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▶️ 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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