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▶️ Point of sale overview for users

On this page

Start a shift (supervisor or manager)

  1. Click Start a Shift.

  2. Select an Associated User.

  3. Enter the User’s PIN.

  4. Set the Opening Float (cash balance).

  5. Click Start Shift.

Sign in as a user (general employees)

  1. Find your user profile and sign in
  2. Enter the PIN given to you by your manager.

  • Products displayed from your Quick List or via search.

  • Online Status shown in top-right:

    • Online / Offline / Syncing.

  • Lock Terminal when a user steps away.

  • Multiple Users can be added to the same shift.

Manage products & checkout

  1. Switch between card view or list view of products.

  2. View available stock via the three-dot menu.

  3. Add products to the cart by clicking on them.

  4. In the checkout, you can:

    • Adjust quantities.

    • Remove items.

    • Add Serial Numbers.

    • Set Special Actions (Takeaway, On Hold, Transfer, Special Order).

Add Customers

  1. Click Add Customer to:

    • Select an existing customer, or

    • Create a new customer.

  2. The customer will now be linked to the current transaction.

Manage orders

  • Park Order to save it for later.

  • Apply Discounts:

    • Set by Currency or Percentage.

    • Discounts may be limited per user role.

  • Individual item options:

    • Adjust price.

    • Add Serial Number.

    • Choose Special Action and Pay Now options.

Checkout & payments

  1. Proceed to Checkout.

  2. Select one or more Payment Methods:

    • Card (Reader or Manual Entry).

    • Cash.

    • Account Credit.

    • Bank Transfer.

    • Check.

    • Voucher.

    • Pay on Account (with Purchase Order).

  3. Split Payments supported.

  4. Option to Park Transaction or add Order Notes.

Complete an order

  1. Once payment is complete, view the Order Placed Page:

    • Order Number.

    • Payment Methods used.

    • Order Notes.

  2. Options:

    • Email Receipt to the customer.

    • Print Receipt (if printer is connected).

Orders & Refunds

  1. Access Menu (top-left).

  2. Open Orders to:

    • View Recent Orders.

    • Search older orders (by date, customer name, phone, or email).

  3. To process a Refund or Exchange:

    • Open the order → Order Actions → Refund or Exchange Items.

    • Select items to refund or exchange.

    • Process the refund via appropriate payment methods (support split refunds).

Other features

  • Pickups: View stock transfers between locations.

  • Customers: Access full customer database.

  • Suppliers: View and manage supplier details.

  • Settings: Configure advanced settings.

End the shift (supervisor or manager)

  1. Open Menu.

  2. Click End Current Shift.

  3. Enter Closing Balances.

  4. Click Confirm.

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