Chapter 1: Overview

1.1 How to use this manual

This guide will assist you to register and operate the inteliPOS mobile application. You will find a step-by-step guide from downloading the application to troubleshooting individual problems you may come across while operating the application.

For a full list and shortcuts to each specific chapter in this guide, you will find an index for each chapter and sub-chapter. You can click on any of the items to jump straight to the chapter you need help with.

If at any stage you would like to return to the top of the page, you can click on the button - at the bottom right of the page.

There will be links (marked like this) though-out the guide. These links allow you to jump to different chapters throughout this guide.

1.2 What has been done already

On the backend, your Human Resources department would have already loaded your cellphone and your details on our system. This will allow you to just download the application, use your cell phone number to receive an OTP that will allow you to login onto your profile.

1.3 Downloading and opening the application

Go to your Apple AppStore for iOS devices, Google Play Store for Android devices and App Gallery for Huawei. Type inteliPOS into the search bar. Click on GET.

Once the application has downloaded, click on it to open and you will get to the loading screen.

App store app
Loading screen

Once the application has opened, you will see a menu button on the top right of your screen. If you click on it, it will give you the following menu choices:

  • User Manual
  • Contact inteliPOS
  • Terms & Conditions
  • Privacy & Policy
user manual
inteliPOS contact details
inteliPOS Terms and Conditions
inteliPOS privacy Policy

Chapter 2: Accessing your profile

This chapter provides a baseline explanation of what to do when you open the app and how to get your profile loaded.

2.1 Finding your profile

If you are connecting to your account for the first time and have never connected your account on any other device, click on Connect First Device. If you have already connected to your account on another device and choose this option, you will reset your account PIN across all devices.

If you have connected to your account on another device and choose to connect the same account to a new device, click on Connect New Device.

Connect First Device: Type in your mobile number on the screen. You can either select your company from the dropdown or click on Select Company Name and start typing your company name to filter the dropdown. Select your company. Click on Continue.

Connect New Device: Type in your mobile number on the screen. You can either select your company from the dropdown or click on Select Company Name and start typing your company name to filter the dropdown. Select your company. Now you will be required to retrieve your existing Account PIN from the User Dashboard of the device the account is already setup on. Click on Validate Your Account.

Type in your mobile number
Screen loading
Screen loading

2.2 Confirming your account

Account Connection Error: Should you receive an error message that reads Account Connection Error, then please contact your Human Resources department to update your details on the company server. Confirm with them that your mobile number is correct and that you selected the correct company. If you selected all the correct information, your Human Resources department should load you on the company name server. Once they have confirmed you have been loaded, please start again from Chapter 2.1 Activating your profile.

Confirm Your Account:Should you get to a screen that has all your information (your name, company name, employee and cellphone number), double-check your information. If your information is correct, then type in the OTP you have received and click on the Yes, that is me button. Should your information be incorrect, please click on the That is not me button.

That was not me: You will be directed to a screen called Incorrect details . If your number was typed correctly, but ended up with a different user name, then there is a mismatch within the company data. Please contact your Human Resources department to have the issue resolved. Once they have confirmed the issue has been resolved, please start again from Chapter 2.1 Activating your profile.

Account Connection Error
Confirm your account
Incorrect Details

Biometrics: The application will automatically look at your phone capabilities and enabled settings for facial recognition and/or fingerprint access. You can choose to use this function if your device allows. Your phone settings should automatically ask you if you would like to add this to your biometric settings.

2.3 Securing your account

Congratulations, you are one step away from gaining access to the application. You will have the option to setup and login with your biometric settings (fingerprints or facial recognition) or secure your account with a password. Your profile password must have at least:

  • 8 characters
  • One uppercase character
  • One lowercase character
  • One special (i.e ! @ # $ %) character
Sign in with fingerprints
Sign in with facial recognition
Insert Password

Chapter 3: Using the application

This chapter will help you to explore the system and it's capabilities to ensure that you maximize user experience and application functionality.

3.1 Wallet Dashboard

Once you have logged in and activated your account, you will see the Wallet Dashboard. Here you will see your name, your company name, employee code and your cell number. In order to see your account pin, click on Click to view Account Pin. You will also be able to see your current account balance and a QR code used for payment. Click the Wallet balance total to Manage Wallet

On the top right corner of your screen, you will see a menu button . If you click on it, it will give you the following menu choices:

User dashboard
Menu options
Menu options

3.2 Manage Wallet

From the menu select Manage Wallet, it will give you the following menu choices:

  • Load Cash: Load cash to your wallet using the inteliPOS kiosks using a QR Code.
  • Recharge: Choose an amount to recharge your wallet with. Depending on your company's payment options you will be able to use a credit card, Zapper, SnapScan or EFT. You will proceed to the payment screen and then a message screen informing you that the transaction has been approved or declined.
  • Recharge History: All attempts to recharge, if not completed, approved or declined will be visible in this list.
Menu options
Manage Wallet Menu
Recharge Amount
Recharge Credit Card Details
Recharge Message
Recharge History

3.3 Manage Orders

From the menu select Manage Orders, it will give you the following menu choices:

  • Place Order: If the company has not been setup to handle future orders, the application will take you directly to the Place Order screen. If the company has been setup for future orders you will see a Place Order Date screen, click to select the date option. The following screen, Place Order Time, will require you to select the time of the order and select an instruction for the order, click Next to navigate to the Place Order screen.
  • Note: The Place Order section will not keep items in the cart if you navigate out of the Place Order screens.

    Navigate through the categories by clicking on the labeled buttons to find an item to order. To add the item to the cart simply press the item name button. Some items will have a popup options, follow the instructions on screen as some requests are manditory and some optional. If the request is mandatory you will have to select an option and if the option is not mandatory you can click Next. Your item will be added to the cart when you have completed the popup options by either clicking the mandatory button or by clicking Next button through the popup options and then clicking Done.

    When you are ready to place your oder, cilck on the cart icon or the Checkout button. You will view the content of your cart and can make final adjustments before placing the order. Once the order is placed, a message screen will appear.

    Place Order
    Place Order
    Place Order
    Place Order
    Place Order
    Place Order
  • Pending Orders: Orders that have not been processed yet are visible here. Click on the order to view the details of the order and to delete the order click the Delete Order button. Only orders with an OPEN status can be deleted.
  • Place Order
    Place Order

    3.4 Statement

    The statement list will show all the credits and debits for your account even if you are not using this app for loading credit or ordering. It will show deposits made, Load Cash or Recharge and all purchases made with Place Order.

    To view transaction details simply click the transaction in question and a screen with the full transaction details will be visible.

    User dashboard
    User dashboard

    3.5 Manage Account

    If you are registered to more than one company, then you can add additional accounts here. Follow the steps in Chapter 2.1 Activating your profile

    Add more companies to your profile
    Add new or existing account
    Connect to new account
    Connect to existing account

    3.6 Manage Security

    To change your application access password you can do it here by provided a new password and Save. There is also an option to Delete All Data from the inteliPOS app. This will erease all accounts and reset the application to its factory default.

    Reset Password

    3.7 Logout

    Logout in the menu will log you out of the application and take you back to the login option screen..

    Sign in with fingerprints
    Sign in with facial recognition
    Log in using your password

Chapter 4: Admin profile only

This chapter provides a baseline explanation of what to do when you open the app and how to get your profile loaded.

4.1 Setup admin profile

To connect your admin account, skip this screen completely as it is for User Accounts only. Click on the menu button At the bottom of the menu screen you will see the App Version text, click to open the admin setup screen.

On the Administrator Setup screen you will be presented with two options:

  • Setup Admin Account - This will connect the admin account for the first time or will reset your admin account across all devices.
  • Validate Your Account - This will allow you to connect an existing admin account to other devices.
Account connection type
Home menu
Administrator Setup
Dashboard selection

Setup Admin Account: To connect your admin account for the first time or reset admin account across all devices, click on Reset Admin & Get New OTP button to receive the OTP. Ensure that your mobile number is entered and OTP code then press the Setup Admin Account button.

Validate Your Account: To connect your admin account to another device, get the existing admin account PIN from the My Details screen on the device where this admin account is connected. Make sure your mobile number is correct, use the PIN in the Account PIN field and press the Validate Admin Account button.

Both of the above process will require you to 2.3 Securing your account.

4.2 How to set up an user account

If you are connecting to your account for the first time and have never connected your account on any other device, click on Connect First Device. If you have already connected to your account on another device and choose this option, you will reset your account PIN across all devices.

If you have connected to your account on another device and choose to connect the same account to a new device, click on Connect New Device.

Connect First Device: Type in your mobile number on the screen. You can either select your company from the dropdown or click on Select Company Name and start typing your company name to filter the dropdown. Select your company. Click on Continue.

Connect New Device: Type in your mobile number on the screen. You can either select your company from the dropdown or click on Select Company Name and start typing your company name to filter the dropdown. Select your company. Now you will be required to retrieve your existing Account PIN from the User Dashboard of the device the account is already setup on. Click on Validate Your Account.

Type in your mobile number
Screen loading
Screen loading

4.2.2 Confirming your account:

Account Connection Error: Should you receive an error message that reads Account Connection Error, then please contact your Human Resources department to update your details on the company server. Confirm with them that your mobile number is correct and that you selected the correct company. If you selected all the correct information, your Human Resources department should load you on the company name server. Once they have confirmed you have been loaded, please start again from Chapter 2.1 Activating your profile.

Confirm Your Account:Should you get to a screen that has all your information (your name, company name, employee and cellphone number), double-check your information. If your information is correct, then type in the OTP you have received and click on the Yes, that is me button. Should your information be incorrect, please click on the That is not me button.

That was not me: You will be directed to a screen called Incorrect details . If your number was typed correctly, but ended up with a different user name, then there is a mismatch within the company data. Please contact your Human Resources department to have the issue resolved. Once they have confirmed the issue has been resolved, please start again from Chapter 2.1 Activating your profile.

Account Connection Error
Confirm your account
Incorrect Details

4.2.3 Securing your account: Congratulations, you are one step away from gaining access to the application.

Please choose a secure password for your profile. Your profile password must have at least:

  • 8 characters
  • One uppercase character
  • One lowercase character
  • One special (i.e ! @ # $ %) character

The application will automatically look at your phone capabilities and enabled settings for facial recognition and/or fingerprint access. You can choose to use this function if your device allows. Your phone settings should automatically ask you if you would like to add this to your biometric settings.

Insert Password
Sign in with facial recognition
Sign in with fingerprints

4.3 Securing your account

4.3.1 Biometrics:

The application will automatically look at your phone capabilities and enabled settings for facial recognition and/or fingerprint access. You can choose to use this function if your device allows. Your phone settings should automatically ask you if you would like to add this to your biometric settings.

4.3.2 Securing your account: Congratulations, you are one step away from gaining access to the application.

Please choose a secure password for your profile. Your profile password must have at least:

  • 8 characters
  • One uppercase character
  • One lowercase character
  • One special (i.e ! @ # $ %) character

Chapter 5: Using the application

This chapter will help you to explore the system and it's capabilities to ensure that you maximize user experience and application functionality.

5.1 Admin dashboard

Once you have logged in and activated your account, you will see the Admin Dashboard.

Here you will see the option to select your different sites to see the following statistics for each: Turnover value (by day and month), Turnover Quantity, your Best Selling items (by day).

admin dashboard
admin dashboard

Once you have logged in and activated your account, you will see the Admin Dashboard.

On the top right corner of your screen, you will see a menu button. If you click on it, it will give you the following menu choices:

admin menu
  • Admin Dashboard (Select a report): this will return you to the previous page
  • Turnover(Select a report): This will give you a list of different turnover options:
    • Turnover by Month
    • Turnover by Day
    • Turnover by Item
  • Turnover by month
    Turnover by day
    Turnover by item
  • My Details (Admin menu): Here you will see your name, type of account, your account number and your cell number. In order to see your account pin, click on Click to view Account Pin
  • Logout (Admin menu): You will be able to logout if you click on Logout.
  • User dashboard (Admin menu): Here you will see your name, your company name, employee code and your cell number. In order to see your account pin, click on Click to view Account Pin. You will also be able to see your current account balance and a QR code used for payment.

    If your QR code and/or balance is not showing, and you land on the Missing User Account screen. You possibly clicked on Skip Admin Setup and will need to set it up.

To set up your user profile from this screen you will see a menu button at the top right corner of your screen. Click on it and then select Manage accounts. Scroll down to 3.2 Adding user profile at Manage Accounts.

Display personal details
User dashboard
Missing user account error screen

5.3 Adding user profile at Manage Accounts

To load your company and user account information (you can add more than one company - if you are registered at more than one) by clicking on the (plus) sign at the top right of your screen. From here you can add your user profile, by following the following steps:

If you are connecting to your account for the first time and have never connected your account on any other device, click on Connect First Device. If you have already connected to your account on another device and choose this option, you will reset your account PIN across all devices.

If you have connected to your account on another device and choose to connect the same account to a new device, click on Connect New Device.

Connect First Device: Type in your mobile number on the screen. You can either select your company from the dropdown or click on Select Company Name and start typing your company name to filter the dropdown. Select your company. Click on Continue.

Connect New Device: Type in your mobile number on the screen. You can either select your company from the dropdown or click on Select Company Name and start typing your company name to filter the dropdown. Select your company. Now you will be required to retrieve your existing Account PIN from the User Dashboard of the device the account is already setup on. Click on Validate Your Account.

Type in your mobile number
Type in your mobile number
Screen loading
Screen loading

Confirming your account:

  • Account Connection Error:

    Should you receive an error message that reads Account Connection Error, then please contact your Human Resources department to update your details on the company server. Confirm with them that your mobile number is correct and that you selected the correct company. If you selected all the correct information, your Human Resources department should load you on the company name server. Once they have confirmed you have been loaded, please start again from 3.2 Adding user profile at Manage Accounts.

  • Confirm Your Account:

    Should you get to a screen that has all your information (your name, company name, employee and cellphone number), double-check your information.

    Account Connection Error
    Confirm your account

    If your information is correct, then type in the OTP you have received and click on the Yes, that is me button.

    If your information is incorrect, please click on the That is not me button.

    You will be directed to a screen called Incorrect details . If your number was typed in correctly but ended up with a different user name, then there is a mismatch within the company data. Please contact your Human Resources department to have the issue resolved. Once they have confirmed the issue has been resolved, please start again from 3.2 Adding user profile at Manage Accounts.

Incorrect Details

3.4 Logging back in

You will have the option to log in with your biometric settings (Fingerprints or facial recognition) or to use your password to log in (if you did set this up). To login using your biometrics, click on Login in with Touch ID / Facial recognition. To login using your password (or to set up a password - if you haven't already), click on use password login.

Sign in with facial recognition
Log in using your password
Sign in with fingerprints