Official Onboarding Guide • Fast-Track Setup
Get Started with InventoryPlus in Under 10 Minutes
Welcome to InventoryPlus! Follow this step-by-step retail setup guide to install the software, configure tax and company profiles, add products, link POS hardware, and ring up your first counter sale.
STEP-BY-STEP RETAIL ONBOARDING
Your Complete First-Time Setup in 7 Clear Steps
Follow these practical steps to take your retail store from fresh download to high-speed billing and automated day-end closing.
Download & Login with Default Credentials
Download the setup installer from our download page. Run InventoryPlusSetup.exe and follow the on-screen wizard.
- Default Username: admin
- Default Password: 1
- Open the pre-loaded
Demo_company.imsfile to safely test POS features without touching your live accounting.
Create Your Store's Company File (.ims)
Create an isolated, dedicated database file for your shop by selecting File → New Company:
- Enter your store trade name and physical location.
- Select your retail category: Supermarket, Apparel, Pharmacy, Restaurant, Hardware, or Wholesale.
- InventoryPlus will automatically tailor account groups, units of measure, and default tax slabs to match your industry.
Configure Taxes, Currency & Store Logo
Navigate to Settings → Company Settings to personalize your store profile and invoice templates.
- Upload your shop logo to print on thermal receipts and A4 invoices.
- Enter your GSTIN / VAT number and store contact phone.
- Set currency symbol (₹, $, AED, £, etc.) and currency decimal places (e.g. 2 decimals).
- Define tax slabs (CGST, SGST, IGST or VAT %) and financial year dates.
Add Products or Bulk Import from Excel
Populate your product catalog using one of three fast methods under the Inventory menu:
- Add Individual Item: Enter item name, barcode, purchase price, sales rate / MRP, HSN code, and tax slab.
- Bulk Excel Import: Import thousands of products from Excel/CSV in under 2 minutes using our import template.
- Ready-Made Databases: Download pre-built barcode collections for Groceries, Medical stores, or Garments.
✔ Supports auto-generating unique barcodes for unbarcoded items!
Connect Receipt Printer & Barcode Scanner
Go to Settings → Printer Settings to link your counter hardware:
- Select your default thermal printer: 58mm (2-inch) or 80mm (3-inch) ESC/POS receipt printer.
- Enable automatic cash drawer kick-out upon bill saving.
- Plug in any USB, Bluetooth, or wireless 1D/2D barcode scanner (works instantly without drivers).
- Connect digital weighing scales via serial COM port for loose produce.
Ring Up Your First Counter Sale (F2 Hotkey)
Open the billing screen by clicking Transactions → Sales Entry (or press the F2 shortcut key).
- Scan a product barcode or type item name — item details populate instantly.
- Select payment mode: Cash, Card, UPI, or Credit Customer ledger.
- Press Enter to complete the sale — receipt prints in sub-second speed!
F2 New Sale • F3 Item Search • F5 Save Bill
FINAL STEP • COMPLETE AUTOMATION
Day-End Cashier Closing (Z-Report) & 1-Click Secure Database Backup
At the close of each retail business day, reconcile your cash collections and ensure your valuable business records are 100% safe:
1. Daily Cash Reconciliation
Open Reports → Day-End Closing (Z-Report) to audit total counter billings against actual cash, card swipes, and UPI payments.
2. Profit & Tax Audits
Review net daily revenue, gross profit margins, fast-moving stock tallies, and ready-to-file GST/VAT tax liability summaries with one click.
3. 1-Click Encrypted Backup
Click File → Backup Database to save a secure backup to an external USB drive or cloud storage. Your data stays 100% private.
HYBRID CLOUD ARCHITECTURE • BEST OF BOTH WORLDS
Looking for Cloud Software? Meet Hybrid Cloud POS
Pure browser-based POS apps freeze, lag, and lose customers during internet slowdowns. InventoryPlus solves this with a hybrid offline-first architecture: your billing counters run at lightning-fast desktop speeds 100% offline, while our cloud sync engine automatically replicates sales, stock, and ledger data to the cloud in real-time.
100% Offline Checkout Speed
Billing, barcode scanning, and thermal receipt printing happen locally on your PC in milliseconds.
- Zero counter freezes during Wi-Fi cuts or ISP downtime.
- Customer checkouts continue with zero interruption.
Real-Time Background Cloud Sync
Our intelligent sync engine runs silently in the background, pushing changes to the cloud whenever online.
- Automatic sync for sales, inventory, and ledger updates.
- Smart queue syncs pending offline bills automatically upon reconnection.
Shop Owner Live Analytics
Shop owners can securely track live business health from anywhere in the world on mobile, tablet, or laptop.
- Real-time gross sales, cash drawer counts, and profit margins.
- Consolidated multi-branch performance overview in a single screen.
Field Sales & Remote Order Booking
Empower billing staff and field sales representatives to book customer orders directly at client premises.
- Sales agents look up live stock availability and take orders on-the-go.
- Remote billing staff generate orders that sync straight to central inventory.
How to Activate Cloud Data Sync in 3 Easy Steps
Setting up cloud synchronization between your offline desktop POS and the online web portal takes less than 60 seconds.
Open Online Data Sync
In your InventoryPlus desktop app, navigate to Settings → Online Data Sync (or click the Cloud icon in the main toolbar).
Enable Online Features
Click Enable InventoryPlus Online. Configure your invoice numbering (continuous or device prefix like C1-) and save.
Access Online Dashboard
Click My InventoryPlus inside your desktop software or log into your cloud portal from any smartphone or laptop to view live store analytics.
3-MINUTE VIDEO GUIDE
Watch InventoryPlus First-Time Setup in Action
See how simple it is to open a company, configure settings, scan barcodes, and print receipts in this quick walkthrough.
HELP & DOCUMENTATION
Essential Setup Resources & Help Channels
Speed up your store rollout with pre-built barcode collections, user manuals, and expert staff training.
Product Collections
Download ready-made product databases with verified barcodes, HSN codes, and images for supermarkets and medical stores.
Online User Manual
Access over 120+ documented topics covering barcode design, multi-counter LAN setup, accounts, and inventory audits.
Book 1-on-1 Staff Training
Need help setting up printers or importing inventory? Schedule a dedicated remote training session with our engineers.
Subscription & Pricing
Ready to upgrade from trial? Activate full access with affordable annual or lifetime licenses and multi-counter add-ons.
FREQUENTLY ASKED QUESTIONS
Common Setup & Cloud Questions Answered
Everything you need to know about starting out with InventoryPlus offline POS and cloud features.
Can I use InventoryPlus as cloud software if I have multiple stores or travel frequently?
Yes! InventoryPlus gives you the best of both worlds. Your physical billing counters run 100% offline for instant checkout speed, while our cloud sync engine automatically pushes transactions, inventory, and accounts to your secure online cloud portal. You can log in from any phone, laptop, or tablet worldwide to monitor live revenue, stock balances, and cashier closing tallies in real-time.
What happens to my data and billing if the internet disconnects during store hours?
Your retail billing never stops! Because InventoryPlus is offline-first, barcode scanning, cashier billing, and thermal printing function locally without needing an active internet connection. As soon as your internet reconnects, the background sync agent automatically detects the connection and pushes all queued bills to the cloud.
What are the default login credentials for InventoryPlus?
The default administrator username is admin and the default password is 1. After opening your company, you can create unique cashier logins with role-based access permissions under Settings → Users & Roles.
Can I run InventoryPlus across multiple billing counters in my store?
Yes. InventoryPlus features a built-in Multi-Counter & Company Hub system. Enable the server on your primary PC, copy your unique 12-digit Store Code, and enter it into client terminals to connect instantly over LAN or remote networks without complex IP configuration.
How do I import my existing product list from Excel?
Navigate to Inventory → Import from Excel. Click "Download Sample Template", paste your product names, barcodes, purchase costs, sales prices, and tax rates into the spreadsheet, and click "Upload". Thousands of products import in under 2 minutes.
What hardware printers and barcode scanners are supported?
InventoryPlus works with all standard 58mm (2-inch) and 80mm (3-inch) ESC/POS thermal printers (Epson, TVS, Citizen, Rugtek, Everycom), standard A4/A5 laser/inkjet printers, USB/Bluetooth barcode scanners, digital weighing scales, and electronic cash drawers.
Ready to Start Your Retail Store Setup Today?
Download the 50-bill free trial or schedule a free 1-on-1 staff training session with our retail software specialist.