Point of Sale
Everything at the counter — sales, tenders, refunds, receipts, registers and end-of-day.
POS overview
The layout of the till screen and how a sale flows from cart to receipt.
Ring up a sale
Adding items, adjusting quantities and completing a walk-in transaction.
Product search and barcodes
Finding products by name, SKU or scanner, and configuring barcode behaviour.
Cart, discounts and price overrides
Line and cart discounts, manual price overrides and the permissions that gate them.
Customer lookup at the counter
Attaching a customer to a sale, creating one on the fly and seeing their history.
Taking payment
Choosing a tender, handling change, and what happens when payment completes.
Split payments
Splitting one sale across card, cash, gift card, store credit and custom tenders.
Card terminals and EFTPOS
Pairing a terminal, sending amounts to it, and recovering from a failed transaction.
Cash drawer and denomination counting
Opening the drawer, counting float, and recording denominations at close.
Registers and shifts
Opening and closing a register, float management and variance reporting.
Held sales
Parking a sale to serve another customer and resuming it later.
Refunds and returns
Refunding a whole sale, and using an exchange when only some items come back.
Receipts
Printing, emailing and reprinting receipts, plus footer, logo and return-policy settings.
Gift cards
Selling, redeeming, part-redeeming and checking the balance of a gift card.
Store credit
How store credit works as a tender at the counter today.
Selling SIM plans at the till
Selling a SIM or activating a carrier plan through the counter, and what the receipt shows.
Applying discount codes at the counter
Entering a promo code on a sale, what it can discount and why one may be refused.
Sales history
Searching past transactions, viewing a sale in full and re-issuing documents.
Staff PIN gate
How PIN entry attributes each action to a staff member and which actions require it.
Sales targets at the till
The target bar, how progress is calculated and where targets are configured.
POS settings
Payment methods, surcharges, receipt content and counter behaviour.
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