Retailer OS Docs

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Ringing up a sale ​

This is the core POS flow, start to finish.

A sale in progress with three items in the cart and the payment keypad

Build the cart ​

  1. Open Point of sale.
  2. Add items by scanning a barcode, typing a name or SKU into the search box, or tapping a favourite. Each scan of the same item bumps its quantity.
  3. Adjust a line's quantity or open it to change price or add a line discount (if your role allows price overrides).

Add a customer (optional) ​

Tap Add customer to attach the sale to someone. Adding a customer:

  • Records the sale in their purchase history,
  • Earns and lets them redeem loyalty,
  • Lets them pay on account (store credit / receivables) if they have terms.

Apply a discount or promo ​

  • Add a cart discount (percentage or amount) if your role permits it.
  • Enter a coupon code or let an automatic promotion apply. See Promotions & Loyalty.

Take payment ​

  1. Tap Pay.
  2. Choose a tender — card, cash, gift card, store credit, or on account.
  3. Split tenders are supported: enter a partial amount on one tender and the remaining balance stays due, so a customer can pay part cash and part card.
  4. For cash, enter the amount tendered and POS shows the change due.

Finish ​

Once the balance reaches zero the sale completes and stock is drawn down. Choose how to deliver the receipt — print, email, or text — or No receipt.

Park and recall a cart ​

Need to help the next customer mid-sale? Tap Park (hold) to set the cart aside, then recall it later from the held list. Parked carts are per register.

TIP

Held carts are cleaned up automatically after a few days so the Held list stays meaningful — don't use Park for long-term quotes. For those, use B2B quotes.