▶️ Point of sale overview for users
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This video walks through a full day at the register. To read the steps for a task shown in the video, use the table below.
| To… | See… |
|---|---|
| Start a shift | Start a shift at POS |
| Sign in to the register with your PIN | Sign in to a POS register |
| Find your way around the POS screens | Navigate the POS dashboard |
| Use the quicklist on the home screen | Navigate the POS quicklist |
| Search for products and check stock | Finding products at POS |
| Add items to the cart and change quantities | POS cart |
| Record a serial number on an item | Add a product serial number at POS |
| Place items on hold | Place items on hold at POS |
| Create a special order | Process special orders at POS |
| Transfer stock between locations | Process a stock transfer at POS |
| Add a customer to a sale | Add a customer to a POS transaction |
| Park an order to finish later | Park an order |
| Apply a discount or change a price | Adjust prices at the POS checkout |
| Take payment | POS checkout and payments |
| Split a payment across payment methods | Split payment at POS |
| Charge a sale to a customer account | Pay on account |
| Pay with account credit | Accept payment via account credit |
| Redeem a voucher | Process vouchers at POS |
| Keep selling while the POS is offline | Take payments while the POS is offline |
| Find a past order | Look up a customer’s order history |
| Refund or exchange items | Item returns - refund and exchange at POS |
| End a shift | End a shift at POS |
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