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Quick start for staff

First-day checklist for operators: sign into Admin, confirm warehouse basics, then unlock POS.

Assumes someone already created your Admin user (or superuser) and at least one POS terminal. Production URLs: Apps and URLs. Roles: Roles overview.

1. Sign in to Admin​

  1. Open Admin (https://admin.novaorder.in or http://localhost:3000).
  2. Go to Login if you are not already there.
  3. Enter your username and password.
  4. Confirm you land on the page for your role (dashboard, warehouse products, workflows, or reports).

Admin login

If login fails, ask an admin to confirm your account is active and has a role (or staff/superuser flags).

Forgot your Admin password? On /login use Forgot password? → /forgot-password, then the email link to /reset-password — Users and roles. This does not reset a POS terminal unlock password.

2. Warehouse basics (stock / admin)​

Skip this section if your role is design, print, or accounts only.

  1. Open Warehouse Management → Products (/warehouse/products).
  2. Confirm products you expect to sell are listed. Verify in UI for create/edit flows and required fields.
  3. Open Warehouses (/warehouse/warehouses) and confirm stock locations exist.
  4. Optional: Categories, Properties, and Stock Transfer under the same menu — use when your manager walks you through inventory setup.
  5. Stock/admin users also manage POS Catalog and Ecommerce / Design Catalog content used by POS and the public store. Only change what you have been trained to maintain.

Warehouse products

3. Confirm a POS terminal exists​

Admin-only:

  1. Open POS in the Admin nav (/pos) or Settings → POS Terminals.
  2. Find your counter in the list and open its details.
  3. Copy the POS URL (includes the terminal slug).
  4. Confirm the terminal is Active (not locked). If locked, unlock per your process — Verify in UI.

You need the terminal password (set when the POS was created/edited). It is separate from your Admin password.

4. Unlock POS and smoke-test​

  1. Open the POS URL in a browser (or tablet) at the counter.
  2. Enter the terminal password to unlock.
  3. Confirm the catalog / POS screens load for that shop.
  4. Optional smoke tests (Verify in UI for exact button names):
    1. Start a simple in-store cart / checkout path on POS.
    2. Create a Customer Link (named customer + products) and copy the link — should open on Checkout (store.novaorder.in / local port 3002).
    3. Create a Catalog Link and copy it — should open on the POS host under /{slug}/catalog/{code}.
  5. In POS Settings, confirm store address / UPI QR if your store uses customer-link payment proof. Verify in UI.

POS unlock

5. Know where orders show up​

ChannelWhere staff usually look
POS / customer linksPOS order history + Admin Orders (admin/accounts)
Design/print workAdmin Workflows
Ecommerce website ordersAdmin Orders / ecommerce tools — Verify in UI for filters by channel

Day-one done when​

  • You can sign into Admin with your assigned role.
  • You know whether warehouse/catalog edits are part of your job.
  • You can open and unlock your POS terminal.
  • You know the difference between a customer link and a catalog link to send customers (customer quick start).