Point of Sale
GrowthA cash-and-carry register for counter sales: scan items, take payment and print or email the invoice.
Included in the Growth and Full Platform plans. On the Core plan it shows in the sidebar with a lock.
Sign In to Register
- 1Open Point of Sale.
- 2Enter your Employee ID and your 6-digit PIN.
Your PIN is set under My Profile → POS PIN. A manager can reset it from your employee record.
When someone else takes over the register, click Switch Employee.
Ring Up Sale
- 1Scan a barcode, or type a SKU and press Enter. You can also search items by name or SKU, or click Start Camera to scan with your device’s camera.
- 2Adjust the quantity or unit price on any line.
- 3For serialized items, scan or type the unit’s serial number.
A serial number is never required to finish a sale. A unit sold without one is listed under Inventory Audit so its serial can be assigned later.
Add Customer to Sale
Sales default to a walk-in customer. Pick a customer to put the sale on their account. Customers allowed to run a tab show Tab Eligible and their available credit.
Apply Discount
Enter a Discount before taking payment. The Tax Rate starts at your company default and can be changed per sale.
Take Payment
- 1Click Charge.
- 2Choose Cash, Card, Check or ACH / Wire, or Charge to Account (Tab) for a tab-eligible customer.
- 3For cash, enter the Amount Tendered to see the change due. For card, run the card on your Stripe or Clover device first.
- 4Click Record Payment (or Charge to Account).
After the sale, click View Invoice to print or email the receipt, or New Transaction to start the next one.
Park Order
Click Park Order to hold a cart while you help someone else. Open Parked Orders to Resume or Discard it.
Start Sales Order Instead
If the customer isn’t taking the items today, click Start a sales order instead to move the cart onto a new sales order.