Step-by-Step Guide: Setting Up IsleBooks POS for Your Business

Aug 18, 202311 mins read

Embarking on a journey to modernize your business operations through a cloud-based Point of Sale (POS) system can be both exciting and transformative. With the IsleBooks POS solution at your fingertips, you're on the cusp of streamlining your transactions, enhancing customer experiences, and gaining valuable insights into your business. This step-by-step guide will walk you through the seamless process of setting up IsleBooks POS, from the initial account creation to configuring the system to cater to your unique business needs. Whether you're new to the world of POS systems or seeking to transition to a more advanced and user-friendly platform, this guide is designed to make the setup process straightforward and empowering. So, let's delve into the world of IsleBooks POS and unlock the potential of your business like never before.

Step 1: Sign Up for an IsleBooks POS Account

  1. Visit to access the IsleBooks POS website.
  2. Click on the "Sign Up" button to create your account.
  3. Fill in all the required information in the registration form, including your business name, contact details, and preferred plan. You can start with a free trial plan that offers 60 days of free usage.
  4. Follow the prompts to verify your email address and complete the sign-up process.

Step 2: Setup Taxes

  1. Log in to your IsleBooks POS account.
  2. Navigate to the "Settings" section and select "Tax Rates."
  3. Add the necessary tax rates, such as GST (Goods and Services Tax) and Zero Rate, applicable to your business location.
  4. Save the tax rates, ensuring that they are correctly configured to align with your business requirements.

Benefits: Setting up taxes accurately ensures that your transactions are compliant with tax regulations, and the automated tax calculation reduces errors and saves time during checkout.

Step 3: Invite/Add Employee Accounts

  1. In your IsleBooks POS account, go to "User Management" and choose "Users."
  2. Click on the "Add User" button.
  3. Provide the required details for each employee, including their username, email address, and a secure password.
  4. Communicate the login credentials to your employees so they can access the system.

Benefits: Employee accounts enable you to track individual sales and manage permissions, enhancing security and accountability within your business.

Step 4: Import Your Product Catalogue/Add Products

  1. Navigate to the "Products" section and select "Import Products."
  2. Download the provided template, which will help you organize your product data.
  3. Transfer your product information from your existing spreadsheet into the template.
  4. Upload the completed template, ensuring all required fields are filled accurately.
  5. Alternatively, you can add products one at a time by selecting "Add Product" and inputting the relevant details.

Benefits: Importing your product catalogue streamlines inventory management and speeds up the checkout process, improving overall efficiency.

Step 5: Start Using the POS System

  1. Access the POS system by clicking on the "POS" option in the top right corner of your IsleBooks POS dashboard.
  2. Begin processing transactions by selecting products, applying applicable taxes, and accepting payments.
  3. Explore the features and functionalities of the POS system, such as order management, discounts, and more.

Benefits: The IsleBooks POS system empowers you to provide seamless customer experiences, track sales in real-time, and gain insights into your business performance.

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