How to Set Up Your Essential Business Details, Tax and Core Settings

by POSable Support Team | January 20, 2026 12:12 pm

Business details, tax and core settings in POSable

After your first login, set up a few core settings before your first sale: your business details (printed on every receipt), currency and VAT, timezone and language, your card payment provider, stock alerts and your receipt printer. Most of this takes about 5 minutes with Quick Start, and you can change anything later in API Settings. For card payments, POSable works with Dojo, Teya, myPOS and, in the US, Gravity Payments. Until your provider approves your account, you can trade with Cash only for now.

Important: POSable is the point of sale software, not a payment processor. Your card rates and terminal terms are agreed directly with your provider, and POSable adds no markup.

Why getting this right matters

• Correct receipts. Your business name, address and contact details print on every receipt.
• Accurate VAT. POSable works out VAT on every sale from the rates and product VAT classes you set, ready for your accounts reports.
• Card payments that just work. The till sends the amount straight to your terminal, so there’s no double entry.
• Fewer missed sales. Low-stock alerts warn you before your best-sellers run out.

Core settings at a glance

Setting	Where in the dashboard	UK example
Business details	Quick Start, or API Settings	Name, address, phone, email, receipt message
Currency	API Settings → Currency and Taxes (drop-down)	GBP / £
VAT rates	API Settings → Currency and Taxes	Standard 20, Reduced 5
Timezone and language	API Settings → Regional	Europe/London, English
Card provider	API Settings → Payments	Dojo, Teya or myPOS (UK and EU); Gravity Payments (US); or Cash only for now
Stock tracking and alerts	API Settings → Stock and Inventory	Alerts at 10 or fewer in stock, by email, Telegram or both
Receipt printer	Printer type setting	USB (default) or Bluetooth

Step-by-step setup

1. Log in to the dashboard (about 1 minute)

Click Login on posable.co.uk, or go straight to https://dashboard.posable.co.uk[1]. Sign in with your registered email address and the password from your welcome email. See How to log in to the POSable dashboard.

On your first login, you’ll see three options:

• Start Tutorial: a guided walk-through of the dashboard.
• Quick Start: a short set of questions about your business. POSable puts your answers into your Settings, so this is the quickest way to get set up.
• Quick Start Guide: tutorials explaining the different settings.

Choose Quick Start to fill in the essentials now, then use the steps below to check or fine-tune each setting. You can open the tutorials again at any time from Help & Tutorials.

Tip: Set up your business settings before you create till users and sign in on a till. The till picks up these settings when it syncs.

2. Open API Settings and edit a setting

All core settings live in API Settings. To change one:

1. Click edit next to the setting.
2. Leave the name as it is.
3. Enter your information in the value field.
4. Set the status to enabled, then save.

Note: Most businesses never need to create a new setting. Only edit the ones that are already there.

3. Add your business details (about 2 minutes)

These print on your receipts, so customers know how to contact you:

What to enter	Setting name
Business name	business
Address line 1	store_address_line1
Town or city	store_address_city
County / state	store_address_state
Postcode	store_address_postal_code
Country (choose from the drop-down list)	store_address_country
Phone number	store_telephone
Email	store_email
Receipt message (optional)	store_slug, e.g. “Thanks for your purchase.”

4. Set your currency and VAT (about 1 minute)

Go to API Settings → Currency and Taxes:

1. Currency: choose your currency from the drop-down list. Either the code (e.g. GBP) or the symbol (e.g. £) is fine.
2. VAT: enter your Standard rate (UK: 20) and Reduced rate (UK: 5), and enable both if you charge VAT.
3. When you add products, give each one a VAT class: Standard, Reduced, Zero Rated or Exempt. Enter prices excluding VAT. POSable adds VAT for Standard and Reduced products.

Note: POSable uses one currency per account. Receipts show the currency code (e.g. “GBP”) because not every receipt printer can print symbols reliably.

5. Set your timezone and language (about 1 minute)

Go to API Settings → Regional:

• Timezone: controls the time printed on receipts. UK businesses enter Europe/London.
• Default language: the language your tills use. The tills download it on their next sync, or tap Sync Data on the till to apply it straight away.

6. Choose your card payment provider

Go to API Settings → Payments and choose your provider. Only one card provider can be active at a time.

Provider	Terminal	Region	How the terminal connects to your till
Dojo	GO Max	UK and selected EU	Over the internet, assigned to each till in Device Management
Teya	Teya Pro	UK and EU	Over the internet, linked using your Teya ePOS details
myPOS	GO 2	UK and EU	USB (Android) or a COM port (Windows)
Gravity Payments	PAX A920 Pro, Clover (via emergepay)	United States only	Each till’s reader assigned by name in Device Management

To set it up:

1. Open your merchant account with the provider and get your terminal. Approval times are set by the provider, not POSable, so apply early.
2. Enter your provider details in API Settings → Payments. Dojo, Teya and Gravity Payments each need details from your provider, entered in Settings. myPOS doesn’t need any API keys.
3. Connect the terminal to your till as shown in the table above.
4. Take a test card payment and check it appears in your dashboard.

Using myPOS? The mypos setting is enabled by default, so there’s nothing else to switch on in the dashboard. Contact myPOS support and ask them to switch your GO 2 to CASH REGISTER mode. See How to set up myPOS Go 2.

Using Gravity Payments (US)? If Gravity has turned on credit card surcharging for your merchant account, you can switch on the Gravity credit card surcharge setting in API Settings. Gravity controls whether a surcharge is charged.

Card account not ready yet? Choose Cash only for now and keep trading. Add your provider when you’re approved.

7. Turn on stock tracking and low-stock alerts (about 1 minute)

Go to API Settings → Stock and Inventory:

• Turn on stock tracking so stock goes down with each sale.
• Choose whether to allow overselling (selling past zero, into minus figures).
• Choose how to get low-stock alerts: by email, Telegram or both. (WhatsApp isn’t available.)
• Each product can have its own Low Stock Threshold. If you don’t set one, POSable uses 10.

See How to manage API Settings for the email and Telegram alert settings, and How to manage inventory and taxes for thresholds and the Shop Floor stock app.

8. Set your receipt printer type

Receipt printers connect by USB or Bluetooth. The printer type is set to USB by default. Only change it if you use a Bluetooth printer.

9. Test, then go live (about 5 minutes)

1. Install the till app (Android from Google Play, or Windows from the Microsoft Store [Microsoft Store link to follow]), enter your Tenant ID and tap Validate Tenant ID. You only do this once per device.
2. Take a test cash sale and print a receipt. Check your business details, VAT and time are right.
3. Check the sale appears in your dashboard.

You’re ready to trade.

Optional: security and sample data

• Two-factor authentication (2FA): an Administrator or Assistant Manager enables it for a dashboard user in Dashboard Users (shield icon in Actions), and the user completes the setup by scanning the QR code with Google Authenticator on their own phone. It’s required to use the Demo Installer and to remove Administrator users. It doesn’t give anyone admin-only permissions. We’ve tested Google Authenticator. Other authenticator apps may work, but we haven’t tested them.
• Demo Installer: an Administrator with 2FA can load sample categories and products for your type of business. This replaces your existing categories and products. Before you go live, run Clean Install to delete the sample categories, products and sales. It keeps your staff and settings.
• More settings: login limits, notifications and loyalty settings are covered in How to create and manage settings.

Troubleshooting

My receipt shows the wrong business details or time

• Check the business detail settings and your timezone in API Settings, and make sure each one is enabled.
• On the till, tap Sync Data to pull the latest settings.

VAT isn’t being added

• Check your Standard and Reduced rates are entered and enabled in API Settings → Currency and Taxes.
• Check the product’s VAT class. Zero Rated and Exempt products have no VAT added.

A card payment won’t start

• Check the right provider is selected in API Settings → Payments.
• Check the terminal is switched on and connected: by USB for myPOS, or to the internet for Dojo and Teya. Where needed, check it’s assigned to this till in Device Management.

I’m not getting low-stock alerts

• Check stock tracking is on and your email address and/or Telegram channel is set up. Check the product isn’t excluded from alerts.

Still stuck?

• Email everythingis@posable.co.uk[2] or call +44 7356 055601. Support is included in every plan.
• Watch the core settings tutorial on our YouTube channel: [new video to follow].

Frequently asked questions

Where do I change my business details in POSable?

In the dashboard under API Settings. Your business name, address, phone number and email are printed on your receipts, so check them before your first sale.

Which card payment providers can I use with POSable?

Dojo (GO Max), Teya (Teya Pro), myPOS (GO 2) and Gravity Payments in the US. Only one card provider can be active at a time, and you set it in API Settings → Payments. Dojo, Teya and Gravity need keys and IDs from your provider. myPOS doesn’t need API keys.

Can I start trading before my card account is approved?

Yes. Choose Cash only for now when you set up your card provider, take cash sales, and add your provider details once they’ve approved you.

How do I set VAT in POSable?

Go to API Settings → Currency and Taxes and enter your Standard and Reduced VAT rates, for example 20% and 5% in the UK. Then give each product a VAT class: Standard, Reduced, Zero Rated or Exempt.

How do I set my currency?

Choose it from the drop-down list in API Settings → Currency and Taxes. The code (GBP) or the symbol (£) both work. Your tills pick up the change on their next sync.

Does POSable add a fee to card payments?

No. POSable is the point of sale software, not a payment processor. Your card rates are agreed directly with your provider.

Related Guides

• How to log in to the POSable dashboard[3]. Reason: the step before this one, plus Tenant ID and 2FA.
• How long does it take to set up POSable?[4]. Reason: the full end-to-end setup, including products, staff and tills.
• Which card terminals work with POSable?[5]. Reason: helps you choose between Dojo, Teya, myPOS and Gravity.
• How to manage inventory and taxes[6]. Reason: VAT classes, stock thresholds and Telegram alerts in depth.
• Does POSable support different languages and currencies?[7]. Reason: the full currency and language lists.
• How to set up myPOS Go 2[8]. Reason: activation and CASH REGISTER mode for myPOS users.

Source URL: https://posable.co.uk/posable-docs/first-time-setup-business-details-tax-core-settings/

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