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Now that you have POS Kasir installed and configured, this guide will walk you through your first login, understanding user roles, and performing initial setup tasks.

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Initial Login

After running the database seeder, you’ll have three default user accounts available:

Admin

Email: [email protected]
Password: passwordrahasia
Role: Administrator

Cashier

Email: [email protected]
Password: passwordrahasia
Role: Cashier

Manager

Email: [email protected]
Password: passwordrahasia
Role: Manager
1

Access the Application

Open your browser and navigate to:
http://localhost:3000
You’ll see the login page.
2

Login as Admin

For your first login, use the admin account:Click Sign In to access the dashboard.
3

Change Default Password

Important: Change the default password immediately for security!
Navigate to Settings → Profile and update your password.

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Understanding User Roles

POS Kasir implements Role-Based Access Control (RBAC) with three distinct roles:

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Administrator

Full System Access
  • User management (create, edit, delete users)
  • Product and inventory management
  • Category management
  • Payment method configuration
  • System settings and branding
  • Full access to reports and analytics
  • Activity logs and audit trails
  • Promotion and discount management

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Manager

Management & Reporting
  • View and manage products
  • Access reports and analytics
  • View transaction history
  • Monitor cashier performance
  • View activity logs
  • Limited user management

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Cashier

Point of Sale Operations
  • Process sales transactions
  • Handle cash and digital payments
  • Manage shift operations
  • View product catalog
  • Generate receipts
  • Limited access to reports (own transactions only)
User roles are enforced both on the frontend (UI restrictions) and backend (API authorization).

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Initial Setup Tasks

Complete these essential setup tasks to prepare your POS system:

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1. Configure System Branding

1

Upload Logo

Go to Settings → Branding and upload your business logo.This logo will appear on:
  • Login page
  • Dashboard header
  • Printed receipts
2

Set Business Information

Configure:
  • Business name
  • Address
  • Phone number
  • Tax identification number
3

Configure Printer Settings

Go to Settings → Printer to configure:
  • Receipt paper size
  • Header/footer text
  • Logo position
  • Print options

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2. Set Up Product Categories

1

Create Categories

Navigate to Products → CategoriesCreate categories for organizing your products:
  • Beverages
  • Food
  • Snacks
  • Merchandise
2

Add Category Details

For each category, specify:
  • Category name
  • Description (optional)
  • Display order

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3. Add Products

1

Navigate to Products

Go to Products → All Products → Add New Product
2

Fill Product Details

Enter product information:
  • Name: Product name
  • SKU: Stock keeping unit (unique identifier)
  • Category: Select from created categories
  • Price: Selling price
  • Cost: Purchase cost (for profit calculation)
  • Stock: Initial quantity
  • Description: Product description
  • Image: Upload product image (stored in R2)
3

Add Product Options (Optional)

For products with variants (e.g., sizes, flavors):
  • Click Add Option
  • Name: “Size”, “Flavor”, etc.
  • Values: “Small”, “Medium”, “Large”
  • Price adjustments for each option
4

Set Stock Management

Configure:
  • Minimum stock level (low stock alerts)
  • Track inventory automatically
  • Enable/disable stock management per product

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4. Configure Payment Methods

1

Review Default Methods

Navigate to Settings → Payment MethodsDefault methods from seeder:
  • Cash
  • Credit/Debit Card
  • Digital Wallet (Midtrans)
2

Enable/Disable Methods

Toggle payment methods based on your needs:
  • Enable Cash for traditional payments
  • Enable Midtrans for digital payments (requires configuration)
  • Disable unused methods
3

Test Midtrans Integration

If using digital payments:
  1. Ensure MIDTRANS_SERVER_KEY is set in .env
  2. Keep MIDTRANS_IS_PROD=false for testing
  3. Create a test transaction
  4. Use Midtrans test cards to verify

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5. Create Additional Users

1

Go to User Management

Navigate to Settings → Users → Add New User
2

Fill User Information

  • Username: Unique username
  • Email: User email address
  • Password: Initial password (user should change on first login)
  • Role: Select appropriate role (Admin/Manager/Cashier)
  • Active: Enable user account
3

Notify User

Provide the user with:
  • Login URL: http://localhost:3000
  • Their email and temporary password
  • Instructions to change password on first login

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First Transaction

Test your setup by processing a test transaction:
1

Login as Cashier

Use the cashier account or create a new cashier user.
2

Start a Shift

Before processing transactions:
  1. Go to Shift → Start Shift
  2. Enter starting cash amount
  3. Confirm to begin accepting transactions
Shifts track cashier activities and cash flow during work periods.
3

Open POS Interface

Click Point of Sale or New Sale to access the POS screen.
4

Add Products to Cart

  • Browse or search for products
  • Click products to add to cart
  • Adjust quantities if needed
  • Select product options if available
5

Apply Discounts (Optional)

  • Add manual discount (percentage or fixed amount)
  • Or apply promotion codes if configured
6

Process Payment

  1. Click Checkout
  2. Select payment method:
    • Cash: Enter amount received, system calculates change
    • Digital: Generates Midtrans payment link
  3. Complete payment
  4. Print or email receipt
7

End Shift

When cashier’s shift ends:
  1. Go to Shift → End Shift
  2. Count cash in register
  3. Enter actual cash amount
  4. System shows expected vs actual (discrepancy report)
  5. Confirm to close shift

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Exploring the Dashboard

Dashboard Overview

View key metrics:
  • Today’s sales
  • Transaction count
  • Popular products
  • Cashier performance

Reports & Analytics

Access detailed reports:
  • Sales reports (daily/weekly/monthly)
  • Product performance
  • Profit analysis
  • Payment method breakdown
  • Cashier performance

Transaction History

View and manage orders:
  • Filter by date, status, cashier
  • View order details
  • Print receipts
  • Process refunds/cancellations

Activity Logs

Audit trail of system activities:
  • User actions
  • Product changes
  • Order modifications
  • System events

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API Exploration

Explore the backend API using Swagger documentation:
1

Access Swagger UI

Navigate to:
http://localhost:8080/swagger/index.html
2

Authenticate

  1. Click Authorize button
  2. Use the /auth/login endpoint to get JWT token
  3. Copy the token from response
  4. Paste token in authorization field: Bearer <your-token>
3

Test Endpoints

Try various endpoints:
  • GET /products - List all products
  • POST /orders - Create new order
  • GET /reports/dashboard-summary - Get dashboard data
  • GET /activity-logs - View activity logs
The API follows RESTful conventions and returns responses in JSON format.

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Multi-language Support

POS Kasir frontend supports multiple languages:
  • English (en)
  • Indonesian (id)
Users can change language from the settings or profile menu. The language preference is saved per user.

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Best Practices

  • Change all default passwords immediately
  • Use strong passwords (min 8 characters, mix of letters, numbers, symbols)
  • Regularly review user access and roles
  • Monitor activity logs for suspicious activities
  • Keep JWT tokens secure (never share)
  • Set appropriate session timeout (JWT_DURATION_HOURS)
  • Always start and end shifts properly
  • Count cash at shift end to detect discrepancies
  • Regularly backup your database
  • Monitor stock levels and set reorder points
  • Review daily reports for anomalies
  • Train staff on proper POS usage
  • Keep product information up to date
  • Regular stock audits and adjustments
  • Archive old transactions periodically
  • Clean up unused products and categories
  • Maintain accurate cost prices for profit tracking
  • Monitor system resources (CPU, memory, disk)
  • Regular database maintenance and optimization
  • Optimize product images (compress before upload)
  • Review slow queries in logs
  • Scale resources as transaction volume grows

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Common Tasks

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Managing Stock

  • Adjust Stock: Go to product details → Stock History → Adjust
  • View History: See all stock movements with timestamps and reasons
  • Low Stock Alerts: Products below minimum threshold are highlighted

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Processing Refunds

  1. Find transaction in Transaction History
  2. Click View Details
  3. Select Refund or Cancel
  4. Choose cancellation reason
  5. Confirm refund (stock is automatically adjusted)

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Creating Promotions

  1. Navigate to Promotions → Create Promotion
  2. Set promotion details:
    • Name and description
    • Discount type (percentage/fixed)
    • Start and end dates
    • Target: All products, category, or specific products
  3. Define rules (minimum purchase, quantity requirements)
  4. Activate promotion

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Viewing Reports

  • Sales Report: Revenue over time periods
  • Product Performance: Best/worst sellers, quantity sold
  • Profit Analysis: Profit margins per product/category
  • Cashier Performance: Transactions and sales per cashier
  • Payment Methods: Breakdown of payment types used

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Troubleshooting

  • Verify credentials (case-sensitive)
  • Check if user account is active
  • Ensure backend is running: docker-compose ps
  • Check browser console for API errors
  • Verify VITE_API_BASE in web/.env is correct
  • For Midtrans: Check MIDTRANS_SERVER_KEY is set
  • Verify Midtrans sandbox mode for testing
  • Check browser console and backend logs
  • Ensure internet connectivity for external payment gateway
  • Verify R2 credentials in .env
  • Check R2 bucket exists and is accessible
  • Verify file size (may have limits)
  • Check backend logs for S3 errors
  • Check if product has stock tracking enabled
  • Verify transaction was completed (not pending)
  • Review activity logs for stock adjustments
  • Check for database connection issues

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Next Steps

API Reference

Explore detailed API documentation

Core Features

Learn about advanced features and capabilities

Deployment

Deploy POS Kasir to production

Development

System architecture and development guide

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Getting Help

If you need assistance:
  • Check the API Documentation
  • Review Activity Logs for error details
  • Check backend logs: docker-compose logs backend
  • Check frontend logs in browser console (F12)
For the live demo, visit:

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