Table of Contents

Getting started

This article walks you through the one-time preparation in Business Central (BC) you should complete before registering a new cash register.

For a broader map of all available CashPro documentation, see the Aident CashPro documentation hub.

Note

This guide assumes the Aident CashPro app is already installed in your BC environment.

Prerequisites

  • You can sign in to Business Central with permissions to:
    • Create Locations, Salespersons/Purchasers, No. Series
    • Open Aident CashPro setup and assisted setup

Step 1 - Switch to a CashPro role

  1. In BC, open Settings → My Settings.
  2. Under Role, select either:
    • Aident CashPro for operational setup and register-focused work, or
    • Aident CashPro Admin for broader administration.
  3. Choose OK.
Tip

The Aident CashPro role center is useful for register-level setup and assisted setup. The Aident CashPro Admin role center exposes additional administration pages such as payment methods, barcode types, tax groups, report selection, and EFR request logs.

Step 2 - Create (or verify) the shop Location

  1. Go to Locations.
  2. New → enter a Code and Name for your shop (e.g., LEIPZIG-001, "Leipzig Flagship").
  3. Fill any additional fields required by your organization (address, posting setup, etc.).
  4. Save.
Important

Each physical shop should have its own Location. If one already exists for this shop, you can reuse it.

Step 3 - Create a Salesperson and mark as Cashier

  1. Open Salespersons/Purchasers.
  2. New → enter Code (e.g., JD), Name (e.g., "Jane Doe").
  3. Enable Cashier = true.
  4. Set a password for the cashier:
    • Set an initial POS password for the user.
    • Optional: "New Password at Next Login", enable it now if you want the cashier to set their own password at first sign-in.
Tip

Keep a list of test cashiers (e.g., CASHIER01, CASHIER02) for UAT. You can deactivate or reset them later.

Step 4 - Create two No. Series

Go to No. Series and create these series (per cash register):

Series name Purpose Example series Notes
Receipt Nos. Sales/returns/other receipt document numbers RCP-000001..RCP-999999 Standard alphanumeric series
Transaction Nos. EFSTA transaction identifiers (technical log) 1000000000..1999999999 Use integer values (no letters or dashes)

Steps:

  1. New → define the Code (e.g., RECEIPTS001) and Description (e.g., "Receipt Nos. Leipzig").
  2. Use Lines to add your starting number and ending number.
  3. Repeat for Transaction Nos. and ensure the numbers are plain integers.
Warning

Transaction Nos. must be pure integers (no prefixes/suffixes). This keeps EFSTA requests clean and predictable.

Step 5 - Configure Global CashPro Setup

Open Aident CashPro Setup and review the main shared settings, especially:

  • Barcode Prefix Length
  • Posting Nos.
  • Clearing Account
  • Voucher No. Series
  • Voucher Sales Account
  • EFR Base Url
  • API Key

You can also use the Global CashPro Setup wizard if you prefer guided setup.

Important

Configure Voucher No. Series if you plan to sell gift cards.

Step 6 - Create and configure the first Cash Register Setup

Open Cash Register Setup and configure at least:

  • Location Code
  • Code
  • User Name
  • Default Cashier Code
  • No. Series Code
  • Transaction Number Series
  • Opening Balance Type
  • Counting Method
  • Opening Tax Group
  • required posting groups

If you use gift cards, also configure:

  • Gen. Voucher Posting Group
  • VAT Voucher Posting Group

If you use card payments, also review:

  • Card Terminal ID
  • Card Provider
  • Card Timeout (Sec)
  • CentralLink settings, if applicable

Step 7 - Configure Payment Methods

Open Payment Methods and create the tenders your store will use, for example:

  • cash
  • voucher
  • debit card
  • credit card
  • mobile

For at least one payment method, enable:

  • Opening Balance
Important

Only one payment method can be used as the opening-balance payment method.

Step 8 - Validate the setup

Use the available validation actions where applicable:

  • Test Connection in Global CashPro Setup
  • Test Setup in Cash Register Setup
  • Health Check in Cash Register Setup
  • Print Cash Receipt to test the receipt printer

Quick validation checklist

  • Role is Aident CashPro.
  • Location for the shop exists.
  • Salesperson created, Cashier = true, password policy applied.
  • No. Series created: Receipt Nos. (alphanumeric OK), Transaction Nos. (integers only).
  • Global CashPro Setup completed.
  • Cash Register Setup created and validated.
  • At least one Payment Method is configured with Opening Balance enabled.

What's next?