POS / Cash Register

1. THE CHECKOUT FLOW — STEP BY STEP

1. Scan or search — scan a barcode, or type into the search box by name or SKU. Matching items add to the cart with one click. A manual SKU + quantity entry is available for anything without a scannable barcode.
2. Customer — defaults to "Walk-in Customer" for speed, but you can search and attach a saved customer record in seconds if you want the sale tied to their account (loyalty points, purchase history, etc.).
3. Cart — items appear with running line totals as you add them.
4. Promo code — enter a coupon code and it's validated instantly; the discount and total update live, with no page reload.
5. Gift card — apply a gift card code toward the balance; its stored balance is checked and applied automatically.
6. Cash Received — enter the cash tendered and change due is calculated for you automatically.
7. Park or Charge — Park saves the current cart as a held sale without charging it (for a customer who needs to step away or grab something else); Charge finalizes the sale and posts the transaction.
8. Held Sales — a badge shows how many sales are currently parked; clicking it lets you resume any one of them exactly as it was left, so a paused sale never means starting over.

2. BUILT FOR A REAL, SHARED COUNTER

• Cashier switching — a pill in the header shows who's currently checked in as cashier; switching to a different team member on a shared terminal takes one click, without logging the whole terminal out and back in.
• Manager approval on big discounts — if a discount above a threshold you set is applied at checkout, the system pauses and requires a manager override before the sale can go through — so you can let staff give reasonable discretionary discounts while still catching anything unusual.
• View-only mode — staff without sales entry permission can still use the screen to look things up, but the Park/Charge actions stay disabled for them, so permissions are enforced right at the register, not just in back-office screens.
• Offline awareness — if the terminal loses its connection mid-sale, a clear banner tells the cashier immediately, rather than letting them keep ringing up a sale that can't actually be transmitted.

3. BILLING A SERVICE ON A CASH SALE

Cash Sale's item entry (it shares the same line-item capability as a full Sales Order) supports adding a brand-new item on the spot as Inventory, Non-Inventory, or Service — so a walk-in charge that mixes a physical item with a labor or installation fee can be rung up as one transaction instead of two. A Service line bills normally but never touches stock. See the Item Types & Service Catalog guide for the full picture of what each type means system-wide.

4. PROMOTIONS & GIFT CARDS AT CHECKOUT

As items are added, applicable automatic discounts and coupon codes are checked live against your Promotions engine, with a visible breakdown of exactly what discount applied and why, and the "Amount Due" updating to reflect it in real time — no separate "apply discount" step for staff to remember. When the sale is finalized, the promotion's usage is recorded so redemption limits (e.g., "one use per customer") are correctly tracked going forward.

5. HOW IT CONNECTS TO THE REST OF THE SYSTEM

• Inventory — every charged sale moves stock through the same central inventory ledger as every other sale channel, so your POS and your online store never disagree about what's in stock.
• Promotions & Gift Cards — checkout reads live from the same Promotions and Gift Card engines used across the rest of the product, so a promotion configured once works everywhere it applies.
• Accounting & Cash Flow — a charged sale posts to revenue and cash accounts immediately, and shows up on your Cash Flow dashboard's Money In the same day.
• Customers — sales attached to a customer record build their purchase history and loyalty activity automatically.

6. WHY IT SCALES FROM SMB TO ENTERPRISE

Quick Reference

  POS Terminal ............................. Sales > POS
  Cash Sale (full entry form) .............. Sales > Cash Sale
  Discount approval threshold .............. Settings > POS Settings
  Held/parked sales ........................ POS Terminal > Held Sales