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POSJuly 1, 20262 min read
POS Guide: Processing Transactions
Complete guide to using the POS system including sales, returns, discounts, and payment processing.
Starting a Sale
Open the POS module from your dashboard. The interface is designed for speed — products appear instantly as you scan or search.
Adding Items
Barcode Scanning
Point your scanner at the product barcode. The item is added automatically with correct pricing.
Manual Search
Type product name, SKU, or category to find items. Recent and favorite products appear at the top.
Quick Keys
Create quick key buttons for your best-selling items for one-tap addition.
Applying Discounts
- Percentage discount: Apply to individual items or entire sale
- Fixed amount: Set a specific discount value
- Promo codes: Customers can enter codes at checkout
Payment Processing
Supported Methods
- Cash (with automatic change calculation)
- Credit/Debit cards (via integrated terminal)
- Mobile wallets (Apple Pay, Google Pay)
- Store credit and loyalty points
- Buy Now, Pay Later
Split Payments
Divide a single transaction across multiple payment methods.
Handling Returns
- Find the original invoice
- Select items being returned
- Choose refund method (original payment or store credit)
- Complete the return — inventory updates automatically
Voiding Transactions
Transactions can be voided within the same shift. After that, process as a return.
End of Day
Run the End of Day report to reconcile sales, payments, and discrepancies.