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This guide helps you process orders, manage your product catalog, monitor inventory levels, and operate tills in the FBO Point of Sale (POS) system.
Who should read this: FBO front desk staff, line service personnel, and managers who process sales, maintain the product catalog, or manage cash registers.Prerequisites: For processing orders, at least one product and one till should be configured.
The FBO module must be enabled for your workspace. Contact your workspace administrator if you do not see the FBO section in the sidebar.

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Create an Order

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Add a Product

For the full list of product fields, see FBO Point of Sale Reference.

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Import Products in Bulk (CSV)

Instead of adding products one at a time, you can bulk-import your product catalog from a CSV file. This is useful when migrating from another system or setting up a large catalog for the first time.

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Import history

The Import page shows a table of all previous imports with the filename, status, total rows, imported rows, and error count. Use this to audit bulk changes and identify any rows that were skipped.
Importing does not update existing products. If a product with the same SKU already exists, the import creates a duplicate. Remove duplicates manually from FBO > Products after importing.

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Monitor Inventory

Navigate to FBO > Inventory to view real-time stock levels. If you want to set up low-stock warnings, edit the product in FBO > Products and configure the Reorder Point and Reorder Quantity.
Inventory levels update automatically when orders are processed, but physical counts may differ. Schedule regular physical counts and update the Last Counted At field to maintain accuracy.

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Add a Till

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Daily till workflow

At the start of a shift, verify the opening balance and set the till status to active. Cash transactions update the balance automatically during the day. At the end of a shift, reconcile the current balance with the physical cash count, then set the status to closed.

FBO Point of Sale Reference

Complete field reference for orders, products, inventory, and tills.

FBO Statuses

Till statuses, transaction statuses, and payment methods.

Handle FBO Billing

Manage invoices, rates, and financial transactions.

Set Up Your FBO

End-to-end tutorial for configuring your FBO from scratch.
Last modified on April 11, 2026