Getting to Know Your POS Screen
Last updated
Last updated
When you fire up your POS system, the first thing you'll see at the top is the header section—think of it as your control panel for quick, essential info.
Here’s what it includes:
✅ POS Name – So you know exactly which system you're using. ✅ Current Date & Time – No need to check your watch; it's right there! ✅ Barcode Scanner (if activated) – Scan products effortlessly instead of manually searching for them. ✅ Serving Number (if activated) – Perfect for tracking customer orders in cafes or restaurants. ✅ Logged-in Staff – Know who's handling transactions for better accountability.
Right below this, you'll find product categories arranged alphabetically. This makes selecting items for transactions super easy—just tap and go!
Choosing Your POS Display: Box View vs. List View
Our POS system comes with two display options for showing items, so you can pick the one that fits your business best.
Box View (Default)
Ideal for Food & Beverage businesses like restaurants and cafés.
Items are displayed as big, easy-to-tap boxes with images/icons.
Perfect for quick selection during rush hours.
List View
A favorite for Retail & Service businesses like pharmacies and gyms.
Displays items in a neat, organized list with more details.
Includes extra info in columns (e.g., brand, generic name, and description)—super useful for retail where product details matter.
💡 Which one should you use? If you're in F&B, stick with Box View for speed. If you're in retail or services, List View keeps everything structured and detailed.
The good news? You can switch between views anytime to find what works best for you! 🚀
Keeping an Eye on Your Inventory: The "Quantity" Column
Your POS system makes it easy to track stock levels at a glance with color-coded indicators in the Quantity column. Here's what they mean:
🟢 Green – You're good to go! Stock levels are healthy, and there’s no need to worry about running out anytime soon.
🔴 Red – Time to restock! This means the stock has hit its minimum threshold and needs replenishing. Don't worry—authorized personnel will receive a daily email alert for low-stock products (if minimum thresholds are set).
⚠️ No Quantity (Empty) – If the product is set to "Do Not Sell When Out of Stock" in the Admin Portal, an error message will pop up when you try to add it to a transaction. This helps prevent selling items that are completely out of stock.
💡 Pro Tip: If you see red, it’s best to reorder ASAP to avoid stockouts and keep sales running smoothly!
List View for Services: Keeping Everything Organized
If you're running a gym, spa, salon, or any service-based business, your POS system makes it easy to manage sessions, memberships, and service details. In List View, everything is neatly arranged in columns so you can quickly see the info you need.
Here’s what you’ll find:
🕒 Session per Service – Tracks how many sessions a package has. No more guessing!
📆 Validity of the Service – Shows the expiration date or how long the service is available.
⏳ Duration per Session – Helps you manage schedules by showing how long each session lasts.
🏋️ Type of Membership – Whether it’s a one-time session, monthly subscription, or VIP membership, you’ll see it all here.
📝 Description – A quick rundown of what’s included in the service.
💡 Why This Matters: This setup ensures efficient bookings, prevents overbooking, and gives your staff clear service details at a glance—so your business runs smoothly without a hitch! 🚀
The Cart Section is where everything comes together—customers, products, tables, and totals. Let’s break it down:
🔍 3.1 Find Customers Fast
Search for an existing customer by typing in even just the first 3 letters of their first or last name.
If they have a membership, simply scan or input their ID (if applicable) to pull up their profile instantly.
📦 3.2 Quick Product Search
No need to scroll endlessly—just type the product name or SKU or Barcode to find the item in seconds.
👥 3.3 Count Customers for Discounts
If your business offers discounts (common in restaurants & cafés) especially on a large group of customers, enter the total number of customers to apply and divide the discount correctly.
🍽️ 3.4 Assign a Table (For F&B Businesses)
Select a table number from the available options or based on the customer’s preference.
Note: If your business needs table management, talk to your account manager to activate this feature.
📜 3.5 Order Summary at a Glance
See a clear breakdown of the order, including quantity, items, and prices—so no surprises at checkout.
🔢 3.6 Total Products Purchased
Keep an eye on how many items are in the cart—especially useful for bulk orders.
💰 3.7 Monitor Discounts
Easily check the total discounts applied, ensuring customers get their promos and savings.
💵 3.8 View the Final Amount
The overall total is displayed clearly, so you always know what the customer owes before proceeding to payment.
💡 Why This Matters: With these features, your checkout process becomes faster, more accurate, and stress-free—for both staff and customers! 🚀
When you look at the Cart Section, you’re not just seeing the price of a single item—you’re getting the full picture!
What You’ll See: ✔️ The price per item ✔️ The total price per item (especially helpful when a customer buys multiple units of the same product)
📌 What Do the Tax Codes Mean? On the right side, you’ll notice some labels next to the items:
‘V’ = VAT (This item includes Value-Added Tax)
‘E’ = VAT Exempted
💡 Why is this useful? If you’re handling customers who need VAT exemptions, like senior citizens or PWDs, these tags help you double-check at a glance.
The "Transactions" button takes you to a summary of your orders.
Use the "Tables" button to check table availability and manage them efficiently in your store.
The "Functions" button provides access to various features in the POS.
The "Lock" button allows you to secure the POS. Input the password of the staff who logged in to regain access to the POS.
Click the "Clear" button to remove data from the cart section.
