# Your First Task

Now that you know how to log in and navigate, let's walk through your very first task. Pick the guide below that best matches your role.

***

## If You're a Cashier: Make Your First Sale

Your job is to ring up customers at the point of sale. Here's the quick version:

1. **Open the POS** — Click **Point of Sale** in the sidebar.
2. **Select a customer** (if required) — Use the customer search at the top to find the buyer. You can skip this for a quick cash sale if your setup allows it.
3. **Add items** — Scan the barcode or type the product name/SKU in the search bar. Each item appears in the sale list.
4. **Review the items** — Check that quantities and prices look right. Adjust quantities if needed.
5. **Take payment** — Click **Pay** (or **Checkout**). Choose the payment method (cash, card, etc.) and process it.
6. **Complete the sale** — Once payment is confirmed, the receipt will be printed or emailed. Done!

> **Tip:** Don't worry about mistakes. You can void items before completing the sale, or process a return afterward. See the [POS section](/end-user-guide/pos-overview.md) for full details.

For a more detailed walkthrough, see [Your First Sale](/end-user-guide/pos-overview/your-first-sale.md).

***

## If You're a Sales Rep: Place Your First Order

Your job is to create orders for customers — either in person, over the phone, or based on email requests.

1. **Open the Order Form** — Click **Order Form** (or **New Order**) in the sidebar.
2. **Select the customer** — Search for the customer by name or account number. If they're new, your admin may need to add them first.
3. **Add products** — Browse or search the catalog to find items. Click **Add to Order** for each product and set the quantity.
4. **Review the order** — Check the items, quantities, and pricing. Apply any discounts if applicable.
5. **Choose shipping** — Select a delivery address and shipping method.
6. **Submit the order** — Click **Place Order** (or **Submit**). The order will be sent for processing.

> **Tip:** Not ready to submit? You can **Save as Draft** and come back to it later. See [Saving Drafts](/end-user-guide/browsing-the-catalog/saving-drafts.md).

For more detail, see [Creating Orders](/end-user-guide/browsing-the-catalog/creating-orders.md).

***

## If You're a Store Manager: Check Your Reports

Your job involves keeping an eye on how things are going — sales numbers, team activity, and business trends.

1. **Check your Dashboard** — Your dashboard likely shows today's key metrics. Take a look at sales totals, open orders, and any alerts.
2. **Open Reports** — Click **Reports** in the sidebar to see available reports.
3. **Pick a report** — Choose one that interests you — like "Daily Sales Summary" or "Top Products."
4. **Set filters** — Most reports let you filter by date range, location, employee, or other criteria. Set the dates you want and click **Apply** or **Run**.
5. **Review the results** — Data may appear as a table, chart, or both. You can usually export to a spreadsheet if you need to share it.

> **Tip:** Check your dashboard at the start and end of each day to stay on top of things.

***

## If You're a Wholesale Buyer: Browse and Order

Your job is to browse available products and place bulk or wholesale orders.

1. **Open the Catalog** — Click **Catalog** in the sidebar.
2. **Browse or search** — Use the category sidebar to explore by category, or type a product name in the search bar.
3. **Check product details** — Click on a product to see pricing, available stock, variations (sizes, colours, etc.), and images.
4. **Add to cart** — Set the quantity and click **Add to Cart**.
5. **Review your cart** — When you're done browsing, open your cart to review everything.
6. **Place the order** — Confirm shipping details and submit the order.

For more detail, see [Browsing the Catalog](/end-user-guide/browsing-the-catalog.md).

***

## What's Next?

Now that you've completed your first task, explore the rest of this guide at your own pace:

* **POS users** — Head to the [Point of Sale](/end-user-guide/pos-overview.md) section.
* **Order and catalog users** — Check out [Catalog & Orders](/end-user-guide/browsing-the-catalog.md).
* **Everyone** — Set up your [Account Preferences](/end-user-guide/profile-management/preferences.md) to make <code class="expression">space.vars.productName</code> feel like yours.

If you run into trouble at any point, see our [FAQ](/end-user-guide/faq.md) or [Getting Help](/end-user-guide/faq/getting-help.md).


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.in8sync.com/end-user-guide/welcome/your-first-task.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.