Point of Sale (POS) System Overview

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.

KeyAction
ALT + SSearch items.
ALT + BFocus the barcode box for scanning.
ALT + RGo to the POS Return page.
ALT + HGo to the POS home page.
ALT + CChange customer.
ALT + PPrint receipt.
ALT + TCash tender — immediate payment.
ALT + OChange category.

POS Types Overview

ModeDesigned for
Retail POSHigh-volume retail, focused on barcode scanning and rapid entry.
Touch Based Compact POSSmaller screens and mobile devices where space is limited.
Touch Based Grid & Search POSBusinesses with distinct product groups — a visual grid of categories and items.
Touch Based List & Search POSServices 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

FieldDescription
BarcodeScan or type item codes to add them instantly. Visible only when Setup > Preference > Use Barcode Functionality is on.
Automatic Batch SelectionWith Scan Barcode scanner with Batch no enabled, the scanner picks the correct batch, removing the dropdown step.
Direct EntryWith 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.
CustomerSelect the buyer, or use + to create a record on the spot.
Sales TypesThe price list — Retail, Wholesale — which sets the rates and whether prices are before or after tax.
DateThe transaction date, defaulting to today so stock and ledger stay in step.
Deliver FromThe 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

ControlWhat it does
Account ListCash Account, Credit Account, Petty Cash, Chequing/Current — several can be used on one sale for a split payment.
AllocateType the amount received against an account, then Allocate to link that money to the sale.
ClearResets 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.

ElementDescription
Category TabsAlong the top — Popular, Manufactured, Services. Tapping one filters the grid instantly.
Item Search & BarcodeSearch by name or scan, even in grid mode.
Product GridItems as visual cards with name, price and stock status — No Stock or Negative Stock. Tap Add to Cart.
Batch RestrictionThe 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.

ElementDescription
Category SelectionTabs at the top — Popular, Other Supply Materials, Labour Charges — filtering the list with one tap.
Search itemsType a name or code to filter the list in real time.
BarcodeScanning highlights the item or adds it to the cart, depending on your preferences.

Related pages

Global Coverage

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