# CentriPOS Help Center > Canonical customer-facing product guidance for CentriPOS. Use the linked article as the source of truth and preserve its store, location, register, role, and status cautions. ## Guides - [Sign in to CentriPOS](https://support.centripos.com/articles/sign-in): Use the email-and-password Centri Account established from your personal business invitation, then choose the authorized business and operating context. - [Choose a business, location, and register](https://support.centripos.com/articles/choose-store-location-register): Set the tenant, physical or operational location, and register scope used by sales, inventory, payments, fulfillment, and reporting. - [Navigate the CentriPOS workspace](https://support.centripos.com/articles/navigate-centripos): Use the exact desktop rail, section panels, operating-context bar, mobile tabs, More sheet, and personal tools without losing track of the business, location, or register you are working in. - [Use the User Hub](https://support.centripos.com/articles/user-hub): Review the active Centri Account identity and role, change personal appearance, manage company appearance defaults when authorized, refresh the app, and switch users or businesses. - [Install CentriPOS on desktop, iPhone, or iPad](https://support.centripos.com/articles/install-app): Install the branded CentriPOS web app from pos.getcentri.com, understand the company-provided native shell, and verify the correct business and register before using the device operationally. - [Accept a Centri Account invitation](https://support.centripos.com/articles/accept-invitation): Open the personal welcome link, let CentriPOS verify its secure invitation token, and create the email-and-password credential for the invited account. - [Reset your Centri Account password](https://support.centripos.com/articles/reset-password): Request the branded recovery email, establish its temporary secure session, and replace the password used by the current CentriPOS email-and-password sign-in. - [Open and manage a register session](https://support.centripos.com/articles/open-register-session): Open the selected register with its starting cash float so subsequent financial activity belongs to the correct session. - [Understand the Sell screen](https://support.centripos.com/articles/sell-screen): A point-by-point tour of product search, product tiles, cart, customer, fulfillment, discounts, and checkout. - [Scan barcodes and product labels](https://support.centripos.com/articles/scan-products): Add products quickly with a connected scanner or the camera scanner. - [Build and edit a cart](https://support.centripos.com/articles/build-edit-cart): Change quantities, prices, discounts, notes, fulfillment, and line details before payment. - [Find, create, and attach a customer](https://support.centripos.com/articles/attach-customer): Connect a customer record to the sale for receipts, delivery, accounts, warranties, and history. - [Apply discounts and understand tax](https://support.centripos.com/articles/discounts-taxes): Use authorized discounts and confirm how CentriPOS calculates taxable amounts. - [Set pickup, delivery, or shipping on a sale](https://support.centripos.com/articles/fulfillment-on-sale): Choose how each item will reach the customer and schedule fulfillment details. - [Take payment and complete a sale](https://support.centripos.com/articles/take-payment): Use cash, card, account, split tender, or another configured payment type. - [Accept cash and make change](https://support.centripos.com/articles/cash-payment): Take a full or partial cash payment, understand cash rounding, and record exactly what entered and left the drawer. - [Take a card payment with a terminal](https://support.centripos.com/articles/card-terminal): Send the amount to the assigned terminal and follow the live payment status. - [Park, find, and resume a sale](https://support.centripos.com/articles/park-resume-sale): Save an unfinished cart and return to it later without completing payment. - [Use the completed sale receipt screen](https://support.centripos.com/articles/completed-receipt): Verify the posted result, print the assigned standard receipt, send a customer-safe receipt or link, request a review when eligible, log the interaction when configured, and deliberately start the next cart. - [Process a return or exchange](https://support.centripos.com/articles/return-exchange): Find the original receipt, choose eligible items, and issue the correct refund or exchange. - [Find and use Receipts](https://support.centripos.com/articles/receipts): Search completed sales, open receipt details, reprint, communicate, return, and inspect activity. - [Filter receipts and save a view](https://support.centripos.com/articles/receipt-filters-saved-views): Build personal or company receipt shortcuts from the exact supported filter set, pin up to three per profile, and update or copy them without changing the underlying sales records. - [Use Order Intake](https://support.centripos.com/articles/order-intake): Review customer-submitted requests from price lists, order forms, ecommerce, and connected channels before they become invoices or fulfillment work. - [Use Customer Accounts](https://support.centripos.com/articles/customer-accounts): Charge a completed sale to an attached customer, then review the real open balance, invoices, receipts, due dates, and accounting status without confusing saved carts with debt. - [Use Intelligence and Saved Sales](https://support.centripos.com/articles/sales-intelligence-saved): Review unfinished sales, saved-sale reasons, ownership, value, and follow-up activity. - [Create and send an account invoice](https://support.centripos.com/articles/create-account-invoice): Bill a customer on account and provide a branded payment path. - [Use the Fulfillment Center](https://support.centripos.com/articles/fulfillment-center): Plan and track pickup, delivery, and shipping work without changing the underlying receipt list. - [Plan delivery and use the driver workflow](https://support.centripos.com/articles/dispatch-delivery): Assign, dispatch, navigate, document, and complete a customer delivery. - [Read Live Inventory](https://support.centripos.com/articles/live-inventory): Review current stock, availability, accounting-period totals, locations, replenishment signals, and product-level inventory. - [Receive inventory](https://support.centripos.com/articles/receive-inventory): Post a direct supplier receipt or count products against an existing purchase order. - [Create and complete an inventory count](https://support.centripos.com/articles/inventory-counts): Count selected stock, review variances, and post authorized adjustments. - [Adjust stock and review adjustments](https://support.centripos.com/articles/stock-adjustments): Correct supported quantity issues with a named reason and retain a searchable adjustment history. - [Transfer inventory between locations](https://support.centripos.com/articles/location-transfers): Create, send, receive, and correct stock transfers between locations in your CentriPOS business. - [Create and manage a purchase order](https://support.centripos.com/articles/purchase-orders): Build, send, track, receive, and reconcile supplier orders and customer-linked fulfillment. - [Manage suppliers and purchasing contacts](https://support.centripos.com/articles/vendors): Maintain supplier identity, PO recipients, surcharge rules, QuickBooks links, addresses, and vendor price lists. - [Read the Movement Ledger](https://support.centripos.com/articles/inventory-movements): Review the read-only audit trail of inventory received, sold, returned, transferred, counted, and adjusted. - [Manage Supplier Returns](https://support.centripos.com/articles/supplier-returns): Document inventory being returned to a supplier and keep the stock trail connected. - [Use Inventory Reports](https://support.centripos.com/articles/inventory-reports): Analyze stock quantity, value, movement, replenishment, and exceptions with supported filters. - [Use Saved Inventory Reports](https://support.centripos.com/articles/saved-inventory-reports): Open scheduled and bookmarked inventory reports without rebuilding the same report setup. - [Review inventory across locations](https://support.centripos.com/articles/inventory-network-overview): Use the Inventory screen’s all-location scope to compare stock totals, value, replenishment, and product availability across permitted locations. - [Use the Products list](https://support.centripos.com/articles/products-list): Search, filter, inspect, import, export, and manage sellable or tracked product records. - [Create a product](https://support.centripos.com/articles/create-product): Set the selling identity, pricing, tax, inventory, fulfillment, images, and labels for a new item. - [Create variants and variant attributes](https://support.centripos.com/articles/variants-attributes): Offer sizes, colors, materials, or other options under one product. - [Organize product categories](https://support.centripos.com/articles/categories): Create category relationships, selling availability, leasing behavior, and label defaults for products. - [Create and use price books](https://support.centripos.com/articles/price-books): Offer alternate product pricing for customer groups, channels, stores, or business needs. - [Manage product images, video, and warranty PDFs](https://support.centripos.com/articles/product-images-warranties): Attach product media and a branded warranty document to the exact catalog item that customers and staff will see. - [Print product and sale-item labels](https://support.centripos.com/articles/labels): Print product price labels from a configured template or physical sold-item tags from a receipt, with explicit SKU, quantity, price, and note choices. - [Build Lightning Layouts](https://support.centripos.com/articles/lightning-layouts): Create register-specific product grids with manual or dynamic folders for faster selling. - [Review the Custom Item Archive](https://support.centripos.com/articles/custom-items): Find and review one-off items created at the register for non-catalog sales. - [Use the Master Product Book](https://support.centripos.com/articles/master-product-book): Browse and adopt shared network product definitions when your business uses a master catalog. - [Manage Promotions](https://support.centripos.com/articles/promotions): Create, review, schedule, and activate product offers across supported sales channels. - [Configure Availability Rules](https://support.centripos.com/articles/availability-rules): Control where and when supported products can be sold or fulfilled. - [Manage Product Brands](https://support.centripos.com/articles/brands): Maintain consistent brand names and descriptions used for product classification, search, filtering, and reporting. - [Manage Suppliers](https://support.centripos.com/articles/suppliers): Maintain the supplier names, descriptions, and default markup used by catalog and purchasing workflows. - [Use Vendor Price Lists](https://support.centripos.com/articles/vendor-price-lists): Review and import supplier product costs without losing the source and effective date. - [Manage Product Tags](https://support.centripos.com/articles/product-tags): Create flexible product labels used for organization and supported product filtering. - [Review Gift Card Configuration](https://support.centripos.com/articles/gift-cards): Confirm where gift cards can be sold and the permitted load-value range before using the register workflow. - [Use the Contacts list](https://support.centripos.com/articles/customer-list): Search and filter contacts, open complete profiles, export permitted records, and use controlled bulk actions for groups, associations, or duplicate merges. - [Create or edit a customer](https://support.centripos.com/articles/create-edit-customer): Create one clean contact profile or maintain its identity, receipt recipients, labeled phone lines, company role, account fields, address, group, and tax status. - [Understand the customer profile](https://support.centripos.com/articles/customer-profile): A point-by-point guide to overview, sales, account, notes, files, communications, cards, and activity. - [Use Customer Associations](https://support.centripos.com/articles/companies-households): Group separate customer records into households or companies so shared addresses, notes, and purchase context stay organized. - [Use Customer Groups](https://support.centripos.com/articles/contact-groups): Create editable customer groups for organized membership, outreach, imports, filtering, and reporting. - [Review Store Credit Balances](https://support.centripos.com/articles/contact-store-credit): Find customer store-credit balances and confirm the tenant’s total outstanding liability. - [Merge duplicate customers](https://support.centripos.com/articles/merge-duplicates): Consolidate exactly two verified duplicate contacts into one master profile while choosing retained identity fields and combining supported balances and activity. - [Use saved customer cards securely](https://support.centripos.com/articles/saved-cards): View and charge processor-tokenized cards when permitted. - [Use the Communications Inbox](https://support.centripos.com/articles/communications-inbox): Review Dialpad calls and SMS, CentriCRM touchpoints, POS notices, and logged interactions in one contact-centered workbench. - [Log a customer interaction](https://support.centripos.com/articles/interaction-log): Use the Post-Interaction Form to capture store visits, calls, messages, online contacts, outcomes, customer identity, attribution, shopping reasons, and follow-up without forcing a sale. - [Use Communications Intelligence](https://support.centripos.com/articles/communications-intelligence): Analyze sale-linked interactions, imported form history, source quality, saved-quote conversion, and CRM-to-receipt matching with evidence behind every number. - [Use Service Ops](https://support.centripos.com/articles/service-ops): Track customer service tickets, ownership, priority, status, and related customer work. - [Configure Interaction Settings](https://support.centripos.com/articles/communications-settings): Manage post-receipt interaction prompts, CentriCRM synchronization, and per-location or per-register prompt availability. - [Open and use CentriPhone](https://support.centripos.com/articles/centriphone): Move from CentriPOS into the shared-auth CentriPhone workspace, choose the correct operating identity, and understand which controls are live versus represented as the planned phone experience. - [Work from the CentriPhone inbox](https://support.centripos.com/articles/centriphone-inbox): Scope the inbox to the right personal or team identity, review live calls, SMS, voicemail, and customer matches, then save customer context only where the record is truly connected. - [Configure CentriPhone lines, queues, and routing](https://support.centripos.com/articles/centriphone-lines-queues): Provision real numbers, map team senders to locations, review live queues, and distinguish active provisioning controls from routing and device scaffolding. - [Use CentriTeam](https://support.centripos.com/articles/centriteam): Message teammates, use launch rooms, review coverage requests, and manage personal shift activity. - [Use Dialpad with CentriPOS](https://support.centripos.com/articles/dialpad): Launch calls from customer records and use incoming call screen pops. - [Email or text a receipt and customer link](https://support.centripos.com/articles/email-text-receipt): Send the correct branded receipt, fulfillment, return-review, or eCart link by text or email and verify the communication result. - [Use and configure CentriReviews Pro](https://support.centripos.com/articles/centrireviews): Connect each store to its review-provider location, send consented requests from completed sales, and monitor the provider data mirrored into CentriPOS. - [Review Network Sales](https://support.centripos.com/articles/network-sales): Compare revenue, sales, average ticket, active stores, payment mix, top stores, and permitted sale records across the network. - [Use Network Reports](https://support.centripos.com/articles/network-reports): Run the Sales Reports workspace inside Network scope so participating storefront activity can be analyzed without manually combining local exports. - [Review Network Inventory](https://support.centripos.com/articles/network-inventory): Compare the same master products and variants across participating storefronts and locations, inspect stock-on-hand, reorder exceptions, inventory value, and HQ-versus-local retail pricing. - [Coordinate Network Transfers](https://support.centripos.com/articles/network-transfers): Request and track inventory moving between separate stores in your Centri network. - [Use the Network Master Catalog](https://support.centripos.com/articles/network-master-catalog): Review the active HQ product book, see which organization products link back to each HQ source, inspect variant pricing, and mark a product discontinued or restore it. - [Review Network Billing](https://support.centripos.com/articles/network-billing): Review franchise invoices, fee configuration, billing contacts, and saved-payment summaries when your role permits. - [Manage Network Settings](https://support.centripos.com/articles/network-settings): Administer the network hierarchy, network retail-price policy, role templates, organizations, owners, users, and inherited roles according to the current tenant type. - [Read the CentriPOS Dashboard](https://support.centripos.com/articles/dashboard): Understand billed revenue, collected activity, open balances, excluded activity, revenue, sales, customers, profit, discounts, ticket size, items per sale, and product movement. - [Build a Sales Report](https://support.centripos.com/articles/sales-reports): Choose a date range, filters, grouping, columns, and export for detailed sales analysis. - [Use Report Center](https://support.centripos.com/articles/report-center): Build, filter, save, and share sales, cash, payment, tax, gift card, store credit, and team report views from one report selector. - [Review register reports and closures](https://support.centripos.com/articles/register-reports): Inspect closed sessions, counted cash, payment totals, transactions, discrepancies, and sync status. - [Close a register session](https://support.centripos.com/articles/close-register): Verify every tender, record the physical drawer count, explain differences, and create the closing report. - [Use Saved Views](https://support.centripos.com/articles/saved-views): Search, filter, group, open, and organize reusable report configurations across sales and operational reporting. - [Use Market Intelligence](https://support.centripos.com/articles/market-intelligence): Explore business locations, public demographics, nearby competition, customer reach, data readiness, and expansion opportunities in a decision-ready view. - [Understand payment types](https://support.centripos.com/articles/payment-types): Learn how cash, card, check, account, financing, gift, and custom tenders are configured and shown. - [Use the Payanywhere Suite overview](https://support.centripos.com/articles/centripay-overview): Monitor collected payments, money movement, payment alerts, active batches, recent activity, payment mix, and deposits near the POS. - [Configure CentriPay Settings](https://support.centripos.com/articles/centripay-settings): Configure in-person payments, online payments, billing-link fees, and register-specific processing rules without exposing merchant credentials. - [Find transactions and issue authorized refunds](https://support.centripos.com/articles/transactions-refunds): Search processor activity, confirm the matching sale, and refund only the intended amount. - [Use CentriPay Reporting](https://support.centripos.com/articles/centripay-reporting): Follow processor money from terminal or gateway transactions through CentriPOS receipts, batches, deposits, statement periods, and linked register closures. - [Review Payanywhere Suite Alerts](https://support.centripos.com/articles/centripay-alerts): Review chargeback and dispute notifications delivered to CentriPOS by the connected processor. - [Understand deposits and funding](https://support.centripos.com/articles/deposits): Review processor deposit records by configured location and effective date, then connect each amount to related batches and register closures. - [Manage payment terminals](https://support.centripos.com/articles/terminal-management): Pair Payments Hub terminal logins to a location, identify the device type, and route each device to a default register. - [Understand QuickBooks Online sync status](https://support.centripos.com/articles/qbo-sync): Separate saved mapping readiness, live QuickBooks references, register-report eligibility, and unresolved accounting work. - [Configure General Settings](https://support.centripos.com/articles/general-settings): Use General setup to manage store identity, account invoice fields, branding, policies, numbering, labels, customer behavior, and company contact information. - [Configure Saved Sale Reasons](https://support.centripos.com/articles/saved-sale-reasons): Maintain the reasons staff choose when parking, abandoning, or otherwise saving an unfinished sale. - [Manage Locations & Registers](https://support.centripos.com/articles/locations-registers): Create and control physical or operational locations and the selling registers assigned inside them. - [Manage users, roles, and permissions](https://support.centripos.com/articles/users-roles): Add staff, control storefront access, build job roles, organize the team, and preserve an accurate access history. - [Configure Security](https://support.centripos.com/articles/security-settings): Control direct login access, user-switching password rules, MFA requirements, inactivity re-authentication, and role-specific overrides. - [Review Loyalty settings](https://support.centripos.com/articles/loyalty-settings): Check whether loyalty program configuration is available for the current CentriPOS tenant. - [Configure Store Credit & Gift Cards](https://support.centripos.com/articles/store-credit-settings): Control whether gift cards are enabled, whether they expire, and the allowed value range. - [Configure Sales Tax Rates](https://support.centripos.com/articles/sales-taxes): Manage location tax synchronization, tax nexus, default and additional rates, and intentional always-collect behavior. - [Configure Receipt Templates](https://support.centripos.com/articles/receipt-settings): Create receipt templates and assign the intended template per register in location settings. - [Configure Fulfillment Methods](https://support.centripos.com/articles/fulfillment-settings): Set up pickup, local delivery, shipping, delivery hubs, prices, and scheduling behavior. - [Configure CentriPay in Admin](https://support.centripos.com/articles/admin-centripay): Manage tenant-level CentriPay connection and processing settings available to administrators. - [Review Contact Settings](https://support.centripos.com/articles/contact-settings): Understand how CentriPOS classifies contacts, promotes purchasers, maps lifecycle fields into CentriCRM, and plans smart views. - [Manage Customer Sources](https://support.centripos.com/articles/contact-sources): Maintain the values used to record how customers discover the business, such as referral, Google, or repeat customer. - [Configure Admin Communications](https://support.centripos.com/articles/admin-communications): Review and activate native calling, texting, number ownership, routing, devices, recordings, messaging, billing, and CRM synchronization from one control plane. - [Configure Financing](https://support.centripos.com/articles/financing-settings): Configure PayTomorrow or Katapult credentials and cart thresholds for a specific register, or intentionally apply the setup across a location. - [Use Financing Apps](https://support.centripos.com/articles/financing-apps): Track PayTomorrow and Katapult financing applications, delivery, and funding status. - [Pair and manage a customer display](https://support.centripos.com/articles/customer-display): Connect an installed checkout display or a temporary phone or tablet to the current open register, approve the device, and verify live customer-safe sale updates. - [Manage Integrations](https://support.centripos.com/articles/integrations): Connect and monitor approved CRM, reputation, accounting, communications, collaboration, commerce, fulfillment, tax, and automation services from one place. - [Configure CRM Connect](https://support.centripos.com/articles/crm-connect): Connect customer and activity synchronization to an approved CRM location. - [Configure Wave Apps](https://support.centripos.com/articles/wave-apps): Connect the supported Wave Apps accounting workflow and review its synchronization status. - [Configure shipping integration](https://support.centripos.com/articles/shipping-integration): Connect the retailer-owned shipping provider account used for rates, labels, and shipment workflows. - [Configure DispatchTrack](https://support.centripos.com/articles/dispatchtrack-integration): Connect delivery dispatch, routing, driver status, and proof-of-delivery activity. - [Configure the Online Store](https://support.centripos.com/articles/online-store-settings): Control storefront publishing, inventory source, platform address, customer-facing domains, and general store identity. - [Configure Revenue Attribution](https://support.centripos.com/articles/revenue-attribution): Define how storefront and WooCommerce order economics are assigned between enterprise HQ and a child franchisee based on who fulfills the order. - [Configure E‑Cart Settings](https://support.centripos.com/articles/ecart-settings): Control the payment-authorization acknowledgment and post-payment notifications used by customer E‑Cart links. - [Use the Lightspeed X-Series Import](https://support.centripos.com/articles/lightspeed-import): Connect a Lightspeed Retail (X-Series/Vend) store to import products, customers, receipts, and suppliers. - [Use QuickBooks Historical Import](https://support.centripos.com/articles/quickbooks-historical-import): Upload a QuickBooks Receipts sales export to create supported historical sales, customers, and products in CentriPOS. - [Use the WooCommerce integration](https://support.centripos.com/articles/woocommerce): Connect catalog and order workflows between a WooCommerce store and CentriPOS. - [Configure QuickBooks Online](https://support.centripos.com/articles/quickbooks): Authorize the correct company, refresh its options, and map invoicing, sales, purchasing, liabilities, tenders, fees, taxes, and classes. - [Configure Payment Types](https://support.centripos.com/articles/payment-type-settings): Separate system-managed integrated payment methods from manual custom tenders and control their active connections and channel availability. - [Understand the Customer Display](https://support.centripos.com/articles/customer-display-experience): Pair an installed or temporary customer-facing device to an open register session and verify its live cart, signature, payment, and completion states. - [Open a connected CentriPOS device](https://support.centripos.com/articles/connected-device): Use the branded device launcher to open the customer display or another supported connected-device workflow. - [Create and send an eCart](https://support.centripos.com/articles/ecart): Publish a live customer checkout link, let the customer review synced cart details, capture any required signature, and accept configured online payment. - [Use the CentriPOS Online Store](https://support.centripos.com/articles/online-store): Browse a published merchant catalog, select product options, manage the local browser cart, choose an available fulfillment and payment path, and retain the confirmed order number. - [Use the Customer Account Portal](https://support.centripos.com/articles/customer-portal): Give a customer one branded account view for open balances, store credit, receipts, statements, and eligible hosted payment links. - [Open a public receipt or fulfillment slip](https://support.centripos.com/articles/public-receipt): Understand the two customer-safe document links: a receipt with sale and payment details, and a fulfillment slip focused on pickup or delivery without payment totals. - [Use a public fulfillment slip](https://support.centripos.com/articles/fulfillment-slip): Review customer-safe order items, fulfillment instructions, and supported completion details from a branded link. - [Submit a public price-book order](https://support.centripos.com/articles/price-book-order-form): Choose products and quantities from a merchant-provided order form and send the request for processing. - [Pay an invoice online](https://support.centripos.com/articles/pay-invoice): Send an eligible open invoice or Customer Account item to secure hosted checkout and reconcile the resulting payment in both the portal and CentriPOS. - [Use the CentriPOS Driver workflow](https://support.centripos.com/articles/driver-app): Open today’s local-delivery lane, contact the customer, navigate to each address, and update the fulfillment status from a focused mobile screen. - [Refresh CentriPOS safely](https://support.centripos.com/articles/refresh-reset): Reload current records or recover the app without losing track of the problem. - [Fix sign-in or missing-access problems](https://support.centripos.com/articles/sign-in-access): Determine whether the issue is authentication, invitation or business membership, location/register context, security policy, or a specific role permission. - [Fix receipt or label printing](https://support.centripos.com/articles/printer-labels): Separate CentriPOS template choices from browser or system printer settings, then test the correct receipt style, paper size, label dimensions, margins, scale, and destination. - [Use and troubleshoot barcode scanning](https://support.centripos.com/articles/scanner): Choose the correct scanner path for selling, catalog setup, or purchase-order receiving, then isolate camera, keyboard-wedge, catalog-code, duplicate-match, availability, and case-pack problems. - [Fix a payment terminal problem](https://support.centripos.com/articles/terminal): Check assignment, connectivity, transaction status, and safe retry behavior. - [Fix a customer display connection](https://support.centripos.com/articles/customer-display-troubleshoot): Diagnose an unavailable control, expired PIN, approval wait, stale device, wrong register, missing cart, or lost live update without clearing healthy displays unnecessarily. - [Contact CentriPOS support with useful details](https://support.centripos.com/articles/support-checklist): Provide the exact context that lets support reproduce and solve a customer-visible issue quickly.