Performing a POS transaction

Selling POS products isn't difficult once the POS module is set up.

Click 'POS' in the dark green bar in your PMS. If the register has already been opened, you will directly enter the open register. Here you will see all POS products displayed as buttons, divided across product group tabs. On the right there is a preview of the receipt. You can use the search bar to find the products you want.

Has the register not been opened yet? Read more here: Create and open a register

Click the button for the product that you are selling to the guest, or use a barcode scanner. If you click/scan the same item again, the number of this product on the receipt will be increased.

  • Click on the pencil icon behind the product in the receipt to edit it. You can change the number of product items, the charged price, or leave a memo.

  • Click the trash can icon to remove a product from the receipt.

At the bottom of the receipt you will see the total, and the available payment methods. Click the method the guest wants to use to pay, and take the payment.

The next screen is the invoice overview of the receipt for which you have just taken a payment. If a receipt printer is connected to this register, you can print a receipt now. If there is no receipt printer connected, you can download the receipt as a PDF by clicking the 'PDF' button at the top right and then print it using a regular printer.

The receipt also states which employee made the sale and when. All receipts are saved and can be found in the 'Receipts' menu.

Once the transaction is completed, click 'POS' in the dark green bar again to start a new transaction.

When viewing the paid receipt, you can credit (refund) it if needed. More information: Viewing and crediting receipts