Point of Sale (POS) System Overview
Point of Sale is the till screen. It comes in four interfaces so the same system suits a barcode-driven shop, a tablet on a counter and a service business with a long catalogue — but all four build a cart, take payment and produce a printed sales invoice in the same way.
Where to find it
Go to POS > Point Of Sale.
Shortcut Keys
The interface can be driven from the keyboard, which is what makes a queue move.
| Key | Action |
|---|---|
| ALT + S | Search items. |
| ALT + B | Focus the barcode box for scanning. |
| ALT + R | Go to the POS Return page. |
| ALT + H | Go to the POS home page. |
| ALT + C | Change customer. |
| ALT + P | Print receipt. |
| ALT + T | Cash tender — immediate payment. |
| ALT + O | Change category. |
POS Types Overview
| Mode | Designed for |
|---|---|
| Retail POS | High-volume retail, focused on barcode scanning and rapid entry. |
| Touch Based Compact POS | Smaller screens and mobile devices where space is limited. |
| Touch Based Grid & Search POS | Businesses with distinct product groups — a visual grid of categories and items. |
| Touch Based List & Search POS | Services and extensive catalogues — a searchable list. |
Retail POS
The primary interface for fast-paced retail, optimised for high-volume scanning and keyboard navigation while staying fully integrated with inventory and accounting.
Header information
| Field | Description |
|---|---|
| Barcode | Scan or type item codes to add them instantly. Visible only when Setup > Preference > Use Barcode Functionality is on. |
| Automatic Batch Selection | With Scan Barcode scanner with Batch no enabled, the scanner picks the correct batch, removing the dropdown step. |
| Direct Entry | With POS Add Item When Barcode Scanned enabled, the item joins the sale the moment it is scanned — no Add button, which is what clears a queue. |
| Customer | Select the buyer, or use + to create a record on the spot. |
| Sales Types | The price list — Retail, Wholesale — which sets the rates and whether prices are before or after tax. |
| Date | The transaction date, defaulting to today so stock and ledger stay in step. |
| Deliver From | The warehouse stock is reduced from. Getting this wrong misstates quantity on hand. |
Payment Pop-up (Pay Pop) Details
PAY opens the payment window, which is where the sale is settled across accounts.
Account allocation
| Control | What it does |
|---|---|
| Account List | Cash Account, Credit Account, Petty Cash, Chequing/Current — several can be used on one sale for a split payment. |
| Allocate | Type the amount received against an account, then Allocate to link that money to the sale. |
| Clear | Resets the allocation on that account to zero. |
The summary totals show what has been allocated against what is due, so any shortfall is visible before the sale is completed.
Allocate to the account the money actually went into. A card payment allocated to Cash balances the sale but leaves both accounts wrong, and it will not be caught until the bank is reconciled.
Touch Based Grid & Search POS
A visual, touch-friendly layout for tablets and touch-screen monitors, combining a product grid with a sidebar cart.
| Element | Description |
|---|---|
| Category Tabs | Along the top — Popular, Manufactured, Services. Tapping one filters the grid instantly. |
| Item Search & Barcode | Search by name or scan, even in grid mode. |
| Product Grid | Items as visual cards with name, price and stock status — No Stock or Negative Stock. Tap Add to Cart. |
| Batch Restriction | The grid does not work with batch tracking. Batch-tracked items are shown as a list instead, so batch and expiry can be selected properly. |
Touch Based List & Search POS
Built for large catalogues and service businesses — a clean vertical list that scrolls well on mobile devices and handheld scanners.
| Element | Description |
|---|---|
| Category Selection | Tabs at the top — Popular, Other Supply Materials, Labour Charges — filtering the list with one tap. |
| Search items | Type a name or code to filter the list in real time. |
| Barcode | Scanning highlights the item or adds it to the cart, depending on your preferences. |
Related pages
- POS Return — taking goods back
- POS Receipt Designer — the printed receipt
- Standalone POS — trading offline
- Preferences — the barcode options referenced above