POS overview

The layout of the till screen and how a sale flows from cart to receipt.

Point of Sale is the counter screen. Products on one side, the cart on the other, and a divider you can drag to resize the split. It is the module the suite falls back to if a link points nowhere.

The shape of a sale

  1. Add items to the cart — by search, by barcode, or from a repair.
  2. Press Pay.
  3. Choose a tender and take the money.
  4. Confirm with a staff PIN.
  5. The sale is recorded and the receipt is offered.

The PIN step is not cosmetic. The sale is only sent to the server after a staff member has identified themselves, which is what puts a name against every transaction.

Flow — spans several screens
1Add to cartSearch or scan. Blocked if the till is closed.
2Press PayUpsell suggestions offered first, if any.
3Take paymentOne tender, or split across two.
4Staff PINApproval issues a single-use token.
5Sale recordedReceipt printed or emailed.
The till must be open for steps 1 and 2 — both adding an item and pressing Pay open the till panel otherwise. The sale is sent to the server only after the PIN, which is what attributes it to a person. Source: POSModule.tsx (guardedAddItem, handlePay, handlePaymentComplete, submitSaleToApi). This is a process across the counter, the payment modal and the PIN prompt, so it is drawn as a flow rather than as a replica of any one screen.

The till must be open

Two things are blocked while the till is closed or on break: adding a product to the cart, and pressing Pay. Either one opens the till panel instead. See Registers and shifts.

Upsell suggestions

Pressing Pay first asks the server for upsell suggestions for the current cart. If there are any, they are offered before the payment screen; you can add them or skip straight through. If that lookup fails the payment screen opens anyway — a suggestion service being down never blocks a sale.

Who can do what

Out of the box, staff can sell, hold a sale and view products. Refunds, discounts, price overrides, voids and opening or closing the register are supervisor and above. Admins have everything. The matrix is editable — see Roles and permissions.

Open in the app
Still stuck? We answer every message.Contact support