Initial Setup Guide

Audience: Administrators & Managers Difficulty: Intermediate Estimated Time: 30-45 minutes

Overview

This guide explains how to set up TrafficPOS for the first time in a production environment. Since the system starts with no data (no hardcoded users or products), you'll need to either import existing data or create your initial setup.

Security Note: TrafficPOS starts completely empty for security reasons. There are no default passwords or hardcoded users in production.

Starting Fresh

When you first install TrafficPOS, the system will be completely empty. You have two options:

1

Choose Your Setup Method

Select either importing an existing backup or manual setup:

Option A: Import Existing Backup (Recommended if available)

  • Fastest setup if you have a previous backup
  • Restores all users, products, and settings

Option B: Manual Initial Setup

  • Start from scratch with custom configuration
  • Requires creating initial admin user manually

Option A: Import Existing Backup

1

Access System Recovery

From the login screen, look for "System Recovery" section at the bottom

2

Import Backup File

  • Click "Import Backup"
  • Select your backup JSON file
  • Enter the backup password
  • System will be fully restored with all data

Option B: Manual Initial Setup

Warning: Manual setup requires using browser developer console. Only perform if you're comfortable with basic JavaScript.
1

Create Initial Admin User

Open browser developer console (F12) while on the login page and execute:

// Create initial admin employee
const admin = {
  id: 1,
  employee_id: '1000',
  name: 'Admin User',
  email: 'admin@yourdispensary.com',
  role: 'admin',
  pin: '123456',
  password: 'admin123', // Change immediately after first login
  status: 'active',
  created_at: new Date().toISOString(),
  updated_at: new Date().toISOString()
};

// Add to auth store
const authStore = window.useAuthStore?.getState();
if (authStore) {
  authStore.setEmployees([admin]);
}
2

First Login

  • Use email: admin@yourdispensary.com
  • Use password: admin123
  • Open the store when prompted

Recommended Setup Process

After gaining access to the system, follow these steps in order:

1

System Configuration

Navigate to Settings → App Configuration

  • Set to "Offline Mode" (no backend needed)
  • Configure basic system preferences
2

Business Information

Go to Settings → Business Information

  • Enter business name
  • Add complete address
  • Set phone number
  • Upload business logo
3

Create Employees

Access Admin → Employee Management → Add Employee

  • Create manager accounts
  • Create budtender accounts
  • Set appropriate PINs and permissions
4

Import Products

Use Admin → Product Management → Import Products (CSV)

Example CSV format:

SKU,Name,Category,Price,Stock,Unit,Pricing Type
FL001,Blue Dream,Flower,15.00,1000,g,weight
FL002,Gorilla Glue,Flower,12.00,1000,g,weight
ED001,Gummy Bears,Edibles,25.00,50,unit,fixed
5

Configure Features

Go to Settings → POS Settings

  • Set tax rate for your location
  • Enable/disable features as needed
  • Configure mix & match pricing if applicable
6

Set Up Backups

Access Settings → Data Management

  • Enable automated backups
  • Set backup frequency (daily recommended)
  • Create initial manual backup

Production Deployment Checklist

Use this checklist to ensure proper production setup:

  • ☐ Remove all development/mock data references
  • ☐ Set up secure admin credentials
  • ☐ Configure complete business information
  • ☐ Import product catalog
  • ☐ Create all employee accounts
  • ☐ Enable automated backups
  • ☐ Test backup and restore process
  • ☐ Configure accurate tax rates
  • ☐ Set up any custom pricing rules
  • ☐ Train staff on system usage

Security Recommendations

Security is critical for dispensary operations. Follow these essential practices.

Strong Authentication

  • Use complex passwords for admin accounts
  • Assign unique PIN for each employee
  • Implement regular password changes
  • Limit admin access to essential personnel

Data Protection

  • Enable automated backups
  • Store backups securely offsite
  • Test restore process monthly
  • Use encryption for sensitive data

Access Control

  • Use appropriate user roles
  • Review permissions regularly
  • Monitor login attempts
  • Remove inactive user accounts

Troubleshooting Initial Setup

Common Issues

Can't Login

  • Ensure you've created at least one user
  • Check browser console for errors (F12)
  • Verify data was saved to IndexedDB
  • Clear browser cache and try again

Import Fails

  • Check file format matches requirements
  • Verify JSON syntax is valid
  • Ensure backup password is correct
  • Try smaller file if import times out

Missing Features

  • Check Settings → App Configuration
  • Ensure required features are enabled
  • Clear browser cache if needed
  • Verify browser compatibility
For additional help with initial setup, review the troubleshooting documentation or contact your system administrator.

Next Steps

After completing initial setup:

  1. Staff Training: Use the Demo & Training System
  2. Daily Operations: Review Offline Mode Guide
  3. Advanced Features: Explore Voice Assistant Guide

Setup Complete! Your TrafficPOS system is now ready for dispensary operations.