Getting started
Set up the first store, checkout employee, POS, product, and shift.
Verified guidanceButton names, outcomes, permissions, and recovery steps are matched to the current PorThorOS interface and its tested workflows. Reviewed 29 July 2026
Set up the first POS
How to set up your first POS
Use the Setup checklist to complete the four records required before staff can open a shift.
- Open Setup and choose Create store.
- Enter Branch name, Store address, Legal entity, Tax ID, and Cannabis licence, then choose Activate branch.
- Choose Add checkout employee. Enter the employee details, select the budtender role and branch, create a Four-digit PIN, then choose Add employee.
- Choose Add POS device, enter the POS name, and choose Add POS.
- Choose Pair device. Open the one-use activation link or scan the QR code on the checkout browser, choose Connect this device, then return to Setup and choose Done.
How to add the first product
Create a product after POS setup when its identity, price, and required documents are available.
- Choose Continue to inventory, open Products, and choose Add product.
- Select the product type. For cannabis flower, choose Strain.
- Complete the required product, pricing, tax, SKU, and barcode fields shown for that type.
- For a strain product, attach the Certificate of analysis.
- Choose Add product.
How to open the first shift
A paired POS and an authorized employee PIN are required before checkout can accept items or payment.
- Open the paired POS and sign in with the employee’s four-digit PIN.
- At checkout, choose Open shift.
- Enter Counted opening cash.
- If the count differs from the configured float, enter an Opening variance reason.
- Choose Open shift & start selling.
