What you get

Choosing Retail switches on the convenience-store tools: scan-first register, lottery, EBT SNAP and cash back. On POS + ERP you also get inventory, DSD receiving, smart reorder and scan-data rebates.

Recommended plan

POS for one store that only needs the register, or POS + ERP if you want stock, purchasing, rebates and books. Add Fuel & pumps if you sell fuel — then follow the gas station playbook too.

Step-by-step setup

Administration → Your business → What do you sell? Retail. ERP profile: Small business.
Administration → Stores: hours, time zone and a receipt footer ("Returns within 30 days with receipt").
Administration → Sales tax: state, county and city rates; tax groups such as General, Groceries, Prepared food; tick the rates per store.
Catalog → Departments: Grocery, Beverages, Beer, Wine, Tobacco, Vape, Candy, Snacks, Hot food, Lottery, General merchandise. On each set:

Tax group (Groceries for SNAP-type food where your state exempts it).
Minimum age 21 on Beer, Wine, Tobacco and Vape.
EBT / SNAP eligible on Grocery, Beverages (non-alcoholic), Snacks and Candy.

Catalog → Items → Import your item file. On tobacco items turn Allow promotions off where the law limits discounts.
Add case barcodes on items you sell by the carton (for example 10 packs for $89.90) so a scanned carton rings the pack price.
Catalog → Quick keys: a "Hot food" page (hot dog, taquito, pizza slice) and department keys such as "Grocery $" for open amounts.
Administration → Restricted sales: beer and wine hours per day, for example Sunday from 10:00 am.
Point of sale → Lottery → Set up lottery keys, add your games, receive and activate packs. See Lottery.
Payments → Cash discount if you run dual pricing (card price up to 4% higher, shown as "Non-cash adjustment").
Staff & roles: cashiers with PINs; a Shift lead role for opening and closing.
Pair registers, run Printer setup, add card readers, then ring a $1 card sale and refund it.

Daily routine

When	What	Where
Opening	Clock in, open the shift with the float (e.g. $100)	Register → Time clock, Open shift
During the day	Safe drop when the drawer passes your limit	Shift → Safe drop
Shift change	Lottery count, lock and hand over	Shift → Lottery count, Lock register
Deliveries	Check in DSD drivers (Frito-Lay, Coca-Cola)	Purchasing → Deliveries → Receive a DSD delivery
Closing	Blind close and Z report	Shift → Close shift
Next morning	Over/short, voids, refunds	Transactions → Shifts (X/Z) and over/short

Protect your margin

Overview → Alerts: voids over $20, refunds over $50, drawer short by $10, 5+ No sales in a shift.
Workforce → Performance: voids, refunds and no-receipt refunds per cashier.
Purchasing → Smart reorder orders by sales speed so you don't run out of top sellers.
Purchasing → Rebates: scan-data programs (e.g. $0.25 a pack), weekly claim and payment.
Inventory → Reports → Shrink and waste shows what is walking out.

POS register · Restricted sales and tax · Lottery · Purchasing · Payments