StoreConnect point of sale

StoreConnect POS runs in a browser on the counter device and sells from the same product catalog, inventory, pricing, and customer database as your online stores. Every sale becomes a Salesforce Order, visible to the rest of your team without an import or a nightly reconciliation. Salesforce stays the system of record; the register holds a synced local copy so it stays fast and keeps trading when the connection drops.

POS users sign in with their own Outlet User record and a PIN, so each sale is attributed to the person who made it. They do not need a Salesforce license.

A register is the POS device identity for a specific device at a location. Registers are named and assigned to an outlet (location). A device connects to an available register at login, and that register is marked as in use until disconnected.

Start from what you are trying to do rather than from the name of the feature.

What you want to do	Where to go
Stand up POS for the first time	Set up POS
Give staff a way to sign in	Add a POS user and Set user pins for POS access
Put a new till on the counter	Add a register to an outlet and Connect a POS register
Open the till for the day	Start a shift at POS
Balance the till at close	End a shift at POS
Work out why a product will not appear at the register	Product minimum requirements for POS
Ring up a sale faster than searching for each item	Display popular items in a quicklist
Take part cash and part card	Split payment at POS
Knock money off a price at the counter	Adjust prices at the POS checkout
Serve the next customer without losing the current cart	Park an order
Take a return, an exchange, or issue store credit	Item returns - refund and exchange at POS
Sell or redeem a gift card	Process vouchers at POS
Bill a trade customer instead of taking payment now	Pay on account
Hold an item while the customer fetches the money	Place items on hold at POS
Order in something you do not stock	Process special orders at POS
Hand over a click-and-collect or held order	Special order holds and pickups
Hire an item out and take it back	Process rental products at POS
Ship an item to the customer from the counter	Arrange delivery fulfillment at POS
Send order items to a kitchen, bar, or workshop	Configure POS fulfillment station routing
Move stock between your own locations	Process a stock transfer at POS
Record the serial number of what you sold	Collect an item serial number at POS
Keep one order open across a visit, in rounds	Store variables
Build a custom screen, prompt, or pricing rule at the register	POS layouts
Sell from a tablet, or turn the screen around to sell together	POS setup scenarios and variations
Show stock or delivery dates from another system	Bring external data into POS
Run an offer the promotions engine does not express	Set up offers for POS
Have an AI agent build a register screen	Build POS with an AI agent
Move a POS setup from a sandbox into production	Deploy POS configuration to production
Keep trading when the internet goes down	Take payments while the POS is offline
Round cash totals to your currency’s smallest coin	Configure cash rounding
Change what a receipt or label looks like	POS print templates
Recover a register that has frozen	Troubleshoot a frozen or crashed POS

Ways stores use POS

The same register software covers counters that look nothing alike. These are the patterns it is built around.

Retail and multi-store

• A clothing retailer runs tills in six stores against one catalog, and a customer who buys online and in-store has a single Contact with one order history.
• A store with a stockroom and a shop floor moves stock between outlets at the register instead of on paper, and each transfer is tracked through Requested, Confirmed, Shipped, and Ready to Pick up.
• An outlet location prices the same products differently by attaching its own Pricebook to the outlet.
• A shop with slow product search puts its non-barcoded items, such as loose produce or coffee, on a quicklist so staff tap rather than type.

Hospitality and food service

• A cafe sends drinks to the bar and food to the kitchen automatically, by routing order items to fulfillment stations based on product category.
• A counter that takes mostly cash rounds each cash total to the nearest five cents while card totals stay exact.
• A bar keeps a tab open across a visit, sending each round to the kitchen or bar as it is submitted and taking payment once at the end.
• A venue relabels Card (Tyro) to “EFTPOS” so the button matches what staff already call it.

Rental, hire, and services

• A hire business rents an item out at the counter, tracks it through Picked, Packed, and Returned, and gives each unit a servicing buffer before it can be hired again.
• An equipment dealer captures the serial number of every unit it sells, so a warranty claim or a return can be traced to the exact item.
• A service counter orders in a part it does not stock as a special order, takes a deposit, and completes the sale when the customer collects.

Trade and B2B counters

• A builders’ merchant charges a trade customer’s account instead of taking payment, and requires a purchase order number on every account sale.
• A wholesaler gives counter staff a discount ceiling by Outlet User Type, so a sales assistant can take 5% off and a manager can take 20%.
• A trade desk keeps certain price book entries out of reach of manual price reductions entirely.

Public sector, community, and events

• A leisure center sells entry and merchandise at one till, with takings reconciled per payment method at the end of each shift.
• A gift shop inside a museum trades through a network outage on cash and manual card, then syncs the queued sales when the connection returns.
• A box office looks up a customer, applies their account credit, and prints a receipt with a QR code.

Outlets and registers

An Outlet is a physical location. A Register is a till within it.

• An outlet carries a Register Code that staff enter when connecting a device, with a minimum length of 20 characters.
• An outlet can hold its own Pricebook, so a location can price differently from the store default.
• An outlet needs an Anonymous Checkout Contact, which is the guest customer used when no real customer is attached to a sale.
• An outlet is linked to a stock location, which is what lets the register see and move inventory. See Add an outlet stock location.
• An outlet can hold as many registers as the location needs, each named and activated separately.

A device connects by opening the store’s POS access URL and completing the POS sign-in, which takes a POS user’s username, the outlet’s Register Code, and that user’s PIN. The register is then chosen on the screen that follows, and is held by that device until it is disconnected, either from the terminal or from Salesforce if the device is unreachable. See Configure your POS access URL, Connect a POS register, and Disconnect a POS register.

Registers can lock themselves after a period of inactivity, on device lock, or both, and require a PIN to resume. See Configure register auto-lock.

Staff access and shifts

Each employee gets an Outlet User record on the outlet, an Outlet User Type that sets their Maximum Discount Percentage, and a numeric PIN. They sign in by entering their username, the outlet’s Register Code, and that PIN.

A register operator never signs in to Salesforce, so they do not need a Salesforce seat. What they need is a User record for the Outlet User to point at, so their sales are attributed to them, and a Chatter Free user serves that purpose at no license cost. See Deploy POS configuration to production for how to provision them.

Opening a shift

• The operator enters the opening float, and the shift records who opened it and when.
• More than one member of staff can be signed in to the same shift.

Closing a shift

• The operator enters a counted closing balance for each payment method used, so counted and expected totals sit side by side.
• A bank deposit reference and shift notes can be recorded at close.
• Confirming the close signs the operator out and locks the register.

Shift records, per-method totals, and the users attached to each shift are Salesforce records, so end-of-day and variance reporting needs no re-keying. The End Shift form can take extra fields of your own. See Start a shift at POS, End a shift at POS, and Add custom fields to the End Shift form.

Payment methods

POS payment methods are switched on, relabeled, and configured per store with Store Variables. These are available at the register.

Payment method	Available by default
Cash	Yes
Card (manual)	Yes
Card (Tyro)	Yes
Card (Square)	Yes
Bank transfer	Yes
Cheque	Yes
Voucher	Yes
Pay on account	Yes
Account credit	Yes
Pay by link	Yes
Card (Linkly)	Must be enabled
Card (Quest Airpay TAP)	Must be enabled
Latitude	Must be enabled
Gift Card (Vii)	Must be enabled

Any method can be relabeled to your own counter vocabulary, and any method can be set to require a purchase order number. See Configure POS payment methods.

A single sale can be split across as many methods as the customer wants to use, with a separate payment line recorded for each. See Split payment at POS.

Reward points are a storefront checkout payment method rather than a POS one, and are not one of the payment methods above. A custom view can still show a customer’s points balance at the register, because any object reaches the register through a POS Layout, but the payment step itself takes only the payment methods listed here. Points and account credit are separate balances with no conversion between them, so points a customer has earned cannot be spent at a register.

Card terminals

• Tyro — integrated EFTPOS terminal, enabled by default at the register.
• Square — integrated terminal paired to the register, enabled by default.
• Linkly — POS-only integrated EFTPOS middleware used with terminals from most major Australian banks. Each register draws its own API credential pair from a pool on the payment provider record, claiming it when the terminal pairs and returning it if pairing fails. Linkly supports refunds and surcharges at the terminal.

See POS-ready payment providers and POS payment devices.

Surcharges

Surcharges behave differently at a terminal than they do online. A POS terminal payment does not go through the app-side surcharge calculation. The terminal applies the surcharge and reports it back, and the reported amount is stored on the Payment record.

Whether it also reaches the order depends on the Surcharge Product set on the active Tyro or Linkly Payment Provider record. With one set, the reported amount is added to the order as a surcharge line, counted in the total, and shown on the receipt. With none set, it is recorded on the payment only.

A POS Pay by link payment is calculated by StoreConnect in the same way a web payment is. See Payment surcharges.

Cash handling

Cash totals can be rounded to your currency’s smallest circulating coin, with the rounding unit and rule set on the store. See Configure cash rounding.

Smart cash suggests tender amounts worked out from the sale total, respecting that rounding and the local note and coin set, so the operator taps the note the customer handed over instead of keying it. The suggestions can sit alongside a keypad or reveal one on request.

Selling at the register

Finding products

• Search matches product name, product code (SKU), and barcode at once, with results updating as the operator types.
• A barcode can be scanned with a hardware scanner or typed.
• A quicklist puts popular or non-barcoded items on the dashboard in card or list view.
• To appear at all, a product must be a master or variant, have a price book entry, sit in an active taxonomy category, and not be a placeholder.

See Finding products at POS, Navigate the POS quicklist, and Product minimum requirements for POS.

Customers

Staff attach an existing customer to a sale or create one at the counter, which brings that customer’s account terms, credit balance, and purchase history into reach without leaving the register. The fields captured when creating a customer can be extended to include billing, shipping, or mailing addresses. See Add a customer to a POS transaction, Look up a customer’s order history, and Capture address fields when creating a new POS customer.

The cart

• The cart panel collapses and expands, and is restored automatically after a browser refresh.
• A price can be reduced on one item or across the cart, as an amount or a percentage, capped by the operator’s maximum discount.
• Products and price book entries can be excluded from discounts, from manual price adjustment, or from both.
• A cart can be parked and resumed later from the Orders list on the same register.
• A serial number can be required at the point of sale on products configured for it.
• A note can be captured per cart line and carried onto the resulting order item.
• Stock on product cards can show exact counts, qualitative tags such as Low stock, or nothing at all.

A reduction made at the counter uses the discount and price override tools above, within the operator’s discount ceiling. Offers can also be built from POS Views and Liquid, which is covered in Set up offers for POS. See POS cart, Adjust prices at the POS checkout, Park an order, and Add a product serial number at POS.

Returns, holds, and special orders

• Returns — select the returned items from the original order and refund by cash, card, or back to the customer’s account, exchange them, or issue a voucher or store credit. See Item returns - refund and exchange at POS.
• Holds — put items aside against a deposit or full payment, then pick, pack, and release the order when the customer collects. See Place items on hold at POS.
• Special orders — sell something you do not have on the shelf by choosing a pickup location and payment terms, then complete the sale on arrival. See Process special orders at POS.
• Pickups — held items, special orders, and online click-and-collect orders are all handed over through the same pickup flow. See Special order holds and pickups.
• Rentals — hire an item immediately or reserve it for a future date, and process the return with a servicing buffer before it becomes available again. See Process rental products at POS.
• Stock transfers — request, ship, and receive stock between outlets at the register. See Process a stock transfer at POS.

Fulfillment and delivery

A sale at the counter does not have to be carried out of the shop. Staff can select items, enter a delivery address, choose a shipping rate, and confirm a delivery fulfillment from the register, with optional requested delivery date and shipping note fields.

Order items can be routed automatically to a preparation area, such as a kitchen, a bar, or a workshop, based on product category. Fulfillments move through a defined set of statuses that both the counter and Salesforce reporting can read.

See Arrange delivery fulfillment at POS, Configure POS delivery options, Configure POS fulfillment station routing, Configure POS fulfillment types and payment methods, and POS fulfillment statuses.

Trading offline

The register keeps selling when it loses its connection, holding transactions locally and syncing them on reconnection. What still works depends on whether the payment method has to reach something outside the register.

• Cash, cheque, and bank transfer keep working.
• Card (manual) keeps working, and requires a reference for a payment authorized outside StoreConnect.
• Pay on account keeps working, read from the last synced data.
• Voucher does not work, because the register holds no voucher codes to check a balance against.
• Account credit can be applied from synced data, but it cannot be the payment that completes the sale.
• An order containing a rental item cannot be saved offline, whichever payment method is used.
• Integrated terminal payments and Pay by link do not work, because both need to reach a service.

Product images are not held for offline use the way records are, so items may appear without photos during an outage. Before closing a shift after an outage, check that no records are still waiting to upload.

See Take payments while the POS is offline, Manage POS data sync, and POS storage, sync, and device administration.

Multi-location

Each location is an outlet, with its own registers, staff, stock location, optional pricebook, and shift history. All outlets share the store’s catalog, customer database, and reporting. Because every sale is a Salesforce Order, takings across all locations and both channels report together without an export.

Custom views and experiences

POS screens are rendered from Liquid, the same templating the storefront uses, so the register can be reshaped as configuration rather than as a change to the product. A POS View is a Liquid template, a POS Layout decides where it renders and in what form, POS Layout Fields and filters decide what it shows, and POS Action Groups decide what the buttons do. A view can read the current cart and the record it is attached to, and write back through POS actions.

That is what makes pricing and cart behavior extensible at the counter:

• A view attached to a cart line can capture something the standard cart has no field for, such as a requested delivery date per item, and save it to a custom field on the Cart Item.
• A script loaded into POS can watch the cart and act on what it sees, adding a free product once the cart passes a spend threshold inside a promotion window, or applying a discount.
• A view can change the price or discount on a line, or set a deposit, so a rule such as “30%, full, or custom” becomes a panel on the cart.
• A modal opened from a tile can present a specials table, a keypad, a label-printing dialog, or a warning about the customer’s account, and feed the result back into the cart.
• Store-scoped CSS and JavaScript restyle the register itself, for example putting stock badges on cart lines.

This is also the answer when the register does not support something directly. The tools underneath are general, so behavior that is not a built-in option can usually still be built, including offer logic beyond a flat reduction. See Set up offers for POS.

Because a register’s experience is configuration, each job can have its own: a tablet carried down an aisle, a screen turned around to configure a product with the customer, a returns desk, a trade counter, or a training station. See POS setup scenarios and variations for those setups, and POS layouts, POS layout filters, POS action groups, and the POS actions reference for the pieces they are built from.

Customizing POS

Alongside custom views, the standard screens, menus, and printed output are configuration.

• Layouts control how records are displayed and interacted with, as list, record, form, or grid, with custom fields, filters, and actions. See POS layouts and POS layout filters.
• Action groups define the navigation menus, the home screen grid, the sidebar, and the top bar. See POS action groups.
• Print templates cover receipts, cart quotes, product labels in ZPL or EPL, and PDF documents such as invoices and packing slips. See POS print templates.
• Supplier lists give counter staff supplier contact details for orders, returns, and inquiries. See Add a supplier list to POS.

Hardware

Hardware	How it connects
Counter device	Any modern browser; Android tablets are the recommended device
Tyro terminal	Integrated through the Tyro payment provider
Square Terminal	Paired to the register through the Square payment provider
Linkly terminal	Paired per register, using a claimed API credential pair
Barcode scanner	Connected to the device and used for product lookup
Receipt printer	ESC/POS or Star PRNT thermal printer
Label printer	ZPL or EPL label printer
Cash drawer	Connected to the receipt printer’s drawer port, and opened on the payment methods you choose

:::note StoreConnect can only send a working open-drawer command to printers using the Star PRNT protocol. An ESC/POS printer, such as an Epson TM-T series, prints receipts correctly but cannot open a connected cash drawer. :::

See Compatible hardware for POS, POS hardware setup, Connect POS printers, and Set up the cash drawer.

What people call this

Counter vocabulary varies by trade. If you are looking for any of the following, POS is the feature you want:

• Till, cash register, checkout counter, front of house, or EPOS
• In-store selling, retail software, or a shop floor system
• EFTPOS, card machine, payment terminal, or PIN pad
• Cashing up, till reconciliation, X read, Z read, or end of day
• Layby, layaway, put it on hold, or take a deposit
• Put it on the account, on tick, or charge to the account
• Order it in, back-to-back order, or a customer order
• Docket, kitchen docket, or order slip
• Click and collect, buy online pick up in store, or BOPIS
• Bar tab, table service, running order, open ticket, or a job in progress
• Tip, gratuity, or service charge
• Suggested cash, quick tender, or fast pay

Set this up

• Set up POS
• Create a store outlet
• Add a register to an outlet
• Add a POS user
• Set up products for POS
• POS devices