TORO POS Manual
Complete documentation for your TORO point of sale system.
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TORO Onboarding Set Up
Getting Started
New to TORO? Start here to learn the interface, run your first sale, and get your store set up.
- Welcome to TORO
- Running Your First Sale
- The Modern Home Screen — A Full Tour
- Setting Up Your Receipt
- Setting Up Tips
- System Settings You Should Know About
- Tax Setup and Compliance
- Filing Your OTP Special Tax
- Cash Drawer Setup
- Choosing Your Cash Drawer Type
- Setting Up a Credit Card Terminal
- Dark Mode and Themes
- Making the Buttons Easier to See
- The Dashboard
Daily Operations
The stuff you do every day — opening, selling, taking payment, refunds, and closing out.
- Cash Rounding
- Required Cigars To Smoke
- My Store Documents: Licences, Permits and Logos
- QUICK ITEMS: Your Best Sellers, One Tap Away
- Opening Up for the Day
- Closing Out at the End of the Day
- Setting Up Your Open/Close Checklist
- Why Some Cards Can't Take a Tip Afterwards
- Adjusting Tips at the End of the Day
- Taking Payment
- Giving a Refund
- Handling Shift Changes
- Tabs and Placing Items on an Account
- Clocking In and Out
- Running Payroll
- Applying Discounts and Coupons
- Building and Managing Coupons
- Credit Card Fee Pass-Through
- Cards on File and Recurring Billing
- Attaching a Card That TORO Can't See
- Working with Gift Cards
- Virtual Gift Card Notifications
- Cash Drops and Safe Management
- Setting Up a New Employee
- Employee Settings
- Employee Discounts
- Access Levels and Permissions
- Single User Mode
Working with Customers
Find accounts, sign up new customers, manage rewards, and build relationships.
- When the Same Customer Is in TORO Twice
- Finding a Customer's Account
- The Account Change Log
- Find Customers
- Signing Up a New Customer
- Managing Customer Rewards
- Setting Up Your Rewards Program
- Turning Off Your Rewards Program
- Quantity Discounts
- Managing Virtual Gift Cards
- TORO Cigar Finder
- Store Events and Tagging Who Showed Up
Managing Your Inventory
Add products, manage barcodes, receive shipments, count stock, and create purchase orders.
- Finding an Item
- How TORO Manages Your Inventory
- Adding a New Item to Your System
- Taking Inventory
- Items That Ask for Cost & Retail at the Register
- Adding Your Own Shapes and Colors
- Choosing Which Sku Goes on the Sale
- Purchasing in TORO: Start Here
- Setting Up a Vendor Company
- Adding Vendor Sales Reps
- Linking Brands to Vendors
- Creating a Purchase Order
- Receiving Inventory
- Verifying a Received Purchase Order
- Safety Stock on Analytic Orders
- The Purchase Order Screen
- Inside the Purchase Order Editor
- Rolling Inventory
- Quick Start: Set Up a New Vendor
- Quick Start: Create and Send a Purchase Order
- Quick Start: Receive a Shipment
- Transferring Products
- Inventory Locations
- Printing and Managing Barcodes
- Setting Up Product Types
- Customizing Brand Buttons
- Setting Markups
- When a Manufacturer Changes Packaging
- Item Pricing History
- Item Reorder Alerts
- What Your Inventory Is Worth
- Why Profit % Sometimes Shows a *
Understanding Your Numbers
Daily reports, dashboards, profit margins, and making sense of your data.
Growing Your Business
Wholesale, your online store, SMS marketing, and advanced features that scale with you.
Modules & Add-Ons
- The Advanced Reporting Module
- The Membership Module
- Running SMS Campaigns
- Your Online Store
- Testing Your Online Store Connection
- TORO Insight
- CigarLink Integration
- Rewards Program Reset
- Mailchimp Email Integration
- Coupon Receipt Barcode
- Label Design Studio
- Backup Module
- SwipeSimple — Offsite Event Sales
- Humidor Tracking
- Humidor Health — Dew Point, VPD, and Your Health Score
- TORO Telephone
- TORO Promotions — Buy X Get X Free Deals
Troubleshooting
When things go wrong, common fixes, and how to get help fast.
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