> For the complete documentation index, see [llms.txt](https://knowledgebase.clibase.tech/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://knowledgebase.clibase.tech/pos-screen-sections.md). # POS Screen Sections

## 1. Header Section 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! 🚀

List-type item display (Retail Industry)

**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! 🚀

List-type item display (Service Industry)

## 2. Navigating the Cart Section: Your Checkout Command Center 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! 🚀

### Understand Prices and Tax Code in the Cart Section 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.

## 3. Footer Section The Footer Section is your **control hub**—it helps you manage orders, tables, and important POS functions quickly and efficiently.

💡 **Why this is useful:**\ The Footer Section helps you manage sales, protect your POS, and keep your store organized—all with just a few taps. #### What You’ll See and How to Use It: 1. **Transactions Button** 🧾 * **Purpose:** View a summary of all your orders in one place. * **Tip:** Great for quickly checking past orders or reconciling sales at the end of the day.

2. **Tables Button** 🍽️ * **Purpose:** Check which tables are available and manage table assignments in your store. * **Step:** Click the button → see available/reserved tables → assign customers as needed. * **Tip:** Helps avoid double-booking and keeps service smooth.

3. **Functions Button** ⚙️ * **Purpose:** Access various features and tools in the POS system. * **Step:** Click to explore features like discounts, order types, or reports.

4. **Lock Button** 🔒 * **Purpose:** Secure the POS when stepping away to prevent unauthorized use. * **Step:** Click → input the password of the logged-in staff → POS is locked. * **Tip:** Always lock your POS when leaving the counter to protect sensitive information.

5. **Clear Button** ❌ * **Purpose:** Remove all items from the cart section. * **Step:** Click to clear the cart → confirm if prompted. * **Tip:** Useful when starting a new order or correcting mistakes.