POS Overview
How the Accoraze point of sale system works.
Overview
The Point of Sale (POS) module is where you process customer transactions. It is designed for retail environments and growing businesses that need a fast, reliable way to complete sales, generate receipts, and track daily transactions.
Accessing the POS
Go to POS in the sidebar. The POS screen has two main areas:
- Product catalog — on the left, showing your available products
- Current sale — on the right, showing items added to the transaction
Product Catalog
The product catalog shows all products with prices. You can:
- Search — type a product name to filter the list
- Browse — scroll through categories and products
- Select — click a product to add it to the current sale
Products show their name, price, and stock status. If stock is low or out, this is indicated on the product card.
Current Sale Area
When you add products, they appear in the current sale area with:
- Product name
- Quantity
- Unit price
- Line total
You can adjust quantities, remove items, or apply discounts before completing the sale.
Discounts
You can apply two types of discounts:
| Type | Description |
|---|---|
| Item discount | Discount applied to a specific product |
| Sale discount | Discount applied to the entire transaction |
Discounts can be entered as a percentage or a fixed amount.
Customer Selection
Before or during a sale, you can select a customer to associate with the transaction. This links the sale to their account, making it easier to:
- View their purchase history
- Send invoices and receipts by email
- Track their spending
Select a customer by clicking the customer field at the top of the POS and searching for their name.
If no customer is selected, the sale is recorded as a walk-in or anonymous sale.
Payment
When ready to complete:
- Review the items and totals
- Select the payment method (cash, card, or other)
- If cash, enter the amount received — the change due is calculated automatically
- Click Complete Sale or Pay
The sale is processed and a receipt is generated.
Receipt Options
After completing a sale, you can:
- Print — send the receipt to a connected receipt printer
- Download PDF — save the receipt as a PDF file
- Email — send the receipt to the customer by email (requires SMTP configuration)
Held Orders
If a customer cannot complete payment immediately, you can hold the order. Held orders are saved in the Orders section and can be resumed later.
POS and Inventory
When a sale is completed, the stock quantity of each product is automatically reduced by the quantity sold. This keeps your inventory levels accurate in real time.
V1 Limitations
- Barcode scanning at POS is not available in V1. Products are searched by name or browsed.
- Multi-payment (split payment across multiple methods) may not be available in V1.
Related
- Create a Sale — Step-by-step guide to processing a sale
- Orders — Managing held and pending orders
- Sales Records — Viewing past transactions
- Receipts & Delivery Slips — Document generation