Initial On Boarding Guides and Videos
This guide is intended to provide a quicker overview of Defender POS features and how to operate them. For more comprehensive guide, admin functions and backend office, please refer to our guide in Help Desk Portal.
Learn about basic till operations and how to login.
* Logging Options – Different ways to login.
* Attendance and Timesheet Management – Track employee work hours, including clock-ins, clock-outs, breaks, and shift durations.
* Open-Close Till – Manage the start and end-of-day cash drawer operations to ensure accurate sales and cash flow tracking
Defender POS product manipulation.
* Changing Departments & Attributes – Update product by modifying department assignments and key attributes.
* Custom Product Option – Allow customers to personalize products Details.
* Stocking: add new product with change per attribute set – Add new products to inventory and customize their attribute values according to the chosen attribute set.
* Adding Multiple Barcodes – Attach barcode to products , add quantity and diff price.
* Stocking and Editing – Easily manage inventory levels and make real-time updates to product details.
* Changing Live Inventory – Update product stock levels instantly to reflect real-time inventory changes.
* Min Cost Adjustment – Modify the minimum cost of products to ensure accurate pricing and profit margins.
* Viewing Any Other Data – Access additional information beyond basic sales such as inventory levels and customer details.
* Negative Inventory – Allow or track inventory levels below zero to account for backorders or data discrepancies.
ADMIN FUNCTIONALITIES
* Tax Setup – Configure tax rates, rules, and exemptions based on location, product type, or customer status to ensure accurate transaction taxation.
* Category Management – Organize products into structured categories to improve navigation, searchability, and merchandising across your sales channels.
* Creating Products – Add new items to your catalog by defining key details such as name, pricing, categories, and inventory settings.
* Tier Price Sales – Set up volume-based pricing tiers to offer discounted rates as purchase quantities increase, encouraging bulk sales and customer loyalty.
* Adjusting Price and Quantity – Update product pricing and stock levels to reflect current inventory, promotions, or cost changes directly from the product management panel.
* Add Item via Admin Import – Bulk upload new products by importing a structured file (e.g., CSV or Excel) through the admin panel, streamlining catalog creation and updates.
* Adding Non-Weapon Items – Manually create and manage non-weapon products in the admin panel by entering item details such as name, price, category, and inventory settings.
* Supplier Management – Maintain and organize supplier information to streamline purchasing, track deliveries, and manage vendor relationships.
* Manage Stock and Sources – Oversee inventory levels and define sourcing locations to ensure accurate stock distribution and efficient replenishment across channels.
* New Stock – Add newly received inventory items into the system to ensure accurate stock levels and product availability.
* Setting Up Labels – Design and configure product labels with custom fields like price, barcode, SKU, or descriptions for printing and inventory management.
* Barcode Management – Create, assign, and manage barcodes for products to streamline inventory tracking, sales, and scanning efficiency.
* Adjust Stock – Manually update inventory quantities to correct discrepancies, reflect audits, or account for damaged or lost items.
* Stock and Adjustment History – Track all inventory changes, including additions, removals, and manual adjustments, for accurate auditing and accountability.
* Checking Other Store Inventory – View real-time inventory levels across multiple store locations to support transfers, fulfillments, and customer inquiries.
* Managing Orders – Oversee the entire order lifecycle, from creation and processing to fulfillment and status updates, ensuring smooth and timely transactions.
Learn how to sell different types of products under Defender POS.
* Gun Sales Lifecycle from Acquire to Dispose – Manage the complete firearm lifecycle—from acquisition and inventory intake, through customer sales and compliance documentation, to final disposal or transfer—ensuring full traceability and ATF compliance.
* Sales History Review – Access and analyze past sales transactions to track performance, identify trends, and support customer service.
* On Hold – Temporarily pause transactions or orders without losing progress, allowing for seamless resumption later.
* PR (Pre Receipt) – Document incoming inventory before final receipt to streamline verification, staging, and stock accuracy.
* Order notes – Add internal or customer-facing comments to orders for better communication and tracking throughout the fulfillment process.
* Product Notes – Attach important details or instructions to products for internal reference or customer visibility.
* Discounts and Custom Price – Apply amount/percentage discounts or set custom pricing on products to accommodate promotions or special customer arrangements.
* No Taxation – Process transactions without applying sales tax, based on eligibility or tax-exempt status.
* Special Product – Create and manage unique or one-off items that don’t follow standard catalog rules or inventory tracking.
* Payment Options – Offer flexible payment methods including cash, card, store credit, gift cards, and split payments.
* Order History – View a complete record of past orders for tracking, analysis, and customer support.
* Refund Products – Process product returns and issue refunds while updating inventory and sales records accordingly.
* Exchange Products – Facilitate product swaps by processing returns and issuing replacements within a single transaction flow.
* Pick and Pack – Streamline order fulfillment by selecting items from inventory and preparing them for shipment or pickup.
* POS Email Receipts – Automatically send digital receipts to customers via email after completing point-of-sale transactions.
* Tag Management – Create, assign, and organize tags to categorize products, customers, or transactions for improved search and reporting.
* Multicart – Support multiple active shopping carts per user to manage separate transactions or customer orders simultaneously.
* Consignment – Track and manage products held on consignment, ensuring accurate inventory, sales reporting, and payouts to consignors.
* Layaway and Creating Contract – Offer layaway plans by reserving products for customers and generating contracts with scheduled payment terms.
Learn how to sell to different types of customers and loyalty levels.
* Customer Creation – Add new customers to the system with essential details for streamlined sales and service management.
* Customer History & Details – View comprehensive customer profiles, including past interactions, purchases, and account information.
* Customer Custom Fields – Create and manage custom data fields to capture additional customer information tailored to your business needs.
* Converting Guest POS To Customer – Easily convert guest checkout records into full customer profiles for future engagement and tracking.
* Customer Rewards and Credits – Manage customer loyalty through rewards points and store credits to boost retention and repeat sales.
* Gift Card Usage – Track and apply gift card balances seamlessly during customer purchases.
ADMIN FUNCTIONALITIES
* Creating POS User in the Backend – Set up and manage POS user accounts from the backend, assigning roles and permissions for secure and efficient operations.
* Customer Rewards Setup – Configure loyalty programs by defining reward rules, point structures, and redemption options to incentivize repeat business.
* Customer Credit Setup – Define and manage customer credit limits, usage rules, and approval workflows to enable flexible purchasing options.
* Gift Card Setup – Create and manage gift card options, including issuance, balance tracking, and redemption settings for in-store or online use.
All you need to know about acquiring, disposing and Bound Books coming from Fastbound.
* Creating Contacts and FFL Contacts – Add and manage general contacts and Federal Firearms License (FFL) holders for streamlined communication and compliance.
* Acquiring Weapons – Log and manage the intake of firearms into inventory, ensuring accurate records and compliance.
* Dispose Weapons – Record the removal of firearms from inventory in compliance with regulatory and operational procedures.
* Disposing Multiple Products – Efficiently remove multiple items from inventory in a single action while maintaining accurate records.
Reports you should know in Defender POS.
* CC ( Credit Card) Transactions – Process, track, and manage credit card payments securely for seamless customer transactions and accurate reconciliation.
* DSR (Daily Sales Reports) – Generate detailed daily summaries of sales activity, including transactions, payments, and performance metrics for end-of-day reconciliation.
ADMIN FUNCTIONALITIES
* Daily Sales Reporting – View daily summaries of sales activity, including revenue, transactions, and payment breakdowns for accurate end-of-day insights.
* Sales Reporting – Generate and analyze sales data to track performance, identify trends, and support strategic decision-making.
* Undisposed Report – Identify and track firearms or products that have been acquired but not yet officially disposed, ensuring inventory accuracy and regulatory compliance.
* Stock Valuation – Calculate the current value of inventory based on cost, quantity, and valuation methods to support financial reporting and decision-making.
* Order Forecaster – Calculate the current value of inventory based on cost, quantity, and valuation methods to support financial reporting and decision-making.
Learn how to use eCommerce website to your advantage and how syncing works.
* Custom Menu on Website – Allow customers to securely upload their Federal Firearms License (FFL) documents through the website for verification and compliance purposes when checking out online.
FOR CUSTOMER’S ONLINE CHECKOUT
* Upload own FFL paperwork – website – Allow customers to securely upload their Federal Firearms License (FFL) documents through the website for verification and compliance purposes when checking out online.
Learn to control 2nd touchscreen towards the customers.
* Layout Configuration – Customize the interface layout to suit workflows and user preferences for improved navigation and efficiency.
* Offline Mode – Continue essential operations without internet connectivity, with automatic data syncing once back online.
* Languages – Support multiple languages to provide a localized user experience for diverse teams and customer bases.
* Favorites Configuration – Customize and manage quick-access shortcuts to frequently used features, products, or tools for faster operation.
* Second Screen Operations – Display order details, promotions, or customer interactions on a secondary screen to enhance transparency and engagement at the point of sale.
* Customer Screen Configuration – Set up and customize the customer-facing display to show order summaries, branding, and promotional content during checkout.
* Receipt Configuration – Customize receipt layout, branding, and content to align with your business needs and regulatory requirements.
* Checkout Configuration – Set up and customize checkout settings, including payment methods, customer prompts, and workflow preferences to streamline transactions.
HARDWARE SETUP
* Automatic Cash Drawer Defender – Enhance security by automatically monitoring and controlling cash drawer activity to prevent unauthorized access and discrepancies.
