POS Screen & Selling

• Opening the POS Screen
• Adding Products to Cart
• Customer Selection
• Discounts & Pricing
• Payment Process
• Receipts & Invoices
• Tender Change / Change Return

The POS (Point of Sale) screen is the heart of your daily operations. It's designed to be fast — a trained cashier can complete a sale in under 30 seconds.

Opening the POS Screen

Click POS in the top navigation bar or the sidebar. If you have multiple locations, select your working location first. If the Cash Register is enabled, you'll be prompted to enter your opening cash balance before selling.

The POS Screen Layout

• ? Product Search — Search by name, barcode, SKU, or browse the product grid
• ? Cart — Shows items added, quantities, prices, and cart total
• ? Customer Field — Search and select a customer or add a new one
• ? Totals Panel — Subtotal, discount, tax, and grand total
• ⚡ Quick Products — Featured products grid for one-click adding
• ?️ Customer Display — Optional second screen showing cart to customer

Adding Products to the Cart

• Barcode scanner: Click in the search field and scan the barcode. Product is instantly added.
• Type to search: Start typing product name or SKU — results appear in real time. Click to add.
• Product grid: If featured products are configured, click any product tile to add it.
• Quantity: Click the quantity field next to any item in the cart and type the amount, or use + / – buttons.
• Edit price: If permitted by your role, you can click the price field in the cart to override the selling price for this item on this sale.

Selecting a Customer

Click the customer field at the top of the cart. Type their name or phone number to search. Select from results, or click "Add as Customer" to create a new contact on the spot (enter name and phone — other details can be added later).

Selecting a customer links the sale to their account for: credit tracking, loyalty points, purchase history, and group-based pricing.

The default "Walk-in Customer" is used for anonymous sales. Loyalty points are not earned on Walk-in sales. Always select a named customer when the customer wants to track their credit balance or earn points.

Discounts

Line item discount: Click the discount icon (%) on any individual product line in the cart. Enter a percentage or fixed amount discount for just that item.

Order discount: In the totals panel, click the Order Discount field. Enter a percentage or fixed amount to discount the whole order.

The Payment Screen

Click Pay to open the payment screen. You'll see:

• Total Amount — the amount due
• Payment Methods — Cash, Card, Bank Transfer, Cheque, and any custom methods you've added
• Amount field — enter the amount received for each method
• Change / Balance — for cash payments, shows change to give back. For credit, shows amount remaining on account.

Split Payments

If the customer pays with multiple methods (e.g. part cash, part card): enter the cash amount in the Cash field, then enter the card amount in the Card field. The system accepts multiple payment methods for one transaction.

Credit Sale (Pay Later)

If the customer will pay later: leave the payment amount at 0 (or enter a partial amount) and the remaining balance is added to their account as "Due". You must have a customer selected for credit sales.

Finalising the Sale

Click Submit / Finalise. The sale is saved, stock is deducted, and the receipt screen appears. From here:

• Print Receipt — sends to your receipt printer
• Email Invoice — sends a PDF invoice to the customer's email
• New Sale — clears the cart to start the next transaction

Tender Change / Change Return

When a customer pays cash and you enter the amount tendered (e.g. customer gives $50 for a $32.50 sale), the system shows Change: $17.50. The change amount is displayed prominently on screen and optionally on the receipt. No manual calculation needed.

Keyboard Shortcuts

Shortcuts can be customized under Settings → POS Settings → Keyboard Shortcuts.