POS terminal
A fast, full-screen selling screen for touch and barcode scanners.
Where POS
Permissions pos.access pos.hold-order pos.void
The terminal needs at least one warehouse. If none exists it shows Add a warehouse to start selling.
Selling#
- Search by name, or scan a barcode. Use the category chips or All to browse. Choose Retail or Wholesale price level.
- Click a product to add it. Change quantity in the cart. For serial products, scan or type one serial / IMEI per unit, comma separated.
- Pick a customer, or leave Walk-in customer. Type a phone or name to find one. If none exists, press Add “…” as a new customer.
- Apply discounts, coupon, reward points, tax, service charge, tip or shipping if needed.
- Press pay, choose the payment method(s), and finish. The receipt prints or is sent.
For anything not in the catalogue press + Custom Item, enter a description, price and quantity, then Add to cart.
The cart#
| Item | What it does |
|---|---|
| Discount | A fixed amount or a percentage. If it is above the cap you set, the terminal asks for a manager PIN before it lets you pay. |
| Tax, Service, Tip, Shipping | Added to the total. Default tax can apply automatically. |
| Coupon code | Type a code and press Apply. |
| Reward points | Shows the customer's points. Redeem or Max turns points into money off the sale. Points are earned on the sale as well. |
| Deliver with courier | Choose a courier, recipient phone and delivery address to create a delivery with the sale. |
| Sale agent | Credit the sale to an agent for commission. |
| Rounding | Applies your cash rounding rule to the total. |
| Hold | Parks the cart so you can serve someone else, then resume it. |
The customer panel shows phone, Outstanding balance, Reward points and Purchase history, and lets you Edit customer.
Tools in the top bar#
- Full screen, Calculator and Keyboard shortcuts (press to see the list).
- Sale return opens the return flow without leaving the POS.
- Cash register / till opens and closes your till. See cash-register.
- Customer display opens a second screen for the customer that shows the running total.
- Offline mode. The terminal keeps a local copy of the catalogue and queues sales, then syncs them when the connection returns.
POS settings#
Where Settings → POS
| Field | What it does |
|---|---|
| Default warehouse | Stock is taken from here unless the cashier switches. The default is the first active warehouse. |
| Default tax | Used when Auto-apply default tax is on. |
| Default price level | Retail or Wholesale. |
| Default discount type | Fixed amount or Percentage. |
| Auto-lock the terminal | Locks after the idle minutes you set, or Never. |
| Maximum held (parked) sales | How many carts can be held per terminal. |
| Cash rounding | Set in Settings → Rounding. |
| Discount cap | The most a cashier can discount without a manager, as a percentage of the subtotal before tax. No cap lets cashiers discount freely. No manual discounts blocks them. Above the cap a manager PIN is needed. |
POS staff and PINs#
Where POS staff
Permissions pos-staff.view pos-staff.create pos-staff.edit pos-staff.delete
Add a team member to POS duty with Add POS Staff, choose an Assigned Warehouse (or Any warehouse), and set a 4-digit PIN for quick cashier switching at the terminal. Each person's page shows total sales, lifetime revenue and this month's sales. Import columns: email, warehouse.
Payment methods#
Cash and card are built in. Add your own, such as bank transfer, cheque or a local wallet, under Settings → Payment gateways, and choose whether each one shows at POS checkout. See Payments, expenses & income.
Printing#
Receipts print through a configured printer (Direct Print) or a browser Popup Print. See Receipts, invoices & printers.