POS Terminal Guide

Quick Start

Step 1: Add Products

There are 3 ways to add products to your cart:

• Manual Search: Type product name in the search bar
• Barcode Scanner: Scan product UPC/EAN with USB or Bluetooth scanner
• Browse Categories: Click category buttons to filter products

Step 2: Review Cart

The cart displays on the right side of the screen:

• Adjust quantities with +/- buttons
• Remove items with trash icon
• View subtotal, tax, and total
• Apply discounts (percentage or fixed amount)

Step 3: Select Payment Method

Click "Checkout" and choose payment type:

Step 4: Complete Transaction

After payment confirmation:

• Receipt automatically prints (if configured)
• Email receipt option available
• SMS receipt for mobile-first customers
• Inventory automatically decremented
• Journal entry created in accounting system

Full Refund

1. Go to /refunds
2. Search for original sale by receipt number or customer
3. Click "Full Refund" button
4. Confirm refund reason
5. Original payment method is automatically credited

Partial Refund

1. Go to /refunds
2. Search for original sale
3. Click "Partial Refund"
4. Select items to refund or enter custom amount
5. Confirm and process

Opening the Drawer

1. Go to /reports/cash-drawer
2. Click "Open Cash Drawer"
3. Enter opening cash amount
4. Count denominations (optional but recommended)
5. Submit to start your shift

During Your Shift

• Paid-Out: Record cash removed (bank deposits, petty cash)
• Paid-In: Add cash to drawer (loan from safe, cash from owner)
• No Sale: Open drawer without recording transaction
• All cash sales automatically tracked

Closing the Drawer

1. Click "Close Cash Drawer"
2. Count all cash in drawer
3. Enter denomination breakdown
4. System calculates expected vs actual
5. Review variance (over/short)
6. Add notes if variance exceeds threshold
7. Submit to finalize shift

Troubleshooting