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Welcome to CAAD Point of Sale

This guide will help you set up and start using CAAD POS quickly and efficiently. Whether you’re setting up your first location or expanding to multiple branches, we’ll walk you through every step of the process.
Estimated setup time: 15-30 minutes for basic configuration. Advanced features can be configured as you grow.

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Prerequisites

Before you begin, ensure you have:

CAAD ERP Account

Active CAAD ERP account with POS module enabled

Hardware Ready

Compatible device (Desktop, Mobile, or Tablet)

Internet Connection

Stable internet for initial setup and cloud sync

Payment Processing

Payment processor account (if accepting card payments)

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Setup Process

Follow these steps to get your POS system up and running.
1

Install the Application

Download and install CAAD POS on your device.

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Desktop Installation

  1. Visit the CAAD download center
  2. Select your operating system (Windows or macOS)
  3. Download the installer
  4. Run the installer and follow the prompts
# Windows
# Download CAADPOSSetup.exe and run the installer

# macOS
# Download CAADPOS.dmg and drag to Applications folder

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Mobile Installation

  • iOS: Download from the App Store
  • Android: Download from Google Play Store
System Requirements: Windows 10+, macOS 11+, iOS 14+, or Android 8+
2

Sign In and Configure

Launch the application and sign in with your CAAD ERP credentials.

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Initial Configuration

  1. Enter your CAAD ERP account credentials
  2. Select your business location
  3. Choose your POS terminal name
  4. Configure your receipt printer (if applicable)
{
  "terminal": {
    "name": "Main Counter 1",
    "location": "Downtown Store",
    "type": "Desktop",
    "printer": "Epson TM-T88V"
  }
}
Give your terminal a descriptive name like “Front Counter” or “Mobile Cart 1” to easily identify it in reports.
3

Set Up Products and Inventory

Add your products to the system or sync from your existing inventory.

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Adding Products

  1. Navigate to Inventory > Products
  2. Click Add New Product
  3. Enter product details:
    • Product name and SKU
    • Price and cost
    • Category and department
    • Initial stock quantity
  4. Add product image (optional)
  5. Save the product

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Bulk Import

Import multiple products at once using CSV or Excel:
  1. Download the product import template
  2. Fill in your product data
  3. Navigate to Inventory > Import
  4. Upload your file
  5. Review and confirm the import
Ensure your SKUs are unique to avoid conflicts. Duplicate SKUs will be flagged during import.

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Organizing Products

  • Create categories for easy navigation (e.g., “Electronics”, “Clothing”, “Accessories”)
  • Set up departments for reporting purposes
  • Add tags for advanced filtering
4

Configure Payment Methods

Set up payment options for your customers.

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Available Payment Methods

Cash

Default enabled - configure cash drawer settings

Credit/Debit Cards

Connect your payment processor

Digital Wallets

Enable Apple Pay, Google Pay, Samsung Pay

Custom Methods

Add store credit, gift cards, or custom payment types

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Payment Processor Setup

  1. Go to Settings > Payments
  2. Select your payment processor
  3. Enter your merchant credentials
  4. Test the connection
  5. Enable supported payment methods
interface PaymentConfig {
  processor: string;
  merchantId: string;
  apiKey: string;
  environment: 'test' | 'production';
  supportedMethods: ['card', 'wallet', 'contactless'];
}
5

Set Up Users and Permissions

Add team members and configure their access levels.

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Creating User Accounts

  1. Navigate to Settings > Users
  2. Click Add New User
  3. Enter user details (name, email, PIN)
  4. Assign a role and permissions
  5. Send invitation email

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Default Roles

Basic POS operations:
  • Process sales
  • Issue receipts
  • Handle returns (with approval)
  • View product information
Extended permissions:
  • All cashier permissions
  • Approve returns and discounts
  • View sales reports
  • Manage inventory counts
  • Access daily reports
Full system access:
  • All manager permissions
  • User management
  • System configuration
  • Financial reports
  • Integration settings
Use 4-digit PINs for quick employee login during busy periods. Enable biometric authentication on mobile devices for added security.
6

Configure Receipt Templates

Customize receipts with your branding and required information.

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Receipt Customization

  1. Go to Settings > Receipts
  2. Upload your business logo
  3. Add business information (name, address, phone, website)
  4. Configure receipt footer message
  5. Select receipt paper size
  6. Enable email/SMS receipts

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Receipt Options

  • Add promotional messages
  • Include return policy
  • Show customer loyalty points
  • Display QR codes for digital receipts
  • Add social media handles
7

Test Your Setup

Perform test transactions to ensure everything works correctly.

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Testing Checklist

  1. Scan or select a product
  2. Add to cart
  3. Process payment (use test mode)
  4. Print receipt
  5. Verify inventory update
  1. Lookup the test transaction
  2. Process a return
  3. Verify refund processing
  4. Check inventory adjustment
  • Cash transaction with change calculation
  • Card payment processing
  • Split payment (cash + card)
  • Digital wallet payment
  • Receipt printer functionality
  • Barcode scanner operation
  • Cash drawer opening
  • Cloud data synchronization
Always use test mode when processing test transactions to avoid actual charges. Switch to production mode only after successful testing.
8

Go Live

You’re ready to start processing real transactions!

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Final Checklist

  • All products are entered with correct prices
  • Payment processing is configured and tested
  • Users are trained on basic operations
  • Receipt printer is working correctly
  • Cash drawer is stocked with opening float
  • Backup internet connection is available
  • Support contact information is accessible
Training Resources: Access video tutorials and user guides in the Help Center to train your team effectively.

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Common Setup Tasks

After initial setup, you may want to configure these additional features:

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Tax Configuration

1

Set Up Tax Rates

Navigate to Settings > Taxes and add your applicable tax rates.
{
  "taxRates": [
    {
      "name": "VAT Standard",
      "rate": 5.0,
      "applicableCategories": ["all"]
    },
    {
      "name": "Zero-Rated",
      "rate": 0.0,
      "applicableCategories": ["basic-foods", "medical"]
    }
  ]
}
2

Assign Tax Categories

Assign appropriate tax rates to product categories or individual products.

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Discount Configuration

Set up percentage-based discounts for promotions:
  • 10% off entire purchase
  • 25% off selected categories
  • Buy one get one 50% off
Create fixed dollar/currency amount discounts:
  • 5off5 off 50 purchase
  • $20 off specific products
Configure customer loyalty discounts:
  • Points-based rewards
  • Tiered membership benefits
  • Birthday discounts

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Training Your Team

Ensure your team is comfortable using the POS system with these training resources:

Video Tutorials

Step-by-step video guides for all common tasks

Quick Reference Guide

Printable cheat sheet for common operations

Interactive Demo

Practice with demo data before going live

Live Training Sessions

Schedule training with our support team

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Basic Operations Training

Cover these essential topics with your team:
  1. Starting a Shift
    • Logging in
    • Opening the cash drawer
    • Counting the opening float
  2. Processing Sales
    • Scanning products
    • Manual product lookup
    • Applying discounts
    • Processing payment
  3. Handling Returns
    • Looking up original transactions
    • Processing refunds
    • Manager approval requirements
  4. Ending a Shift
    • Counting cash drawer
    • Closing shift report
    • Logging out

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Troubleshooting Common Issues

Problem: Cannot connect to CAAD serversSolutions:
  • Check your internet connection
  • Verify firewall settings allow CAAD POS
  • Use offline mode temporarily
  • Contact support if issue persists
Problem: Receipt printer not respondingSolutions:
  • Check printer power and connection
  • Verify printer driver installation
  • Test printer with test page
  • Check paper and ribbon levels
  • Re-configure printer in settings
Problem: Barcode scanner not reading codesSolutions:
  • Clean scanner lens
  • Check scanner connection
  • Verify scanner is in correct mode
  • Test with known good barcodes
  • Check product SKU configuration
Problem: Card payments failingSolutions:
  • Verify payment processor credentials
  • Check internet connectivity
  • Ensure payment terminal is online
  • Test with different card
  • Contact payment processor support

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Next Steps

Now that you’re set up, explore advanced features:

Explore All Features

Discover advanced capabilities and integrations

View Reports

Learn how to access and use sales reports

Integrate with E-Commerce

Connect your physical and online stores

Get Support

Contact our support team for assistance
Need Help? Our UAE-based support team is available 24/7 to assist you. Access live chat, email support, or schedule a call through your dashboard.

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Best Practices

Follow these best practices for optimal POS operation:

Daily Cash Reconciliation

Count your cash drawer at shift changes and end of day

Regular Backups

Verify automatic cloud backups are running

Inventory Counts

Perform regular physical inventory counts

Software Updates

Keep your POS software updated with latest features

Security

Use strong passwords and enable two-factor authentication

Training

Provide ongoing training for new features and best practices

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