Training guide · Point of Sale
From "add to cart" to a reconciled shift
Point of Sale is the counter screen a cashier lives in all day: a product grid on the left, a running cart on the right, and a payment popup that won't let money move until a shift is open. This guide follows one sale from picking a product, through a promo and a loyalty redemption, to a split-tender payment — plus what happens when a sale gets parked instead of finished.
Point of Sale → The sales screen
The sales screen
Two ways to find a product, and a handful of quiet signals on each tile that tell a cashier something's worth a second look before it's scanned.
Quick Buttons vs. Browse All
Quick Buttons is the default view — only products someone has explicitly marked "Show on POS," organised by category chips across the top. Browse All switches to every product in the catalogue, useful for a one-off item that was never set up as a button. Typing in the search box or scanning a barcode searches the full catalogue regardless of which mode is active — the two modes only change what shows before you start typing.
Stock and packaging signals on every tile
A product tile turns amber when it's at or below its Low Stock threshold and shows an out-of-stock state once available stock hits zero — "available" already accounts for anything reserved elsewhere, not just raw on-hand. A small i badge appears on any product with inner/outer pack barcodes or quantities, opening a packaging popover without leaving the grid. Products with an image can be tapped to zoom before adding — handy for confirming a weighed or look-alike item.
Point of Sale → The cart
Building the cart
Every line stays editable right up until payment — quantity, price, even the reason for a manual discount is recorded against the line itself.
Quantities, line edits, and price overrides
The − / + buttons either side of the quantity adjust it by one tap; the pencil icon opens a full line editor for anything more specific — a manual price with a required reason (shown on the line afterward as "✎ Price edit: ..." so it's never a silent change), or removing the line outright with the ✕.
| Item | Qty | Line |
|---|---|---|
| Amoxicillin 500mg (Box of 100) ✎ Price edit: Loyalty match | 1 | $36.00 |
| Fresh Atlantic Salmon (per kg) | 1.24 kg | $27.90 |
Promotions apply themselves; points and gift cards need a tap
A running promotion that matches the cart applies automatically — including free-item rewards, which show as their own "🎁 FREE" line rather than a discount on the paid item. Loyalty points and gift cards are the opposite: ⭐ Redeem Points only lights up once a customer is linked to the sale, and 🎁 Gift Card opens a code lookup. Both reduce the cart total directly and show as their own line above the balance due, each with its own ✕ to undo before payment.
Point of Sale → Payment
Taking payment
Nothing tenders until a shift is open on the terminal — that's what turns a pile of cash transactions back into a reconciled drawer count at close.
Opening a shift counts the float first
Start POS Shift asks for an opening cash count broken down by denomination, not just a total typed in — the running total updates as each denomination count is entered. Every sale for the rest of the shift is stamped with this terminal, office, cashier, and shift ID, which is what lets an end-of-shift reconciliation report actually mean something rather than lumping the whole day together.
Four tender types, one popup
EFTPOS sends the amount to the payment terminal. Cash opens a change calculator that rounds suggested tender amounts up to the nearest 5 cents and suggests common notes ($10/$20/$50/$100) above the total. Split Tender is the only option that can combine cash, EFTPOS, and an account charge on one sale — and the only one that stays active once points or a gift card have been redeemed. Account charges the balance to a linked customer and stays disabled with an explanatory message until one is attached to the sale.
Point of Sale → Managing the counter
Parked sales and multiple terminals
What happens when a customer needs to step away mid-sale, and how one office runs more than one till without them stepping on each other.
Parking a sale clears the cart, not the work
Parking saves the current cart, linked customer, and any manual discount as a snapshot, then clears the screen for the next customer. The parked-sales button shows a live count; opening it lists each one by time, customer, item count, and a short item preview, with one tap to Restore it back into the active cart or discard it entirely.
Switching between terminals
The terminal switcher in the header lists every registered POS for the office, marking which one is active, which is activated on this device, and which is active on a different device entirely — so a cashier can tell at a glance whether picking a terminal will hand off an existing session. "Manage terminals" drops straight into the Office/Sync settings tab where terminals are registered in the first place.