Hi. How can we help?

Using Training Mode

Training Mode for Retail POS, when activated, allows you to use Retail POS without affecting any of your store data. This feature is ideal for learning the basics of selling with Retail POS when first setting up your account, training staff, or testing new features as they are released. All sales data processed in Training Mode is wiped when exiting and will not be recorded in your regular reporting.

Training Mode is only available on Retail POS (desktop) and is not available on iOS.

Do not process any real sales while in Training Mode. Sales made when Training Mode is active are not recorded.

Switching to Training Mode

To activate Training Mode:

  1. Navigate to the Sell screen.
  2. Click Switch.
  3. Select Switch to Training Mode.

The toggle found in the sidebar menu that allows you to switch between Register and Training Mode.

You can also activate Training Mode by navigating to Sell > Settings and selecting Enable Training Mode.

The Settings page showing the Training Mode section and Enable Training Mode button.

Once you have entered Training Mode, a pop-up will appear confirming that you are in Training Mode, and sales and payments will not be recorded. Click Got it to dismiss the pop-up.

Training mode pop up with Got it confirmation button.

When training mode is active, you won't be able to navigate away from the Sell page. You also can't email receipts, discard or park sales, or close the register.

If you have a sale in progress, a pop-up will appear alerting you that switching to Training Mode will discard the current sale. You can choose to Return to Sale in Progress to complete the sale or Save and Continue to switch to Training Mode and discard the in progress sale.

Pop-up indicating that a sale is in progress, with choices to Return to Sale in Progress or Save and Continue to Training Mode.

Using Training Mode

A banner will display on the top of your Retail POS screen indicating that you are in Training Mode.

The blue banner at the top of Retail POS indicates Training Mode is enabled.

In this banner, you have the option to enable or disable tutorial mode by clicking the toggle next to Enable tutorial.

Enable tutorial toggle on the right of the blue Training Mode banner.

When the tutorial is active, prompts will appear and take you through the selling process.

Add a product to your sale tutorial pop-up bubble.

You can search for customers and products as well as process test sales without affecting your store data.

If you print a receipt while training mode is active, "Training Mode" will be displayed on the printout to indicate that it is not a real receipt.

Training Mode written on Training Mode receipt.

Exiting Training Mode

To exit Training Mode, click Switch and then click Exit Training Mode.

The Switch toggle shows the option Exit Training Mode.

A pop-up will appear confirming that you will be returning to Retail POS, where sales and payments will be recorded. You can select Continue training to stay in Training Mode or Exit training to return to Retail POS.

Exit Training Mode pop-up with choice to Continue training or Exit training.

After exiting Training Mode, confirm that the Training Mode banner has disappeared and you are able to navigate away from the Sell page before processing a real sale.

What's next?

Using the Retail POS Sell screen

Use the Sell screen to process real sales.

Learn more

Setting up quick keys

Use quick keys to add a product to a sale with a single click.

Learn more

Was this article helpful?