Pos
Last updated: 2026-03-29
Point of Sale (POS) Overview
The Point of Sale (POS) module provides a fast, user-friendly screen for ringing up sales, generating instant invoices, and processing customer payments. It is designed to look and work like a standard retail cash register.
When Do I Use This?
- When a customer is standing in front of you ready to purchase items (walk-in sales).
- When you need to quickly scan barcodes, calculate totals, and take payments over the counter.
- When you want to quickly generate and print a receipt for an immediate sale.
How To Use
1. Ringing Up a Sale
- Go to Sales → POS from the main menu.
- Select a Customer: Type the customer's name in the search bar at the top left. (Note: Depending on your settings, this may be required or optional for walk-ins).
- Add Items to Cart:
- Click on a product image/name in the middle grid.
- Type the product name in the Search product bar and press Enter.
- Or, simply scan the item's barcode using a barcode scanner.
- Adjust Quantity:
- Click on the item in your cart (it will highlight yellow).
- Click the Qty button on the on-screen calculator.
- Use the calculator number pad to enter the new quantity.
- Remove an Item: Click the item in your cart to select it, then click the +/- button to remove it.
- Add any special instructions in the Invoice note... box at the bottom right.
- When finished, click the INV / PAY button to finalize the cart and proceed to payment.
2. Processing the Payment (Receipt Screen)
After clicking INV / PAY, the system generates an invoice and takes you to the Receipt screen.
- Review the total amount due on the left side of the screen.
- Select how the customer is paying by clicking one of the large payment option buttons (e.g., Cash, Credit Card). The selected option will become highlighted.
- Verify the amount in the Receipt field. It automatically defaults to the total due, but you can type a different amount if they are making a partial payment.
- Click Process Receipt.
- Once paid, a large green checkmark will appear. You can then click Print Invoice or Print Express Invoice at the top of the screen to hand a copy to the customer.
Field Descriptions
Point of Sale Screen
| Field / Button | Description |
|---|---|
| Search Party | The customer making the purchase. If your company requires customer tracking, you must select one before paying. |
| Product Categories | Buttons like "All Items" or specific departments. Click these to filter the products shown in the grid. |
| C (Clear) Button | Clears the entire screen and starts a fresh, empty cart. |
| +/- Button | Removes the currently selected item from the shopping cart. |
| Qty Button | Allows you to change the quantity of the selected item using the calculator numbers. |
| Invoice Note | A text box at the bottom of the cart to type messages that will print on the final receipt. |
Receipt / Settings Screen
| Field | Description |
|---|---|
| Account Receivable | The financial account receiving the money. When you click a payment method icon (like "Cash"), this updates automatically behind the scenes. |
| Receipt (Amount) | The actual amount of money the customer is handing you. |
| Settings: Show Product Image | A backend setting that determines if pictures are displayed on the POS buttons to make finding items faster. |
| Settings: Party Required | A backend setting that prevents cashiers from completing a sale without choosing a customer name. |
Tip: You do not need to click into a search bar to use a barcode scanner! As long as you are on the POS screen, simply pointing and scanning a barcode will automatically locate the item and drop it straight into your cart. If the barcode is new, the system will prompt you to register it.