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Guide · first-time POS setup

Set up your POS with confidence for the first shift.

A practical walkthrough for owners and managers: prepare the workspace, create the register, connect each device, open a shift, and keep monthly POS consolidation on track.

Before you begin

Have these pieces ready before you touch the till.

The first setup is easier when the business context is settled first. Keep this list beside you while an owner or manager configures the workspace.

  • A MyInvois Bridge account with access to the correct company.
  • The correct branch selected for the shop or counter.
  • Owner or manager permission to create and manage POS registers.
  • Products prepared for the POS workflow and the right inventory location.
  • A cash or bank account selected for the register.
  • An active cashier with POS access and a PIN.
  • A powered POS device, current browser and stable internet connection.

Owner, manager, cashier: three clear jobs.

An owner or manager configures the register and monthly compliance run. A cashier selects the right register, signs in with their PIN and follows the shift flow.

The setup path

Five steps from an empty counter to a ready shift.

Work through these in order. Each step gives the next person a clear context to use when they take over the device.

  1. 01

    Prepare the workspace

    Confirm the company, branch, products, inventory location, cash or bank account and user permissions.

    The business context is ready for a register.
  2. 02

    Create the register

    Create a register code and name, then associate it with the correct branch, inventory location and cash or bank account.

    The physical counter has a matching register record.
  3. 03

    Prepare the device

    Open the POS app in a current browser, keep the device dedicated to its intended terminal and check the company and branch.

    The screen is ready for the correct register context.
  4. 04

    Sign in and open the shift

    Select the register, identify the cashier with the approved PIN, confirm the opening float and open the shift.

    The shift is open for the operator on duty.
  5. 05

    Run and close the shift

    Keep the register context correct during the day, then close the shift before handover or end of day.

    The next operator can start from a known handover point.
Prepare each device

Make every device predictable.

A visible register label and a repeatable sign-in sequence remove the most common first-day mistakes.

  1. 1. Open the POS app

    Use a current browser, keep the device powered and save the POS app URL as a bookmark or shortcut.

  2. 2. Choose the right context

    Confirm the company, branch and register match the physical counter before a cashier signs in.

  3. 3. Enter the cashier PIN

    Use the active cashier’s approved PIN. The PIN identifies the person on duty; it does not replace the company login.

POS device setup
1Open the POS app
2Choose the right context
3Enter the cashier PIN

A few small habits help.

  • Keep the device connected to power during operating hours.
  • Use a stable network connection and check the browser before opening a shift.
  • Give the physical device and register the same visible label.
  • Keep one physical terminal assigned to one register context.
  • Do not share cashier PINs between operators.
The first shift

Open cleanly. Keep context. Close deliberately.

The POS Phase 1 workflow is intentionally simple: authenticate the operator, keep the register context clear and manage the shift lifecycle.

01

Open

Choose the register, sign in with the cashier PIN and record the opening float.

02

Operate

Keep the intended company, branch and shift open for the operator on duty.

03

Close

Finish the shift, verify the handover and close it before another shift is opened.

Monthly compliance

Run POS consolidation when the month is ready.

Daily shift work and monthly consolidated e-Invoices are separate jobs. An owner or manager can queue the monthly POS run from the ERP and then monitor its LHDN status.

This is a manager step, not a cashier step.

Cashiers do not need consolidation permission. The action is available to a manager or admin with document submission access.

  1. 1

    Open the compliance view

    In the Bridge dashboard, open LHDN & compliance → Consolidated e-Invoices.

  2. 2

    Choose the receipt month

    Select Run consolidation and choose the POS receipt month using YYYY-MM.

  3. 3

    Queue the run

    Confirm the active Sandbox or Production environment, then queue the run.

  4. 4

    Monitor and review

    A queued run is not an approval. Open the batch details and review its status after processing.

Know what the status means.

Batches move through building, pending, approved, rejected or failed. If a batch is rejected, review the cause first, then use the explicit retry action from its details.

BuildingPendingApprovedRejectedFailed

Keep individual requests separate.

Individual e-Invoice requests do not enter a consolidated batch. The monthly run groups eligible POS receipts for the selected company, environment and month while keeping branch and register references for review.

Troubleshooting

If the first attempt gets stuck, check the context first.

Most setup issues are caused by a mismatch between the company, branch, register or user. Start with the next check below before escalating.

Still unsure which context is wrong?

Share the company, branch, register code and the step where the setup stopped so support can help you recover faster.

Contact support

Guide · first-time POS setup

Ready to set up the counter?

Start with the workspace checklist, then give each device a clear register context before the first shift.

Last updated · August 2026

Independent reference. MyInvois is operated by LHDN. We are not affiliated with LHDN.