, the dashboard cards — cover only the locations your user role is mapped to. Use the location selector in the top bar to switch between your locations.
Why are some buttons missing, such as Edit or Delete?
Create, edit and delete are separate permissions for each screen. A role can view a screen without being allowed to change it.
Dashboard
Why hasn’t the dashboard changed after I saved an invoice?
The cards are calculated in the background, and an open dashboard refreshes about every minute. Wait a moment. See Dashboard Overview.
Can I hide cards I don’t use?
Yes. Click the pencil on your dashboard to enter edit mode, hide cards with the eye icon or the Cards list, and click Save Changes. You can keep up to five named dashboards.
Documents, contacts and approvals
How do I put my logo, bank details or terms on the invoice?
Clone a system template in Document Templates, use the Show Logo, Show Bank Details and Show Terms switches and the Terms & Conditions text, then publish it and set it as the default.
Does adding a customer create an account in my books?
Yes. Every customer and vendor gets its own ledger automatically, with any opening balance posted to it. See Customer Contacts, Vendor Contacts and Ledgers.
Why does a counter discount need approval?
If an approval rule sets a maximum discount for that sale counter, a bigger discount becomes a POS Discount request in Approvals. The rule is set in Configuration.