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Set up your bessa Sales Point — step by step

This guide walks you from your first login in the bessa Manager all the way to your first end-of-day close. It is aimed at owners and setup-responsible staff bringing a new bessa Sales Point into operation — typically completed in a single morning.

In Austria, integration with FinanzOnline is mandatory for RKSV-compliant commissioning. If you do not have a FinanzOnline account, your tax advisor will handle the initial registration — that path is also covered in step 8.

Before you start

  • bessa Manager account ready — credentials are provided by bessa or your trusted POS dealer.

  • Sales Point hardware set up and reachable on the network.

  • (Austria) FinanzOnline access with a webservice user already created — see FinanzOnline Integration – Create a Webservice User. You can complete the setup without FinanzOnline; in that case your tax advisor handles the initial registration.

  • (Optional) Receipt printer connected and operational.

Step 1 — Sign in to the bessa Manager

Sign in to the web back office with your Manager credentials. The bessa Manager is the central administration surface for master data, configuration, and reports — everything you configure in the next steps happens here.

→ Details: Manager

Step 2 — Create article groups

Set up the top-level structure first: article groups bundle related articles (for example "Drinks", "Food", "Bakery") and form the basis for reporting and the later order grid.

→ Details: Article Groups

Step 3 — Create articles

Capture your products as articles — name, price, VAT rate, article group, and optionally a printing group. You can create articles individually or import them in bulk.

→ Details: Articles

Step 4 — Organise articles on the order grid

Use Displays to define how each article appears on the order grid: position, colour, font size, image, and visibility per order grid. This is how you build an efficient key layout for your operation.

→ Details: Displays

Step 5 — Set up the FinanzOnline integration (Austria)

The integration runs in three sub-steps:

  1. Create a webservice user in FinanzOnline — done in the FinanzOnline portal itself, not in the bessa Manager. Walkthrough: FinanzOnline Integration – Create a Webservice User.

  2. Enter the credentials in master data — in the Manager under Master Data → Companies, enter the webservice credentials and the Sales Point / tax number. Details: Companies.

  3. Activate the integration — the Manager tests the connection; afterwards, automatic registration via the Startbeleg (step 8) becomes available.

→ Fiscalisation overview: Fiscalisation in Austria

Step 6 — Sign in to the Sales Point

Open the Sales Point app on your hardware and sign in with your Manager credentials. On first login the Sales Point is linked to your Manager account and inherits the master data and configuration you have set up.

For multi-Sales-Point setups, the assignment of the Main Sales Point and Sub-Terminals is done in the Manager under Location Management → Sales Points.

Step 7 — Configure the printer

Configure your receipt printer in the Sales Point: select the printer model, test the connection (network/USB/Bluetooth), and assign printing zones (for example receipt printer for bills, kitchen printer for orders). Configuration details depend on the hardware vendor.

→ Details: Printer Support

Step 8 — Create the Startbeleg and register the Sales Point

The Startbeleg is the RKSV-mandatory first receipt of any newly commissioned Sales Point. It activates signature protection and registers the Sales Point with FinanzOnline.

With FinanzOnline integration (step 5 completed):

  1. Create the Startbeleg at the Sales Point (function Create Startbeleg).

  2. Registration runs automatically via the FinanzOnline integration.

  3. Important: Afterwards, check the registration status of the Sales Point in the bessa Manager. Only when the status reads registered is the Sales Point in RKSV-compliant operation. If the status stays at pending or failed, the cause is usually a typo in the credentials (step 5b) or a permission problem with the webservice user.

Without FinanzOnline integration:

  1. Create the Startbeleg at the Sales Point.

  2. Send the Startbeleg to your tax advisor (PDF or printed). The tax advisor performs the manual registration of the Sales Point with FinanzOnline.

  3. Once the tax advisor confirms the registration, the Sales Point is ready for operation.

→ Details: Create the Startbeleg and Register the Cash Register

Step 9 — Start the first day

On the first sign-in at the Sales Point after configuration is complete, the first booking day starts automatically. From this point onward bessa manages daily closings automatically — provided the automatic Sales Point Closing is enabled in your Sales Point configuration. Configure this in the Manager.

→ Configuration: Configure Sales Point Closing

Step 10 — Working and booking

Your Sales Point is now operational. In daily use:

  • Tap articles on the order grid — they go into the current bill.

  • Choose a payment method and finalise the bill. The receipt is printed (or issued digitally).

  • Voids produce a counter-receipt — receipts are not deleted, they are reconciled in a fiscally compliant way through a void.

Detailed operating instructions for daily business (tables, splitting, jobs, tips) are added iteratively as dedicated Help pages and will be linked here.

Step 11 — Review reports and the Sales Point Closing

At the end of the first day — or at any time during it — check Reporting in the Manager: daily revenue, sales per article group, employee bookings, tax overview. You can additionally review the Sales Point Closing directly at the Sales Point.

→ Manager reports: Reporting → At the Sales Point: Sales Point Closing

Frequently asked questions

What if I don't have a FinanzOnline webservice user yet? You can still complete the setup. The Startbeleg is created at the Sales Point, and your tax advisor performs the manual registration with FinanzOnline (see step 8, "Without FinanzOnline integration").

What if the Startbeleg status in the Manager doesn't switch to "registered"? First, check the credentials under Master Data → Companies (step 5b) — typos in user name, password, or participant/tax number are the most common cause. If the data is correct, verify the permissions of the webservice user in FinanzOnline.

Do I need a tax advisor for the initial registration? Only if you have not set up the FinanzOnline integration in bessa. With the integration in place, registration runs automatically.

Can I change the order of the steps? Master data (article groups, articles, displays) can be extended after going live. The FinanzOnline integration should, however, be in place before the Startbeleg, otherwise the registration runs manually through your tax advisor.

Troubleshooting

Printer doesn't print. Check the hardware connection and printer model configuration in the Sales Point. Vendor-specific guidance is under Printer Support.

Article doesn't appear on the order grid. The article is usually only assigned to a specific order grid or has no position. Check under Displays which order grids the article is set to be visible on.

Startbeleg registration fails. See FAQ above — typically a data error in the FinanzOnline credentials. Detailed troubleshooting: Create the Startbeleg and Register the Cash Register.

Sales Point Closing shows unexpected values. Reporting breaks down sales per article, payment method, and employee — this usually pinpoints the discrepancy.