Sell in store with POS

1) Open POS

1. Open POS.
2. You’ll see the sales screen (products + cart).

If you don’t see POS: your role may not have access (see Team & roles).

2) Add products to the cart

1. Search for a product (name, SKU, barcode).
2. Click the product to add it to the cart.
3. Adjust quantity (+ / −) if needed.

3) Add a customer (optional)

You can sell:

• to a walk-in customer (no customer record),
• or to a saved customer (useful for history).

1. Click Customer.
2. Search an existing customer, or create one (if you have permission).
3. Confirm.

4) Discounts and tax (optional)

Before payment, you may adjust the total (depending on your setup and permissions):

• Discount: fixed amount or percentage.
• Tax: add VAT/tax if your POS requires it.

Best practice: follow your company policy for discounts (who can apply them, and when).

5) Take payment

1. Click Pay.
2. Choose a payment method (cash, card, mobile, bank transfer… depending on setup).
3. If cash: enter the amount received—POS calculates change.
4. If split payments are enabled: you can pay with 2 methods (example: part cash + part card).
5. Confirm the sale.

The sale is saved, and inventory updates automatically (if inventory tracking is enabled).

6) Receipt and history

• After payment, you can view or print a receipt (depending on setup).
• In history, you can review transactions (useful for checks).

Returns / refunds (if enabled)

Some stores enable returns/refunds in POS. The exact flow depends on your setup.

1. Open POS → History (or similar).
2. Open the transaction.
3. Choose Refund / Return if available.
4. Confirm.

If you don’t see refund tools: ask a manager (often restricted to specific roles).

Best practices

• Review the cart before payment (quantities, price, discount).
• If a product has options (size/color), make sure you pick the right one.
• In case of error: follow your team’s process (refund/cancel depends on your setup).

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