Common POS — Start Here #

Start with these shared procedures before the Retail, Restaurant, or Salon workflow. Each article names the button to press, marks it with a red number, and shows the next form. The screenshots use the retail demonstration device; vertical configuration can change available products, tenders, and controls.

1234

Navigation and invoices #

• Open the Side Menu and Home
• Start and Review an Invoice
• Add Items by Barcode or Product Search
• Change an Item Quantity
• Delete an Item from an Invoice
• Change an Item Price
• Add a Note to an Item
• Open the Invoice List and Change Filters

Customers #

• Find and Select a Customer
• Add a New Customer

Discounts and payments #

• Apply an Invoice Discount
• Apply an Invoice Surcharge
• Open PAY and Record a Payment
• Delete a Recorded Payment
• Delete an Invoice After Removing Its Payments
• Order Details and Receipt Tools
• Find an Invoice for a Sales Return

Daily operations and reports #

• Open a Shift
• Close a Shift
• Clock In
• Clock Out
• Run an End of Day Report
• Dashboard and Accounting Report

Configuration and stock #

• Device Settings: Every Accessible Tab
• Inventory Counting Workspace