The POS is your shop counter. Ring up products, apply a discount, take payment, print or email a receipt, process refunds, and run gear servicing — all of it flows straight into your accounts.
When you'd use this
- Selling products or services over the counter.
- Refunding a previous sale.
- Checking equipment in for servicing.
The POS has three tabs: Products, Sales and Servicing.
Making a sale (Products tab)
- Open Finance → POS.
- Find a product to add to the cart, by any of these:
- Tap its tile in the grid.
- Search products by name, SKU or barcode in the search box — the grid filters as you type (clearing the box shows everything again).
- Tap a category pill (e.g. Masks, Regulators) to show only that category; All shows everything. Search and the pills work together.
- Scan / type a barcode or SKU into the scan box and press Enter to add it straight to the cart.
- Use Quick sale (one-off) for a line that isn't a saved product.
- (Optional) Search a customer under Customer (optional), or Create new customer.
- (Optional) Set the Salesperson - who gets credited for the sale (for retail commission). It defaults to you (the logged-in user); change it if a colleague made the sale.
- (Optional) Press Add discount and choose % or a fixed amount.
- (Optional) Set Sale date to backdate, and toggle Email receipt (shown when the customer has an email).
- Press Complete Sale — {amount}.
- The Sale recorded receipt appears — press Print or Email, or close it.
Retail commission
- The Salesperson on each sale records who earns the retail commission. Set each person's Retail Commission Rate (%) on their team profile; it overrides the centre default.
- This captures who sold what so commission can be worked out later. (Paying it out through payroll is coming.)
Tax
- A badge shows your tax mode: "Prices incl. {rate}% VAT" (inclusive — tax extracted from the price) or "Prices excl. tax (+{rate}%)" (exclusive — added on top). Set this under Centre Info → Finance (centre-info.md). The cart shows the breakdown either way.
- A completed sale's detail (Sales tab) has a Tax invoice button — a printable TAX INVOICE PDF with your address, Tax ID, an invoice number (issued on first print, identical on reprints), the sale's line items and the VAT breakdown. See finance-payments.md for how the numbering works.
Card surcharge
- If you set a Card surcharge (%) in Centre Info → Finance, choosing Card as the payment method adds it to the total. The cart shows a Card surcharge line and the final amount the customer pays, and it prints on the receipt.
- Cash and other methods are never surcharged. Refunding a card sale returns the surcharge too.
Refunds (Sales tab)
- On the Sales tab, find the sale and press Refund.
- Choose Full Refund, or tick lines and quantities for a Partial Refund, with an optional Reason.
- Press Confirm Refund. (Warning: this reverses the accounts and marks the sale refunded — it can't be undone.)
Stock warnings
- When a product tracks stock, its tile warns: amber "{n} left" near the threshold, red "Out of stock" at zero. The sale still completes.
Date range (Sales tab)
- Switch the range with Today / Yesterday / This week / This month to see sales and totals for that period.
- Press Export CSV to download the sales currently shown (your date range and search applied) for spreadsheets or your accountant.
Servicing tab
- Check equipment in for repair and track it to collection. See finance-servicing.md.
Tips
- Linking a customer puts the sale, discount and any refund on their purchase history.