The POS Screen

The POS screen is where day-to-day selling happens — this page covers the full checkout flow, from adding items to taking payment.

The checkout flow

1. Open POS.
2. Select a customer. Walk-In Customer is selected by default; search an existing customer by name, email, or phone to pick someone else.
3. Add products — type the product name or scan a barcode. If several products match, pick the right one from the dropdown; if only one matches, it's added automatically. Click the × on a cart line to remove it.
4. Adjust an item if needed — click its name in the cart to change selling price, tax, or discount. Product-level tax editing only appears if Inline Tax is enabled (Business Settings → Tax → Enable Inline Tax in Purchase and Sell).
5. Lot number / expiry — if lot tracking or product expiry is enabled (Business Settings → Product → Enable Product Expiry), choose the relevant lot number here.
6. Cancel if needed — canceled sales aren't saved and stock is untouched.
7. Finalize payment — click Finalize Payment, choose Multiple Pay if needed, enter the amount, and Save to complete the sale.
8. Print the invoice — select Print Invoice after saving. Keep your browser's print margins set to Default for correct output.

Splitting a payment across methods

A single invoice can be paid using more than one payment method — useful when a customer wants to combine cash, card, or another method.

1. Add all items to the sale.
2. Click Multiple Pay.
3. Click Add Payment Row for each additional method, selecting the method and entering the amount for that row.
4. Click Finalize Payment once the rows add up to the invoice total — the system won't let you finalize until they match.

Supported payment types: Cash, Card, Check, Wire Transfer, Voucher, Mobile, Other. Each split is recorded separately for accurate reporting, and — where TaxCore is connected — this complies with VSDC-based VMS requirements (see FRCS TaxCore Compliance).

Express checkout

Press Shift+E to mark the sale as Paid in cash and skip the payment screen entirely. Whether the invoice prints automatically still depends on your location's settings.

Credit sales

Full credit sale: enable Show Credit Sale Button under Settings → Business Settings → POS, then click Credit Sale on the POS screen.

Partial credit sale: e.g. an invoice totals $1,000 and the customer pays $700 — click Multiple Pay, select the payment method, enter $700, and finalize. The remaining $300 is saved as customer credit automatically.

Drafts, quotations & suspended sales

• Drafts / Quotations: select Draft or Quotation instead of finalizing — stock isn't deducted. View them under Sell → Drafts or Invoice → List Quotations, and edit before finalizing. To convert one to a real sale, open Actions → Edit, change the status to Final, and save. A quotation can also be copied via Actions → Copy Quotation.
• Suspended sales: click the cyan Suspended Sales button, enter a reference (e.g. a table or room number), and resume it later to finalize.

Adding a sale for a past date

From the POS screen: enable Transaction Date on POS Screen under Business Settings → POS, then select the date while selling. From the Sales screen instead: go to Invoice → Add Sale and pick the Sale Date directly.

Sales amount rounding

Set a rounding method under Settings → Business Settings → Sales — nearest whole number, or nearest decimal (e.g. 0.05). If nothing is selected, prices stay as whole numbers.

Paying a supplier's due amount

Go to Contacts → Suppliers → Actions → Pay Due Amount, enter the payment details, and save.

Keyboard shortcuts

Configure shortcuts under Settings → System Settings → POS Section — click a shortcut field, press the new key combination, and click Update Settings. Avoid combinations your browser already uses (e.g. Ctrl+T opens a new tab).

Available key names — modifiers: shift, ctrl, alt; navigation: backspace, tab, enter, esc, space, pageup, pagedown, end, home, arrow keys, ins, del; plus plus. Test any new shortcut on the POS screen right away, and prefer modifier combinations to avoid accidental conflicts.