A little guidance.
A confident next step.

For: Manager · Reviewed 2026-11-03

Where: pos.tillbridge.co.za

1. Open Back Office from the TillBridge website.
2. Enter the retailer code, email and password, then choose Continue.
3. Complete any required password change and authenticator setup. Keep recovery codes somewhere private.
4. Enter the authenticator code or an unused recovery code.
5. Check the shop and Working branch before making changes.

What to expect: Your authorised workspace opens.

Never share passwords, recovery codes, device setup packs or till pairing keys.

For: Manager · Reviewed 2026-11-03

Where: Back Office → Working branch

1. Save or cancel your current form and resolve pending submissions.
2. Choose the branch in the Working branch selector above the workspace.
3. Check the branch name again before creating products, receiving stock or making changes.
4. If a recovered draft switches you back, finish or explicitly discard that draft first.

What to expect: The workspace shows records for the chosen branch.

Branch comparison reports intentionally compare accessible branches. A branch switch does not move stock.

For: Manager · Reviewed 2026-11-03

Where: Products → Catalogue → + New product

1. Choose + New product. Enter Product name and a unique SKU.
2. Optionally set Category and the barcode for each sellable pack.
3. Choose the Stock base unit: Each, Kilogram, Litre or Metre. It stays fixed after creation.
4. Check Tax category, VAT rate and whether prices include VAT.
5. In Sellable packs, set the pack code, name, base-unit quantity and selling price. A six-pack of Each goods has 6 base units.
6. Check Product active and pack Active, then choose Save product. Correct any highlighted fields and save again.

What to expect: The product appears in the branch catalogue.

Creating a product does not add opening stock. Use Stock → Stocktake / opening for a counted baseline.

For: Manager · Reviewed 2026-11-03

Where: Products → Catalogue → Add from library

1. Choose Add from library and search for the item.
2. Select the matching item to populate a new product draft.
3. Check the exact product, SKU, barcode, base unit, packs and quantities.
4. Enter or confirm your branch’s selling prices and correct tax treatment.
5. Tick the confirmation that you checked the item details, then choose Save product.

What to expect: A separate branch product is created; the shared library is unchanged.

A library item is a starting point. Supplier reference prices are not an instruction to use that selling price.

For: Manager · Reviewed 2026-11-03

Where: Products → Catalogue → product editor

1. Open the product or start a new one.
2. Use + Add pack for another selling format.
3. Give each pack its own code, name and optional unique barcode.
4. Set base units, for example Single 1, Six-pack 6 and Case 12.
5. Set each pack’s selling price and active status, then Save product.

What to expect: All pack sales consume the same product’s stock in base units.

Disable an unused pack instead of assuming its history disappears. Reserved barcodes must be changed or cleared before reuse.

For: Manager · Reviewed 2026-11-03

Where: Products → Catalogue

1. Search by product name, SKU or barcode; optionally filter the category.
2. Open the product name.
3. Change the applicable pack price, category, barcode or active status.
4. Review all pack quantities and tax fields, then Save product.
5. Allow each till to sync before expecting the change at checkout.

What to expect: Future baskets use the downloaded product version.

Existing saved receipts are not rewritten. An offline till may still have its last downloaded catalogue.

For: Manager · Reviewed 2026-11-03

Where: Products → Import

1. Download the blank template or prepare your own XLSX, CSV or TSV file.
2. Keep SKU and barcode columns as text so leading zeros survive.
3. Choose the file, worksheet and header row, then map the columns.
4. Map Product name and Selling price. Map SKU or explicitly choose generated SKUs.
5. Check pack mapping, base-unit quantities and VAT defaults; validate the preview.
6. Review every preview page and correct all errors before confirming the import.
7. If the result is uncertain, recover or retry the same preview ID instead of importing again.

What to expect: The full valid batch is created once, or no products are added if validation fails.

Opening stock, purchase costs, bundle recipes and container links are not imported. Do not clear browser recovery data while submission is uncertain.

For: Manager · Reviewed 2026-11-03

Where: Products → Catalogue → + New product

1. Choose + New product and tick This product is a bundle / hamper.
2. Enter the bundle’s own name, SKU, barcode and selling price.
3. Add each component and its base-unit quantity per one bundle.
4. Check that the recipe represents the physical items you hand to the customer.
5. Review the bundle packs and save the product.
6. Sync all active tills before using the feature, then verify an agreed test basket.

What to expect: Selling the bundle consumes its saved component quantities.

Receive and count components individually. Bundles have no independent stock balance. Nested bundles, preassembled bundles and mixed-VAT recipes are not supported.

For: Manager · Reviewed 2026-11-03

Where: Products → Containers

1. Open Configure container types and product links.
2. Add a shared container type, name, deposit and empty-return allowance.
3. Check the explicit deposit and return VAT rates for your business.
4. Link each ordinary bottled product to its container type and containers per base unit.
5. Save container settings and let tills download them.
6. Set payout permissions separately in Business Settings.

What to expect: Checkout can distinguish merchandise, deposits and accepted empties.

A goods return does not automatically refund an empty bottle. Container values and tax treatment need the retailer’s own accounting confirmation.

For: Manager · Reviewed 2026-11-03

Where: Business Settings → Returned-empty payout policy

1. Choose Edit payout policy.
2. Set Allow cash payouts for returned empties.
3. Set Require supervisor PIN when cash is paid out.
4. Set Maximum returned empties per checkout.
5. Choose Save payout policy and confirm the tills have synced.

What to expect: Tills apply the downloaded branch policy.

Purchase allowances and standalone cash payouts are different. Never enter a supervisor PIN into an ordinary notes field.

For: Manager · Reviewed 2026-11-03

Where: Stock → Receive delivery

1. Search for a delivered product by name, SKU or barcode and choose the correct product/pack.
2. Enter the number of whole packs and add the line to the voucher. Repeat for the delivery.
3. Check supplier details, optional purchase costs, the supplier/GRV reference and receiving note.
4. Choose Review complete voucher and review every line and quantity.
5. Choose Post goods received voucher once.
6. If submission is uncertain, use the saved voucher’s retry/status controls.

What to expect: All voucher lines increase recorded stock atomically.

Do not post another voucher merely because the first response was lost. Receiving a case must use the correct pack multiplier.

For: Manager · Reviewed 2026-11-03

Where: Stock → Stocktake / opening

1. Choose Opening balances or Stocktake and the category/branch scope.
2. Enter a reference and confirm the pause/sync checks.
3. Start the count to freeze the product scope and recorded balances.
4. Count physical base units and enter every quantity, including explicit zeros.
5. Review Recorded, Counted and Difference across every page.
6. Post the count once, then resume movements when posting is confirmed.

What to expect: A permanent correction brings the recorded baseline to the counted quantity.

This workflow does not lock tills automatically. Offline transactions arriving later can change balances. Blank is not zero.

For: Manager · Reviewed 2026-11-03

Where: Stock → Balances & adjustments

1. Find the product and choose Adjust stock.
2. Choose Increase stock or Decrease stock / wastage.
3. Enter the quantity in stock base units, a clear reason and optional reference.
4. Review the signed movement and confirm once.
5. Check the resulting balance and History.

What to expect: An immutable, reasoned stock movement is recorded.

Use a new compensating adjustment for a mistake. Do not delete sales or overwrite stock history to make a balance look right.

For: Manager with both branches · Reviewed 2026-11-03

Where: Stock → Branch transfers

1. Select the sending Working branch and choose New transfer.
2. Choose the receiving branch and enter a reference and note.
3. Search and explicitly match each sending product to the same physical receiving product.
4. Enter quantities in matching stock base units and add the transfer items.
5. Confirm the sending tills have synced and review the complete shipment.
6. Choose Confirm dispatch only when the goods leave.

What to expect: Sending stock decreases; the transfer shows In transit.

Receipt is separate. This version supports full receipt only and does not carry purchase-cost lots or stock age. Use Retry same dispatch after a lost response.

For: Manager for receiving branch · Reviewed 2026-11-03

Where: Stock → Branch transfers

1. Select the receiving Working branch.
2. Find the transfer under Transfer history and arrivals; refresh if needed.
3. Compare the reference, branch names, products, base units and full quantities.
4. Tick I checked and received all listed quantities.
5. Choose Confirm transfer received once and verify the Received status.

What to expect: Receiving stock increases exactly once and both branches retain the transfer history.

For a shortage or damage, leave the shipment In transit and resolve it with the sender. Do not confirm quantities that did not arrive.

For: Manager · Reviewed 2026-11-03

Where: Stock → History; Reports → stock movement history

1. Confirm the Working branch and sync every till.
2. Review receipts, adjustments, sales, restocked returns and transfers.
3. Use report date and product/category filters; compare opening and closing balances.
4. Check pack multipliers and whether returns were restocked or discarded.
5. If a physical baseline is required, carry out a controlled stocktake.

What to expect: You can explain the recorded balance from its movements.

Negative stock can result from sales recorded before opening stock. Do not assume the difference is theft or erase records.

For: Cashier · Reviewed 2026-11-03

Where: Installed Cashier shortcut

1. Sign into the assigned Windows account and allow terminal startup.
2. Open the Cashier shortcut; on the configured default installation it opens http://127.0.0.1:8787/.
3. Use your own cashier code and PIN.
4. Check products, current shift, subscription status and pending uploads.
5. If the service is unavailable, follow the connection troubleshooting guide before changing anything.

What to expect: The local till is available under its existing identity.

Back Office alone does not install the offline till. Do not start a second copy from another Windows account or reset pairing.

For: Cashier · Reviewed 2026-11-03

Where: Cashier → shift controls

1. Choose the open-shift action.
2. Enter the opening cash actually placed in the drawer.
3. Review and confirm the amount.
4. Check the active shift before taking a payment.

What to expect: The shift records its opening cash and owns subsequent cash activity.

Do not open a second shift to hide an unresolved pending checkout or settlement.

For: Cashier · Reviewed 2026-11-03

Where: Cashier → basket and payment

1. Scan or select products and review the basket.
2. Check pack names, quantities, unit prices, discounts and total.
3. Enter the cash tendered using the keyboard or Open cash keypad.
4. Check the calculated change and save the sale once.
5. Give the receipt and change; confirm the sale completed.

What to expect: One saved sale and receipt identity are created.

If completion is uncertain, recover the same pending checkout. A printer problem is not a reason to record another sale.

For: Cashier / manager · Reviewed 2026-11-03

Where: Cashier → connection and pending-upload status

1. Keep using the installed local Cashier while internet is unavailable.
2. Check each sale completes locally and retains its receipt.
3. Reconnect internet and allow synchronization to run without creating a sale just to trigger it.
4. Watch pending uploads return to zero.
5. In Back Office, check the receipt appears once at the correct amount under the correct till.

What to expect: Offline sales upload without creating a second sale.

Online approval workflows such as credit requests and account payments need connectivity. Do not change Windows time to bypass expiry.

For: Cashier · Reviewed 2026-11-03

Where: Cashier → held sales

1. Build and check the basket, then choose the hold action and a helpful label.
2. Confirm it appears in held sales.
3. Select the held sale and resume it when the customer returns.
4. Recheck its saved items and prices before completing checkout.
5. Discard an unwanted held basket only after checking it and confirming the discard.

What to expect: The basket is recovered without recording an extra sale.

A held basket may retain saved prices even after a promotion ends. A held basket is not a completed receipt.

For: Cashier · Reviewed 2026-11-03

Where: Cashier → receipt history / lookup

1. Find the saved receipt using the available lookup/history controls.
2. Check its number, total and products.
3. Choose Print COPY and wait for the result.
4. If printing is uncertain, inspect the printer queue before asking for another copy.

What to expect: The same saved receipt prints marked COPY without opening the drawer.

Reprinting never means recording a new sale. Old receipts keep their saved branding and prices.

For: Cashier and manager · Reviewed 2026-11-03

Where: Cashier → receipt return; Back Office → Returns

1. The cashier requests the return against the original receipt.
2. The manager reviews the exact request in Returns and chooses the appropriate restock/discard treatment.
3. The manager approves or rejects it with the required reason.
4. The cashier recovers the approved request and records the refund once.
5. Check the paid warning, refund amount and any restock movement in Back Office.

What to expect: The refund and selected stock treatment are recorded once.

Paid means do not pay again. Returning merchandise does not automatically refund a bottle deposit; handle accepted empties separately.

For: Cashier and supervisor · Reviewed 2026-11-03

Where: Cashier → cash handover; Back Office → Business Settings

1. Start the handover from the active shift.
2. Enter the exact amount physically handed over.
3. Have the supervisor confirm through the designated PIN flow.
4. Confirm completion before removing or recounting the same money.
5. Review the handover history in Business Settings and its effect on expected drawer cash.

What to expect: The shift cash expectation is reduced by the recorded handover.

Handover history is in Business Settings, not Sales. Never store a supervisor PIN in a note.

For: Cashier / manager · Reviewed 2026-11-03

Where: Cashier → close shift; Back Office → cash-up reports

1. Count the cash that remains in the drawer.
2. Enter the counted amount in the shift-closing workflow.
3. Review and confirm closure once.
4. Allow uploads to complete.
5. The manager reviews expected, counted and variance with sales, refunds, repayments and handovers.

What to expect: The closed shift retains an immutable reconciliation record.

Investigate a variance using the actual cash movements. Starting another shift does not remove test sales from a same-day report.

For: Manager · Reviewed 2026-11-03

Where: Customers

1. Open the customer-creation form.
2. Enter the unique code, name and optional contact details.
3. Set active status and an eligible price group if applicable.
4. Save and let the tills sync.
5. At checkout, select the correct customer and verify the resulting prices.

What to expect: The branch customer can be selected on supported tills.

A customer profile or price group does not grant credit. Credit requires separate account and transaction approval.

For: Manager · Reviewed 2026-11-03

Where: Customers → Credit account

1. Find the exact customer and open Credit account.
2. Review or request the account using the customer’s details.
3. Set and approve the agreed limit and payment days through the manager workflow.
4. Check the approved status and terms.
5. Keep account changes and suspension decisions auditable.

What to expect: An approved account may request individual credit sales.

Approval of an account is not approval of every sale. Do not use a price group as credit authority.

For: Cashier and manager · Reviewed 2026-11-03

Where: Cashier → Charge to customer account

1. Select the correct customer and review the basket.
2. Choose Charge to customer account — manager approval required (online).
3. Submit the request and keep its pending identity.
4. The manager reviews the exact items, total and account exposure, then approves or rejects the request.
5. The cashier retries that same pending request; only a confirmed completion is a saved credit sale.

What to expect: The sale and debt post together once, with no cash tender or change.

Credit cannot be mixed with cash in the current flow. Bottled goods/container exchanges cannot be charged to account in this version.

For: Cashier · Reviewed 2026-11-03

Where: Cashier → Account payments

1. Find the exact customer account code and verify the name and balance.
2. Enter the exact cash received, not an amount requiring change.
3. Confirm once and wait for the saved account receipt.
4. If the response is uncertain, recover the pending payment/status before taking more money.
5. Check the reduced debt and include the repayment cash in reconciliation.

What to expect: Debt reduces and cash received is recorded separately from merchandise sales.

Never take payment twice. Settlement receipts do not pulse the drawer. Account-payment and reversal acceptance must be completed before enabling live use.

For: Manager · Reviewed 2026-11-03

Where: Promotions

1. Select the branch, product and pack.
2. For a scheduled offer, set the special price, inclusive dates, weekdays and daily hours.
3. For quantity pricing, configure the supported complete-group quantity and price in its editor.
4. Stage and save the settings, then explicitly enable the offer when ready.
5. Sync tills and verify an agreed basket at the quantity/time boundary.

What to expect: Checkout explains the applicable saved discount.

Offers do not stack automatically. Check actual savings and boundary behavior; do not assume every discount applies to a customer price group.

For: Manager · Reviewed 2026-11-03

Where: Business Settings → receipt settings

1. Enter the trading and legal details used on receipts.
2. Select the logo, choose Use selected logo and review it.
3. Choose Save receipt settings.
4. Let Back Office refresh and tills sync the branch branding.
5. Verify a new agreed test receipt on the physical printer.

What to expect: New sales freeze the new receipt profile.

Old receipt copies retain their original saved branding. A screen preview does not establish physical print quality.

For: Manager · Reviewed 2026-11-03

Where: Business Settings → Notification sounds

1. Find Save notification sounds and Manager notification sounds.
2. Tick or clear the preference you want.
3. Allow browser audio through an ordinary click/key interaction if required.
4. Check that visual notifications remain available even when sound is off.

What to expect: The browser remembers the selected sound preferences.

A muted browser or disconnected speakers can still prevent audible output.

For: Manager · Reviewed 2026-11-03

Where: Business Settings → Manager attention

1. Refresh notifications if the connection was interrupted.
2. Review approvals first, then cashier follow-ups and trading exceptions.
3. Open the relevant action and verify the selected branch/customer/receipt.
4. Complete the action in its own workspace and check the resulting status.

What to expect: Attention items lead to the correct authorised workspace.

Approval alone may not complete a cashier transaction; the cashier may still need to recover and finish it.

For: Retailer owner · Reviewed 2026-11-03

Where: Business Settings → Managers & access

1. Open Managers & access and review existing accounts.
2. Create the manager with the intended identity and existing branch assignments.
3. Provide setup details privately and require password/authenticator setup.
4. Review branch access before saving later changes or revoking access.
5. Use the supported setup reissue/recovery controls for an incomplete enrollment.

What to expect: The manager receives only the assigned scope.

Do not share an owner login. Branch creation remains a platform onboarding task.

For: Manager · Reviewed 2026-11-03

Where: Sales; Reports

1. Select the correct Working branch.
2. Choose the date range and a specific till or All tills as required.
3. Review the sales table and open the selected-sale details.
4. For report totals, keep the same date, branch, till and category filters when comparing views.
5. Check refunds and container movements separately where the report basis requires it.

What to expect: Filtered records and totals can be reconciled consistently.

Dates use South African time. A report is not proof that an offline till has uploaded everything.

For: Manager · Reviewed 2026-11-03

Where: Suppliers; Ordering

1. Create or review the supplier and its active details.
2. Use Ordering to review stock and the suggested quantities.
3. Prepare and save the purchase order with the intended supplier, lines and reference.
4. Review the saved order before sending it through your agreed supplier channel.
5. Receive the actual delivery through its linked goods-received workflow and review outstanding quantities.

What to expect: Ordered and received quantities remain distinguishable.

A saved order is not proof the supplier received it, and it does not itself add stock.

For: Cashier / installer · Reviewed 2026-11-03

Where: Cashier → receipt history; Windows printer queue

1. Check power, paper, cover and the physical connection.
2. If a job may already be queued, inspect the Windows queue before resubmitting.
3. Restore paper/connection and let the queue settle.
4. If the original result remains uncertain, check receipt history and use a clearly marked COPY when appropriate.
5. Escalate repeated failures with the printer model, queue name and exact error, without secrets.

What to expect: Printing can be recovered while the saved sale remains unchanged.

An accepted spool job does not prove paper printed. Do not enable a driver setting that opens the drawer for every print job; COPY must keep it closed.

For: Cashier / installer · Reviewed 2026-11-03

Where: Windows → assigned cashier account

1. Confirm you signed into the Windows account that owns this till.
2. Try the installed Cashier shortcut and the configured IPv4 loopback address.
3. Ask the installer to check the owner-scoped terminal startup task and local health/listener.
4. If the task is disabled, have the authorised administrator review why before enabling it.
5. Provide the exact error and Windows account name to support.

What to expect: Support can restore the existing local service without reenrollment.

Do not reinstall over the existing till, reset the database, change firewall rules blindly or copy another till’s identity.

For: Cashier / manager · Reviewed 2026-11-03

Where: Cashier → synchronization status

1. Restore internet and check the displayed synchronization error.
2. Allow a normal sync interval without making another sale to trigger it.
3. Check Back Office for the specific receipt number, correct amount and till.
4. If the count remains stuck, record the pending count, time and exact error for support.
5. Continue resolving the same records; do not delete local data or reenter sales.

What to expect: The issue can be traced without duplicating transactions.

A pending counter alone does not tell you whether a particular receipt reached the server.

For: Owner / manager · Reviewed 2026-11-03

Where: Back Office → subscription notice; Terminals

1. Read the expiry notice in South African time.
2. Keep using available history, synchronization and shift-reconciliation functions.
3. Contact the platform administrator to arrange the appropriate subscription next step.
4. For paid service, verify the actual invoice and confirmed payment.
5. After an authorised renewal, sync each till and check its acknowledged policy version.

What to expect: The existing retailer and till identities are retained.

A new software deployment does not reset the trial. Do not create another retailer identity or alter the computer clock to bypass expiry. Test access requires separate platform authorisation.

For: Retailer owner · Reviewed 2026-11-03

Where: Owner billing arrangements with TillBridge

1. Ask TillBridge for the current subscription invoice and verified payment instructions.
2. Check branch/till quantities, VAT and the billing period.
3. Make payment through the currently agreed channel and retain the reference.
4. Wait for independent confirmation and the updated signed subscription policy.
5. Sync tills and review their acknowledgments.

What to expect: Confirmed subscription service is allocated without changing retailer data.

Do not enter card details, a PayFast passphrase or merchant secrets into ordinary Back Office notes. A browser success page alone is not payment confirmation.

For: Owner / installer · Reviewed 2026-11-03

Where: Equipment review with TillBridge

1. Record the provider/bank, exact device model and connection type.
2. Ask the provider whether that model supports POS integration and which approved SDK/protocol is required.
3. Let TillBridge assess drivers, operating-system support, credentials handling and provider approval.
4. Commission approved/declined/cancelled/unknown outcomes and reconciliation on the actual equipment.
5. Use only the payment methods enabled and accepted for your retailer.

What to expect: There is a verified plan for the particular device and provider.

Cash/card split tenders and card refunds need dedicated implementation and acceptance. Do not record a cash sale to disguise a card transaction.

For: Owner / installer · Reviewed 2026-11-03

Where: Managed backup and recovery process

1. Arrange a backup while the till is idle and uploads/shift status are understood.
2. Use the supported owner-account backup helper and keep its verified result.
3. Keep recovery material separately from the backup archive where required.
4. Have the installer verify a restore in isolation before any replacement cutover.
5. Retain the original installation until the replacement is accepted and the old copy is retired.

What to expect: Data and device identity can be recovered without two active copies.

Never restore over a live database, copy one till database to a second trading desktop, or send a private backup through ordinary chat.