Sign in
Open the till. The screen is called POS Login.
Under Select operator, choose your name. Each name shows PIN ready or Password only.
Enter your staff PIN, or switch to Password. Choose Enter POS.
If you forgot your PIN, choose Forgot PIN? Use password instead.
Choose your register on the Choose Register screen, then Continue to POS.
Open your till
There are two kinds of register.
A cash till. Choose Open till, enter your Opening float and add a note if you want one. You see "Till opened."
A shared station. Choose Start soft shift. No cash count is needed. You see "Soft shift started."
If the till is open under another cashier, choose Take till handover. You see "Till handed over to you."
You can sell without an open shift. The banner then says Shift not open, and "Sale can continue, but cash will not be included in shift closeout or variance reporting." Open a till first if you want your cash counted at the end of the day.
Make a sale
The bottom bar has Sell, Sales, Shift and Stock.
Find the item. Type in the search box or scan a barcode. A scanner works like a keyboard. If nothing matches you see "No product or variant matches that barcode."
Choose a variant when asked. A product with sizes or colours opens a picker. Stock labels read Out of stock or N low.
For something not in your catalogue, choose Add custom item. Enter the item name, quantity and unit price, say whether tax is exclusive or inclusive, and choose Add to cart.
Change a quantity with the plus and minus controls or by typing it. Remove a line with the Remove line icon.
Change a price only if your role allows it. Otherwise you see "You do not have permission to change line prices."
Choose a customer in the Client card. Search for an existing one, or choose Add new client and enter a name, phone number and email. If you skip this, the sale is a walk-in.
Discounts and delivery
Open the Tax, discount and delivery section. In Adjustments you can enter a sale discount as an amount or a percentage, and a delivery cost. There is no separate discount field for one line in the till today.
Some changes need a manager. The server asks for a manager's approval to remove a line, change a price, or give a discount, on a held sale. The till does not yet show a place to enter that approval, so the cashier sees only the plain message "Supervisor approval is required for this change." When you see it, ask a manager to make the change. See Common problems.
Dialogs you may meet
Past expiry date. "N line(s) past expiry. Confirm you want to complete this sale anyway." Choose Override and sell, or Cancel.
Age verification. "Confirm the customer is at least N years old." Confirm only after you have checked.
Plan limit reached. Your plan has no more room for this action.
Take payment
Choose a payment method, enter the Amount for this payment, then choose Add. The helper text shows the balance due. Add as many payments as you need to split the bill. The summary lists each one, and you can remove one.
Cash. Enter Cash received. The screen shows Due, Change or Still due. Choose Exact when the customer pays the exact amount.
M-Pesa prompt. Choose Send M-Pesa STK Push, enter the amount and the customer's phone number, and choose Send STK Push. A box says STK Push sent. Choose Refresh Payment Status, or Leave payment pending. You see "M-Pesa payment confirmed." when it works.
Card, or an M-Pesa code typed in by hand. Enter the transaction code from the receipt or the SMS, then choose Confirm payment.
Pay later. Attach a customer first. A credit sale cannot be more than the balance due.
Store credit. Attach a customer and use the Apply customer credit panel. Choose Use maximum or Remove credit.
Deposit. With a customer attached and a balance left, choose Take deposit. The sale goes on hold. Finish it later from Held sales.
Tip. Add it in the tip panel and it is added to the total.
When the customer pays too much
With a customer on the sale, you choose what happens to the extra with Return all as change, Add all to store credit, or Split change and credit. Without a customer, only cash can come back as change. A card or M-Pesa amount cannot be more than the amount due. See the post on what happens when a customer pays more than the bill.
Finish the sale
Choose Complete checkout. A Checkout review shows the sale total, payments collected, store credit used, cash change returned and store credit added. Choose Complete checkout again to confirm. An exact single cash payment completes straight away.
You then see Sale Completed with the invoice number. Choose View Receipt, Print Receipt or Done. If the sale was on account you see "Sale recorded on account", and no money was collected.
If you see a red Not confirmed banner, the server did not answer in time. The sale may already be recorded. Do not take the payment again. Choose Check status.
Loyalty points
Attach the customer first. Open Promotions and loyalty, then the Loyalty points panel. It shows their points and what they are worth. Enter the points, or choose Use maximum, and choose Apply points. Choose Remove points to undo it. Applying points clears payments you already added, so apply points before you add other payments.
Hold a sale and come back to it
Choose Hold to park a sale. You see "Sale held successfully." Loading a held sale changes the button to Update held. Abandon discards it.
The Held tickets banner and the Held Sales list show your held sales. Choose Resume to continue or Clear to remove one. Clear asks you to confirm and tells you that no stock or payment has been taken.
If the cart has changed since you held it, you see "Cart total is ahead of this held sale." Payment uses the live cart until you choose Update Held.
Cancel, void or return
Cancel a held sale from Sales. You give a reason and a supervisor enters their PIN.
Void a completed sale only for a same-day mistake. Choose Void or return, then Void sale. Enter a reason of at least 3 characters and a supervisor PIN.
When a customer brings goods back, do not void. Use Return and Refund.
Return and refund
Open Sales and find the sale. Only Paid or Partial sales can be returned.
From the row menu choose Return / Refund.
Confirm the Original Sale ID, the Reason Code, the Refund Method (Cash, Card or Mobile Money) and the Refund Account.
Set the returned quantity on each line, and turn on Restock returned items if the goods go back on the shelf.
Choose Create Refund and Restock. A supervisor enters their PIN and a reason. You see "Refund created with status completed."
Close your shift
Choose Close cash from the Shift tab.
Count the drawer and enter Closing Cash Counted. The screen shows Expected cash in drawer.
If the two do not match, turn on Force close with variance and give a reason of at least 3 characters.
Confirm. You see "Shift closed successfully." The Last closed shift panel shows the variance.
A manager can use Review register shift and Close as manager, with a reason.
To record money moving in or out of the drawer in the middle of the day, use Drawer pay-in / pay-out. The choices are Pay in, Pay out, Safe drop and Expense. Shared stations do not use this.
If the connection drops
A Sync chip shows OFFLINE and the number waiting. Tap it to open the Sync center. A sale is saved to the device only when the payment is cash only. Card and M-Pesa sales are never saved for later. The box says "Sale queued for sync" and "No receipt is available yet." When the connection returns, choose Sync now. Sales the server refuses appear under Needs attention, where you can retry or resolve each with a note.
The restaurant till
This part is from a lighter read of the code and has not been tried on a device.
Unlock with your 4 to 6 digit PIN.
Use the menu to move between Tables, Orders, Reservations, Kitchen, Bar, Dishes, My day and Settings.
On Tables, open a check, add items, and choose Send to kitchen. The kitchen moves it along its board and marks it ready, and you choose Serve. The kitchen board shows "No Kitchen work right now" when nothing is waiting.
At checkout you see subtotal, discount, service charge, tax, tip, total and balance due. You can add another payment, split the payment, split the check, add a tip, or let the guest pay by QR.
Choose Close order when it is paid.
If you see "Restaurant operations are not installed or ready for this workspace.", ask the owner to turn the restaurant feature on in Settings.
Next
Common problems