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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

  1. Find the original invoice
  2. Select items being returned
  3. Choose refund method (original payment or store credit)
  4. 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.