Okya

Zachary Marble

Learn how to set up and operate the Okya POS, including taking orders, processing payments, managing shifts and cash, and handling day-to-day store operations.

This chapter walks you through setting up your iMin Swan 2 Pro device so it is ready to use with Okya POS.

Device Setup

This chapter walks you through launching the POS app for the first time, signing in as an employee, and understanding the main screen.

Getting Started

Set up your POS device, sign in to the app, and learn how to navigate the main screen.

A shift tracks all your sales, cash movements, and activity during your working hours.

Shift Management

How to manage your cash drawer during a shift, including setting your starting cash, recording cash movements, and closing out at the end of the day.

Cash Drawer

A cash deposit is a record of cash transferred from your register drawer to a bank. All deposits are tied to a business date and appear in the End of…

Cash Deposit

An end-of-day process that reconciles all cash transactions and sales for a business date. Before you finish for the day, you will review a checklist of tasks and generate a…

Close Out Day

Manage shifts, cash drawers, deposits, and end-of-day reconciliation to keep your store running smoothly.

Daily Operations

This chapter covers how to build an order on the POS: browsing products, searching, scanning barcodes, customizing items, adding notes, and choosing an order type.

Taking Orders

This chapter explains how promotions and discounts work on the POS. All discounts are applied at the payment screen.

Discounts & Promotions

This chapter covers every step of processing payment on the POS, from selecting how the customer will pay through to completing the transaction and printing a receip

Payment

 Browse products, customize items, apply discounts, payment.

This chapter covers the Order Manager -- the screen where you track every order from the moment it comes in until it is picked up or delivered.

Order Management

review past orders, search for a specific transaction, and take actions such as cancelling, voiding, recalling, reprinting, or processing a refund.

Order History

 Track active orders through preparation stages and review past orders for voids, refunds, and reprints.

This chapter covers common issues you may encounter while using the POS and how to resolve them quickly.

Troubleshooting

Guide on how to troubleshoot POS problem 

This chapter covers the Settings screen, where you can change your display language, connect a receipt printer, set up the card payment terminal, manage preparation stations, and configure order management.

Settings

the customer-facing second screen -- the display that faces your customer and shows promotional images while you work on the POS.

Second Screen

Configure language, printers, payment terminals, and preparation stations.

Create a custom design with text, images, and links

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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