Making Your First Sale
The POS interface is designed for speed and simplicity. Here is how to process transactions.
Opening the POS
Click POS in the sidebar to open the point-of-sale interface. The screen is divided into:
- Left side: Product grid with categories
- Right side: Current cart with order summary
Processing a Sale
- Select products: Tap on product cards to add them to the cart
- Adjust quantities: Use the +/- buttons or type a quantity directly
- Apply discounts (optional): Click the discount icon on any line item
- Add modifiers (optional): If a product has modifiers, they will appear for selection
- Review the total: Check the order summary on the right
Accepting Payment
- Click Charge or Complete Sale
- Select the payment method:
- Cash: Enter the amount received; change is calculated automatically
- GCash: Record the GCash reference number
- Maya: Record the Maya reference number
- Card: Record card transaction details
- Split Payment: Divide across multiple methods
- Click Confirm Payment
After the Sale
After completing a sale, you can:
- Print receipt: Send to a connected thermal printer
- Share receipt: Send via messaging apps
- Start new sale: The POS resets for the next customer
Tips for Fast Checkout
- Organize products by category for quick access
- Use the search bar for large catalogs
- Set up favorites for your most-sold items
- Use barcode scanning (device camera) for product lookup
- Keyboard shortcuts: Available on desktop for power users
Voiding and Refunds
- Void a line item: Swipe left on the item in the cart (before completing the sale)
- Void entire sale: Click the clear/void button in the cart
- Refund a completed sale: Go to Sales history, find the transaction, and select Refund
Offline Sales
On Standard plans and above, if you lose internet connectivity:
- The POS continues to work normally
- Sales are stored locally on your device
- When connectivity returns, sales sync automatically
- An indicator shows when you are in offline mode