Before you start
Make sure you have at least one product in your inventory and that your POS register is open. If you see a prompt to open the register, enter your opening cash amount and click Open Register before proceeding.
Step 1 β Open the POS
Tap or click the POS button in the top header bar at the top of the screen. The POS screen opens.
On desktop: The screen shows your cart on the left and your product catalogue on the right, side by side.
On mobile: The screen shows two compressed columns. The left column is your cart items. The right column is your product catalogue. At very small screen sizes (below 480px), products stack into a single full-width list. Scroll down on the right side to browse products.
Step 2 β Select the warehouse and customer
At the top of the POS screen you will see two dropdowns β one for the customer and one for the warehouse. Select the warehouse location you are selling from. Add a customer if you want to link this sale to a customer record (optional).
Step 3 β Add products to the cart
Tap or click any product to add it to the cart. It appears in the cart column with a quantity of 1. To change the quantity, tap the quantity field and type the correct number, or use the + and β buttons. You can also search for a product by name or barcode using the search bar.
Step 4 β Review the cart total
Below the cart items you will see fields for discount and tax. The grand total updates automatically. On mobile, scroll down within the cart column to see the totals and payment button.
Step 5 β Process payment
Tap or click the Payment button. The payment modal opens showing the grand total. Select the payment status β Paid, Unpaid, or Partial. Select the payment type β Cash, Cheque, Bank Transfer, or Other. Enter the amount received. Tap Submit to complete the sale.
Step 6 β Receipt
After completing the sale, a payment slip modal appears with the receipt.
On desktop: Click Print to send to a connected printer.
On mobile: Tap Share to send the receipt via WhatsApp. This is the most practical receipt method for mobile users β the customer receives a formatted receipt message instantly.