Skip to content
  • There are no suggestions because the search field is empty.

Point of Sale User's Quick Start Guide

You've set up your Workstand POS but how do you use it?

Sales

Service

  • To create a work order, navigate in Admin to Service > New Work Order.
  • Navigate to Service > Work Orders to view, edit, and collect payment on existing work orders.

Purchase Orders

Products

Customers

  • Customers > List to see a list of all customers, download the list, or upload additional customers.
    • Email address is required to upload or create a customer.
  • Search the list to find a particular customer and see past sales for them.

Login and User Accounts

  • Do we also host your website? Get to your Workstand POS by going to your website and adding /admin
  • Create User Accounts for each member of your staff under Settings > Account > User Accounts.