Point of Sale
Completed
- Introduction to POS
- Setting Up POS Shops & Sessions
- Using the POS Interface
- POS Reporting
- How Multi-Shop Offline Sync Works
- Pairing a New Branch (Setup Walkthrough)
Using the POS Interface
POS Interface
Screen Layout
- Left Panel – Product categories and products grid.
- Right Panel – Current order line items.
- Top Bar – Search products, customer selection, session info.
- Bottom Bar – Payment buttons, total amount.
Creating an Order
- Tap product categories to browse.
- Tap a product to add it to the order.
- Adjust quantity with +/- buttons.
- Apply discounts (percentage or fixed) per line or globally.
- Click Customer to select or create a customer.
- Click Pay to proceed to payment.
Payment
- Select payment method (Cash, Card, Mobile).
- Enter amount tendered (for cash, change is calculated).
- Split payment across multiple methods if needed.
- Click Validate. Receipt prints automatically.
Offline Mode
If internet drops, POS continues in offline mode. Orders are stored locally and synced when connection is restored. Configure cache size in POS Settings. This built-in offline mode is separate from — and simpler than — the multi-shop Offline Sync feature covered in the next section, which is for running an entire branch on its own local server, not just riding out a brief connection drop.
Returns & Refunds
Look up the original order (by receipt number or customer) and use Refund to create a negative-quantity order for the returned items, which restocks inventory and reverses the original payment. Cash refunds pay out from the till; card refunds are typically processed back to the original card via the payment terminal.
Loyalty & Discounts
If a loyalty program is configured, returning customers linked to their profile automatically earn/redeem points at checkout. Manual discounts (a manager PIN can be required above a threshold) and the automatic Promotions/Coupon rules from the Sales app both apply at the POS the same way they do online.
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