POS
The cashier screen step by step, sessions, sales and payments.
Overview
The POS is the cashier screen for quick in-store sales. The cashier works inside a session: opens it at the start of the shift with a cash float, sells, then closes it after counting the cash. On closing, the system posts the accounting entries and takes the goods out of stock.
Screens in this section
Cashier screen
Opening a session
Before the first sale of the shift the cashier opens a session.
Screen layout
The screen has four parts: the top bar, categories and products, the bill, and the side menu.
Adding products to the bill
There are four ways to add a product: tap it, search by name, scan its barcode, or scan a scale barcode.
Editing a bill line
Tap any line in the bill to change its quantity or price, or add a discount or a note.
Choosing or adding a customer
Every bill starts with the default customer set in the POS settings.
Promotions, coupons and gift cards
Promotions apply automatically when their conditions are met.
Total discount and order note
A discount on the whole bill and a note saved with the order, from the bottom of the bill on the cashier screen.
Cash in and cash out
Records cash that went into or out of the drawer without a sale: change from management, or bags bought from the drawer.
Order type
Shown when the Restaurant module is on.
Payment and completing the order
Press Total under the bill to open the payment screen.
Holding and resuming orders
If a customer steps away or forgets something, hold their order and serve the next one.
Past orders and returns
From Orders in the side menu (or F9) you find any order to view, reprint or return.
Customer list
From Customers in the side menu you view and search customers and add a new one with full details, without leaving…
Locking the screen
When the cashier steps away, they press the lock icon at the bottom of the side menu.
Closing the session
At the end of the shift press the exit icon at the bottom of the side menu (or F10).
Keyboard shortcuts
They work when shortcuts is on in the settings, where the keys can also be changed.
Customer display
A second screen facing the customer that shows their bill lines, total, paid amount and change as they happen, with…
POS settings and what they change
Each cashier-screen option appears or disappears with the POS settings.
Operations
POS Sessions
All cashier sessions: who opened them, when they opened and closed, the terminal and the opening cash.
POS Sales
Every cashier receipt with its session, customer and date.
POS Payments
Every amount collected at the till with its payment method, to reconcile cash and cards.
Reports
Session Report
Each session’s revenue and length, filterable by branch, user, terminal, delivery app and date.
POS Sales Report
Cashier receipts over a period with totals and taxes.
POS Analysis
A summary of cashier sales for a period, working like Sales Analysis.
POS Ingredients Report
How much of each ingredient (raw material) was used by products sold at the till, such as meal ingredients in…