POS System

The POS (Point of Sale) screen is your primary interface for making sales. It provides a streamlined checkout experience with product search, barcode scanning, cart management, and flexible payment options.

1. Click Sell > POS in the left sidebar menu.
2. Select the Business Location if you have multiple locations. The POS will only show products available at that location.
3. The POS screen loads with a product search area on the left and the cart on the right.

There are multiple ways to add products to the sale.

Once a product is in the cart, you can adjust the quantity, change the unit price (if permitted), or remove it by clicking the delete icon.

Every sale is associated with a customer. By default, the system uses the Walk-In Customer. You can change this to an existing customer or create a new one on the spot.

1. Click the Customer dropdown at the top of the POS screen.
2. Search for a customer by name, phone number, or email.
3. Select the customer, or click Add New to create a new customer record.

Discounts

Tax Calculation

Tax is calculated automatically based on the tax settings configured for each product. The system supports both inclusive (tax included in price) and exclusive (tax added on top) methods.

The POS supports multiple payment methods per sale. You can split a payment across cash, card, bank transfer, and custom payment methods.

Finalizing a Sale

1. Click the Finalize button (or press the shortcut key).
2. The payment modal opens showing the total amount due.
3. Enter the amount for the first payment method (e.g., Cash).
4. To split the payment, click Add Payment Row and select another method (e.g., Card).
5. The system calculates any change due automatically.
6. Click Finalize Payment to complete the sale.
7. The receipt prints automatically (if printer is configured).

If a customer needs to step away or you need to serve someone else, you can suspend the current sale and come back to it later.

1. Click the Suspend button on the POS screen.
2. The current cart is saved as a draft with all items, quantities, and customer intact.
3. Start a new sale for the next customer.
4. When the original customer returns, click Resume and select the suspended sale from the list.
5. Continue the sale from where you left off and finalize normally.

Create price quotations from the POS screen. Quotations do not affect stock levels -- they are estimates you can later convert to actual sales.

1. Add products and select the customer as usual.
2. Instead of finalizing as a sale, choose Quotation as the sale type.
3. The quotation is saved and can be printed or emailed to the customer.
4. Later, open the quotation from Sell > Drafts and convert it to a confirmed sale.

When restaurant features are enabled, additional options appear on the POS screen.

Process returns for previously sold items. The returned quantity is added back to inventory and the payment is adjusted.

1. Go to Sell > List Sells.
2. Find the original sale and click the Actions dropdown.
3. Select Sell Return.
4. Enter the quantity being returned for each product.
5. The system calculates the refund amount automatically.
6. Choose the refund payment method and finalize the return.

• Use a barcode scanner for the fastest checkout experience.
• Always close your cash register at the end of each shift and reconcile the totals.
• Set up a dedicated POS terminal with a touch screen for retail environments.
• Configure your receipt layout in Settings > Invoice Layouts before going live.
• Train staff to use the Suspend feature instead of cancelling sales when customers step away.