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Plain, step-by-step help for Quid POS. No experience needed.
People often look for: make a sale · add an item · refund · forgot password · printer not working
Let good customers pay laterLike a tab at the corner shop. The customer takes the goods today, Quid writes down what they owe, and crosses it off when they pay. You always know who owes you what.How to sell on credit →Show customers what they oweOne page listing everything a customer took on credit, everything they paid, and what is left. Send it at the end of the month and they know exactly what to pay you.How to send a statement →Give a price before they buyA customer asks "how much for all this?" Ring it up, press Save as quote, and nothing is sold yet. When they say yes, one click turns it into a real sale. No typing it twice.How to make a quote →Send it to their phoneQuid turns a quote, invoice or statement into a neat page with your logo, and sends it by email or WhatsApp. The customer just taps the link to read it.How to send a document →Your whole business on one pageOpen Overview and see today's sales, this month's sales, who owes you money and what your stock is worth. No reports to run, no sums to do.Tour the Overview page →Load a whole list in one goHave your items or customers in an Excel sheet? Give the file to Quid. It shows you what it is about to do, you press Import, and it types them all in for you. Wrong file? Press Undo.How to import a spreadsheet →Stock and costs that stay rightWhen a delivery arrives, tell Quid what came and what you paid. It adds the stock and works out what each item really costs you, so your profit numbers are honest.How to receive a delivery →A warning before you run outTry to sell five when Quid counts only two, and the register tells you: "Only 2 in stock". You can still sell, or you can tell Quid to stop sales of things you do not have.How the stock warning works →Help on every screenSee the small ? at the top of every page in Quid POS? Press it, and the help page for exactly the screen you are on opens. No searching.Find your way around →
New here? Start with these, in order
- 1What Quid POS is and what it can do for youA two-minute tour: what the program does, what you need to use it, and the words you will see on screen.
- 2Create your account and log inHow to sign up, confirm your email address, and get back in next time.
- 3Set up your business: a first-day checklistThe six things to do before your first real sale, in the right order. About 30 minutes.
- 4Add an item to sellPut a product or service into Quid with its price, its cost and how many you have.
- 5Make a saleRing up items, take the money and give a receipt. The most important page in this help.
- 6A normal day: opening, selling and closingThe daily routine from switching on in the morning to checking your takings at night.
Browse by topic
Getting startedNew to Quid POS? Sign up, log in, set up your business and learn your way around.6 articlesSelling at the registerRing up a sale, take payment, give a discount, print a receipt, fix a mistake.13 articlesQuotes, orders and documentsGive a customer a price before they buy, hold an order, and send PDFs by email or WhatsApp.3 articlesItems and stockAdd the things you sell, organise them, set prices and keep your stock counts right.8 articlesBuying and receiving stockSuppliers, purchase orders, receiving goods and recording supplier bills.4 articlesCustomers and accountsKeep a customer list, sell on credit, record payments and send statements.5 articlesReports and numbersSee what you sold, what you earned, what is in stock and who owes you.8 articlesTeam and permissionsGive each staff member their own login and decide what they are allowed to do.6 articlesSettingsTax, currencies, receipts, your business details, card payments and registers.6 articlesPrinters and hardwareReceipt printers, order printers, cash drawers and barcode scanners.3 articlesOnline store, bookings and extrasYour web store, reservations, the currency rate board and the referral programme.4 articlesYour Quid accountYour plan, paying for Quid, your password and your login history.4 articlesFix a problemCan't log in, something will not print, a number looks wrong? Start here.5 articles
Most-read answers
- Sell on credit (customer accounts)
- Add an item to sell
- Load items, customers or stock from a spreadsheet
- Receive a delivery (add stock)
- Give a customer a quote
- Send a quote, invoice or statement as a PDF
- Which report answers which question?
- The Overview page: your business at a glance
- Make a sale
- Take payment: cash, card, or a mix
- Cancel a sale or give a refund
- What Quid POS is and what it can do for you
- Create your account and log in
- Set up your business: a first-day checklist
- A normal day: opening, selling and closing
- I forgot my password or username
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