First Choice POS Documentation

Devices

• Installing a Receipt Printer
• Receipt Printer Settings
• Label printer Installation
• Label printer settings
• Connecting a DataLogic Magellan Scale
• Production Printer
• Connect Pax Q30 to the POS

Items

• Bulk Edit Item Details
• Create New Item
• Placeholder Items
• Merge Items
• Customize Item fields
• Item Attachments
• Item Matrix- pivot
• Create new Attributes
• Use Attributes
• Create Categories
• Use Categories
• Customize Actions Menu Layout
• Print Item Labels
• Create Item Seasons
• Quick Create Item
• Charge Per Character Items

System

• Create a New User
• Reset password
• System Specifications
• Whitelist
• Create New Employee
• Creating New Locations
• Setting the Mobile App For Apple Devices

Customers

• Create New customer
• Account Balance Aging
• Sub-accounts
• Customer Auto-Charge Threshold Setup
• Customize Customer Actions layout
• Set Customer Credit Limit
• (Draft) Saved Cards On File Guide

Transactions

• Base and Sub Transactions
• Create an Invoice
• Create Transaction Item Entry Sections
• Txn Custom Fields
• Add Item Entries to a Transaction
• Additional Txn Entries
• Transaction Explorer
• Create an Order Service
• Order Services Report

Purchase Orders

• Purchase Order Page Layout Configurations
• Purchase Order Action Pallet Guide
• Cases on Purchase Orders
• Purchase Order Pricing Fields
• Bulk Purchase Order
• Create a Purchase Order
• Link Purchase Order to Invoice
• Purchase Order Side Panel Widgets

Printouts

• Printout Layout
• Print Gift Receipts
• Configure Receipt Item Icons
• Set Receipt Layout to HTML Format On Report
• Greeting Card Templates
• Bulk Printouts
• Invoice/ Purchase Order Printout Layout
• Order Service Shipping Printout Layout
• Customer Account Statement Printout Layouts
• POS Receipt Options Guide

Inventory

• Inventory Transfer
• Receiving Inventory
• Set Item Inventory
• Express Inventory Transfer

Checkout

• Checkout Guide
• eWic in the Frontend
• Add the Cases Icon to the Frontend
• Add the EBT Icon to the Frontend
• Bulk Return
• POS Offline Mode
• PayAPI Card on File
• Self Checkout - Admin Configurations

Shipping

• Delivery
• Create a Shipping Preset Package
• Shipping Features Guide
• Shipping- Create Shipping Button
• Shipping -Manage Shipping Button
• Shipping- Transaction Cases Overview widget
• Shipping- Set up automatic shipping for cases

Payments

• Detach and Relink Reserved Payment
• Create a Tax Payment
• Link Payments
• Create a Payment

Vouchers and Promos

• Bulk Vouchers
• Create Coupons
• Create Price Rules
• Voucher

Pricing

• Auto-Calculate Item Pricing
• Set Tax Rule
• View Price Rules

Suppliers

• Create new Supplier

Support

• Creating Support Tickets Within the POS
• Remote Support
• Open Reports In AI

About

• End User License Agreement (EULA)
• First Choice POS Privacy Policy

Announcements

• May 2025: POS Updates
• December 2025 POS Updates
• January 2026 POS Updates