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This section explains how to begin using Scantranx, from booking a demo to accessing your business dashboard. Since account setup is managed by the Scantranx team, onboarding is simple and personalized to your retail business needs.


Booking a Demo

To get started with Scantranx, you’ll first need to book a demo session through our website.
During the demo, a product specialist will walk you through the platform’s features and help determine the best setup for your business.

Steps to Book a Demo:

  1. Visit www.scantranx.com/demo

  2. Click Book a Demo at the top of the homepage.

  3. Fill out the short form with your Business Name, Email Address, Phone Number, and Industry Type.

  4. Select your preferred date and time for the demo.

  5. Submit the form — you’ll receive a confirmation email with the meeting details.

Tip: During the demo, our representative will assess your requirements, demonstrate the POS, inventory, and eCommerce modules, and discuss pricing plans that best suit your business.

Account Creation and Onboarding

After your demo session, the Scantranx representative will create your business account and send you an invitation email to access the platform.

What Happens Next:

  1. You’ll receive an Account Setup Email containing your login credentials.

  2. Click the activation link in the email to verify your account.

  3. Log in using your email address and temporary password.

  4. On your first login, you’ll be prompted to create a new password for security.

Note: Account setup is customized for your business, including your store name, currency, tax region, and initial user access levels.


Logging In

Once your account is activated:

  1. Go to app.scantranx.com.

  2. Enter your registered email and password.

  3. Click Login to access your dashboard.

If you forget your password, click Forgot Password and select your preferred method (Email or SMS OTP) to reset it.


Initial Store Configuration

After logging in for the first time, you can review or update your store settings to match your business structure.

Steps:

  1. Navigate to Settings → Business Info.

  2. Review details such as Store Name, Business Type, Address, and Tax Rates.

  3. Set your Preferred Currency and Time Zone.

  4. Save your changes.

Tip: Your assigned representative can assist with additional store configuration, data migration, or POS device setup during onboarding.


Adding Users and Roles

Your account may include multiple user profiles such as cashiers, managers, or administrators.
Only an Admin user (or your Scantranx representative during setup) can create new users.

Steps:

  1. Go to Settings → Users.

  2. Click Add New User.

  3. Enter their details (Name, Email, Phone Number).

  4. Assign a Role (e.g., Cashier, Manager, Admin).

  5. Define permissions according to responsibilities.

  6. Click Save — the user will receive an invitation email.


Adding Products and Categories

Once your account is ready, you can begin adding products and organizing them by category.

Steps:

  1. Go to Inventory → Add Product.

  2. Fill in details like Product Name, SKU, Price, Quantity, and Description.

  3. Upload a Product Image.

  4. Assign it to a Category (e.g., Groceries, Fashion, Electronics).

  5. Click Save.

To Add a Category:

  • Go to Categories → Add Category

  • Enter the Category Name and upload an image

  • Click Save


Accessing Help and Support

Our support team is available to assist you throughout the onboarding and setup process.

Support Channels:

  • Email: support@scantranx.com
  • Live Chat: Available via the Scantranx website and dashboard
  • Help Center: Step-by-step articles and video tutorials
  • Community Forum: Connect with other Scantranx users and partners