POS (Browser) - Overview

Get familiar with the POS

On the POS Register page, the top bar includes an expandable hamburger menu button, logged in employee name, search products bar (below), "In-stock only" toggle view (below), quick access buttons for the register, sales, customers, settings, and end shift.

Expandable Menu Button

When you can click on the “hamburger menu” icon it will expand additional POS features.

Logged in Employee

The name of the current logged in employee will appear at the top left corner of the Register page. When employees are logged in, the POS will track their hours and activities during a shift. If you click on the name, a pop up will appear showing all the logged in employees who are tracking hours for this shift.

For more information regarding employee login activities, refer to the "POS (Browser)- Start a Shift and Employee Login" page.

Search Products Bar

Search for specific products within the POS by clicking in the “Search products” bar and entering the product name.

Only show in-stock items

The “Only show in-stock items” can be toggled on or off. When this feature is toggled on (green), it allows you to only see which products have inventory quantities above zero. When toggled off (grey), it allows you to see all products regardless of inventory quantities.

This may be useful if inventory counts in the dashboard or back-end are not updated to reflect physical inventory in the store. Note when adding products that show zero inventory levels, a confirmation message will appear prior to adding the product to the order. And a negative inventory will be recorded that can be corrected in the dashboard.

Register Button

The Register button will bring you to the register home page where you can conduct sales.

Sales Button

The Sales button will bring you to the sales overview page where you can access sales, view receipts, change payment types, and conduct product refunds.

Customers Button

The Customers button will bring you to the customers overview page where you can edit, delete and search for different customers that you have added into the system.

Settings Button

The Settings button will bring you to the settings overview page where you can view:

Company and location details includes a brief breakdown of your location, device, and which employee is currently logged in.

Current shift details includes float balance, float limit, and cash drop / pay in / pay out functionalities.

Settings allows you to toggle various settings such as: print a receipt automatically after each sale, log your employee out after each sale for security purposes, show a warning if no customer profile is attached to every sale, and display the legal date of birth to purchase cannabis for easier ID validation.

Payment Options allows you to toggle various payment methods between enabled and disabled.

Shift History gives you a quick overview of employee shifts with quick links to end of day receipts and float adjustment capabilities.

Product Categories

Product categories may be set up for employees to easily find products which are organized by colour coded tiles. When tapping on these categories or tiles, you will be redirected to any product subcategories and available products that can be added to a sales order.

Preview Sale Order Details

An overview of the current order information will be displayed on the right panel. Here you can add a customer profile to an order, check legal age, products in cart, cannabis compliance, review totals, parked sales, and add discounts. Once the sale is ready, you can process payment.