Configuration creates the operating environment your team works inside every day. When those defaults are thoughtful, training becomes easier and mistakes become less frequent.
What to configure first
Begin with receipts, tax behavior, and currency handling. These decisions affect customers immediately and also shape how your reports appear later.
Then move into product units, categories, and approval boundaries. A business with many products needs naming discipline. A business with multiple cashiers needs clear controls around discounts and reversals.
Permission design
Permissions should reflect responsibility, not just job titles. If someone should sell but not refund, the system should mirror that. If a manager approves discounts, keep that process visible instead of informal.
- Match permissions to the real workflow, not idealized job descriptions.
- Keep receipt and tax setup consistent across all counters.
- Use categories and units that will still make sense after growth.
Good configuration is invisible during normal work, and that is exactly the point.