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Cashier Screen

The POS screen is the cashier's main workspace. Search products, build a cart, and process payments quickly.

How to Use

Step 1: Find Products

  • Search: Type a product name or code in the search box. Results filter as you type.
  • Browse: Scroll through the product grid.
  • Barcode Scanner: Scan the item. It is added to the cart automatically. See Barcode Scanning.

Step 2: Build the Cart

  • Add items: Click or tap a product tile to add it to the cart (right panel).
  • Adjust quantity: Use the + and buttons next to each item.
  • Remove items: Click the trash button to remove an item.
  • The cart shows each item's line total and a running subtotal and total.

Step 3: Process Payment

  1. Click the "Charge" button.
  2. In the payment dialog you can:
    • Choose a payment method: Cash, Card, or Store Credit (store credit appears when an attached customer has a balance).
    • For cash, enter the amount the customer hands you and the system calculates the change due.
    • Split the payment across more than one method (see Split Payment).
    • Apply a discount (Discounts), redeem loyalty points (Loyalty Points), or apply an exchange receipt (Exchange Credit), where applicable.
  3. Click "Confirm Payment" to complete the sale. The button reads "Complete Sale" when there is nothing left to pay.

Step 4: After the Sale

  • A "Sale Complete" confirmation appears with the sale number.
  • You can print a receipt from this screen. See Receipt Printing.
  • The cart clears automatically, ready for the next customer.

Visual Indicators

  • Greyed-out products: Out of stock. They cannot be added to the cart. (Inactive products do not appear on the POS at all.)
  • All amounts display in your store's configured currency.

FAQ

Q: Can I use the POS on a tablet or phone?

A: Yes. The POS is responsive. On smaller screens, you can toggle between the product grid and the cart view.

Q: What if I add the wrong product?

A: Remove it from the cart using the trash button, or reduce the quantity to zero.

Q: Why is a product greyed out?

A: It is out of stock, so it cannot be added to the cart. Deactivated products are hidden from the POS entirely, so a greyed-out tile always means the item is out of stock.

Q: Can I search by barcode number manually?

A: Yes. Type the barcode into the search box and press Enter.

Q: What if the payment fails?

A: You will see an error message (e.g. "Insufficient stock"). The sale is not recorded and no stock is deducted.

Q: Can I process a sale without choosing a customer?

A: Yes. Attaching a customer is optional. Walk-in sales work without a customer record.

Q: Who can access the POS screen?

A: Cashiers, Managers, and Admins can all use the POS.

Official help documentation for ClarityPOS by Lucidara.