Store
Sales8 min read

Point of sale

The POS records an in-store sale before payment starts so a completed card payment can be recovered even if the browser or network drops.

Sign in to open point of sale

An authorized account is required to use this workspace.

Start a register

  1. 1

    Open the register session

    Choose the register and enter the opening float actually present in the drawer.

  2. 2

    Confirm the operating banner

    Check whether tendering is sandboxed or live and whether the configured reader is ready.

  3. 3

    Keep one active session per drawer

    Cash activity and the expected close belong to that session, not to a person’s browser tab.

Build and complete a sale

  1. 1

    Scan or search

    Add products by barcode or search. Unique cards reserve their specific lot; duplicate singles and sealed goods reserve the next available FIFO layers.

  2. 2

    Review the cart

    Confirm quantities, customer if supplied, discounts, tax, and the amount due before starting payment.

  3. 3

    Choose tender

    Use cash, card, store credit, gift card, or an allowed split. For card, follow the reader status until the payment is completed or clearly cancelled.

  4. 4

    Finish the receipt

    Print or email the finalized receipt. Email should contain receipt information only, never sensitive payment details.

Held carts are not completed sales

Holding a cart preserves the draft and its reservations for later. Resume or deliberately cancel it; do not recreate the same cart and leave inventory reserved twice.

Returns and exchanges

Open the original sale, select the returned lines and reason, and return value to an allowed original tender. A return records tax and inventory reversals; an exchange pairs the approved return with a new sale rather than editing the old receipt.

  • Inspect the item before returning it to available inventory.
  • Use damage or write-down handling when the returned item cannot be resold at its former value.
  • Return gift-card-funded value to the original card.
  • Use an unused gift-card reversal only when the issued card has not been redeemed.

Gift cards and store credit

Store credit and gift cards are liabilities until redeemed. Issuing or redeeming them should not be treated as product revenue twice. New gift-card issuance is currently cash-funded; Terminal-funded issuance stays disabled until that workflow is approved.

Still unsure?

Pause before posting, approving, refunding, or moving money. Ask the owner or the role responsible for that workflow to review the source record with you.

This guide explains software workflows only. It is not legal, tax, accounting, payroll, employment, or security advice. Requirements and provider availability can change; confirm current obligations with the relevant agency and qualified professionals.