Step 13: Use the POS Screen

📌 Where to Find

Navigate to /pos in your browser, or click POS in the sidebar menu. The POS screen opens in a full-screen layout optimized for billing.

📚 POS Screen Overview

The POS screen is divided into key areas:

Area	Description
Top Bar	Contains the warehouse selector, customer selector, and action buttons (Full Screen, Hold List, Recent Sales, Calculator, Back to Dashboard, etc.).
Product Search	Search bar to find products by name or scan barcodes. Also allows browsing by category and brand buttons.
Product Grid	Visual grid of products with images. Click/tap a product to add it to the cart. Filter by category or brand.
Cart (Right Side)	Shows products added to the current sale. Displays quantity, price, and subtotal for each item.
Calculation Panel	Shows order tax, discount, shipping, and the grand total at the bottom of the cart.
Payment Button	Click to proceed to payment and complete the sale.

💳 Opening the Cash Register

When you first open the POS screen, you may be prompted to open a cash register. This tracks your cash drawer for the session.

Field	Description
Cash in Hand	Enter the starting cash amount in your register/drawer.

At the end of your shift, you can close the register to see a summary of all sales, payments, and the expected cash in the drawer.

🎯 Step-by-Step: Making a POS Sale

Open the POS screen from Sidebar → POS.
If prompted, open the cash register by entering cash in hand.
Select the Warehouse from the top dropdown (if you have multiple).
Select or search for a Customer (or use "Walk-in Customer" for quick sales). You can also click "+" to add a new customer on the spot.
Find products by any of these methods:
- Scan barcode using a barcode scanner (auto-adds to cart).
- Type product name/code in the search bar.
- Click a product from the product grid.
- Filter by Category or Brand using the buttons above the grid.
Adjust quantity in the cart using the +/− buttons or by clicking the item.
Optionally apply Discount, Tax, or Shipping in the calculation panel.
Click the Payment button at the bottom of the cart.
In the payment popup:
- Select the Payment Status (Paid, Partial, or Unpaid).
- Enter the payment Amount and select the Payment Type (Cash, Card, etc.).
- You can add multiple payment methods for split payments.
- The system calculates Change/Return automatically if the customer pays more than the total.
- Add optional Notes.
Click "Pay" to complete the sale.
A receipt/payment slip will appear — you can print it or close.

🛠 POS Screen Features

Feature	Description
Hold Orders	Put the current cart on hold (e.g., customer stepped away) and start a new sale. Come back to it later from the Hold List.
Recent Sales	View recently completed sales from the current session.
Calculator	Built-in calculator for quick math.
Full Screen	Toggle full-screen mode for a distraction-free billing experience.
Receipt Printing	Automatically generates a receipt after each sale. Uses your configured receipt settings.
Barcode Scanning	Connect a USB barcode scanner — scanning a barcode auto-adds the product to the cart.
Close Register	End your session with a summary of all sales, expected cash, and totals.

💰 Cart Adjustments

Before completing a sale, you can apply adjustments to the entire order:

Field	Description
Discount	Apply a fixed amount or percentage discount. Toggle between modes using the dropdown.
Tax	Override or adjust the overall tax percentage.
Shipping	Add shipping or delivery charges.

Tips for Efficient POS Use

Use a barcode scanner for the fastest checkout — just scan and go.
Set up a "Walk-in Customer" (Step 10) for quick one-time sales.
Use Hold Orders when a customer needs to grab something else — their cart is saved.
The product grid shows product images — uploading clear images (Step 6) makes it easy to identify products visually.
Use Category and Brand filters to quickly narrow down products in the grid.
Always close the register at the end of your shift for accurate cash tracking.

All Essential Steps Complete!

Congratulations! You have completed all 13 essential setup steps. Your POS system is fully operational — you can now purchase stock, sell products, and use the POS screen for daily operations. Explore the Advanced Features section next for returns, reports, and more.

← Step 12: Sales Advanced Features →