The POS is your till at the counter. These steps take you through one full sale, from opening the register to the receipt.
Step 1. Open a session
Press POS at the top of the dashboard. The POS opens in its own window.
Press Open Session. Choose the Branch if you are asked, type a Register name and the Opening Cash in the drawer, then press Open Session. You see Session opened successfully.
Opening the register asks for two things: which register this device is, and the cash already in the drawer.
Step 2. Learn the register bar
The bar at the top shows your register, the three tabs Sales, Orders and History, and two numbers: Cash in drawer and Session sales.
The bar across the top: your register, the three tabs, and the two live numbers.
Step 3. Choose the customer
Press Select Customer at the start of the bar. Search for the customer, or choose Walk-in Customer. To add a new customer, press the plus button Add customer.
If you see Select a customer or mark the sale as walk-in first, choose a customer or Walk-in Customer, then continue.
Attach the sale to a customer here, or mark it a walk-in; the plus adds a new one.
Step 4. Add the items
Tap a product to add it to the order, or type in Search items or categories…. If a product has options, choose one in Select Variant.
Search or tap through the categories; every tap drops the item into the order.
Step 5. Add a discount or hold the sale
Press the percent button to add a Discount to the whole order.
To serve the next customer first, press Hold. The sale waits as a tab above the order. Tap the tab to come back to it.
Hold parks the sale as a chip above the order, so the next customer can be served at once.
Step 6. Take the payment
Press Pay. Choose the payment method, type the amount on the number pad, then press Pay. On cash, the screen shows the Change.
To split the bill, pay part of it, then choose the next method and press Add Payment until Remaining is zero.
The payment screen: a numpad, quick amounts, your payment methods, and the change worked out for you.
Step 7. Finish the sale
You see Payment Complete! with the order number. Press Print Receipt, or press Done to serve the next customer.
Payment Complete carries the order number, the tenders and the change; print, or press Done.
Result
The sale is saved, Cash in drawer and Session sales are updated, and the order shows in All Orders with the source POS.