Learn how to process sales transactions using the Point of Sale system in ServX Pro.
Starting a New Sale
- Open the POS module from the sidebar
- Select your cash register/terminal
- Ensure your shift is open (or open one)
- A new sale cart is ready automatically
Adding Items to Cart
Barcode Scanning
Fastest method for items with barcodes:
- • Scan product barcode
- • Item added to cart instantly
- • Scan again to add more
Search by Name/SKU
Find products by typing:
- • Type in search box
- • Select from results
- • Click to add to cart
Category Browse
Navigate product categories:
- • Click category buttons
- • View products in grid
- • Tap product to add
Favorites
Quick access to popular items:
- • Pre-configured quick buttons
- • One-tap to add
- • Customizable per terminal
Cart Actions
Increase Qty
Click + or enter number
Decrease Qty
Click - button
Remove Item
Click trash icon
Apply Discount
Line or total discount
Selecting a Customer
Optionally associate the sale with a customer:
- Click "Add Customer" button
- Search by name, phone, or email
- Create new customer on the fly if needed
- Customer pricing applied automatically
Tips
- Use keyboard shortcuts for faster transactions
- Hold sales if customer needs to step away
- Check stock before promising availability