Admin Quick Start

Admin Manager

This guide walks you through your first session in the Brother POS Admin Panel. In about 5 minutes, you will learn how to log in, add a product, and configure the most important settings for your store.

Before You Begin

Make sure you have received your login credentials (email and password) from the person who set up your Brother POS account. If you are the very first admin, your credentials were provided during store provisioning.

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Step 1: Log In to the Admin Panel

1. Open your browser and navigate to:

   https://storename.brotherpos.ca

   Replace storename with your store's subdomain.

2. Enter your email address and password.

3. Click "Sign In".

4. You will land on the Admin Dashboard — a summary view of your store's activity.

First-Time Login

If this is your first time logging in, you may be prompted to change your temporary password. Choose a strong password and remember it — you will need it every time you access the admin panel.

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Step 2: Explore the Dashboard

The Admin Dashboard gives you a quick overview of your store's current state:

• Today's sales — Total revenue, number of transactions, and average transaction value
• Cash drawer status — Whether any drawers are currently open
• Low stock alerts — Products that are running low on inventory
• Quick stats — Best day this week, week total, active products, and category count

Take a moment to familiarize yourself with the layout. The top navigation bar is your primary way to move between sections. We will explore this in detail in Navigating the Admin.

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Step 3: Add Your First Product

Let us add a product so your cashiers have something to sell.

1. In the top navigation bar, click "Products".

2. Click the "New Product" button (usually at the top right of the product list).

3. Fill in the required fields:

   Field	Description	Example
   Name	The product's display name	"Blue Dream 3.5g"
   SKU	A unique code for the product (used for barcode scanning)	"BD-35-001"
   Price	The pre-tax retail price	35.00
   Category	The product category	"Flower"
   Current Stock	How many units are in stock	50

4. If your store has cannabis features enabled, you may also see fields for:

   Field	Description	Example
   THC %	THC percentage	22.5
   CBD %	CBD percentage	0.1
   Strain Type	Indica, Sativa, or Hybrid	"Hybrid"
   Dominant Terpene	Primary terpene	"Myrcene"

5. Click "Save" or "Create Product".

Your product is now in the system and will appear on the POS register.

SKU Best Practices

Choose a consistent SKU format for all your products. For example:

• FLO-BD-35 for Flower - Blue Dream - 3.5g
• EDI-CHO-10 for Edible - Chocolate - 10mg
• ACC-GRN-01 for Accessory - Grinder - Model 01

Consistent SKUs make barcode scanning reliable and inventory management easier.

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Step 4: Configure Tax Settings

Tax configuration is critical — getting it wrong means incorrect totals on every sale.

1. In the top navigation bar, click "Settings".

2. Click the "Tax & Currency" tab.

3. Configure your tax rate based on your province/jurisdiction:

   Single tax rate (e.g., Ontario HST):

   • Set the tax rate to your combined rate (e.g., 13% for HST).

   Split tax rate (e.g., Saskatchewan GST/PST):

   • Enable split tax mode.
   • Set the GST rate (e.g., 5%).
   • Set the PST rate (e.g., 6%).

   Additional tax (e.g., SK Vapour Products Tax):

   • If your jurisdiction has additional product-specific taxes, enable additional tax and configure the rate.

4. Click "Save".

Test Your Tax Configuration

After setting up taxes, create a test sale on the POS to verify the tax is calculated correctly. Compare the receipt totals against your manual calculation. Incorrect tax configuration can cause compliance issues.

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Step 5: Create User Accounts

Your staff will need accounts to use Brother POS. Let us create a cashier account.

1. In the Admin Panel, go to Settings and click the "Manage Users" link at the top of the page.

2. Click "Add Staff Member".

3. Fill in the user details:

   Field	Description	Example
   Name	The user's full name	"Sarah Johnson"
   Email	Their email address (for admin login)	"sarah@greenleaf.ca"
   Password	A temporary password	"Welcome123!"
   Role	Their access level	"Clerk"
   PIN	Their POS register PIN (4 digits)	"1234"

4. Click "Save" or "Create User".

The user can now log in to the POS register with their PIN and (if their role allows) to the admin panel with their email and password.

Recommended Roles

• Clerk for cashiers who only need POS register access
• Manager for shift leads who need POS access plus admin capabilities (reports, inventory, cash drawers)
• Admin for full-access users who manage the entire system

See User Roles & Permissions for a detailed breakdown of what each role can do.

PINs

Each user should have their own 4-digit PIN for POS login. While the system does not enforce PIN uniqueness, using duplicate PINs can cause authentication issues. Use distinct PINs for each staff member to ensure accurate transaction tracking.

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Step 6: Open a Cash Drawer

Before cashiers can start selling, a cash drawer session needs to be opened.

1. In the top navigation bar, click "Cash Drawers" (or open a drawer through the POS).

2. Click "Open Drawer" or "New Session".

3. Enter the starting float — the amount of cash you are putting in the drawer at the start of the shift (e.g., $200.00).

4. Select which register this drawer is for (if you have multiple registers).

5. Click "Open".

The drawer session is now active. Cashiers can log in to the POS on that register and start processing sales.

Drawer Sessions Are Register-Based

A cash drawer session is tied to a physical register, not to a specific cashier. Multiple cashiers can process sales on the same register during a single drawer session. Each sale is tracked to the individual cashier who completed it.

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Your First 5 Minutes: Checklist

Here is a summary of what you have accomplished:

• Logged in to the admin panel
• Explored the dashboard
• Added your first product
• Configured tax settings
• Created a user account for a cashier
• Opened a cash drawer

Your store is now ready for its first sale. Ask a cashier to log in to the POS register and try processing a transaction.

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What To Do Next

After completing this quickstart, there are several important tasks to tackle:

Immediate Priorities

Task	Where	Why
Add all your products	Products page > New Product	Cashiers cannot sell what is not in the system
Set up all user accounts	Settings > Manage Users > Add Staff Member	Every staff member needs their own account
Configure receipt settings	Settings > Hardware & System tab	Customize your receipt with store name and footer text

Within the First Week

Task	Where	Why
Configure loyalty program	Settings > General tab	Start earning customer loyalty from day one
Set up product categories	Products > Categories	Organize products for easy browsing on the POS
Import products in bulk	Products > Import	If you have a CSV of products, import them instead of adding one by one
Configure compliance settings	Settings > Tax & Currency tab	Required for cannabis regulatory reporting
Connect WooCommerce	the WooCommerce Integration link on the Settings page	Sync your online store with your POS

Ongoing

Task	How Often	Why
Review sales reports	Daily	Track performance and catch issues early
Reconcile cash drawers	End of each shift	Ensure cash accountability
Check inventory levels	Weekly	Reorder before products run out
Review user access	Monthly	Remove departed staff, update roles as needed

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Tips for New Admins

1. Start simple. Get the basics working (products, users, tax) before exploring advanced features like integrations and B2B.

2. Test everything. After any configuration change, do a test sale on the POS to make sure things work as expected.

3. Use categories. Well-organized categories make the POS faster for cashiers and reports more meaningful for you.

4. Back up your product data. Export your product list regularly so you have a backup outside the system.

5. Train your staff. Share this knowledge base with your cashiers and managers. Point them to the POS Quick Start for their first day.

6. Explore the settings. Brother POS has many configurable options. Spend some time in the Settings section to customize the system for your store's specific needs.

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What's Next?

• Store Setup — Complete the full first-time configuration checklist.
• Navigating the Admin — A detailed tour of every section in the admin panel.
• User Roles & Permissions — Understand the full permission matrix.
• POS Quick Start — Walk through the cashier experience yourself.