POS basics

The POS screen is where you spend most of your day — adding items, taking payment, and printing receipts. Here's everything you need to know to work fast.

The POS screen layout

Three zones:

• Product grid (left or top, depending on device) — tiles for every active product in this shop, grouped by category
• Cart (right or bottom) — items added, running total, customer link
• Action bar — payment button, clear cart, customer lookup

Adding items to the cart

By tap

Tap a product tile. It appears in the cart with quantity 1. Tap the same tile again to increment.

By barcode

Tap the barcode icon in the action bar. Your camera opens. Point it at the barcode. The product is added automatically.

By search

Use the search box at the top of the grid. Name, SKU, and barcode all match.

Adjusting the cart

• Change quantity — use the + and − buttons next to each cart line
• Remove an item — swipe left or tap the trash icon
• Clear the whole cart — tap the trash icon in the cart header
• Apply discount — tap a line → edit discount (amount or percentage)

Linking a customer

Before taking payment, tap the customer field at the top of the cart. Enter their phone number.

• If they exist, their name and loyalty balance appear
• If not, tap Quick create to add them on the spot (name + phone is enough)

Every KES 10 spent earns 1 loyalty point. See Customers & loyalty for the full program.

Taking payment

Tap Pay. Pick the method:

Cash

Enter the amount received. Change owed is calculated automatically. Hand over the change, tap Complete.

M-Pesa

Two options:

• STK push (if configured) — enter the customer's phone, they approve on their phone, payment confirms automatically
• Manual till — show the customer your till/paybill on the full-screen display, they pay, you confirm the payment message

Card (Pesapal)

Tap Card. The customer completes checkout on their phone via Pesapal. Confirmation is automatic.

Credit (Lipa Kidogo)

For trusted customers only. Payment is recorded as credit, due later. Track outstanding credit from drawer → Credit.

The receipt

Every completed sale shows the receipt screen: line items, totals, eTIMS status (if enabled), and Pesapal confirmation (for card payments).

• Print — sends to your connected thermal printer
• Email — sends a PDF to the customer if they have one on file
• Close — returns to the POS, ready for the next sale

Voiding a sale

If a sale needs cancelling, go to Sales → tap the sale → Void. Requires manager password and a reason. Voiding reverses stock, credit, and loyalty points. The original receipt stays on record for audit. See Shifts for how voids affect your cash drawer reconciliation.

Tips for speed

• Add barcodes to every product — checkout becomes 3x faster
• Use categories aggressively — they drive the POS grid layout
• Put your top 10 fastest-moving products in a "Favourites" category for 1-tap access
• Keep the cashier logged in with their own account — shift tracking relies on per-cashier attribution