The Point of Sale (POS) system enables quick retail transactions. Process sales, accept multiple payment methods, and print receipts in a streamlined interface designed for speed and efficiency.
1. Making Sales
The POS interface is designed for fast checkout. Add products by scanning barcodes or searching, apply discounts, and complete transactions quickly.
Adding Items to Cart
Barcode Scan
Scan product barcodes with a barcode scanner for instant lookup.
Product Search
Search by product name or SKU to find items quickly.
Category Browse
Browse products by category for visual selection.
Cart Operations
Click +/- buttons or type quantity directly
Click the trash icon to remove from cart
Enter discount amount or percentage
Enter promo codes for automatic discounts
Customer Selection (Optional)
Link the transaction to a customer for loyalty tracking and receipts. Start typing the customer name to search existing records.
2. Payment Processing
Accept multiple payment methods for customer convenience.
Accepted Payment Methods
Cash
With change calculation
Card
Credit/Debit cards
Digital Wallet
Mobile payments
Bank Transfer
Direct bank transfer
Card Payment Details
When processing card payments, you can optionally record:
- Card Type - Visa, Mastercard, AMEX, etc.
- Last 4 Digits - For reference on receipt
- Transaction Reference - Terminal reference number
Cash Payment Tips
- • Enter the cash received to calculate change due
- • Quick-select buttons for common bill amounts
- • Change due is displayed prominently
3. Transaction History
View and manage all POS transactions. Each transaction is recorded with complete details for audit and reference.
Transaction Record
Identifiers
- Transaction ID - POS-YYYYMMDD-####
- Receipt Number - Unique receipt code
- Transaction Date - Date and time
Participants
- Cashier - User who processed the sale
- Customer - If linked to a customer
- Warehouse - Location where sale occurred
Amounts
- Subtotal - Items total before tax/discount
- Tax Amount - Calculated tax
- Discount - Applied discounts
- Total Amount - Final amount paid
Status
- Completed - Successful sale
- Cancelled - Voided transaction
- Refunded - Full refund
- Partially Refunded
Line Item Details
Each transaction stores complete item details:
Linked to inventory
Product details
For reference
Units sold
Price per unit
Line total
4. Processing Refunds
Process full or partial refunds when customers return products or require adjustments.
Refund Information
| Field | Description |
|---|---|
| Refund ID | Unique refund identifier |
| Amount | Refund amount (full or partial) |
| Reason | Reason for the refund |
| Refund Date | When the refund was processed |
| Processed By | User who handled the refund |
How to Process a Refund
- Navigate to POS → Transactions
- Find and open the original transaction
- Click "Process Refund"
- Enter the refund amount (full or partial)
- Select the reason for the refund
- Confirm the refund
- Print refund receipt if needed
5. Receipts
Receipt Features
- Print Receipt - Print thermal or standard receipts
- Email Receipt - Send digital receipt to customer email
- Reprint - Reprint receipts from transaction history
Pro Tips
- Barcode Scanner: Invest in a quality barcode scanner for faster checkout.
- Keyboard Shortcuts: Learn shortcuts for common actions to speed up transactions.
- End of Day: Review daily transactions and reconcile cash drawer.
- Stock Levels: POS automatically updates inventory when sales complete.
Related Modules
POS integrates with: