# ▶️ Point of sale overview for users

Source: https://support.storeconnect.com/articles/how-to-use-point-of-sale · Last modified 21 August 2026

Video: https://vimeo.com/1155270072?fl=sv&fe=ci

## 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.

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## Navigate the POS interface

-   **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.


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## 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).


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## 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**.


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## 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.


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## 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**.


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## 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).


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## 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).


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## Other features

-   **Pickups**: View stock transfers between locations.

-   **Customers**: Access full customer database.

-   **Suppliers**: View and manage supplier details.

-   **Settings**: Configure advanced settings.


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## 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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StoreConnect Support — https://support.storeconnect.com/articles/how-to-use-point-of-sale