Point of sale

Getting started with Point of Sale

The Point of Sale (POS) screen is the fast, touch-friendly till for ringing up sales. You tap or scan products on the left, they collect in a cart on the right, and you take payment — all on one screen.

Opening the POS

  1. Open the Sales module in the top bar.
  2. Choose Point of Sale from the sidebar (or press the POS tile on the Home dashboard).
  3. The till loads with your product tiles on the left and an empty cart on the right.

The screen at a glance

  • Product tiles (left): every product you sell, shown as buttons. Tap one to add it to the cart.
  • Search bar (top): type a name or scan a barcode to find a product fast.
  • Cart (right): the running list of what the customer is buying, with a live total at the bottom.
  • Charge button (bottom-right): opens the payment screen when you're ready to take money.

Your first sale in 4 steps

  1. Add products — tap their tiles, or scan their barcodes.
  2. Check the cart — adjust quantities if needed.
  3. Press Charge — the payment screen opens with the amount due.
  4. Take payment and finish — hand over the receipt. The cart clears, ready for the next customer.

Tips

  • Everything you sell here is also a normal sale in the system — the POS posts through the same engine your invoices use, so your reports stay accurate.
  • You don't need a mouse. The whole screen is built for touch or a quick tap.
  • Set up your tiles, default customer and printer once under Setup → POS so the till behaves exactly how your shop works. See Configure POS: tiles, departments, tills.

Common problems

  • No products show up → your till may be pointed at a department with no stock. Ask an administrator to check the Selling department in Setup → POS.
  • The screen looks cramped on a tablet/phone → the POS adapts to small screens; see Using POS on a phone or tablet.

See it working on your own business

Start a 45-day free trial — no card needed — and follow this guide in your own practice company.