{"id":2774,"date":"2020-12-12T14:02:08","date_gmt":"2020-12-12T13:02:08","guid":{"rendered":"https:\/\/support.fortuspay.com\/okategoriserad\/get-started-with-fortus-pos-step-by-step-via-admin\/"},"modified":"2025-10-13T10:14:46","modified_gmt":"2025-10-13T08:14:46","slug":"get-started-with-fortus-pos-step-by-step-via-admin","status":"publish","type":"post","link":"https:\/\/support.fortuspay.com\/en\/other\/get-started-with-fortus-pos-step-by-step-via-admin\/","title":{"rendered":"Get Started with Fortus WebPOS"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">Step by step<\/h2>\n\n<p><strong>Purpose<\/strong>: This guide helps you quickly get started with Fortus WebPOS and use its basic functions. We will go through the following steps: <\/p>\n\n<ol class=\"wp-block-list\">\n<li>Log in to Fortus POS Admin<\/li>\n\n\n\n<li>Create a shop and checkout<\/li>\n\n\n\n<li>Add products to the range<\/li>\n\n\n\n<li>Create and modify treasurer permissions<\/li>\n\n\n\n<li>Log in at checkout<\/li>\n<\/ol>\n\n<figure class=\"wp-block-embed is-type-video is-provider-vimeo wp-block-embed-vimeo wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<div class=\"ast-oembed-container \" style=\"height: 100%;\"><iframe title=\"Komma ig\u00e5ng i POS Admin\" data-src=\"https:\/\/player.vimeo.com\/video\/1029926849?dnt=1&amp;app_id=122963\" width=\"500\" height=\"281\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture; clipboard-write; encrypted-media\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" class=\"lazyload\" data-load-mode=\"1\"><\/iframe><\/div>\n<\/div><\/figure>\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n<h3 class=\"wp-block-heading\">Log in to Fortus POS Admin<\/h3>\n\n<p>The first step is to log in to the system to start working with Fortus POS.<\/p>\n\n<p><strong>Step-by-step:<\/strong><\/p>\n\n<ol class=\"wp-block-list\">\n<li>Access the Fortus POS admin portal by logging in with your user details at <a href=\"https:\/\/admin.fortusfinance.com\">https:\/\/admin.fortusfinance.com.<\/a><\/li>\n\n\n\n<li>Enter your user details (username and password) in the login fields.<\/li>\n\n\n\n<li>Click on <strong>Log in<\/strong>.<\/li>\n<\/ol>\n\n<p><strong>Tip<\/strong>: If you have forgotten your password, click on &#8220;Forgot password?&#8221; to receive a reset link by email.<\/p>\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n<h3 class=\"wp-block-heading\">Create a shop and checkout<\/h3>\n\n<p>Before you can add products and start selling, you need to create a shop and a checkout in the system.<\/p>\n\n<h4 class=\"wp-block-heading\">Create a shop<\/h4>\n\n<ol class=\"wp-block-list\">\n<li>Go to <strong>Stores<\/strong> in the menu and select <strong>Manage Stores<\/strong>.<\/li>\n\n\n\n<li>Click on <strong>Add store<\/strong>.<\/li>\n\n\n\n<li>Fill in the necessary details:\n<ul class=\"wp-block-list\">\n<li><strong>Store name<\/strong><\/li>\n\n\n\n<li><strong>Street address<\/strong>, <strong>house number<\/strong> and <strong>town<\/strong><\/li>\n\n\n\n<li><strong>Organization number<\/strong><\/li>\n\n\n\n<li><strong>Contact number<\/strong> and <strong>email<\/strong><\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Click on <strong>Save<\/strong> to create the store.<\/li>\n<\/ol>\n\n<h4 class=\"wp-block-heading\">Create a checkout<\/h4>\n\n<ol class=\"wp-block-list\">\n<li>Once the store is created, select your store under <strong>Stores &gt; Manage stores<\/strong>.<\/li>\n\n\n\n<li>At the bottom you will see a list of existing checkouts in the store. Go to the <strong>New Checkout<\/strong> tab. <\/li>\n\n\n\n<li>Click on <strong>Add<\/strong> to create a new fund.<\/li>\n\n\n\n<li>Enter an <strong>Alias<\/strong> to easily identify the till, for example &#8220;Till 1&#8221;.<\/li>\n\n\n\n<li>Click on <strong>Activate controller<\/strong> to activate the connection to the control box.<\/li>\n\n\n\n<li>Save the changes.<\/li>\n<\/ol>\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n<h3 class=\"wp-block-heading\">Add products to the range<\/h3>\n\n<p>Now you are ready to add products to the range.<\/p>\n\n<p><strong>Step-by-step:<\/strong><\/p>\n\n<ol class=\"wp-block-list\">\n<li>Go to <strong>Products<\/strong> in the menu.<\/li>\n\n\n\n<li>Click on <strong>Add<\/strong>.<\/li>\n\n\n\n<li>Fill in the required fields:\n<ul class=\"wp-block-list\">\n<li><strong>Name<\/strong>: The name of the product as displayed at checkout.<\/li>\n\n\n\n<li><strong>Price<\/strong>: Price of the product.<\/li>\n\n\n\n<li><strong>Article number<\/strong>: Unique article number for the product.<\/li>\n\n\n\n<li><strong>Stock profiles<\/strong>: Choose whether the product should be visible at checkout.<\/li>\n\n\n\n<li><strong>VAT<\/strong>: Enter the VAT rate in percent.<\/li>\n\n\n\n<li><strong>Stock item &amp; stock balance<\/strong>: Select if it is a stock item and enter the stock balance.<\/li>\n\n\n\n<li><strong>Category<\/strong>: Choose how and where to display the product at checkout.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Click on <strong>Save<\/strong> to add the product to the range.<\/li>\n<\/ol>\n\n<p><strong>Tip<\/strong>: Use product categories to easily organize your assortment if you have many products.<\/p>\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n<h3 class=\"wp-block-heading\">Create and modify treasurer permissions<\/h3>\n\n<p>Ensure that the right staff has the right authorization to manage the POS system.<\/p>\n\n<p><strong>Step-by-step:<\/strong><\/p>\n\n<ol class=\"wp-block-list\">\n<li>Go to <strong>Settings<\/strong> and select <strong>Cashiers<\/strong>.<\/li>\n\n\n\n<li>Click on <strong>Add new cashier<\/strong> or select an existing user to edit.<\/li>\n\n\n\n<li>Please indicate the following:\n<ul class=\"wp-block-list\">\n<li><strong>Name and username<\/strong> of the treasurer.<\/li>\n\n\n\n<li><strong>Authorization level<\/strong>: Choose the right level depending on what the user should have access to.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Click on <strong>Save user<\/strong>.<\/li>\n<\/ol>\n\n<p><strong>Tip<\/strong>: Create authorization groups if you have different roles, for example cashiers and store managers.<\/p>\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n<h3 class=\"wp-block-heading\">Log in at checkout<\/h3>\n\n<p>Now you are ready to start selling products and processing payments.<\/p>\n\n<p><strong>Step-by-step:<\/strong><\/p>\n\n<ol class=\"wp-block-list\">\n<li>Start the program <strong>Fortus POS<\/strong>: Open the program by clicking on the Fortus POS icon in your POS hardware, such as <strong>Fortus PayTab PT10<\/strong> or <strong>Sunmi D3 Pro<\/strong>.<\/li>\n\n\n\n<li>Log in: Enter your username and password and click on <strong>Log in<\/strong>.<\/li>\n\n\n\n<li>Select checkout: If you have multiple checkouts, select the one you want to use for today&#8217;s sale.<\/li>\n\n\n\n<li>Add products: Scan barcodes or manually select products to add them to the shopping cart.<\/li>\n\n\n\n<li>Finalize the payment: Once all products are registered, select the payment method and complete the transaction.<\/li>\n<\/ol>\n\n<p><strong>Of course!<\/strong>  Now you can manage sales and payments with Fortus POS.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Step by step Purpose: This guide helps you quickly get started with Fortus WebPOS and use its basic functions. We will go through the following steps: Log in to Fortus POS Admin The first step is to log in to the system to start working with Fortus POS. Step-by-step: Tip: If you have forgotten your [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"default","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[69],"tags":[],"class_list":["post-2774","post","type-post","status-publish","format-standard","hentry","category-other"],"_links":{"self":[{"href":"https:\/\/support.fortuspay.com\/en\/wp-json\/wp\/v2\/posts\/2774","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/support.fortuspay.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/support.fortuspay.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/support.fortuspay.com\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/support.fortuspay.com\/en\/wp-json\/wp\/v2\/comments?post=2774"}],"version-history":[{"count":3,"href":"https:\/\/support.fortuspay.com\/en\/wp-json\/wp\/v2\/posts\/2774\/revisions"}],"predecessor-version":[{"id":2941,"href":"https:\/\/support.fortuspay.com\/en\/wp-json\/wp\/v2\/posts\/2774\/revisions\/2941"}],"wp:attachment":[{"href":"https:\/\/support.fortuspay.com\/en\/wp-json\/wp\/v2\/media?parent=2774"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/support.fortuspay.com\/en\/wp-json\/wp\/v2\/categories?post=2774"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/support.fortuspay.com\/en\/wp-json\/wp\/v2\/tags?post=2774"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}