Making a Sale

The sale workflow is the core of the POS Terminal. This page covers every step from adding the first item to printing the receipt.

Scanning and Searching for Products

The fastest way to add an item is to scan its barcode with the connected barcode scanner. The system looks up the barcode in the local product database and instantly adds the item to the current cart with a quantity of one. If the barcode is not found, an error tone sounds and a "Product not found" message appears briefly on screen.

If an item does not have a barcode or the scanner is unavailable, press the "Search" button or start typing on the keyboard. The search matches against product name, SKU, and barcode. Results appear in real time as you type. Select the desired product from the list to add it to the cart.

Adjusting Quantities and Removing Items

To add multiple units of the same item, scan the barcode multiple times or tap the quantity field on the cart line and type the desired number. You can also use the "+" and "-" buttons next to each line item. To remove an item entirely, set its quantity to zero or swipe the line to the left and tap "Remove".

The cart displays a running subtotal, tax amount, and total as you add or modify items. All prices come from the product's configured selling price and the associated tax rate.

Applying Discounts

Two types of discounts are supported: line-item discounts and cart-wide discounts. To apply a line-item discount, tap the item in the cart and select "Discount". Enter either a percentage (e.g., 10%) or a fixed amount (e.g., $2.00 off). The discount appears on the cart line and the totals update immediately. Cart-wide discounts work the same way but are accessed through the "Cart Discount" button at the bottom of the screen. Discounts require the pos:apply_discount permission.

Processing Payment

When the cart is ready, tap "Pay" to open the payment screen. The system supports multiple payment methods:

• Cash: Enter the amount tendered by the customer. The system calculates and displays the change due. If the tendered amount is less than the total, the system prompts for the remaining balance.
• Card: Select "Card" and the system waits for the payment terminal to confirm the transaction. Once approved, the sale is finalized.
• Split Payment: You can apply partial cash and partial card payments to the same transaction. The remaining balance updates after each payment entry.

Completing the Sale and Receipt

After payment is processed in full, the sale is saved to the local database with a unique receipt number, a timestamp, and a reference to the current register session. If a receipt printer is configured, the receipt prints automatically. The receipt includes the store name, address, date and time, all line items with quantities and prices, discounts, subtotal, tax breakdown, total, payment method, and change given.

The POS Terminal returns to the empty cart screen, ready for the next customer. All completed sales sync to HQ on the next sync cycle. If the store is currently offline, sales are stored locally and will sync when connectivity is restored.

Held Transactions

If a customer needs to step away or you need to pause a transaction, press "Hold". The current cart is saved and you can start a new sale. To retrieve a held transaction, press "Recall" and select it from the list. You can hold up to five transactions simultaneously.