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Getting Started with ClearRing: Setup Guide for New Users

Step-by-step guide to setting up your ClearRing account — from tenant registration to your first FBR-compliant sale. Get up and running in under 30 minutes.

GT

GridX Team

Business Solutions Team

12 May 2025 5 min read

Welcome to ClearRing! This guide will walk you through setting up your account and making your first FBR-compliant sale in under 30 minutes.

Step 1: Create Your Account

  1. Go to pos.gridx.app/register
  2. Enter your business name, email, and password
  3. Your account starts in Test Mode — perfect for configuration without risking live data

Test Mode means all transactions are tagged as test data. When you're ready to go live, simply toggle to Production mode in Settings.

Step 2: Configure Your Business Settings

Navigate to Settings and fill in:

  • Business name and address
  • NTN number (your FBR registration number)
  • Province (affects FBR submission format)
  • Currency and tax settings

Step 3: Add Your Products

Go to Products → Add Product:

  • Product name and SKU/barcode
  • Selling price and cost price
  • Stock quantity
  • HS Code (required for FBR — you can search the FBR database directly)
  • Tax category (18% standard, reduced, exempt, etc.)

For large inventories, use the Import Template to bulk-upload products via Excel.

Step 4: Configure FBR Integration

Go to Settings → FBR Settings:

  1. Enter your FBR Bearer Token (from IRIS portal)
  2. Enter your Seller NTN and Province
  3. Start with Staging Mode — test against FBR's sandbox
  4. Once tests pass, switch to Live Mode

Step 5: Make Your First Sale

Open the POS Terminal (from the sidebar):

  1. Search or scan products to add to cart
  2. Select or search for a customer (optional)
  3. Choose payment method
  4. Click Checkout

The system will:

  • Generate an invoice number
  • Deduct from inventory
  • Create accounting entries
  • Submit to FBR (in the background)
  • Print/show receipt with QR code

You're Live!

That's it — you're now processing FBR-compliant sales. Explore the rest of ClearRing at your own pace:

  • Inventory — view stock levels, movements, and alerts
  • Reports — daily sales, product performance, tax summaries
  • Accounting — journal entries, P&L, balance sheet
  • Customers — ledger, loyalty points, credit management

Questions? Email us at hello@gridx.app or check our knowledge base.

#ClearRing Setup#Getting Started#POS Pakistan#FBR Setup#Tutorial

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