Retailer OS Docs

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Quick start ​

This guide takes you from a brand-new account to your first sale. It should take about 15 minutes.

1. Sign in ​

Go to app.retaileros.ai and sign in with your email and password. If you were invited by a teammate, open the invite link in your email instead — it drops you straight into their store.

The first time an owner signs in, Retailer OS runs a short onboarding wizard to set up your store profile, first location, and tax defaults. You can change any of it later in Setup.

2. Set up your store ​

From the onboarding wizard (or Setup → Store profile afterwards) confirm:

  1. Store name and details — what prints on receipts and shows on your storefront.
  2. Locations — add each shop, warehouse, or stockroom you hold inventory in. Stock is tracked per location.
  3. Tax and currency defaults.
  4. Payments — connect a card processor under Setup → Payments so you can take cards at the counter and online.

TIP

You don't have to finish everything now. The dashboard shows setup tasks you can come back to.

3. Add items ​

Open Inventory → Items and either:

  • Add items one at a time with Add item — name, price, cost, SKU/barcode, and starting stock per location; or
  • Import a spreadsheet under Setup → Import data to load your whole catalog at once.

Items can have variants (size, colour) and can be marked to sell online, in-store, or both. See Items & variants.

4. Ring up your first sale ​

Open Point of sale from the sidebar (it carries a Live badge). Search or scan an item to add it to the cart, take payment, and print or text the receipt. Full walkthrough: Ringing up a sale.

5. Explore from the dashboard ​

The dashboard is your home base — today's sales, low-stock alerts, and shortcuts into every module. Use global search and the command palette to jump anywhere, and Ask AI when you have a question about your own data.

Where to next ​