This feature helps you merge your business's service and retail segments into one convenient point of sales (POS). Here, you can easily process sales of products, certificates, and services your company offers.

How to add products to a point of sales

No special actions are required, as all your company's added products will already be available on the point of sales page. Learn more about adding products in this article.

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For ease of use, we advise you to customize:

  • Product photos. Open the product card in the Inventory – Product list section and click the cart icon next to the name and article.
  • Category names. The tabs on the POS page are the same as the inventory categories you created on the Inventory – Categories page.
  • Check the remaining stocks in the locations for each item.

How to process a sale

Use the POS icon on the left side to access the Point-of-Sale screen. To make a sale:

  1. Select items from the catalog.
  2. Add them to the shopping basket.
  3. Specify a customer:
    Select from the customer list, add a new one, or leave this sale anonymous.
  4. Proceed with payment using the selected method.

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Why some products are unavailable

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Some product cards may be displayed in a muted color. This usually means:

  • Insufficient quantity of goods available in stock.
    Re-stock items as described in the article.
  • An incorrect location is selected.
    Check that the sale goes to the location you want.

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How to make a discount

Sometimes, the price of a product, for some reason, needs to be different from its base price in the catalog. There are two ways to achieve this:

1) Special price for an item

Allows you to change the price of specific items in an order.

  1. Add the item to your cart. Its default price from the catalog will be displayed.
  2. Click on its row in the cart.
  3. Adjust the price and/or quantity and save the changes.
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2) Discount on the entire order

Regardless of the price of individual items, it is possible to apply a total discount to the final sale amount:

  1. Add items to your cart.
  2. Click Continue to proceed to payment.
  3. Open a menu with three dots next to the Pay now button.
  4. Select % Discount in it.

A discount calculation window will appear. You can choose a predefined discount or enter manually:

  • the discount value in your currency,
  • or discount percentage.

In both cases, the system will calculate and display the final amount.

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What payment methods are supported by POS?

All payment methods that you have previously configured for your company are available:

Where to find information about the sale

The POS – Sales – Orders page contains a list of transactions for goods and gift cards with complete information: location, seller, client, payment method, etc.

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How to issue a refund

To process a refund:

  1. Go to POS – Sales – Orders.
  2. Find the desired transaction in the list and open it.
  3. Open the menu (...), select Sales return, and confirm the refund transaction.

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The system will automatically update the stock and process the refund.

Currently, you may only refund the entire sale, not individual items.